The operating system:
_{High-Growth Portfolio Companies.}

Execute Faster - Unify sales, finance, and operations so leaders can forecast, adapt, and accelerate growth.

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Run your business with clarity, not spreadsheets.
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Forecast 5x faster = Always-current sales + financial signals
One leadership view = CEO, CFO, CRO, Ops, board, and PE sponsors
‍AI explanations in seconds = Instant variance explanations, scenarios, and root cause analysis
True value drivers = Sales + finance + operations tied into one model
Spot risks early = Automatic anomaly + trend detection

One unified source of truth for performance, sales, and financial health.

Finally—your entire executive team running the business from the same, always-updated data.

 CEO / Ops

Integrated Business Planning
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See how changes in sales capacity (CRM) immediately impact your P&L (GL). Everything is linked and updated instantly.

 CFO / Finance

Accurate Numbers

Instant forecasts, automated variance analysis, faster reporting, and unified models. End spreadsheet chaos.

 CRO / Head of sales

Pipeline and Revenue Clarity

Automatically link sales activity and pipeline metrics to revenue forecasts. Model the ROI of your hiring plan before you execute it.

 HR / Talent

Integrated Workforce Planning

Immediately see the cash impact of new hires. Link headcount planning to budget limits and operational goals in a collaborative workspace.

How it works

ERP

CRM

HRIS

Quickbooks

Salesforce

ADP Workforce Now

Xero

Hubspot

Gusto

Oracle Netsuite

Affinity

Bamboo

Sage Intacct

Pipedrive

Workday

Microsoft Dynamics

Zoho

Rippling

Built for Action

Your team shouldn’t wait months to see impact. With cofi.ai, company operations and finance teams can be live in days, running on clean, connected data and an
AI co-pilot that’s tuned for finance.
Connect ERP, CRM, and HRIS systems — no IT setup required.

Tali:
Your AI Co-Pilot Across the Business

Tali works behind the scenes to accelerate your team's best work:
-Builds interlinked models
-Benchmarks using live external data
-Flags anaomalies and explains root cause
-Turns forecasts into continuous planning

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

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