Your data, not generic advice
Responses use the company's jobs, expenses, crews, reports, and configured financial assumptions as their factual base.
AI financial advisor
02 / 17Ask your books. Know what to do.
AICFO turns current Books data into a prioritized decision brief and a conversational advisor for factual questions, tradeoffs, and the next move.
01Prioritized financial decision brief
02Conversational business analysis
03Answers grounded in Books data
Built into the operation
Everything you need for this part of the books.
Built from the actual Autopilot Books workflow—not a future roadmap or a generic accounting checklist.
- 01Prioritized financial decision brief
- 02Conversational business analysis
- 03Answers grounded in Books data
- 04A configurable advisor profile
From signal to action
How it fits into the workday
Three steps, in the order an operator actually uses them.
- 1
Read the brief
AICFO surfaces the most important opportunities and risks first.
- 2
Ask a follow-up
Explore the why, compare options, or ask a factual question about the business.
- 3
Take the next action
Move from observation to a concrete operational or financial decision.
Decision-grade detail
Built for review, not cleanup.
The useful detail stays close to the decision, with exceptions visible and source context intact.
Decision threads stay organized
Keep separate conversations for pricing, cost control, hiring, cash planning, and other ongoing questions.
Advice shaped to the company
The advisor profile captures goals, constraints, and business context so recommendations fit the operator receiving them.
Free during early access