Your 24/7 Virtual CFO Ready to Answer Financial Questions Instantly

Simon is an AI-powered video avatar that gives construction company leaders instant access to real-time financial insights through natural voice conversation. Get answers about cash flow, receivables, and project finances in seconds, not hours.

PROBLEM

Financial Answers Shouldn't Require Hours of Analysis

Construction leaders need quick access to critical financial data to make confident decisions, but pulling together cash position, receivables, payables, and project status takes time. Delayed financial insights mean missed opportunities and reactive problem-solving instead of proactive strategy.

SOLUTION

How It Works

Voice-Powered Real-Time Financial Insights

Ask Simon about your cash position, upcoming payments, or receivables status using natural conversation. The AI instantly retrieves answers from your actual financial data, eliminating the need to dig through spreadsheets or wait for reports. Get precise financial intelligence hands-free, anywhere you need it.

Proactive Financial Alerts and Risk Detection

Simon continuously monitors your financial metrics and alerts you to issues before they become problems. Delayed payments, cash flow concerns, and project-specific financial risks surface automatically so you can take action immediately. Stay ahead of financial challenges instead of reacting to them.

RAG-Powered Accuracy Connected to Your Real Data

Advanced retrieval augmented generation ensures every answer is grounded in your actual financial systems, pulling from QuickBooks and Dropbox nightly. Simon understands your complete financial context and delivers accurate, contextual responses tailored to your specific business. Every conversation is recorded with full transcripts and video delivered via email for your records.

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.