Your own isolated database
Each company’s data lives in its own isolated database instance, separate from every other client.
Trust & security
Your numbers, locked down.
Your financial data is the most sensitive thing your business owns. Canopy CFO is built so it is only ever seen by you and the people you choose.
How we protect your data
Six safeguards, on by default.
Encrypted end to end
Data is encrypted at rest and in transit, from your systems to your screen.
Access scoped to your company
Row-level security is enforced on every table, with access policies scoped to your company alone.
Never used to train AI
Your numbers are never used to train any AI model, ours or anyone else’s.
Certified infrastructure
Canopy CFO runs on cloud infrastructure certified to SOC 2 Type II and ISO 27001:2022.
Your data stays yours
Your data belongs to you. It is used only to run Canopy CFO for your business.
The anatomy of trust
Engineered like a system. Guided like a CFO. Checked like it matters.
The brainBuilt on solid data engineering
The integrations, reconciliations, forecasts and strategy tools are built by data and technology specialists with 20+ years across leading consulting and technology firms.
The soulClaire thinks like a finance leader
Claire is trained by a finance leader with 17 years at KPMG, SAS and Barclaycard, so she asks the questions and weighs the trade-offs a seasoned CFO would.
WEEKLY03 · VERIFIED WEEKLY
The signatureA human signs it off
A finance expert reviews every number and recommendation each week, so what reaches you has been checked by a person.
AI analysis. Expert review. One partner. Nothing reaches you unchecked.
Canopy CFO vs generic AI
Why this isn't “just ChatGPT”.
Ask a generic AI tool a strategy question and you get a generic answer. Claire already knows your business, and a person checks her work.
| Canopy CFO | Generic AI chat tools | |
|---|---|---|
| Grounding | Every answer comes from your live P&L, cash position and thresholds. | Generic, one-size-fits-all advice with no view of your business. |
| Connection to your systems | One connected view across your ERP and bank. Nothing to copy and paste. | Only knows what you remember to paste in, every time. |
| Built for finance | Tuned for financial operations, with a finance persona trained by a CFO. | A general-purpose model, the same for a cash-flow question as for a recipe. |
| Proactive | A daily briefing surfaces what needs attention before you ask. | Purely reactive. Only as good as the prompt. |
| Data handling | Isolated, access-controlled and never used to train any model. | Re-uploading financials each session, with no guarantee how they are stored or used. |
| Human review | A finance expert reviews every number and recommendation weekly. | No review layer. Answers are unverified. |
Security questions, or need details for your own due diligence? Write to cfo@canopyailabs.com.
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.