vCFO is a virtual CFO delivered as an Agent-as-a-Service. It builds your rolling cash-flow forecast, scenarios, and board reporting from your live financial systems, not from a spreadsheet you maintain by hand. You review and approve. Nothing leaves your desk without your sign-off.
A directional self-assessment. No account, no payment, instant on-screen result.
The controls are the same. What changes is the regime you report into, and what we can honestly claim.
Founders, CEOs, and finance leaders at growth companies and PE-backed operations. Rolling cash-flow forecasting, scenario modeling, and board-ready reporting from your live financial systems.
If you are SEC-registered, the IT general controls pack supports management’s assertion on internal control over financial reporting and the evidence the integrated audit will request. If you are private, the same controls support what your audit committee and lenders expect, with no Sarbanes-Oxley framing applied to you.
Finance offices at state agencies, counties, municipalities, and special districts. The IT general controls work is the same: access, change, computer operations and backup, and the development lifecycle over the systems that produce your financial statements.
Authorization: vCFO is not FedRAMP or StateRAMP authorized and is not listed in the FedRAMP Marketplace. We help you prepare. Readiness is not authorization. Confirm your agency’s authorization requirements before procurement.
On the roadmap, not available today: government financial reporting under GASB. vCFO models FASB-basis financials. GASB fund accounting differs materially and is not implemented.
Federal program and financial-management offices evaluating readiness. Same control coverage, same read-only evidence collection, same human approval on anything that leaves the platform.
Authorization: vCFO is not FedRAMP or StateRAMP authorized and is not listed in the FedRAMP Marketplace. We help you prepare. Readiness is not authorization. Confirm your agency’s authorization requirements before procurement.
On the roadmap, not available today: government financial reporting under GASB. vCFO models FASB-basis financials. GASB fund accounting differs materially and is not implemented.
Most business software is a tool. You log in, you do the work, you log out. If nobody opens it, nothing happens. vCFO is a different arrangement.
Your virtual CFO, running 24 hours a day, every day of the year. It connects to the systems your finances actually run on, including ERP, accounting, banking, and point of sale, and continuously monitors the financial controls your organization reports against. Your team reviews the output and approves it.
Nothing is sent outside your company and no financial action is taken until a person on your side approves it. Your team stops assembling the numbers and starts deciding with them.
Coordinated agents do the work of a finance team. You keep the executive decision. The capabilities below are rolling out in sequence; "Live" reflects what is built today.
A 13-week rolling forecast with base, downside, and upside scenarios and a liquidity runway, refreshed from live data, with variance against your prior forecast.
Probability-weighted scenarios across the drivers you choose, a stress read on where the model breaks, and a ranking of which driver moves the outcome most.
A board-grade summary, KPI trends, narrative, risks, and forward guidance from your live KPIs. Produced on demand, sent only after you approve it.
DSO, inventory turns, and payables timing intelligence, with the levers that extend runway.
Continuous valuation, data-room readiness, and the financial rigor PE and acquirers expect.
Capital allocation and raise-timing analysis grounded in your forecast and runway.
Read-only connections to your ERP, accounting, and banking systems. The analysis runs on live telemetry, never on a form you fill in.
Your vCFO agents produce forecasts, scenarios, and board reporting on a schedule, and flag what needs attention.
You sign off on every deliverable. No external communication or financial action happens without a recorded human approval.
Production analysis runs on your live financial data. A questionnaire is never a primary input.
Every external action and financial move requires your explicit approval, captured in an append-only audit trail.
Per-tenant data isolation, per-tenant cost ceilings, and full audit logging are built in from the first line of code.
Patent-pending technology for AI-driven financial operations.
Each tier maps to your size and the cadence you need. Month-to-month, no long-term contract. Annual prepay available.
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Ten questions, two minutes, an instant on-screen read on your cash-flow maturity and the gaps worth closing first.
Take the free Cash Flow Check