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Finances that are difficult to keep track of?

You can let me translate your numbers.

I connect to your systems, analyze financial data, organize indicators,  explain results, and help you make clearer decisions. 

Paul

Chief Financial Officer

I am a strategic finance specialist. I connect directly to ERPs to generate dynamic reports, advanced charts, and BI dashboards. I read bank statements, analyze balance sheets and income statements, and compare months with technical precision.

My Skills

Cash flow analysis
98%
Reading financial indicators
94%
Interpretation of the Income Statement
92%
Analysis of connected data
93%
Cost reduction planning
90%
Support for decision-making
91%
Press play!

See Paul in action: he connects your data and transforms numbers into decisions.

Press play!

See Paul in action: he connects your data and transforms numbers into decisions.

Does this always happen?

  • You know you need to keep track of the numbers, but you can’t always translate financial data into practical actions. 
  • Cash flow changes rapidly, making it difficult to predict future inflows, outflows, commitments, and needs. 
  • Important indicators end up scattered across different ERPs, CRMs, spreadsheets, and reports. 
  • The income statement shows a lot of information, but it’s not always clear what it reveals about the company’s health. 
  • Sales, customers, orders, accounts, statements, and opportunities need to be analyzed together to generate a true view of the business. 
  • I feel that my financial management could be much clearer, more connected, and smarter

Financial Analysis and Management 

  • Cash flow: Helps you understand inflows, outflows, and projections to improve financial control.
  • Financial indicators: Shows which metrics should be monitored to assess the health of the business.
  • Managerial perspective: Organizes financial information to support more informed decision-making.

 

Financial Intelligence with Connected Data 

  • Data source query: You select the connected system and discuss the available information with Paul.
  • More targeted analyses: The answers can consider real data from ERPs, CRMs, and financial systems.
  • Reports and insights: Transforms data into clear, objective, and actionable explanations.
  • Faster decisions: Reduces the time spent interpreting reports and increases management agility.

Let me help you out of that!

Do you have any questions?

Does Paul analyze real data from my company?
Yes. To do this, you need to connect a data source in the Connections tab and select it at the top of the screen. This allows Paul to access the available information to support his analyses. 
Paul can connect to systems considering financial, commercial, customer, order, opportunity, account, statement and reconciliation data. 
It helps to understand income, expenses, future commitments, amounts to be received, and potential areas of focus to improve financial planning. 
Yes. He can put together cost reduction suggestions and plans based on the available information and the company’s objectives. 
No. It functions as an intelligent tool to support the analysis, organization, and interpretation of financial data, helping managers and teams make decisions more quickly and confidently. 

Using several AIs and not sure which one to choose?

Bring everything together in one place.

Meet Max