Your AI CFOdelivers every Monday.
Weekly revenue report. Tax deductions flagged. 13-week cash forecast. S-Corp optimization. All automated — works alongside your accountant.
Week of June 23, 2026
Lush Bitez Austin
Weekly Revenue
$127,430
34.2%
Net Margin
$8,400
Deductions Found
18 weeks
Cash Runway
A potential S-Corp election could reduce self-employment tax — review with a tax professional.
Illustrative dashboard — figures are examples.
Watch your Monday money report land
A plain-English money report every Monday — what earned, what to cut, what to claim.
Grows with your business.
Insights
Starter Plan
- Weekly revenue + expense report
- Tax deduction flagging
- Compliance deadline alerts
- Basic cash position
Strategist
Growth Plan
- Everything in Insights
- Live financial dashboard
- 13-week cash-flow forecast
- Variance alerts
- Tax-ready CPA package
- Safe-Harbor quarterly forecast
- Budget vs. actual tracking
CFO
Pro Plan
- Everything in Strategist
- AI finance chat
- S-Corp optimizer
- Board-ready financial reports
- What-if scenario modeling
A CFO that never clocks out.
Weekly Revenue Report
Revenue, expenses, net margin, and top line performance every Monday morning.
Tax Savings Finder
AI scans for S-Corp election and safe-harbor opportunities.
13-Week Cash Forecast
Rolling 13-week cash-flow projection with what-if scenario modeling.
CPA Package
Tax-ready package with categorized transactions, deductions flagged, and deadline tracker.
AI Finance Chat
Ask your CFO anything: "What if I hire another employee?" or "When do I hit $1M?"
Board-Ready Reports
Professional P&L, balance sheet, and cash flow statements.
Set it up once. Reports arrive every Monday.
Connect your POS & payment processor
Square, Clover, Stripe, Toast, and Lightspeed all supported. Setup takes minutes.
AI syncs transactions nightly
Every transaction categorized, deductions flagged, and anomalies surfaced automatically.
Monday morning report in your inbox
Revenue, margin, tax moves, and cash forecast — delivered before you open.
Connects to your existing stack
No data entry. AI pulls directly from your POS and accounting tools.
Point of Sale
Accounting
Your business deserves a CFO.
Stop flying blind. Get a weekly financial report, tax savings flagged, and a 13-week cash forecast — all delivered automatically before you open Monday.