CFO toolbox

Causal is a platform designed to expedite and simplify the creation and automation of financial models, business plans, board reports, and forecasts. Primarily catered to finance professionals, CFOs, startups, CEOs, executives, operations, and HR, the tool enables real-time collaboration and sharing of financial models, with users able to publish their first model in less than 30 minutes. It offers templates, reduces manual processes, and is faster and simpler to use compared to traditional spreadsheets. With global company adoption and integration possibilities, Causal is paving the way for efficient, data-driven decision-making from seed stage companies to IPO-level enterprises.

Causal

Financial modeling and scenario planning platform for various businesses.

Financial modeling

Tesorio offers a Cash Flow Performance Suite that enhances how businesses handle their accounts receivable (AR) processes. By automating collections, it improves days sales outstanding (DSO) and increases cash flow from balance sheets. Tesorio integrates with existing ERPs and other data sources, providing a unified view for financial decisions and operations. The platform allows for quick implementation, promising ROI within three months. With real-time insights and streamlined payment handling, it empowers teams to focus on strategic work and improve client interactions. Tesorio's solution helps in accurately predicting cash flow, improving customer satisfaction, and automating cash application.

Tesorio

Tesorio streamlines AR processes, improves cash flow and DSO automation.

Accounts receivable automation

Brightflow AI equips business owners with forecasting and financing tools, enabling data-backed decisions for growth. It provides accurate predictions of cash inflows/outflows, integrates with platforms like Shopify, Amazon, QuickBooks, and offers real-time analytics. Their platform consolidates financial data, offering instant cash flow forecasts, business analytics, and new financing solutions. It appeals to users for its ease of use, reducing the complexity of financial management with user-friendly tools. Customers praise Brightflow AI's innovation, comprehensive reporting, and the convenience of having all solutions in a single platform designed for non-financial experts to navigate financial intricacies effortlessly.

Brightflow

Brightflow AI offers financial forecasting, analytics, and financing tools integration.

Mosaic is a strategic finance platform offering comprehensive integrations and planning tools. It connects directly to various systems like ERP, CRM, and data warehouses, simplifying financial data analysis and reporting. With over 30 prebuilt integrations and facilities for custom data uploads, Mosaic provides real-time insights using 150+ metrics and customizable reporting templates. It features advanced financial modeling, including 3-statement connected models and unlimited scenario planning. By automating data consolidation, it enables teams to focus on strategy and decision-making. Its collaborative platform is designed for finance professionals to unlock data-driven decision-making and plan effectively for various outcomes.

Mosaic

Strategic financial planning platform with data integrations and analytics tools.

Midday streamlines business operations with automation, providing insights into financial performance and simplifying mundane tasks. Users can connect to over 20,000 banks in 33 countries, allowing for a comprehensive view of finances. Midday features include automatic receipt-to-transaction mapping, advanced time tracking for project management, secure file storage, and an AI-driven virtual CFO for financial inquiries. This enables businesses to understand expenses, track revenue patterns, and improve overall efficiency. Its upcoming invoice solution promises web-based invoicing, live collaboration, and project sync. Midday's goal is to make business management less stressful and more productive.

Midday

Automates business tasks, offers insights, connects to banks, secure file storage.

Accounts payable automation

Runway offers a modern finance platform that simplifies business planning and forecasting. It integrates with accounting, HRIS, and data warehouses to update forecasts automatically with the latest actuals, removing the need for repetitive manual updates. Its user-friendly modeling is significantly simpler than Excel, enhancing scalability and traceability. The software has a unique feature called Plans which allows for contextual understanding of financial changes and easy manipulation of variables. Additionally, Runway supports scenario comparison directly within the platform and provides tools for creating dynamic board updates and dashboards. The company is currently inviting early users to access their system.

Runway

Business financial planning platform with modern, intuitive, automated modeling tools.

Pilot is a US-based financial services firm focused on startups and growing companies, offering bookkeeping, tax, and CFO services. They are recognized as the largest startup-focused accounting firm in the US, with over 300 employees, including accountants and tax specialists. Pilot caters to various sectors such as consumer brands and professional services, providing customized accounting solutions. Their services range from financial statement preparation to tax filings and R&D tax credit claims. Pilot's tech-forward approach integrates deep with client tools for seamless operation. They also offer scalable support for businesses at any growth stage, from small startups to larger companies.

Pilot

Accounting, CFO, and tax services for startups and growing businesses.

Bookkeeping

Tax credits claims

Tax preparation

Bitwave is an enterprise-level platform specializing in the automation of accounting, tax, and compliance for digital assets. It supports businesses by integrating with major accounting software, blockchain technologies, custodial wallets, DeFi protocols, exchanges, and multi-signature wallets. Bitwave assists with accurate GAAP/IFRS reporting, streamlines payment processes through crypto-invoicing, and provides strategies for optimizing taxes and inventory management. The platform enhances productivity by automating transaction categorization, internal transfer detection, DeFi activity monitoring, and NFT transaction tracking. Aimed at enabling business growth and financial control in the digital economy, Bitwave promises decreased manual labor, tax savings, and unified asset data visualization.

Bitwave

Digital asset management for tax, accounting, and financial compliance.

Crypto operations

Pigment is a business planning platform that enables organizations to budget, forecast, and create flexible plans. It offers real-time data consolidation, allowing for dynamic modeling that evolves with company growth. Pigment's tools are designed to reduce manual data preparation, ensuring data integrity, and fostering collaboration. The platform supports running what-if scenarios and integrates with various tech stacks to maintain data accuracy and streamline tasks. Aimed at finance, sales, and HR teams, Pigment's solutions are adaptable across industries, helping companies manage and future-proof their businesses with improved strategic decisions and operational efficiency.

Pigment

Pigment provides dynamic business planning and real-time data consolidation tools.

CFO toolbox

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