Help Center

Everything you need to get up and running with AI Virtual CFO Assistant.

Start with our step-by-step onboarding guide to upload your first data and run your first AI analysis in under 10 minutes.

Create your account, upload data, and explore your first analysis.

Upload CSV/Excel files, map columns, or add transactions manually.

Import & manage trial balances, set up account mappings.

Cash forecasting, revenue growth, liquidity, and more — powered by AI.

Upload budgets, compare actuals, and track variances month by month.

Model 14 business drivers and see their impact on Revenue, EBITDA & Cash.

View income, expenses, profit trends, and stability indicators.

Complete the questionnaire to receive an A–D environmental & governance grade.

Connect QuickBooks or Xero to sync your accounting data automatically.

Manage your organisation, companies, members, roles, and invitations.

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