The brief
CloudFO's finance team was buried under disconnected tools, Shopify, Xero, QuickBooks, Amazon, and several banks, none of which spoke to one another. Reporting slowed, errors crept in, and leadership lacked the real-time view it needed. They needed AI automation that could pull every source into one place and answer questions on demand.
The work
CloudFO relied on multiple platforms that did not communicate. Monthly reporting was slow and error-prone, forecasts were inaccurate, and decisions were delayed while the team chased data across outdated spreadsheets.
We designed and built an AI-powered finance assistant: centralised data integration across every source, a natural-language chat assistant that answers questions such as “what is our cash-flow forecast next quarter”, and real-time dashboards that replaced monthly reports with on-demand KPIs and P&L.
Reporting became 62% faster, forecast accuracy improved by 45%, and errors fell by 70%. Strategic planning that once took weeks now takes hours, and leadership can act on live visibility.