Automated financial
due diligence &
portfolio monitoring
We support private equity and venture capital firms in streamlining their data analysis and projections to make real-time business decisions.
Join us in optimizing how you interact with your data
Automation & Collaboration
Data-driven organizations outperform their peers
by leveraging data as a strategic asset.
⏱ Real-time financial and performance reporting
Obtain a comprehensive view of your company’s financial situation, create customized reports & dashboards, and surface insights in real time with your key stakeholders.
🚀 Automate
spreadsheet tasks
Stop copying and pasting! Prevent errors due to manual data entry and achieve a 10x faster financial closing & reporting process without worrying about data consistency issues.
🤝 Enable
collaboration
Gain organizational alignment by ensuring everyone is viewing the same data, enabling real-time collaboration between teams in a secure data environment.
🔮 Predictable
performance
Forecast future performance, tackle revenue leaks, and measure effectiveness by leveraging continuous planning capabilities along with a comprehensive metrics suite.
How it works
Integrate
your data sources
Connect multiple cloud and on-premise data sources including ERP, CRM, databases, spreadsheets, analytics, and much more.
Bring all your tools and data together in cofi.ai to create a single workspace where your team can focus and get work done.
Build up your
metric
catalogue
Easily calculate key metrics to track performance and plan for the future. Combine cross-functional data from different sources to create relevant finance & operations KPIs for your organization.
Collaborate
and plan
Update financial plans in real-time to collaborate more effectively with key stakeholders, both internal and external. Additionally, assessing multiple scenarios as part of strategic planning can highlight key decisions your organization needs to make.
Share
interactive
reports
Build and share reports effortlessly and at scale. Monitor your business in real-time and turn insights into decisions faster.
Leverage a wide variety of out-of-the-box charts to quickly get a better understanding of your business’sperformance.
Best in class solution for data management
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➡️ Fast onboarding
Exponentially faster than legacy solutions. Start planning within hours.
⚙️ Self-sufficient solution
Users can customize their metrics, plans, and reports without any external support. Anytime, anywhere.
✅ Reliable and consistent data
Reference a single source of truth for more confident data decision-making.
🎨 Fully customizable
Build your own metrics catalogue, plans, and reports. No two companies’ metrics look the same.
🏗 User-friendly
cofi.ai is built with the user in mind. Our UI/UX is simple and powerful, focusing only on what matters. No distractions.
⭕️ Customer centric
Need help? Our team is there for you 24/7 around the clock.
Highly recommend. cofi.ai is more than an elegant FP&A tool; the team is exceptionally bright and has been an essential auxiliary FP&A resource for our early stage company. cofi.ai’s analytical engine is robust and has an almost “Notion-like UI that’s highly customizable. I am a self-proclaimed cofi.ai “evangelist” and am happy to serve as a reference.
Rob Tompkins
CFO at RiskScout
cofi.ai relieved one of our biggest points: consolidating our US books with multiple foreign subs. What used to be a complicated manual process with spreadsheets now happens easily within cofi.ai.
Chris Seybold
CFO at Gemini Data
Start enjoying cofi.ai now
Contact us today to see how the cofi.ai platform can help your organization leverage data to shift performance.
Book a Demo
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