What CFO Pal does
Core capabilities that replace spreadsheets, manual checks, and guesswork with automated financial oversight from your live accounting data.
All of it is your CFO in your pocket, not a report you go and fetch: ask about any of it at any hour, from the dashboard or over WhatsApp.
Cashflow forecasting that updates itselfAutomated cashflow forecasting from your Xero, QuickBooks, or Sage data
→Never miss an overdue invoice againAutomatic invoice tracking and overdue alerts from your Xero, QuickBooks, or Sage data
→Financial reports that write themselvesAutomated P&L, balance sheet, and management accounts from your Xero, QuickBooks, or Sage data
→Budget tracking that stays currentAutomated budget vs actuals tracking from your Xero, QuickBooks, or Sage data
→Know who's quietly slipping, before it's a problemAsk your AI CFO which customers are paying slower, or have stopped paying altogether
→Know the moment your margin starts slippingGet alerted to a real gross margin decline, never a number you have to guess and set
→Compare your numbers to real UK businessesCompanies House peer quartiles and published UK figures, every one sourced and dated
→Management accounts, ready on the first of every monthA full board pack built automatically from your Xero, QuickBooks, or Sage data
→AI CFO software that only quotes checked numbersConnected to your ledger, reconciled first, never invented. Not a chatbot you paste figures into
→Stop guessing. Start knowing.
See any of these running on your own books. Every Monday morning.
Connects to Xero, QuickBooks & Sage · UK data residency · No card required