Smart CFO – Private Beta

SMARTCFO

AI Financial Intelligence for Modern SMEs

Private Beta

RAW CSV → CFO Insights

Turn messy statements into board-level clarity.

Drop a raw export from your bank, Stripe, PayPal or card provider. Smart CFO ingests, cleans and surfaces the story your numbers are telling.

Automatic cleaning & categorisation

CFO-style narrative summary

Risk flags & tactical ideas

⮡

Upload a CSV file to analyze

Works with exports from banks, Stripe, PayPal, Wise, etc.

This demo runs locally on your machine.

🧾

CFO Report

Upload a CSV file and Smart CFO will generate a clear, board-ready narrative of your current financial health.

📊 KPI Snapshot

Core finance metrics inferred from your latest file.

Revenue vs Expenses over time Cashflow view • Hover for details

Monthly Cashflow Snapshot

Run an analysis to populate monthly cashflow cards.

💡

Insights & Alerts

Pattern detection, risk flags and tactical opportunities will appear here once an analysis has run.

❓

Ask Smart CFO

Ask a follow-up question about your numbers (e.g. “Can I afford to increase marketing spend next month?”).

Waiting for a question.