Upgrade Your Finance Game
cofi.ai gives portfolio companies the tools to operate like top-tier finance teams. Centralize your data, speed up reporting, forecast accurately, and stay fully aligned with your investors.
High-growth companies choose cofi.ai because it helps them…
Smarter Forecasting = Confident Calls
Faster Reporting = Board-ready in hours
Clear Visibility = No surprises
Speed, clarity, and control to grow.
cofi.ai gives you the visibility and tools to run
finance and operations like a pro—without extra headcount.
Real-time portfolio monitoring
Obtain a comprehensive view of your portfolio 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
All Systems, One View
Easily connect your ERP, CRM, HRIS, and spreadsheets. Get clean, real-time data in one place—no silos, no manual work.
Metrics That Drive Growth
Track and forecast key financial and operational metrics in one place. Speed up investor updates, spot trends early, and make smarter decisions faster.
Stay Aligned With Your Investors
Collaborate in real time with your PE partners using shared, reliable data. Keep everyone on the same page—no back-and-forth, no surprises.
Benchmark Against Top Performers
Compare your performance to peers, uncover what’s working, and take action faster. Use insights to drive growth and value.
Customer Stories
"cofi.ai gives us the flexibility to manage minority and majority investments without overcomplicating. The onboarding has been white glove, and the dashboards are a game-changer—easy to update, tailored to each company, and a huge time saver for our team.”
Niket Parikh, Managing Director at Full In Partners
Read full storyExplore all customer stories→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.
Start enjoying cofi.ai now
Contact us today to see how the cofi.ai platform can help your organization leverage data to shift performance.
Request a demo
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