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Agentic Finance

Skip the spreadsheet grind,
Forecast in minutes.

For finance teams tired of Excel gymnastics. 35+ AI tools, 15 forecast algorithms, and a plain-English agent that drafts every change before it commits.

nashos · executive dashboardLive
Revenue
$4.2M
▲ 12%
Gross Profit
68%
▲ 3 pts
EBITDA
$890k
▼ 2%
Runway
14 mo
Revenue · last 12 monthsvs Budget
"What's our runway if revenue drops 30%?"
  • 35+AI tools
  • 15Forecast algorithms
  • 4 daysfor monthly close (vs 12)

FOR FP&A TEAMS

What FP&A teams care about

35+ AI tools cover ~99% of manual actions

Read fact tables, draft entries, run forecasts, commit writes, export PDFs — all triggered by plain English. Stop tab-hopping between five tools.

Driver-based plan recomputes itself

Mark accounts as drivers (FTE, units, %, hours). Write member formulas. Hire 3 engineers? P&L reflows in 2 seconds.

What-if scenarios in under a second

Drag a slider. See revenue, EBITDA, runway, cash react. Save the scenario. Compare against budget. Throw it away if it doesn't pan out.

15 forecast algorithms · pick the winner

ARIMA, Holt-Winters, Random Forest, Gradient Boosting, Neural Net, Ridge, Lasso. R²/RMSE/MAE/MAPE on every run. Lock the winner with a click.

The problem

Your team spends 60% of the month rebuilding the same spreadsheet.

And the answer is usually obsolete by the time the board sees it.

Close takes 8–12 business days

Manual consolidation across entities + currencies; reconciliation runs over the weekend.

Forecast accuracy hovers at ±15%

Static models; no quick what-if; decisions made on stale numbers.

No audit trail on the plan

Who changed the COGS assumption? Lost in Excel version history.

Board variance analysis = 40 hours

Copy-paste from three tools; one broken formula breaks the whole pack.

Capital is expensive — and CFOs are being asked weekly the questions they used to answer quarterly.

How it works

Three steps. Hours, not months.

01

Connect

Pull from REST APIs, SFTP, Excel, CSV — or drop a file into Bulk Import. The 9-dimension cube absorbs whatever you have.

02

Plan

Build drivers (FTE, units, %, hours). Write member formulas. Run 15 forecasting algorithms side-by-side. What-if any change before you commit it.

03

Decide

Ask in plain English. The agent drafts the answer, runs the forecast, and shows the variance. Audit trail captures every change with who/when/before-after.

What-If scenarios

Move the slider. Watch the plan recompute.

Test a 30% revenue drop, a hiring freeze, or a product launch — at any account, any period. Variance results land in under a second. Save the scenario or throw it away.

  • Percent · absolute · override adjustments
  • Compare scenarios side-by-side
  • Audit log captures every assumption you tried
What-If: revenue shockLive
Revenue adjustment-30%
−30%−15%0%
Revenue
$2.94M
30%
EBITDA
$356k
60%
Runway
7mo
50%
Cash
$5.3M
38%

Features

Everything an FP&A team actually needs.

Forget the 50-feature checklist. These are the six that move the needle.

Executive Dashboard

Real-time KPIs at a glance.

Revenue, Gross Profit, EBITDA, Net Income, COGS, OPEX. Variance vs Budget on every card.

P&L · BS · Cash Flow

Canonical reports with full hierarchy.

Drill from rollups to leaves. Multi-currency. CSV / Excel / PDF export from any view.

Driver-Based Planning

Connect business drivers to financial outcomes.

Build formulas like SALARIES_ENG = HEADCOUNT_ENG × −10000. Top-down assumptions flow into P&L.

Key

AI Chat

Plain-English finance.

35+ tools cover ~99% of manual app actions. Every write previewed in a draft card before commit.

What-If Scenarios

Test decisions before you make them.

Drag a slider. See revenue, EBITDA, runway react. Variance results in <1 second.

ML Forecasting

15 algorithms, one click.

Linear, ARIMA, Holt-Winters, Random Forest, Gradient Boosting. Compare with R²/RMSE/MAPE.

The differentiator

Ask in English. Get drafts, charts, and forecasts.

Your analyst team multiplied. Every answer cites its source.

Live demonashos · ai chat
What's our runway if revenue drops 30%?
  • → Ran what_if_preview on revenue −30% across all entities
  • → Pulled CF_OPS history + linear-regression forecast
  • → Subtracted CA_CASH baseline

Result: ~7 months at the current burn rate.

Best case: 9 months (if marketing cuts 40%). Worst case: 4 months (if AR collection slips).

Ask anything…

Drafts every change

User clicks Post to commit. Nothing auto-writes.

15 forecast algorithms

Linear, ARIMA, Holt-Winters, gradient boosting, etc.

Audit trail on writes

Before/after diff + actor + timestamp, forever.

Streams in real time

SSE — you see the tool running, not a blank spinner.

Real prompts the agent handles today:

What's December revenue for Singapore consulting?Hire 3 engineers and show the impact on runwayUpdate JPY exchange rate to 150Download this dashboard as PDF

Drivers + Forecasting

Write a formula once. Re-plan in seconds.

Connect your business drivers — headcount, units, hours, % — to financial outcomes. Then run 15 ML algorithms in one click and pick the winner by R² or MAPE.

Driver formulaLive
Formula
SALARIES_ENG = HEADCOUNT_ENG × -10000
Validated · saved
HEADCOUNT_ENG
12
FTE
SALARIES_ENG
$-120k
monthly · auto

Hire 3 engineers → P&L recomputes top-down. No spreadsheet rebuild.

Forecasting · 5 algorithmsRunning
Linear
R² 0.78
ARIMA
R² 0.91Best
Holt-Winters
R² 0.84
Random Forest
R² 0.86
Gradient Boost
R² 0.88

Compare side-by-side. Pick the winner. Lock the forecast.

Example · FP&A

Close in 4 days. Variance pack in 90 minutes. Re-forecast weekly.

Here's what the day-to-day shifts to.Composite scenario. Not a real customer claim — we're a fresh launch and actively seeking design partners.

Profile

$50M ARR SaaS · 180 people · 4 entities

What used to take a 3-person team a week now takes one analyst a day. We can finally answer 'why?' in plain English instead of building another VLOOKUP.

Composite description, not a quoted customer.

Run this on your data
BeforeExcel + BI stack
Close cycle
11 days
Variance pack prep
40 hours
Re-forecast frequency
Quarterly
Tools in the stack
Excel + 3 BI tools
AfterNashOS
Close cycle
4 days
Variance pack prep
90 minutes
Re-forecast frequency
Weekly + on-demand
Tools in the stack
NashOS

Security

Audit-grade control. Built in, not bolted on.

Full audit log

Every change captured.

Dim members, fact rows, formulas, users, exchange rates — every mutation logged with before/after JSON, actor, timestamp. Filterable.

Role-based access

Four roles, clean boundaries.

super_admin · admin · planner · viewer. The agent respects the same permissions (e.g. user management is super_admin-gated).

Hardened auth

Short-lived JWTs, refresh rotation, account lockout.

15-min access tokens, 7-day refresh in httpOnly cookie. 5 fails / 15 min triggers a 30-min lockout. Helmet HSTS/CSP/CORP enabled.

Drafts before commits

No silent writes from the AI.

Every agent write produces a confirmation card. The user clicks Post; the backend re-validates; commit happens. Nothing auto-mutates the database.

Pricing

Simple pricing. No “request a quote” gymnastics.

Starter

For solo CFOs and small finance teams.

$99/ month
Start a 14-day trial
  • Up to 3 users
  • 1 entity
  • Full reports (P&L · BS · CF)
  • Driver-based planning
  • AI Chat (all 35+ tools)
  • 15 forecasting algorithms
  • Audit log + RBAC
  • Connectors (REST/SFTP)
  • Multi-entity rollups
Most popular

Pro

For finance teams running real consolidations.

$499/ month
Start a 14-day trial
  • Everything in Starter
  • Up to 15 users
  • Unlimited entities
  • Connectors: REST · SFTP · Excel · CSV
  • Alerts engine (4 rule types)
  • What-if scenario save / share
  • Bulk import
  • Email + Slack notifications

Enterprise

For organizations with custom needs.

Talk to us
Contact sales
  • Everything in Pro
  • Self-host or single-tenant cloud
  • SSO (SAML / OIDC)
  • Custom connectors (Oracle, SAP, NetSuite)
  • Dedicated success engineer
  • SLA + custom contract terms
  • White-label option

All tiers include audit log, role-based access, draft-before-commit chat, daily backup, and a 14-day free trial. Annual billing saves 20%. Non-profits and pre-seed startups get 50% off Starter — contact us.

FAQ

Frequently asked.

Hours, not months. Connect REST/SFTP/Excel/CSV (or paste a trial balance), and the 9-dim cube absorbs it. Most teams have a usable Executive Summary the same day.

Stop fighting Excel. Start asking questions.

Get a 15-minute walkthrough on your own data. No slides, no sales script — just the AI agent live with your numbers.