Clear financial insight.
Early warnings.
Better decisions.
AI-powered financial clarity for SME owners who want to understand their numbers and reduce surprises — without hiring a CFO or changing systems.
Most SME owners already have accounting software.
What they don’t have is:
Clear insight
Early warnings
Confidence in decisions
What they don’t have is:
Historic reports that arrive too late
Confusing dashboards you don't understand
Too much data, not enough meaning
By the time problems appear, they've already hit cash.
What AI Financial Insights actually is
A managed financial clarity service. We take your existing financial data and turn it into actionable insight.
Clear dashboards
Early warning indicators
Cash flow visibility
Plain-English insight
Decision-ready information
Forward looking analysis
You don't need to:
- You run an SME that is growing or becoming more complex
- Change systems Learn new software
- Build reports
We do the work.
You get the clarity.
How this is different from dashboards or BI tools
Dashboards show numbers.
Static displays of historical data that require you to interpret their meaning.
AI Financial Insights explains them.
Contextual analysis that tells you what the numbers mean and what to do about them.
We help you understand:
- What's changing
- Why it's changing
- What it means for cash and risk
- What decisions you should be thinking about
This is insight, not just reporting.
Who this service is ideal for
AI Financial Insights is ideal if:
- You want better financial visibility
- You're not ready for a CFO yet
- You want to reduce cash surprises
- You want clarity without complexity
- You want better decisions now
Many clients start here before moving into CFO support.
Simple, predictable pricing
No long contracts. Upgrade as your business grows.
from $99 /month
Financial Visibility Lite
Essential visibility for growing businesses
from $299 /month
AI Financial Insights
Complete clarity with AI-powered analysis
from $750 /month
CFO Intelligence Layer
Strategic insight for scaling businesses
How this fits with CFO Services
Some businesses need leadership now. Others need clarity first.
AI Financial Insights helps you:
- Build confidence in your numbers
- See when CFO support is actually needed
- Upgrade smoothly when the time is right
No pressure. No forced upsell.
How to get started
The best first step is a short clarity call. We’ll confirm:
- Whether this service fits your situation
- Which level of insight makes sense
- What you'll get from day one
If CFO support isn't right for your business, we'll tell you.
If this isn’t right for your business, we’ll tell you.
Our goal is clarity, not sales.