Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Recurved is an innovative financial planning and analysis tool designed for founders, CEOs, CFOs, and teams dedicated to growth. By eliminating the need for traditional spreadsheets, it offers real-time business intelligence by integrating CRM, accounting, and ERP data into a cohesive source of truth. The software features financial forecasting, FP&A, scenario planning, and immediate cash forecasting, empowering businesses to strategize effectively, detect potential risks sooner, and make informed choices. Additionally, its executive dashboard delivers transparent insights into financial health, cash flow, and projected growth, ensuring that leaders have the information they need to steer their organizations successfully. This comprehensive approach not only enhances decision-making but also fosters a proactive culture within the organization.
Description
cfo.ai is an AI-powered financial management and FP&A platform designed to help founders, executives, and finance teams understand business performance and make informed financial decisions. Its AI CFO, Ari, connects to accounting, banking, payroll, billing, CRM, and business intelligence systems to consolidate financial information into a continuously updated model. Supported integrations include QuickBooks, Xero, NetSuite, Stripe, Rippling, ADP, Mercury, Salesforce, HubSpot, and other business applications. The platform uses a proprietary modeling infrastructure called REAM to organize financial data into structured relationships that AI agents can query and analyze. Users can ask natural language questions about revenue, expenses, profitability, cash flow, customer retention, and other financial metrics. Ari automatically investigates financial variances, traces calculations to underlying transactions, and identifies changes that may require management attention. Financial planning capabilities include scenario modeling, budgeting, forecasting, headcount planning, and analysis of different business decisions. The platform also automates board reporting, financial summaries, and proactive notifications about important business developments. cfo.ai supports MCP integrations with AI development tools, maintains auditable calculation histories, and uses read-only connections to protect source financial systems.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Gusto
No
HubSpot CRM
No
HubSpot Marketing Hub
No
HubSpot Sales Hub
No
Model Context Protocol (MCP)
No
NetSuite
No
QuickBooks Online
No
Rippling
No
Stripe
No
Xero
No
Integrations
Gusto
Yes
HubSpot CRM
Yes
HubSpot Marketing Hub
Yes
HubSpot Sales Hub
Yes
Model Context Protocol (MCP)
Yes
NetSuite
Yes
QuickBooks Online
Yes
Rippling
Yes
Stripe
Yes
Xero
Yes
Pricing Details
$5000/year
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Recurved
Country
United States
Website
home.getrecurved.com
Vendor Details
Company Name
cfo.ai
Founded
2020
Country
United States
Website
cfo.ai/