Features
AI cash flow management and forecasting
Automated board, management, and investor reports
Proactive alerts via Slack and email
Real-time financial performance monitoring
Expense analysis and headcount planning
Bookkeeping quality review and progress tracking
Scenario planning (what-if analysis)
Actuals vs budget tracking
24/7 financial monitoring
Personalized CFO action plan
SOC-2 compliant security, read-only access
Integrates with QuickBooks, Xero, and 12,000+ banks
ML-driven demand forecasting
Automated purchase order generation
Multi-level BOM forecasting (add-on)
Variable lead time handling
Real-time data synchronization
Intuitive order plan view
Re-order scheduling with future visibility
Forecast groups for categories
Most profitable product ranking
Multi Account aggregation (May 2026)
Safety stock optimization
Spreadsheet import/export
REST API for custom integrations
