Close Faster.
Report Smarter.
The CFO Agent. More Than AI. Your Finance Operating System.
The CFO Agent handles the recurring, time-intensive financial operations that consume your team; so your finance function spends less time producing reports and more time driving decisions.
Finance Intelligence
The Best CFOs Drive Strategy. Not Spreadsheets.
Your finance team is spending too much time producing information and not enough time acting on it. Monthly close drags. Board prep is a scramble. Cash visibility lags by days.
The CFO Agent handles the production work, reports, forecasts, reconciliations, deck assembly, automatically and on schedule. Your team shows up to review, not to build.
About
What is an AI CFO Agent?
An AI CFO agent is a purpose-built AI system that takes over the recurring financial operations a CFO and finance team spend the most time on, monthly close support, variance reporting, cash flow forecasting, board pack assembly, and audit preparation. Unlike a generic AI chatbot, an AI CFO agent is connected to your actual systems: your ERP, your accounting platform, your reporting workflows. It runs on schedule, without being asked.
Think of it as an AI financial advisor for small business that never sleeps. It monitors actuals against budget, flags the variances that matter, drafts the narratives your leadership needs to make decisions, and prepares the materials before the meeting, not the night before. Small and mid-size businesses in particular gain the most: the analytical horsepower of a full finance team at a fraction of the cost.
The CFO Agent from Apollo Claw is our automated financial reporting AI, onboarded on your specific close cycle, trained on your reporting style, and configured for the systems you already use. It doesn't replace your finance team. It removes the production work so your team can focus on the analysis and decisions that actually move the business.
What It Does
A Dedicated AI Agent for Finance Leaders
Custom-configured for your close cycle. Connected to your systems. Running from day one.
Automated Reporting
Monthly close support, variance summaries, and board-ready financial narratives drafted before you have to ask for them.
Cash Flow Intelligence
Rolling forecasts updated continuously based on actuals, with alerts when projections shift outside acceptable ranges.
Board Prep
Decks, narratives, and supporting schedules assembled automatically from your data. Ready before the meeting, not the night before.
Audit & Compliance Prep
Documentation organized, reconciliations flagged early, and audit trails maintained automatically throughout the year.
Variance Analysis
Budget vs. actual comparisons surfaced automatically with plain-language explanations your leadership team can actually read.
Finance Team Leverage
Routine low-value tasks handled by the agent so your team spends time on analysis, not production.
The Process
From Questionnaire to Running in About 15 Minutes
First 15 Minutes
Your Agent Is Built
Answer a short questionnaire and your custom agent is built online in about 15 minutes, on its own private server. Connect your accounting and reporting tools and it is set for your close cycle and reporting cadence. Every technical step is handled for you.
Week 1
Your Agent Goes to Work
Reports start generating automatically. Cash flow updates arrive on schedule. Board prep begins assembling itself. You review, approve, move.
Month 1+
It Gets Smarter Over Time
The agent learns your variance thresholds, your preferred narrative style, and your board's questions, and each close runs smoother than the last.
Client Results
What CFOs Say After 30 Days
Finance leaders across industries are getting their time back, and their close cycles back on track.
Insurance
“Our month-end close used to take eleven days. We're at six now. The CFO Agent pulls the data, flags the variances, and drafts the narrative. My team reviews instead of produces. That's the difference.”
CFO, Regional Insurance Group
Multi-line regional carrier
Real Estate
“Board prep used to be a two-week scramble. Now it's a two-hour review. The agent assembles the deck, the schedules, and the commentary. I just make sure it says what I want to say.”
CFO, Commercial Real Estate Firm
Portfolio of 14 properties, Northeast
Legal
“We have 22 partners and none of them want to wait for financials. The CFO Agent runs the numbers every week and sends partner summaries automatically. Nobody calls my team asking where the report is anymore.”
CFO, Regional Law Firm
22-partner firm, Mid-Atlantic
Construction
“Job costing across 30 active projects used to require two full-time people just to keep current. The agent tracks actuals against budget on every job and flags anything drifting before it becomes a problem.”
CFO, General Contracting Firm
General contracting firm, Long Island
Finance
“Audit prep used to be a fire drill every year. Now the documentation is maintained continuously. When our auditors show up, everything is organized and nothing is missing. Our audit fees went down.”
CFO, Wealth Management Firm
Independent RIA
Healthcare
“Revenue cycle reporting was always a week behind. The CFO Agent runs it nightly. I walk in every morning knowing exactly where we are on collections, denials, and AR aging. No surprises.”
CFO, Multi-Site Medical Group
8 locations, Northeast
Outcomes from real client engagements. Names and identifying details changed or withheld at client request.
Investment
Built for Finance Leaders Who Are Done With Manual Reporting
Every CFO Agent deployment is set up around your organization, month to month with setup included. Book a consultation for a custom build.
Schedule Your ConsultationFAQ
Frequently Asked Questions
What financial systems does the CFO Agent connect to?
We connect to QuickBooks, NetSuite, Sage, Xero, and most major ERP platforms. We also work with Excel and Google Sheets-based workflows. Every engagement is scoped individually.
How long does it take to get up and running?
About 15 minutes. Answer a short questionnaire and your custom agent is built for you online, running on a private virtual server and ready to connect to Telegram or Slack.
Will it replace my finance team?
It frees them up. It takes on the production work, such as report generation, data pulls, and reconciliation tracking, so your team can focus on analysis, interpretation, and strategic advice.
Is our financial data secure?
Yes. We connect with read-only credentials wherever possible and least-privilege access throughout, and your data stays on servers you or we control.
What does it cost?
Every plan is month to month with setup included, and every agent is set up around your business. Book a call and we will walk you through the plans and the price for your setup.
Can it handle multi-entity reporting?
Yes. Multi-entity consolidation is one of the most common use cases. We configure the agent to handle intercompany eliminations and consolidated reporting.