The Financial Intelligence & Governance Layer for the AI Era

CFO
Daily OS

Helping finance leaders make better decisions earlier — for better operational and capital outcomes.

Trusted metrics, live signals, structured financials, automated board packs, and governed AI-supported insight — built for modern finance leadership.

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Unified Financial Visibility·Connect fragmented data into one system

Automated Reporting·Board packs prepared continuously

Trusted Metrics and Definitions·Governed logic, not spreadsheet drift

Signal-Led Insight·See what changed before it compounds

AI-Supported Intelligence·Governed for the real world

Unified Financial Visibility·Connect fragmented data into one system

Automated Reporting·Board packs prepared continuously

Trusted Metrics and Definitions·Governed logic, not spreadsheet drift

Signal-Led Insight·See what changed before it compounds

AI-Supported Intelligence·Governed for the real world

What CFO Daily OS brings to finance

Five essential capabilities
for modern finance leadership

One coherent system that replaces fragmented tools with unified intelligence — where human expertise and AI agents work together to deliver trusted financial clarity.

Unified Financial Visibility

Bring together fragmented financial and operational data into one connected system. Understand entity performance, rollups, and business movement in one place — across every entity, currency, and reporting standard.

Automated Reporting

Replace manual reporting cycles with continuously prepared financial visibility. Board packs, management reports, and financial statements — structured, validated, and ready when needed.

Trusted Metrics and Definitions

Establish a governed foundation with 128+ financial metrics, transparent logic, and consistent definitions. One trusted view of performance — no spreadsheet drift, no conflicting numbers.

Signal-Led Insight

Move beyond collecting numbers to knowing what changed, what matters, and what to do next. Intelligent agents monitor your financial landscape and surface the signals that deserve attention — before they hit the P&L.

Human + AI Intelligence

Not just AI — and not just human judgment. CFO Daily OS combines your finance team's expertise with purpose-built AI agents — designed by financial intelligence specialists who've spent years inside the data that drives CFO decisions. Every signal definition, every scenario preset, every confidence threshold reflects real domain knowledge. Every recommendation is governed, explainable, and grounded in your actual financial data.

Delivered through one connected platform

One coherent system

CFO Daily OS combines executive visibility, live signals, structured financial analysis, and automated reporting in one connected platform.

Data Consolidation

Data sources connected with trust scores, data quality monitoring, and automated sync. No more waiting weeks for consolidation — your data flows continuously from every system.

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Why it matters

Better decisions earlier.
Better outcomes where it counts.

Earlier visibility improves planning, spending, risk management, and executive decision quality across the business.

Better Capital Allocation

Make investment and spend decisions grounded in current, trusted financial data.

Stronger Operational Performance

Detect margin pressure, cost shifts, and revenue risk before they compound.

Faster Executive Alignment

Keep leadership, boards, and operating teams aligned with timely reporting and a shared view of the business.

Greater Trust in the Numbers

Operate from governed metrics, transparent sources, and consistent financial definitions.

Governed intelligence

Human intelligence + AI agents.
Governed for the real world.

Your finance team's expertise combined with purpose-built AI agents — every insight validated, every recommendation explainable, every decision grounded in governed data.

Intelligent Agent Layer

Purpose-built financial agents that work continuously — a data consolidation agent, chart of accounts agent, budget drift agent, signal detection agent, and more. They monitor, validate, and surface what matters so your team can focus on decisions, not data gathering.

Confidence Engine

Every signal, insight, and AI response carries a transparent confidence score. You can inspect the reasoning — data quality, metric reliability, detection strength, context alignment. AI confidence can never exceed the strength of its evidence.

Governed Platform

Built on the Keboola data platform — enterprise-grade infrastructure that connects to your existing systems. Context layer for entities, glossaries, and financial semantics. Your data stays yours, governed by your rules.

Human-in-the-Loop

AI agents propose. Your team decides. Every automated insight, report, and recommendation flows through human review before action. The system amplifies your team's intelligence — it doesn't replace it.

Decision Confidence

The operating system that gives CFOs
stability in a world of change

Stability in your numbers

Clarity in your decisions

Confidence in your governance

Courage to act early

In a world of fragmented data and constant change, CFO Daily OS brings stability, clarity, and guiding confidence — where human intelligence and AI agents work together to deliver trusted financial leadership.

See It In Action

3 minutes. One coherent system.
Zero tool-switching.

Watch how CFO Daily OS connects your data, detects signals, generates scenarios, and produces board-ready reports — all in one flow.

Video coming soon — request access for a live walkthrough

Ready to see it in action?

Request access and we'll set up CFO Daily OS for your company. The process takes 2 minutes — we'll review and get you in within 48 hours.

Tell us about you

2 minutes

We review & approve

Within 48 hours

Full platform access

Personalized setup