AI-driven financial intelligence for CFOs
As a CFO or Finance Director, you juggle dashboards from 5+ systems, manual Excel reports, and questions like "Why did our churn increase?" or "Are we on track against budget?".
The answers are in your data – but data is scattered, messy, and takes hours to compile.
AIFY builds AI-driven financial intelligence that gives you the right answers, instantly – based on structured, verified data from all your systems.
“Stop spending time collecting data. Start spending time making decisions.”
The challenge: Data is everywhere
Every KPI requires data from multiple systems
To answer "What does our MRR trend look like?" you need data from four different systems – and definitions that are rarely documented.
Data from multiple systems
Subscriptions from Union/Stripe
Invoices from ERP
Customer data from CRM
Payments from bank/ERP
Definitions that must be established
What counts as "recurring"?
Should we measure invoiced, paid, or accrued?
Gross vs Net churn?
Which costs are included in CAC?
Hours spent collecting, matching and cleaning data – before you can even start analyzing.
Our solution: Data foundation + AI intelligence
We start by collecting, cleaning and structuring your financial data from all systems. Then we build AI capabilities on top.
Identify KPIs & define rules
Every KPI requires clear definitions. We review your most important KPIs and document exactly how they should be calculated – from raw data to finished metric.
MRR
What counts as recurring? How are discounts and annual contracts handled?
Churn
Gross vs Net? When is a customer considered "churned"?
CAC
Marketing spend, sales cost, or both? How is it accrued?
Connect your systems
ERP — Fortnox, Visma, NetSuite – accounting, invoices, payments
Subscription platforms — Union, Stripe – recurring revenue, plan changes
CRM — HubSpot, Salesforce – pipeline, customer data, deals
Bank — Transactions, payments, cash flow
AI capabilities on top of the data foundation
AI-Driven Management Dashboard
Instead of static dashboards – an intelligent dashboard that answers questions.
"Why did our churn increase last month?"
"Which customer segments have the highest LTV?"
"Are we on track against the Q1 budget?"
"How does our pipeline velocity compare to last quarter?"
→AI analyzes data and gives you the answer – with explanation and recommendations.
Forecast Agent
AI that predicts future MRR, churn and cash flow based on historical data.
Predicts MRR development for the next 3–6 months
Flags risks – "We risk missing Q2 targets if churn continues"
Simulates scenarios – "What happens if we increase marketing spend by 20%?"
→Updated automatically every day.
Churn-Risk Scoring
AI identifies which customers are at risk of churning – before it happens.
Combines data from subscriptions, product usage, support tickets, NPS
Calculates risk score per customer
Flags high-risk customers for proactive outreach
"Customer X has decreased usage by 40% in the last month, hasn't logged in for 2 weeks, and has an open support case. Churn risk: 85%. Recommendation: Book a check-in call."
ICP Analysis & Segment Profitability
AI analyzes which customer segments are most profitable.
Calculates LTV, CAC, churn rate per segment
Identifies your Ideal Customer Profile (ICP)
Recommends which segments you should focus on
"Customers in Sweden with 50–200 employees have an LTV:CAC of 5:1 and churn of 3%. Customers in Germany under 20 employees have an LTV:CAC of 1.5:1 and churn of 18%. Recommendation: Focus on Swedish mid-market."
Our process
Financial Intelligence Audit
Which KPIs do you need?
Which systems do you have today?
How are the KPIs defined today?
Where is the data today?
Which questions do you want to be able to answer?
Define rules & logic
Which raw data is needed?
From which systems?
Which definitions apply?
Which edge cases exist?
→Your "single source of truth" for financial metrics.
Build data foundation
Automatic data sync from all sources
Data cleaning & matching
Validation against defined rules
Automated alerts for data anomalies
Build AI capabilities
AI-driven dashboard
Forecast agent
Churn-risk scoring
ICP analysis
Why AIFY?
We don't start with AI. We start with your KPIs and your business goals.
We understand Finance, not just tech
MRR calculation differs between subscription models
Churn definition affects all downstream metrics
CAC calculation is more complicated than "marketing spend / new customers"
Budget vs Actual requires correct mapping between cost centers
Custom-built for you
Your systems and tech stack
Your KPI definitions
Your reporting needs
Your organizational structure
Security & Compliance
Secure integrations with your systems
GDPR-compliant solutions
Audit logs for transparency
Access control per user/team
AI that understands context
Trained on financial KPIs
Understands how metrics relate (MRR → ARR → LTV → CAC ratio)
Provides relevant recommendations based on your data
Learns your specific business patterns
Want to build AI-driven financial intelligence that gives your finance team the right answers, instantly?
Book a call