AI Virtual CFO

Get CFO-level financial insight on demand. Cash flow, runway, SaaS metrics, fundraising readiness. $40 for a 20-minute live AI consultation.

Who This Is For

This live AI session is designed for startup founders, small business owners, and operators who need financial clarity without a full-time CFO.

What You Walk Away With

In your 20-minute session, you receive cash flow projections, burn rate analysis, SaaS metrics breakdown, budget optimization recommendations, and fundraising readiness assessment.

Key Capabilities

• Cash Flow Analysis
• Runway & Forecasting
• SaaS Metrics Deep Dive
• Fundraising Readiness
• Financial Document Review
• Budget & Cost Optimization

Common Use Cases

Book a session when you need help understanding your runway, preparing financial models for investors, optimizing your cost structure, analyzing unit economics, or building a budget for the next quarter.

How It Works

1. Start your session — Pay $40 and connect instantly to a live AI avatar. No appointments or scheduling required.
2. Have a real conversation — Share your financial situation or question. Your AI Virtual CFO will analyze the numbers, build projections, and walk you through the financial picture in plain language. You get actionable insights you can use immediately — no jargon, no spreadsheet overwhelm.
3. Get your deliverables — Your results, analysis, and recommendations are saved and available in your Results panel after the session ends.

Pricing

$40 for a 20-minute live session. No subscription required. Pay per session, get instant access.

Security & Privacy

Enterprise-grade AI infrastructure. Powered by LLM providers that hold SOC 2 Type II, ISO 27001:2022, and ISO/IEC 42001:2023 certifications. Your conversations are processed through LLMs which never use customer data for model training and enforce encryption in transit and at rest.

Frequently Asked Questions

What financial topics can I discuss?

Cash flow management, burn rate analysis, runway forecasting, SaaS metrics (MRR, ARR, churn, LTV, CAC), fundraising readiness, budgeting, cost optimization, P&L analysis, financial modeling, unit economics, and general CFO-level financial strategy.

Can I upload financial documents?

Yes. Upload P&L statements, balance sheets, cap tables, financial models, or investor decks during the session. The advisor analyzes them in real-time and provides feedback in the Results panel.

Is this actual financial advice?

The AI provides financial analysis and strategic guidance for educational and planning purposes. For binding financial advice, tax filing, or audit opinions, consult a licensed CPA or financial advisor. Many users find these sessions invaluable for preparing before meeting with their accountant.

Who is this for?

Founders, CEOs, COOs, and business owners who need CFO-level financial insight but don't have a full-time CFO — or want a second opinion alongside their existing finance team. Especially useful for seed through Series B startups navigating cash flow, runway, and fundraising.

Important Notice

AI-generated financial insights for informational and educational purposes only. This is not licensed CPA, audit, or investment banking advice. Consult qualified financial professionals for binding corporate finance or tax decisions.

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