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Your PersonalAI CFO

Ask questions about your financial data in plain English. Get instant insights, anomaly detection, fraud scanning, industry benchmarks, and AI-generated reports.

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Ask in plain English
Fraud detection AI
AI CFO

What anomalies did you find in Q3?

I found 3 significant anomalies in Q3:

  • $4,200 personal expense coded to COGS
  • Duplicate vendor payments totaling $1,850
  • Revenue 23% below industry benchmark

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Ask questions, get answers. It's that simple.

Instant Answers

Ask any question about your financial data and get immediate answers.

"Compare my revenue this quarter to last quarter" → Detailed analysis with specific numbers.

Client Advisory

Impress clients with AI-generated insights they have never seen before.

"Your gross margin is in the 75th percentile for retail, but your rent expense is higher than 90% of similar businesses."

Fraud Detection

Protect clients from employee theft and vendor fraud.

"Duplicate payments to ABC Supplies totaling $12,400 identified across 4 invoices."

Deep Analysis, Delivered Simply

Premium AI capabilities for comprehensive financial analysis

Ask Questions in Plain English

Chat with your data. Ask "What were my top expenses last month?" and get instant answers.

Transaction Anomaly Detection

AI scans every transaction for unusual patterns, amounts, or timing.

Fraud Pattern Recognition

Identify potential fraud indicators like round-number payments or vendor duplicates.

Industry Benchmarking

Compare client financials against ATO industry averages and percentiles.

Plain-English Summaries

AI-generated executive summaries perfect for client meetings.

Predictive Analytics

Forecast trends based on historical patterns and seasonal factors.

Know How You Compare

AI CFO compares your client's financials against ATO industry benchmarks. See exactly where they stand compared to similar businesses.

  • Gross profit margin percentile ranking
  • Expense ratios compared to industry averages
  • Wage cost benchmarks by employee count
  • ATO benchmark compliance indicators
Industry Benchmarks

Issues Found (8)

GST on bank fees$1,240
Personal expense detected$892
Duplicate payment$500
Missing supplier ABN-
Old unreconciled txn-

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The most powerful AI for financial analysis

AI CFO

$129/file/month

Premium module - standalone or with any bundle

  • Ask questions in plain English
  • Transaction anomaly detection
  • Fraud pattern recognition
  • Industry benchmarking (ATO data)
  • AI-generated summaries & reports
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