A daily CEO briefing
The five things that matter today, written fresh every morning, so nothing important waits for the month-end close.
A CFO’s briefing every morning. Answers whenever you ask.
Claire reads your live ledger, bank and thresholds, tells you what needs attention before you think to ask, and answers questions about your own numbers. Every figure is calculated from your data, never guessed.
What you get
Claire, your AI CFO
Ask anything
Pricing, which cost lines to attack, which customers to chase. Claire answers from your live ledger, never from generic industry benchmarks.
Strategy builder
Ask “how do I lift net profit?” and Claire proposes specific price, volume and cost changes with the assumptions behind each. Apply them in one click, or move the levers yourself and watch profit update live.
Traceable, and reviewed by a person
Every number traces back to its source, and a finance expert reviews Claire’s numbers and recommendations every week.
Try it
Ask Claire a question.
Pick a question to see how Claire answers. In Canopy CFO she answers from your own ledger and bank. Here she's working from a sample company.
ClaireYour AI CFO
Sample dataHow it works
From your data to a decision.
- Claire runs your thresholds, forecasts and checks overnight on freshly synced data.
- Your briefing is ready each morning, with the story behind every number.
- Ask follow-up questions in plain English and get answers grounded in your own figures.
Also in Canopy CFO
One platform, the whole finance picture.
Cash you can trust
Your bank statement is the source of truth for cash. It’s reconciled against your books, and any differences are flagged.
Learn more13-week cash forecast
Spots a shortfall weeks before it happens, then prices the fixes: chase overdue customers, re-time supplier payments, or draw on facilities.
Learn moreFraud detection
Cross-checks ERP and bank data to flag duplicate payments and suspicious transactions for review, before the money is gone.
Learn moreEarly warnings
Unusual transactions are caught automatically, alongside the risk and liquidity metrics that tell you when something is drifting.
Learn moreFunding readiness
See your business the way a bank’s head of credit does, with the financial and business metrics lenders look at before they say yes.
Learn moreThe full picture
Budget vs actual, profitability, receivables, expenses, inventory and bank facilities, across every currency you trade in, in one place.
Learn more
See your business through a CFO's eyes.
Book a 30-minute demo. We'll walk you through Canopy CFO and talk through what it would show for your business.