The CFO’s single pane of glass for cash, plan, and forecast
Fintra puts runway, budget vs actuals, and scenario forecasts in one AI-native system of record, so board answers take minutes instead of a weekend of spreadsheet archaeology.
Your day without Fintra, and with it
Most CFO time is spent reconciling versions of the truth: the budget lives in one spreadsheet, actuals in the accounting system, the forecast in a third file that was current two weeks ago. Fintra collapses those into one live model.
| Time | Without Fintra | With Fintra |
|---|---|---|
| Morning | Chase department heads for actuals; rebuild the cash spreadsheet by hand | Open the cash runway dashboard; actuals are already synced from the GL |
| Midday | Reconcile budget file v14 against the ERP export before a board question | Answer from the budget-vs-actuals executive view, drilled to the line item |
| Close of day | Email analysts to rerun the forecast with new hiring assumptions | Clone a forecast scenario, change headcount timing, compare runway side by side |
The Fintra surfaces CFOs live in
- Budget-vs-actuals executive view: every department’s plan against GL actuals, with variances flagged by the AI and drillable to individual transactions.
- Forecast scenarios: Datarails-class driver-based models where you branch a base case into hiring, pricing, or downside scenarios without breaking formulas.
- Cash runway dashboard: live bank and AP/AR positions rolled into a runway line that updates as bills are paid and invoices land.
The KPIs a CFO watches, and where they live
| KPI | Why it matters | Where it lives in Fintra |
|---|---|---|
| Cash runway | The clock every other decision runs on | Cash runway dashboard, updated from live GL and bank feeds |
| BvA variance | Shows which plans are drifting before quarter end | Budget-vs-actuals executive view with AI-flagged outliers |
| Forecast accuracy | Tells you how much to trust next quarter’s model | Scenario history comparing prior forecasts to landed actuals |
| EBITDA | The profitability line boards and lenders anchor on | Reporting view built from the same close-verified ledger |
How CFOs use the AI without losing control
Fintra’s AI drafts forecasts, categorizes spend, and flags variances; it does not approve anything on its own. Every AI action passes through AgentFence governance policies you set, and SentriAI keeps a compliance-grade audit trail of what the AI did and who approved it.
- AI proposes, humans dispose: variance explanations and forecast drafts arrive as suggestions awaiting sign-off.
- AgentFence enforces guardrails, such as which accounts and dollar thresholds AI workflows may touch.
- SentriAI’s audit trail means auditors can trace any AI-assisted entry back to its approver.
A CFO’s first 30 days on Fintra
From fragmented tools to one operating system
- 1
Week 1
Connect banks and the GL; the runway dashboard goes live with real balances on day one.
- 2
Week 2
Import the current budget and map departments so BvA reads against actuals automatically.
- 3
Weeks 3–4
Build a base forecast, branch two scenarios, and retire the standalone spreadsheet model.
Frequently asked questions
What does a CFO dashboard look like in Fintra?
It is a command view combining cash runway, budget-vs-actuals by department, and forecast scenarios on one screen. Every figure is drillable: click a variance and you land on the underlying GL transactions, because the dashboard and the ledger are the same system rather than an export.
Can Fintra replace my separate FP&A tool?
Yes. Fintra includes Datarails-class budgeting, budget-vs-actuals, and driver-based forecasting alongside AI accounting, payroll, and bill pay. Because planning sits on the live ledger, you skip the monthly export-and-reconcile cycle that standalone FP&A tools require, and forecasts refresh from actuals automatically.
How do forecast scenarios work?
You start from a base case built on your actuals, then clone it and change drivers such as hiring timing, pricing, or collection assumptions. Fintra shows scenarios side by side, including their effect on runway, so board conversations compare concrete models instead of verbal what-ifs.
Is the AI safe enough for board-level numbers?
The AI drafts and flags; humans approve. AgentFence governs what AI workflows are permitted to touch, and SentriAI records a full audit trail of AI actions and approvals. Nothing reaches your reported numbers without a person signing off, which keeps the close audit-ready.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Run finance from one system of record
Fintra is free to start, no card required. Connect your books and see runway, BvA, and forecasts live this week.
Talk to us