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 3 Autonomy for FP&A, delivering business value within a quarter
Data Sync & Modeling
Plug in your key data sources. Our team will process and model the data to prepare it for AI ingestion.
Bring in critical data from all of your systems
Create a single source of financial truth based on robust data models
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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Workspace [Coming Soon]
Work directly in your Excel files with an AI companion at your fingertips.
AI-generated updates to analyses along with robust commentary using General ledger transaction/Journal entry-level, CRM, and HRIS data
Ability to manually edit the file or have the agent edit based on natural-language requests
Upload your Excel analyses or forecasts, and converse with Luca about incomplete assumptions based on system or benchmarked data
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.