Real-time P&L, cash flow forecasting, automated invoicing, and ROI analysis across every client — no spreadsheets, no bookkeeper, no CFO salary.
Every dollar in, every dollar out — tracked, categorized, analyzed, and reported in real time. Your finance function runs itself.
Live profit & loss by client, project, service line, and agent — updated in real time as work is delivered. Know exactly where you're making money and where you're bleeding it, down to the individual account.
30/60/90-day cash flow projections based on pipeline, contracts, payment history, and seasonal patterns. No more cash surprises. No more guessing if payroll clears this Friday.
Milestone-triggered invoices, recurring billing, payment reminders, and overdue escalation — all automated. Invoice goes out the moment the work is delivered, not when someone remembers to send it.
Cost-to-serve vs. revenue analysis for every account — know exactly which clients are profitable and which are bleeding you dry. Stop subsidizing bad clients with your best clients' margins.
MRR, ARR, expansion revenue, contraction, and churn revenue tracked in real time with automated trend alerts. See your growth trajectory before your next board meeting.
AI recommends where to allocate resources for maximum revenue impact — kill underperformers, double down on winners. Decisions backed by data, not gut feel.
Seven automated stages — from the moment money enters the business to the final insights report.
Financial intelligence flows automatically from delivery to sales to client management — every agent feeds the CFO, and the CFO feeds them back.
The moment The Delivery Agent marks a milestone complete, the CFO auto-generates and sends the invoice. Zero delay between delivery and billing — which means zero delay between work and payment.
Churn risk from the Account Manager flows directly into the CFO's revenue model — high-value at-risk accounts trigger immediate MRR impact forecasts and cash flow scenario adjustments.
Lead scores and pipeline stage from The Prospector feed directly into 60/90-day revenue forecasts. Know what's coming before it closes — and plan cash flow against expected new revenue.
REECI's campaign data connects to the CFO to calculate exact ROI per outreach effort — cost of sequences vs. revenue closed. Know which campaigns pay and which burn budget.
From boutique digital agencies to multi-practice consulting firms — the CFO handles the numbers across every business model.
Real-time cost-to-serve vs. revenue per account. Understand which retainers are profitable, which are underpriced, and which are quietly destroying your margins — before you find out at year end.
Track billable utilization rates, billing efficiency, and revenue-per-consultant automatically. Identify your highest-leverage team members and your most profitable engagements in real time.
Commission tracking, deal pipeline value, and agent performance economics — all automated. Know your projected gross commission income 90 days out and spot underperforming agents before review season.
Ad spend vs. management fee ROI per client, calculated automatically. Stop running unprofitable campaigns because no one tracked the actual numbers. Know which client relationships make business sense.
Project-level profitability with full resource cost allocation. Every engineer-hour accounted for. Every infrastructure cost attributed to the right project. Margins visible at the project level, not just the business level.
"Your competitors track leads.
We track the money."
Artisan, AiSDR, B2B Rocket — zero AI SDR competitors offer financial intelligence. None of them touch P&L, cash flow, invoicing, or client profitability. Series B is the only system that understands where your money comes from, where it goes, and how to make more of it.
This is what the CFO is built to support at scale — a business where the numbers actually make sense.
One setup fee. One monthly subscription. Full autonomous financial intelligence from day one.
Drop your info and we'll show you exactly how it tracks your money — no sales call required.
AI financial intelligence for agencies explained.
An AI CFO for agencies is an autonomous financial intelligence system that handles all CFO responsibilities: P&L monitoring, cash flow forecasting, invoice generation, payment tracking, and financial reporting — replacing the need for a human CFO or bookkeeper at a fraction of the cost.
Yes. The CFO agent generates invoices automatically when project milestones are completed, sends payment reminders on schedule, and tracks payment status across all clients. This reduces invoice-to-payment time by 60% and eliminates manual billing work entirely.
ROI per client tracking calculates the true profitability of each client relationship by comparing revenue against time spent, resources used, and overhead allocated. The CFO agent surfaces your most and least profitable clients, enabling data-driven decisions about pricing and service scope.
The CFO agent generates P&L statements, cash flow forecasts, accounts receivable aging reports, client profitability analysis, budget vs. actual variance reports, and revenue forecasts. All reports update in real time without waiting for monthly closes.
Accounting software records transactions — AI financial intelligence interprets them and takes action. The CFO agent does not just show you your P&L; it identifies why margins are shrinking, forecasts cash shortfalls weeks ahead, flags underpriced clients, and recommends specific actions to improve profitability.