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The AI CFO that never clocks out.

Andy connects to QuickBooks, Xero, and Slack. Every morning Andy reviews your books, flags what changed, and answers your questions using the actual numbers behind your business. Included in every Profitual plan.

Try Andy free See pricing

Andy

AI CFO · online

Connected to QuickBooks
What's driving the variance in our April marketing spend?
April marketing came in at $18,400 vs. a forecast of $12,000, a $6.4k overrun. Three line items drove it:
  • Conference booth: $4,200
    SaaStr expense, not in the original plan
  • Google Ads: $1,800 over
    Q2 push on "FP&A software" keywords
  • Design contractor: $400
    Within forecast band, reasonable variance

Want me to update your Q2 forecast with the revised run-rate, or flag this for your next board update?

Smart Alert · also sent to #finance on Slack

What Andy actually does.

Conversational AI chat

Ask questions about your business in plain language. Andy has full context on your books, your model, and your history.

Live Analysis & Smart Alerts

Daily automated briefings from your QuickBooks and Xero data. Categorized by revenue, expenses, cash, AR, and AP, with severity levels so signal beats noise.

Expense variance analysis

Per-line commentary on what changed and why. Vendor-level drill-in, transaction detail, and 6-month trends, without the dashboard archaeology.

Document extraction

Drop in a PDF, Excel, or CSV. Andy extracts revenue streams, expenses, and summaries to accelerate onboarding and ad-hoc analysis.

In-chat charts

Bar, line, area, pie, donut, composed. Andy picks the right chart for the question and renders it inline, using your data.

Reports & invoices

Generate scheduled reports with AI-written narrative. Send invoice PDFs directly from chat. Deliver to email or Slack.

Live Analysis

Smart Alerts while you sleep.

Every morning, Andy pulls the last 24 hours from your books, compares it to your forecast, and writes a short briefing. It lands in email or Slack, categorized and severity-tagged so you can act on it before standup.

  • Revenue · expenses · cash · AR · AP
  • Severity levels: info, warning, critical
  • Delivered to email + Slack
  • Cadence scales with plan (monthly · weekly · daily)

Smart Alert · Critical

AR over 60 days jumped 42%

this morning

Two invoices totaling $34.2k crossed the 60-day mark overnight. I'd recommend a follow-up on INV-1042 (Acme Corp), who's paid late twice before.

Smart Alert · Info

Revenue pacing ahead of forecast

yesterday

April MRR is tracking 6.2% ahead of the mid-case scenario with one week to go. Two deals from the April pipeline have closed since Friday.

Smart Alert · Warning

Software spend +$2.1k this week

3 days ago

Three new SaaS subscriptions appeared this week. Want me to list them and flag anything that overlaps what you already have?

Grounded in your whole stack.

Andy reads from the systems you already run on, so every answer comes from your actual numbers. When Andy proposes a change to your plan, whether it's a new expense, a hire, or a scenario shift, it lands as a proposal for you to review. You stay in the driver's seat.

Live today

QuickBooks Online

Transactions, invoices, bills, customers, vendors, and journal entries, pulled for live analysis

Xero

Multi-currency, bank feeds, contacts, chart of accounts

Slack

Smart Alerts and chat with Andy directly in your workspace

Canva

Push financials and charts straight into board decks

On the roadmap

Stripe

Soon

Revenue, subscriptions, and customer data for SaaS modeling

HubSpot

Soon

CRM pipeline & deal data to inform revenue forecasts

Rippling

Soon

HR, payroll, and headcount data

Sage

Soon

Mid-market ERP integration

Put an AI CFO on your team.

Andy is included in every Profitual plan. Connect your books and you'll be chatting with your new AI financial analyst inside of an hour.

Start free trial See pricing