Secure, professional-class AI
for corporate finance
Purpose-built FP&A AI agent for midsized and fast-growing companies.
Built by teams with significant experience
Introducing Luca
Your AI finance analyst saving you thousands of dollars and hundreds of hours on FP&A and Reporting
Level 3 Autonomy for FP&A,
delivering business value within a quarter
Workspace
AI-generated updates to analyses along with robust commentary using General ledger transaction/Journal entry-level, CRM, and HRIS data
Ability to manually edit the file or have the agent edit based on natural-language requests
Upload your Excel analyses or forecasts, and converse with Luca about incomplete assumptions based on system or benchmarked data
Reports
Luca can create and regularly update detailed reports on KPIs, customer cohorts, location performance, board-level data, and much more
Free up dozens of hours from your team every month
Complete board-level updates in hours not days
Insights
Get answers to critical questions in minutes
Let Luca proactively bring key insights to your attention
Skip the SQL queries and data pulls; enjoy text-to-organized data insights
Data Sync
Bring in critical data from all of your systems
Create a single source of financial truth based on robust data models
Integrate your ERP, CRM, HRIS, Operating System, Online Store, Inventory Management software and much more
Security & Always-on Support
Payflow takes security seriously. We ensure that every piece of data is robustly encrypted at rest and in transit. All of our partners on sensitive data integrations maintain at least SOC II Type 2 certifications. We also pressure test our systems and have a CTO with a background at one of the largest security technology companies in the US.