AI-Powered Virtual CFO for Growth Companies & PE

Know your cash position before
your month-end close does.

vCFO is a virtual CFO delivered as an Agent-as-a-Service. It builds your rolling cash-flow forecast, scenarios, and board reporting from your live financial systems, not from a spreadsheet you maintain by hand. You review and approve. Nothing leaves your desk without your sign-off.

A directional self-assessment. No account, no payment, instant on-screen result.

Live telemetryBuilt from your ERP, accounting, and banking data, not questionnaires.
Human in the loopYour approval is required on every external action and financial move.
US data residencyYour data stays in US regions. Per-tenant isolation by design.
Month-to-monthNo long-term contract. Annual prepay available.
What your vCFO does

Financial leadership, run by agents you supervise

Coordinated agents do the work of a finance team. You keep the executive decision. The capabilities below are rolling out in sequence; "Live" reflects what is built today.

Live

Rolling Cash-Flow Forecast

A 13-week rolling forecast with base, downside, and upside scenarios and a liquidity runway, refreshed from live data, with variance against your prior forecast.

Live

Scenario & Stress Modeling

Probability-weighted scenarios across the drivers you choose, a stress read on where the model breaks, and a ranking of which driver moves the outcome most.

Live

Board-Ready Reporting

A board-grade summary, KPI trends, narrative, risks, and forward guidance from your live KPIs. Produced on demand, sent only after you approve it.

Rolling out

Working Capital & Runway

DSO, inventory turns, and payables timing intelligence, with the levers that extend runway.

Rolling out

M&A & Valuation Readiness

Continuous valuation, data-room readiness, and the financial rigor PE and acquirers expect.

Rolling out

Capital Planning

Capital allocation and raise-timing analysis grounded in your forecast and runway.

How it works

Connect once. Supervise the rest.

Connect your systems

Read-only connections to your ERP, accounting, and banking systems. The analysis runs on live telemetry, never on a form you fill in.

Agents do the work

Your vCFO agents produce forecasts, scenarios, and board reporting on a schedule, and flag what needs attention.

You review and approve

You sign off on every deliverable. No external communication or financial action happens without a recorded human approval.

Why it earns the CFO seat

Built to a standard, not a demo

Telemetry-only analysis

Production analysis runs on your live financial data. A questionnaire is never a primary input.

Human approval, recorded

Every external action and financial move requires your explicit approval, captured in an append-only audit trail.

Isolation and governance

Per-tenant data isolation, per-tenant cost ceilings, and full audit logging are built in from the first line of code.

Patent pending

Patent-pending technology for AI-driven financial operations.

Pricing that scales with you

Five tiers, by revenue and scale

Each tier maps to your size and the cadence you need. Month-to-month, no long-term contract. Annual prepay available.

Steward
$2M–$10M revenue
$1,995

/month

Controller
$10M–$25M revenue
$3,995

/month

Strategist
$25M–$50M revenue
$6,995

/month

Capital
$50M–$100M revenue
$11,995

/month

Sovereign
PE-backed / $100M+
$16,995

/month

Compare tiers
Start with the free check

See where your cash visibility stands today

Ten questions, two minutes, an instant on-screen read on your cash-flow maturity and the gaps worth closing first.

Take the free Cash Flow Check