Real-Time
Financial Reporting
CFO Worx brings together executive financial leadership and AI-powered reporting to give businesses real-time visibility, automated consolidation, and predictive insights. Our dashboards and technology help leadership teams make faster, smarter, and more confident decisions, across both core financial operations and M&A services.
Finance Powered by AI. Clarity in Real Time.
Finance Powered by AI. Clarity in Real Time.
CFO Worx brings together executive financial leadership and AI-powered reporting to give businesses real-time visibility, automated consolidation, and predictive insights. Our dashboards and technology help leadership teams make faster, smarter, and more confident decisions, across both core financial operations and M&A services.
Smarter Financial Visibility
Traditional month-end reporting is too slow for modern business. We replace spreadsheets and static reports with live, intelligent dashboards that update as fast as your business moves.
What you get:
Live integration with QuickBooks Online and major ERPs
Automated consolidations across entities and currencies
AI-assisted forecasting and variance analysis
One-click drill-down into every detail
Custom KPI dashboards for executives, finance leaders, and departments
Trend tracking and benchmarking across performance drivers
Simple, Fast Implementation
All data sits securely within the Microsoft Azure stack, powered by Power BI dashboards and a proprietary client portal for deliverables, reporting, and communication.
Once live, your dashboards refresh automatically. No manual uploads, no delays, no surprises.
Our setup process is built for speed and precision
Expert CFO
Leadership
1–2 Days for
Customization
Lower cost than DataRails,
Phantom, or Syft
The AI Advantage
AI is integrated throughout our reporting ecosystem powering accuracy, speed, and foresight.
Real-time data. Predictive insight. Smarter decisions.
In CFO Services, AI enhances forecasting, budgeting, and cash flow modeling.
In M&A, it accelerates valuation analysis, buyer targeting, and diligence review. Our systems analyze historical patterns, surface emerging trends, and predict potential risks, helping leadership act before issues arise.
Our Pricing
Real-Time Reporting (Monthly)
Per entity / per QuickBooks file
$75
Implementation
(One-Time)
Real-time data. Predictive insight. Smarter decisions.
$99
Includes unlimited reports, consolidations, AR/AP, cash flow forecasting, and live budget vs. actuals
Transparent. Scalable. No hidden fees.
Finance powered by AI
Decades of leadership experience across industries- professional services, construction, healthcare, manufacturing, and technology and much more.
Built for mid-market businesses
Decades of leadership experience across industries- professional services, construction, healthcare, manufacturing, and technology and much more.
Integrated across services
Decades of leadership experience across industries- professional services, construction, healthcare, manufacturing, and technology and much more.
Proven efficiency
Decades of leadership experience across industries- professional services, construction, healthcare, manufacturing, and technology and much more.