AI Virtual CFO Platform – Empowering SMBs with Financial Intelligence & Automation
SMB Virtual CFO & Insights Platform
FinTech Provider for SMBs
Problem
Client identified that SMBs lack financial transparency and CFO-level insights. Most small businesses struggle to track cash flow, interpret P&L data, and act on anomalies or growth opportunities. They needed a Virtual CFO SaaS platform that delivers real-time financial insights, predictive advisory, and actionable recommendations, helping SMBs make smarter, faster business decisions without hiring full-time finance teams.
Approach
Built an AI-driven Virtual CFO Platform that unifies ERP data, analytics, and advisory in a secure multi-tenant SaaS model. Integrated with QuickBooks and Sage, it automates financial reporting and benchmarking using LLM-based advisory and forecasting agents. A chat + voice AI Assistant delivers real-time, contextual insights, with strong governance and compliance guardrails ensuring security, explainability, and tenant isolation.
Agents We Created
Specialized AI agents engineered to automate and optimize business operations
Ingestion & Connector Agent
Analytics & KPI Agent
Advisory Agent
Governance & Compliance Agent
Research & Forecasting Agent
Narrative & Reporting Agent
Tools Used
Cutting-edge technologies powering intelligent automation
Outcome Metrics
Measurable impact delivered through intelligent automation
faster client advisory preparation
improvement in compliance accuracy
increase in advisor productivity
client summaries and documentation
integration with CRM and Azure OpenAI
experience through personalized insights
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