The AI CFO that transforms your decisions into sustainable growth
and optimizes your profitability.
ProfitOS AI deeply analyzes your financials, detects fraud and money leaks, scores your business health, and delivers a prioritized action plan — in minutes.
No bank connection required · Your data, your control · Setup in 2 minutes
Everything your CFO does.
Now automated.
Company Profile
Set your business context once. Every analysis and recommendation is tailored to your industry, size, and goals.
Document Analysis
Upload P&L, balance sheets, or CSV exports. Get a 5-dimension health score and money-leak detection in minutes.
AI CFO Chat
Ask anything: pricing, hiring, cash flow. Get strategic answers grounded in your own numbers — no bank access needed.
Invoicing & Quotes
Create professional invoices and quotes, track outstanding revenue, and get paid faster — all in one place.
Goals & Action Plan
Set measurable targets and execute a prioritized roadmap ranked by financial impact.
Trust by Design
We never connect to your bank. You upload only what you choose, and your data stays encrypted and private.
From statements to strategy in 3 steps.
Upload
Drop your PDF, Excel, or CSV. We support P&L, balance sheet, cash flow.
Analyze
Our AI CFO scores 5 dimensions and surfaces every leak and opportunity.
Act
Get a prioritized action plan with $ impact. Export an executive PDF.
Your AI CFO is one upload away.
Join operators using ProfitOS AI to find an average of $84,000 in recoverable profit per analysis.