An AI CFO that reads the numbers every morning
Most businesses under a hundred people do not have a CFO. They have an owner checking the bank balance and hoping the receivables come in.
Liaison reads the books, the payment processors and payroll every day and tells you where the money is going, before you ask.
What it watches
- Cash: a 30, 60 and 90-day forecast with the named risks, like a payroll crunch or one large late payer.
- Receivables and payables aging, and who to call first.
- Margins by product, service or job, and where they slipped.
- Budget against actual, with the lines that moved explained.
- Payroll confidence: whether the next run is covered, and what closes the gap if not.
Answers you can check
Every number traces back to the records it came from. When two systems disagree, Liaison reconciles them rather than averaging them, and says so.
AI CFO, set up with you, for $629 a month.
- Connects to the tools you already run with access you grant; nothing is replaced or re-entered.
- Works in your voice, from your own inbox, calendar and number, and learns how you write from what you have already sent.
- Approve each kind of work once; it does it the same way every time after that, and shows you the receipt.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Works with the tools you already run
Liaison connects to these and more with access you grant, and reads them together with the rest of your business. Each page shows what it reads and does in that tool.
Questions
Is an AI CFO a replacement for a finance person?
It replaces the hours of pulling numbers together. Decisions stay with you, and it works well alongside a fractional CFO or accountant.
More from Liaison
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.