Close, plan, report
with built-in intelligence.
Purpose-built
infrastructure for the office of the CFO
25+ years
of trust, governance, and innovation.
Intelligence built in
Trust your numbers. Trust the intelligence supporting you.
The intelligence built in to the CFO Solution Platform is designed to handle the work that consumes your team’s capacity: tagging, modeling, analysis, reporting, and close. Purpose-built agents work within your existing workflows, grounded in your data, with your people in control. The result is less time spent reconciling, correcting, and assembling – and more time spent on the strategic work that only your team can do.
Full traceability
Every output links back to source data with a complete audit trail.
Business context, not just data
The semantic layer captures what your data means in your business.
No re-implementation
Shared infrastructure means new capabilities arrive without custom setup.
Query, instruct, review
Interact with the platform’s intelligence through a single interface. No technical skills required.
Family of agents
Purpose-built intelligence
for every job in the office of the CFO
These are not general-purpose assistants. Each workflow agent is built for a specific piece of work in the finance function, trained on financial context, and connected to every other capability through the Intelligence Core.
The architecture is designed so that when one agent validates incoming data, another can immediately work with it. When a filing is tagged, reporting capabilities can reference it. They share the same data, the same security model, and the same audit trail, because they share the same foundation.
- Modeler Agent
- Tagger Agent
- Emission Agent
- Analyst Agent
- Close Agent
- Report Agent
Plain language. Powerful financial models.
Turn plain-language descriptions into formulas, planning models, and pattern-based AI forecasts – no technical build required. As capabilities grow into the full modeler agent, it creates and runs complete scenarios autonomously, giving finance teams a faster, smarter path from data to decision without the manual modeling overhead.
Tag in hours not days
Auto-tag IFRS XBRL elements in hours, not days. Upload your annual report and our agent maps taxonomy across all content instantly – no specialist consultants, no bottlenecks. Finance teams take full control of regulatory filing, delivering up to 95% cost reduction compared to traditional XBRL tagging workflows. File faster, spend less.
From manual mapping to automated assignment
Upload your GHG-relevant consumption data as spreadsheets and automatically map your data points to emission factors across scopes 1, 2, and 3. Every mapping comes with a confidence score, giving finance teams complete visibility and full override capability to stay in control of every sustainability reporting decision.
From variance to board-ready narrative
Go beyond obvious connections scan financial and operational data, test hypotheses, and identify every variance driver automatically. Generate board-ready narratives in your preferred format, whether dashboard, deck, or spreadsheet, respecting your corporate templates. Every answer is grounded in your business model, strategy, and permissions, building smarter insights with every use.
Coming soon
Automate close. Eliminate manual effort.
Surface data issues during the close, when there's still time to fix them. Automate the monthly close sequence including data imports, validations, corrections, and reconciliations. No more chasing missing entries manually, delivering 50–70% reduction in close effort compared to traditional manual cycles.
Coming soon
Eliminate manual quality assurance work in your reporting
Adjust tone, shorten, expand, and translate report content across every section then generate first-draft templates directly from your data, eliminating the blank-page problem. Consolidate ESG text inputs from multiple entities into one consistent narrative, evolving into a full report agent delivering end-to-end narrative creation and terminology consistency.
Coming soon
Human-in-the-loop by default
Autonomy is earned through demonstrated reliability. Your team orchestrates. The platform does the heavy lifting.
Deterministic execution
LLMs reason about what to do. Validated tools do the computing. Financial calculations are reproducible.
Visible confidence boundaries
When the system is uncertain, it says so. Confidence indicators surface ambiguity instead of hiding it.
Policy enforcement built in
Compliance boundaries and content safety are part of the architecture, not a layer added after the fact.
Explainability, not opacity
Every conclusion is grounded in source data, with lineage preserved and surfaced on demand.
Explore more
Intelligence inside
Understand more about how we are building intelligence for the office of the CFO – from the people building it.
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