Modules / CFO and budgets

A CFO's view of the business, from your real books.

Revenue, expenses and profit across every business you run, monthly budgets by account, a prioritized list of what needs doing, and guidance in plain language.

What your AI does here

Work that used to wait for you.

  1. 01
    Summarizes revenue, expenses and profit by business
  2. 02
    Builds monthly budgets by account
  3. 03
    Prioritizes the actions that need you across businesses
  4. 04
    Answers money questions in plain language
  5. 05
    Recommends a concrete next move

The view

Every business on one page

If you run more than one business, see revenue, expenses and profit for each, for any period, side by side. The numbers come straight from the ledger, not a spreadsheet export.

Budgets are set by account and month, so the variance you see is the variance that matters.

The advice

Ask it anything about the money

Ask whether you can afford a hire, why margins slipped, or what to do with extra cash. Guidance draws on your actual books and your own financial picture.

An action queue ranks what needs you across every business, from unposted drafts to overdue items, and the next-move recommendation turns it into one clear step.

Padrino in CFO

Materials are running 9% over budget on both restaurants this quarter. Next move: renegotiate the produce contract before October orders.

Questions

What is an AI CFO?

An AI that does part of a CFO's job for a small business: summarizing the numbers, tracking the budget, flagging problems and recommending what to do next, from your real books.

Does it replace my accountant?

No. It gives you a CFO's view day to day. Your accountant can work in the same books and see the same history.

Can it handle more than one business?

Yes. Owners with several businesses see each one side by side and get one prioritized action list.

Where does the data come from?

From Padrino's own accounting, so there is no export or sync to go stale.

Give your AI a business to run.

Start with one connected system instead of assembling a stack of subscriptions first.