Secure, professional-class AI for corporate finance
Purpose-built FP&A AI agent for midsized and fast-growing companies.
Built by teams with significant experience
Introducing Luca
Your AI finance analyst saving you thousands of dollars and hundreds of hours on FP&A and Reporting
Level 4 Autonomy for FP&A, delivering business value from week one
Data Sync
Go from data overload to strategic insights - fast.
Bring in critical data from all of your systems
Create a single source of financial truth
Integrate your ERP, CRM, HRIS, Operating System, Online Store, Inventory Management software and much more
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Insights
More decision making, fewer one-off spreadsheets.
Get answers to critical questions such as “why was my EBITDA margin lower last quarter?” in minutes to hours
Let Luca proactively bring key insights to your attention
Skip the SQL queries and data pulls; enjoy text-to-organized data insights
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Reports
Get regular, structured reports delivered to your inbox to understand how your business is performing.
Luca can create and regularly update detailed reports on KPIs, customer cohorts, location performance, board-level data, and much more
Free up dozens of hours from your team every month
Complete board-level updates in hours not days
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Financial KPI Dashboards
See your financial data in new ways and stop wasting time creating and analyzing charts.
Use the power of your combined data to create actionable financial dashboards
Drill down into any KPI chart and chat with Luca about the key drivers of change
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Forecasts [Coming Soon]
AI-generated granular forecasts, at your fingertips.
AI-powered forecasts using GL-account, transaction-level, inventory, HRIS and CRM data
Paired with a detailed write-up of assumptions
Upload your Excel forecasts and converse with Luca about what assumptions may need to be updated or revised
Security & Always-on Support
Payflow takes security seriously. We ensure that every piece of data is robustly encrypted at rest and in transit. All of our partners on sensitive data integrations maintain at least SOC II Type 2 certifications. We also pressure test our systems and have a CTO with a background at one of the largest security technology companies in the US.