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.

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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 financial visibility

See exactly where your business stands—across cash, revenue, headcount, and more. Instantly generate reports your board will love.

No more spreadsheet chaos

Eliminate manual data entry. Close faster, report cleaner, and focus on insights—not fixing formulas.

Team alignment, built-in

Keep finance, ops, and leadership on the same page with shared dashboards and live metrics—no version conflicts, ever.

Investor reporting, made easy

Deliver accurate, board-ready reports in minutes. Save time, reduce stress, and build trust with consistent, real-time data.

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

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.

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.

Success stories

What executives say about cofi.ai

Explore case studies

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

We looked for a platform that could have the flexibility to work with diverse financial data structures, dimensions, and reporting needs. We chose cofi.ai to help bring greater visibility into portfolio company performance. Before implementing cofi.ai, Edge Capital encountered challenges with fragmented information and excessive manual work.

Luis Rietti

Partner at Edge Capital