Backed by operators & investors

The financial intelligence platform CFOs trust for board meetings

Hallucination-free AI. On-premise security. Pre-built financial models. Deploy in days, not quarters.

Book a demo CFO Studio in action

5+ years in FP&A

Workflows we wished we had as controllers

Big 4 finance DNA

Founded by EY & Delloite alumni

100% accurate

Models calculate, AI explains

Traditional AI tools process raw data and guess at answers - leading to hallucinations

CFO Studio calculates your metrics using dedicated financial models

and then AI adds natural language context to numbers that are already correct

You get board-ready accuracy

not AI guesswork

Solution

Your board wants answers in hours

Stop scrambling before board meetings. CFO Studio automates your close, consolidation, and reporting so you can answer any investor question with confidence - not excuses.

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60%

reduced reporting time

Cut manual data gathering and report creation. Your team spends time analyzing, not copy-pasting from Excel.

30h

saved per week per FM user

Automate reconciliation, consolidation, and variance analysis. Get those hours back for strategic work that actually moves the needle.

day close cycle

Reduce your close from 10-15 days to under 5. Be ready for board questions before they ask.

CFO STUDIO IN ACTION

Features built for tech CFOs ready to scale

Natural language queries, customized models, real-time dashboards, and role-based access. Everything you need to close faster and analyze smarter.

Get board-ready answers instantly

Type "What's our EBITDA for Q3?" and get instant answers with charts and AI-generated context - no SQL queries, spreadsheet formulas, or waiting for analysts to run reports.

KEY BENEFITS

Eliminate 60-80% of repetitive questions to your team

Instant answers during meetings - no preparation needed

Natural language means anyone on your team can ask questions

User interface showing a chat input asking about Q3 EBITDA with a response displaying a bar chart indicating increasing EBITDA values for Q1, Q2, and Q3, with Q3 EBITDA at $1.2M.

Pre-built financial models for your industry

Get industry-ready financial models built on proven workflows. Pre-built setups for SaaS, fintech, cybersecurity, retail, and eCommerce get you live fast with models that truly fit your business.

KEY BENEFITS

Battle-tested workflows from implementations

Calculate-first architecture eliminates hallucinations

Track metrics your board actually asks about - ARR, NRR, burn multiple, Rule of 40

Black boxes listing financial modules: Variance analysis with Actual vs Budget, Financial statement with P&L, Balance, Cash, KPI tracker with Real-time metrics, and a note of +5 more modules on a blue gradient background.

Board-ready dashboards instantly

Present real-time, board-ready dashboards with always-current data. Automatic multi-entity consolidation delivers instant organization-wide visibility.

KEY BENEFITS

Reduce close cycle from 10-15 days to under 5 days

Multi-entity consolidation happens automatically

Board-ready exports - no manual PowerPoint work

Board dashboard displaying financial metrics: $2.4M ARR up 12%, Revenue $3.8M up 8%, and EBITDA $1.2M up 14%.

Give everyone the data they need

Give teams the metrics they need - ARR, pipeline, R&D burn - without exposing sensitive data. Cut repetitive requests and let users validate ROI independently.

KEY BENEFITS

Eliminate 60% of 'quick questions' to your team

Granular permissions mean everyone sees what they need - nothing more

More users = stronger ROI for board presentations

Table showing Revenue, Costs, and Salary checkmarks for Marketing, Finance, Sales, and Exec team categories.

WHAT SET US APART

Why CFOs choose CFO Studio

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9-day deployment

We deploy in 9 days while traditional platforms take 16 weeks and AI solutions need 30+ days. Board-ready next month, not next quarter.

3-5x faster than alternatives

No hallucinations

Models calculate, AI explains. Your board gets 100% accurate numbers - eliminating hallucinations that derail investor presentations or fundraising.

No made-up numbers

On-premise security

On-premise deployment keeps sensitive financial data where compliance demands - complete data sovereignty and control for regulated industries.

Full data sovereignty

HOW WE DO IT

What can CFO Studio do for you?

Modules that will help you on ongoing basis

(01)

Financial statement

Generate complete P&L, balance sheet, and cash flow reports with real-time data integration. Standardize reporting and eliminate manual consolidation for board-ready outputs.

Overlay of three financial documents labeled Profit & Loss, Balance Sheet, and Cash Flow with check marks on a blue gradient background.

(02)

Financial consolidation

Consolidate data from multiple entities with automated eliminations, currency conversions, and multi-level rollups. Save hours of manual work and ensure accurate unified reporting.

Diagram showing consolidation from US Entity ($2.4M), EU Entity (€1.8M), and APAC Entity ($1.2M) merging into a consolidated financial report.

(03)

Variance analysis

Identify and explain variances between actuals, budgets, and forecasts with automated calculations and drill-downs. Understand performance drivers fast and prepare executive explanations in minutes.

Bar chart with four bars labeled Actual, Budget, Forecast, and Prior year; Actual shows a 15% increase in blue, Budget shows a 12% decrease, Forecast and Prior year show moderate values in gray.

(04)

KPI tracker

Monitor key business metrics in real time with customizable dashboards. Set thresholds and alerts to stay on top of critical performance indicators for your team and investors.

KPI dashboard showing $2.4M ARR with 12% increase, NRR at 118%, and Rule of 40 at 65% in a circular progress bar.

(05)

Scenario planning

Model multiple business scenarios and compare financial outcomes side-by-side. Test assumptions and support better strategic decisions under uncertainty.

(06)

Financial forecasting

Build accurate rolling forecasts using historical trends and AI-enhanced predictions. Reduce forecasting time while keeping full flexibility to adjust assumptions.

Bar chart showing increasing financial values from Q1 2026 to Q3 2026, with amounts rising from $0.5M to $1M.

(07)

Anomaly detection

Detect unusual patterns, outliers, and potential errors automatically. Catch mistakes, fraud signals, or unexpected trends early with continuous AI monitoring.

Line graph titled Monthly expenses with two points marked as anomaly detected, one at a peak and one at a trough.

(08)

Proactive insights

Receive intelligent, actionable recommendations on financial performance. Get early warnings on cash flow, profitability, and optimization opportunities directly on your dashboard.

User interface with a query input 'What's our cash runway?' and a button labeled 'Ask CFO Studio,' surrounded by financial insights showing forecast Q4 projection $4.2M, cloud costs up 28%, and revenue trending above plan 15%.

COMPARISON

How CFO Studio compares to alternatives

CFO Studio is 3-5x faster than alternatives, 2-4x more affordable than enterprise solutions, and the only platform guaranteeing hallucination-free AI built specifically for mid-market tech companies.

AI-native platforms

Enterprise FP&A

Excel

BI Tools

Deployment time

9 days

30+ days

16 weeks

N/A

Varies

Hallucination-free

N/A

On-premise option

N/A

Varies

Natural language AI

Varies

Built for mid-market

Role-based access

Varies

Live in nine days, start to finish

Four steps from data workshop to deployment. Minimal disruption to your team. We handle the heavy lifting while you focus on running the business.

9-DAY DEPLOYMENT

Data Workshop

We map your ERP, CRM, billing systems, and spreadsheets to understand your close process, requirements, and pain points - no surprises.

Data validation

We audit your data for accuracy and resolve inconsistencies before customization - no surprises later.

Customization

We customize financial models for your industry, configure role-based access, and build dashboards ready for your next board meeting.

Go live

You're live with training complete - your team asks questions in natural language and gets instant answers while we provide ongoing support.

That's it. 9 days from data workshop to board-ready insights.

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WHO WE WORK WITH

Built for fast-scaling tech CFOs

SaaS

Managing complex revenue recognition and investor-grade SaaS metrics while your finance team can't keep pace with 30-50%+ growth.

TRACK INSTANTLY

MRR

ARR

NRR

Churn Rate

CAC Payback

Rule of 40

Expansion Revenue

Cohort Analysis

Fintech

Managing regulatory compliance, multi-currency operations across countries, and data sovereignty requirements that demand on-premise deployment.

TRACK INSTANTLY

Transaction Volume

Interchange Revenue

Take Rate

Regulatory Capital

FX Exposure

Compliance Costs

E-commerce and retail

Tracking GMV vs net revenue across channels, managing seasonality spikes, and needing real-time profitability analysis.

TRACK INSTANTLY

GMV

Net Revenue

Contribution Margin

Customer LTV

Repeat Purchase Rate

Returns Rate

Private equity portfolio

Standardized financial visibility across portfolio companies. Aggregate performance metrics, benchmark between investments, and prepare board-ready reports without chasing down 15 different CFOs.

TRACK INSTANTLY

Portfolio Dashboard

Cross-Portco Benchmarking

EBITDA tracking

Value Creation KPI's + IC Value Metrics

Cybersecurity

Navigating 20-40%+ growth, M&A preparation, and investor demands for product-level P&L and unit economics transparency.

TRACK INSTANTLY

ARR

R&D Capitalization

Product-Level P&L

Sales Efficiency

Burn Multiple

Net Dollar Retention

AI infrastructure & deep tech

R&D capitalization complexity, hardware inventory tracking, and investor demands for product-level unit economics across long sales cycles.

TRACK INSTANTLY

R&D Capitalization

Product-Level P&L

Unit Economics

Hardware COGS

Burn Multiple

CAC Payback

We also work with other tech companies

Professional Services

Deep Tech

AI Infrastructure

Marketplace Platforms

Hardware/IoT

EdTech

Vertical SaaS

Digital Health

Supply Chain Tech

Book a demo

SEE CFO STUDIO IN ACTION

Book a 30-minute demo

Turn your data into investor-grade insights. Get accuracy, a faster close, and board-ready outputs in 9 days - not 9 months.

Mateusz Kopiec

Co-founder at CFO Studio

Awesome! We will contact you soon.

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FAQ

Do you have more questions?

We have answers

How long does implementation really take?

9 days. That's not marketing spin—it's the actual timeline from kickoff to live dashboards. Week one: we connect your data sources. Week two: we configure your financial models and metrics. Day nine: you're ready for your next board meeting. Most FP&A platforms take 12-20 weeks. We built CFO Studio to move at the speed your business demands.

Can we deploy on-premise?

Yes. For fintech, cybersecurity, and other regulated industries, we offer full on-premise deployment. Your financial data never leaves your infrastructure—complete control, zero exposure. This is often a dealbreaker for CFOs evaluating cloud-only alternatives.

What systems does CFO Studio integrate with?

We connect to major ERPs (NetSuite, Sage Intacct, QuickBooks, SAP, Microsoft Dynamics), CRMs (Salesforce, HubSpot), billing platforms (Stripe, Chargebee, Recurly), HRIS systems, and data warehouses. If you're running something else, we can likely connect via API or file import. No data silos, one source of truth.

Do we need to migrate away from our existing tools?

No. CFO Studio sits on top of your current stack—we pull data from your ERP, CRM, and billing systems without replacing them. Keep using NetSuite for accounting, Salesforce for pipeline, Stripe for billing. We unify everything into one financial intelligence layer. No rip-and-replace, no disruption.

What happens after the 9-day deployment?

You get a fully configured platform with live dashboards, your key metrics tracked, and AI-powered insights ready to go. From there, our team provides ongoing support: quarterly business reviews, help adding new reports or models, and priority access to new features. We're not just a software vendor—we're your finance intelligence partner.

What's included in the price?