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AI · Enterprise

A virtual CFO for your business

A board-style briefing — cash-flow outlook, risks, opportunities and recommended actions — grounded in your real numbers.

lekhaPro· Copilot
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Which customers should I chase, and how much can I collect this week?

You have ₹2.15L collectible now across 3 overdue accounts:

  • Sharma Traders · 18d₹1,24,500
  • Verma & Co · 9d₹62,300
  • Patel Retail · 4d₹28,200

Want me to draft WhatsApp reminders for all three?

Ask anything about your business…

Live product UI — sample data.

Executive briefing on demand

Financial health, cash-flow outlook, key risks, opportunities and a prioritised action list — in plain language.

Grounded in your data

Folds in cash-flow forecast, revenue leaks, churn and benchmarks — never invented figures.

Enterprise, with a safety net

Powered by Claude/OpenRouter/OpenAI/Gemini via a metered gateway; keys never touch your machine, and the deterministic core still runs offline.

What’s included

  • Board-style markdown briefing
  • Cash-flow & working-capital view
  • Risk & opportunity callouts
  • Prioritised recommended actions
  • Metered, key-safe gateway
  • Deterministic fallback offline

Frequently asked

Where do the AI keys live?

On our gateway, never on your machine. Usage is metered against your Enterprise quota.

What if I’m offline?

The deterministic cash-flow forecast, leak detector and benchmarks still run — only the written briefing needs connectivity.

How it works

A board-style briefing, built from your figures

The CFO report and month-end close are assembled from your real numbers — the same sections, every time.

The CFO report — five fixed sections

  1. Financial Health
  2. Cash-Flow Outlook
  3. Key Risks
  4. Opportunities
  5. Recommended Actions

Illustrative. Generated from the figures you provide — nothing invented.

Month-end, closed with confidence

  1. Summary
  2. Outstanding Items
  3. GST & Compliance
  4. Sign-off readiness

Illustrative. Built from your checklist data, ending in a sign-off readiness view.

Morning Brief · every plan · offline

Your business, briefed every morning

One executive read — a single health score and the few signals that actually need you today. Computed offline by the deterministic engine, not guessed by a chatbot.

Good morning, Deepak
Acme Traders
Tuesday, 16 June 2026 · FY 2026–27
Books up to date
94/ 100 · ExcellentBusiness Health
Revenue trend
↑ 18%
Cash flow
Healthy
GST status
No issues
Pending collections
₹4.2L
GST due in
5 days
Vendor risk alerts
2
Recommended action: Contact ABC Industries about the ₹1.4L invoice (22 days overdue) — it accounts for a third of your pending collections.

Deterministic Business Health Score & signals — computed offline, available in every plan. Sample data.