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Platform Module

AI CFO Assistance

Your highest-leverage agent โ€” a daily briefing before your first coffee, natural-language queries on demand, and a self-improving extraction loop that needs no ML infrastructure.

6:30am
Daily briefing time
3
Credits per CFO Co-pilot action
0
ML retraining required
1-click
Board pack from chat

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AI CFO AssistantSelf-Improving AIAI Agents
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AI CFO Assistant

Your highest-leverage agent โ€” a daily briefing at 6:30am covering revenue at risk, compliance deadlines, anomalies, and one-click board pack generation.
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Daily briefing

Every morning: revenue at risk, GST deadlines, anomalies, and ARR movements โ€” before your first coffee.

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Natural language queries

Ask 'which customers are at churn risk this month' and get a direct, data-backed answer โ€” no dashboard hunting.

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What-if modeling

Run renewal or pricing scenarios in plain English without touching a spreadsheet.

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One-click board pack

Generate the full investor-ready report from a single chat command.

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Self-Improving AI

No ML pipeline, no retraining infrastructure. Every correction you make becomes a few-shot example that improves extraction accuracy on your next contract.
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Correction capture

Every field you correct is stored as a structured learning example, tied to that contract type.

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Few-shot injection

Future extractions for similar contract types are primed with your past corrections automatically.

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Calibrated confidence

Confidence scores blend historical accuracy with the model's own certainty โ€” never raw AI confidence alone.

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No retraining needed

All improvement happens through prompt augmentation โ€” no ML ops overhead, no GPU bills, no retraining cycles.

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AI Agents at work here

This module doesn't just record data โ€” Fincelo's autonomous AI agents act on it every day, without anyone pressing a button.
๐Ÿงญ CFO Copilot

The orchestrator of all seven agents

Pulls from Collections, Billing, Period Close, Anomaly, Renewal, Compliance, and Customer Intelligence to write the morning briefing โ€” flagging only what needs a CFO decision, logged with name and timestamp.

๐Ÿ” Self-Improving Loop

Every correction becomes a learning pattern

Prompt augmentation, not ML retraining โ€” every field you correct is re-read and stored as a few-shot example, so calibrated confidence rises every month without a retraining pipeline.

Other modules

See AI CFO Assistance on your own contracts

20 minutes. Your actual data. No generic demo.