Meet Simon, Your 24/7 AI Virtual CFO

Stop drowning in spreadsheets. Ask your financial data anything and get instant, accurate answers. Simon is your AI-powered CFO that speaks your language, understands your business, and delivers CFO-level insights without the six-figure salary.

PROBLEM

Financial Data Should Be Accessible, Not Overwhelming

Construction company owners waste hours digging through spreadsheets and waiting for accountants to answer basic questions about cash flow, receivables, and project profitability. Critical financial insights get buried in complexity, slowing down decision-making when speed matters most.

SOLUTION

How It Works

Natural Language Financial Queries

Stop hunting through reports. Simply ask Simon about your cash flow, receivables, project costs, or any financial metric in plain English. Simon instantly understands your question and surfaces the exact data you need without technical jargon or manual report generation.

Real-Time Data Integration & Visualization

Simon connects directly to your financial systems to pull live data and highlight critical numbers instantly. See cash balances, outstanding receivables, project margins, and key metrics at a glance, with the context you need to make informed decisions immediately.

Conversational Depth & Follow-Up Intelligence

Ask one question, then dive deeper with natural follow-ups. Simon remembers context and builds on previous answers, letting you explore financial scenarios and drill down into details without starting over. It's like having a CFO in your pocket, available 24/7.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.