How Cofactr accelerates revenue action and executive decision-making with Payflow

Fact Sheet

Customer: Cofactr (growth-stage B2B business)

Cofactr’s product: AI-powered electronics procurement platform

Primary Stakeholder: Phil Brandt, Head of Finance

Industry: Tech

Highlighted Feature(s): Insights

Snapshot

Cofactr was looking to implement AI in their finance workflows. They were impressed with Payflow’s ability to connect their AI agents to the company’s data from the ERP, CRM, and HRIS. Cofactr was able to see clear benefit within two weeks thanks to near-instant clarity on revenue levers and faster time-to-decision as a team.

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The challenge: “Lean team, growing demands, and too much decision latency”

In Q4 2025, Phil set out to implement AI in a way that would materially improve how a lean finance team supports the business; without adding complexity or creating yet another tool silo.

The core problem wasn’t a lack of data. It was time-to-answer:

  • Insights lived across ERP + CRM + HRIS + internal systems
  • Leadership questions often surfaced in the moment (exec meetings, pipeline reviews, customer strategy calls)
  • Getting a reliable answer typically meant pulling data offline, running analyses later, and circling back — breaking momentum and delaying action

For the rest of the executive team, this is a real tax: decision latency (and the downstream cost of missed windows, slower execution, and more follow-ups).

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Why Payflow: connected intelligence + finance-grade workflows

After a demo in November, Phil focused on a few capabilities that mattered for finance and executive alignment:

  • Connected to source systems: Link directly to ERP, CRM and HRIS data to reduce manual pulls and version confusion
  • AI agent for analysis and reporting: Ask questions and generate finance-ready answers and summaries
  • Embedded spreadsheet environment: Run forecast scenarios and “what-if” analysis with AI assistance, without exporting data and rebuilding models

In short: one place to ask, analyze, and act; grounded in synced operational data.

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Implementation: fast time-to-value by design

Cofactr was onboarded within a week, with data properly synced from connected systems. The team moved quickly from “tool evaluation” to “real workflows,” using Payflow in day-to-day leadership discussions rather than limiting it to back-office experimentation.

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The moment that proved it: real-time answers during a leadership meeting

During a leadership team meeting in early December, a strategic question came up about a cohort of customers and their engagement rate in two different periods

Historically, Phil would have had to:

  • take the request offline,
  • pull data after the meeting,
  • post an update later in Slack,
  • and hope momentum (and context) wasn’t lost.

Instead, Phil opened Payflow during the call and provided some key answers in real time. That shifted the meeting from discussion to execution:

  • The CSO and VP of Sales immediately identified the right accounts to pursue
  • They aligned on who to approach and how — while the conversation was live
  • What would have been a delayed follow-up became an instant action plan

Phil’s perspective:

“Historically I would have had to take it offline and go back to everyone on Slack later, breaking the flow of the conversation. I opened Payflow during the call and was able to provide key information in real time. The CSO and VP of Sales were able to immediately identify which customers to approach and how to approach them.”

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Outcomes: what changed for finance and the business

1) Faster executive decisions (less back-and-forth)

Payflow reduced the gap between question and answer from “later today” to during the meeting, preserving momentum and accelerating action.

2) Finance became a real-time partner to go-to-market

Instead of finance serving insights asynchronously, Phil enabled live, data-backed operating decisions in front of leadership.

3) AI that fits finance workflows, not a novelty tool

The combination of synced system data, an AI agent, and an embedded spreadsheet supports both ad hoc questions and structured scenario work.

Phil summed it up:

“What they’ve built at Payflow is incredible. Easily the fastest time-to-value finance AI tool I’ve seen.”

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Takeaway

If you’re evaluating “AI in finance,” the win isn’t automation for its own sake, it’s speed and confidence in decisions:

  • Fewer “let me get back to you” moments
  • Faster alignment across Finance, Sales, and Customer teams

Faster time-to-execution on a revenue action that can concretely accelerate growth represents an immediate ROI for the Cofactr team.

Try Payflow and see how this can be implemented for your team: Book a Demo | Payflow AI