Know your cash, burn, and plan without asking anyone
Fintra’s command center gives CEOs the live cash position, burn, and revenue-vs-plan picture that usually waits for a monthly deck, in a system your finance team actually closes the books in.
Your Monday without Fintra, and with it
Most CEOs run on numbers that are two to five weeks old, because the deck only updates after the close. Fintra’s command center reads from the live ledger, so the answer to how much cash do we have is current, not historical.
| Moment | Without Fintra | With Fintra |
|---|---|---|
| Before standup | Ask finance for the latest cash number; get last month’s deck | Open the command center: cash position and burn are live from bank feeds |
| Investor email arrives | Forward it to the CFO and wait a day for figures | Pull runway and revenue-vs-plan from the dashboard and reply in minutes |
| End of week | Skim three tools and a spreadsheet to sense how the week went | Read the weekly KPI digest Fintra assembles from the same ledger finance closes |
The Fintra surfaces CEOs live in
- Command-center dashboard: cash, burn, revenue vs plan, and headcount cost on one screen, drillable when something looks off.
- Cash position view: live balances across accounts with upcoming payroll and bill-pay obligations netted in.
- Weekly KPI digest: a short summary of the week’s movement in cash, spend, and revenue, generated from closed and pending activity.
The three numbers a CEO actually needs
| KPI | Why it matters | Where it lives in Fintra |
|---|---|---|
| Cash position | It is the company’s oxygen level, and it moves daily | Cash view on the command center, fed by live bank connections |
| Burn | Sets how many months of decisions you have left | Burn trend with payroll, vendors, and expenses broken out |
| Revenue vs plan | Tells you whether the strategy is landing | Revenue-vs-plan tile drilling into the budget model finance maintains |
What the AI does for you, and what it never does
Fintra’s AI does the assembly work: it categorizes spend, drafts the weekly digest, and flags anomalies such as a vendor bill 3x its usual size. It does not move money or post entries on its own. AgentFence enforces those boundaries as policy, and SentriAI logs every AI action so your finance team, and your auditors, can verify the trail.
- Anomaly flags reach you early instead of surfacing in next month’s deck.
- Approvals stay with named humans; the AI cannot pay a bill or run payroll.
- The audit trail means AI speed never comes at the cost of governance.
Getting your command center live
- 1
Day 1
Connect bank accounts; cash position and burn go live immediately.
- 2
Week 1
Your finance lead maps the budget so revenue vs plan reads correctly.
- 3
Week 2
Turn on the weekly KPI digest and cancel the standing where-are-we meeting.
Frequently asked questions
What does a CEO see in Fintra that a bank app doesn’t show?
A bank app shows balances. Fintra nets those balances against upcoming payroll, bills, and expected receivables, then frames them as burn and runway against your plan. You see not just what you have, but how fast it is moving and whether that matches the budget your team committed to.
Do I need my finance team to adopt Fintra for the CEO view to work?
The cash and burn views work from bank connections alone. Revenue vs plan and the full command center get their power when finance runs accounting and budgeting in Fintra too, because then your dashboard reads the closed ledger rather than an approximation of it.
How current are the numbers?
Cash and spend update as bank and card feeds sync, typically daily. Revenue vs plan reflects the live ledger, with AI-categorized transactions awaiting review clearly marked as pending. You always know which figures are close-verified and which are provisional, instead of guessing.
Can the AI take actions with company money?
No. The AI drafts, categorizes, and flags; payment execution, payroll runs, and journal postings require human approval from someone with the right permissions. AgentFence enforces these limits as hard policy rather than convention, and SentriAI keeps the audit trail proving they held.
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Stop running the company on last month’s numbers
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