For finance teams · pre-Series A through C

The AI CFO, built for the team who actually runs it.

Zift connects every financial source you have — Stripe, your bank, payroll, ads, accounting — and runs a deterministic finance function on top. Briefings on Mondays. Anomalies in real time. Real numbers, in plain English.

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Read-only — we never move your money·Bank-grade encryption·SOC 2 in progress·No card required
240 finance teams & operators on the waitlist · 3 design partners committed
app.zift.dev / overviewMarble Inc
Monday · 8:02 AM · auto-delivered
Good morning, Sara. Three things to look at.
Cash
$0
+$246K wk
Net burn
$0
+3.4% vs plan
MRR
$0
+$12.1K
LinkedIn Ads
CAC at 2.1× target — spend up 38% week over week.
Acquia
Closed +$18.4K MRR — largest deal of Q2.
Connects to every source your money flows through
Stripe
Mercury
Brex
Ramp
Gusto
QuickBooks
Plaid
Meta Ads
0
Native integrations

Live on day one.

0 min
Min reconciliation

The ledger is always within 15 minutes of reality.

0 min
Min briefing read

Forward it to the board untouched.

~0s
Sec response

Deterministic engine — no hallucinated math.

§ 01 · Connect

Every source, reconciled in fifteen minutes.

Zift connects to every financial system you already use — payments, banking, payroll, accounting, ads — and rebuilds your ledger in real time. No CSVs, no Sunday-night reconciliation.

14 native integrations. Stripe, Solidgate, Mercury, Brex, Ramp, Gusto, QuickBooks, Plaid, and more — live on day one.

Multi-entity ready. Consolidate across legal entities and currencies into one ledger.

connections
StripeConnected
MercuryConnected
GustoConnected
QuickBooksSyncing…
§ 02 · Monitor
anomalies · 2 open
LinkedIn Ads
CAC at 2.1× target — spend up 38% w/w.
Notion
Charged twice — $96 duplicate, 12 min ago.
Acquia
Closed +$18.4K MRR — largest deal of Q2.

Anomalies before they're problems.

Zift watches every line item against plan, vendor history, and what your peers spend. The moment something drifts — vendor double-bill, CAC blowout, payroll variance — you know, with the recommended action attached.

Real-time alerts. Across Slack, email, and in-app — the moment something moves.

Cause attribution. Every anomaly pinned to the transaction that produced it.

§ 03 · Brief

A briefing your board will read.

Every Monday: cash, burn, MRR, runway, and the three things that moved against plan — all assembled, narrated, and pinned to the line item that caused them. Forward it untouched.

Auto-delivered Mondays 8 AM. Email, Slack, or in-app — it comes to you.

3-minute read. Plain English, no jargon, no spreadsheet wrangling.

app.zift.dev / briefing
Monday · 8:02 AM
Good morning, Sara. Three things.
Cash
$0
Burn
$0
Runway
0mo
§ 04 · Ask
ask zift
What's our gross margin trend, by product line?
Up across the board. SaaS 74% → 81%, Services 38% → 44%. Driver: lower AWS cost per customer.

A senior CFO, on demand.

Ask in plain English. Modeling, hiring trade-offs, fundraise math, board prep. Zift runs the math against your actuals — same numbers, same assumptions, same source of truth as the briefing.

Deterministic engine. The AI writes the narrative, never the figures.

~4s responses. Live data, not snapshots.

§ 05 · Forecast

Model 18 months ahead without a spreadsheet.

Drag a slider — add a hire, move a price, change churn. Zift recomputes runway, burn, and MRR live, against your actuals. Save scenarios, compare side by side, push the winner to the briefing.

Scenario library. Save, label, and revisit any what-if.

Side-by-side comparison. Base case vs. stress vs. growth.

forecast · +3 ENG
Base
16.6mo
After
14.2mo
Δ
−2.4mo
§ 06 · Close
board deck · 12 slides
01
Cover · Q1 update
ARR $2.92M · Runway 16.6mo
02
P&L · April
Net burn +3.4% · AWS −41%
03
What's next
+3 ENG Jul · Runway 14.2mo

Board prep, drafted for you.

Once a month, Zift drafts the board deck from your live data — KPI grid, narrative, what changed, what's next. You edit, you approve, you send. The slide order matches your last pack so nothing surprises anyone.

Monthly deck drafts. Cover, KPIs, narrative, asks — assembled from live data.

Match your template. We learn your slide order on the first run.

§ The math

What an AI CFO saves your team.

Hours/week your team spends on finance18 hrs
Loaded cost of an hour$85
A fractional CFO would cost$5,000/mo
Zift pays for itself in
$0/yr
Hours saved / month55 hrs
vs a fractional CFO$5,000/mo
Total value / year$115,644
See Zift for your team →

No card · read-only · connect in minutes

§ In their words

The finance leaders who'd never go back to spreadsheets.

I stopped opening the spreadsheet. The Monday briefing is the first thing I read, and it's already right.

Sara Chen
Founder & CEO, Marble

It caught a duplicate vendor charge before I did. That alone paid for the year.

Dmitri Vasquez
Founder, Loophole

Our close went from a week of reconciling to a number I trust by Monday. My team does judgment now, not data entry.

Priya Anand
Head of Finance, Series A
§ Try it free

See it on your team's numbers.

Upload a bank statement — get a real, categorized P&L in 30 seconds. No signup, no setup.

Build your P&L →
§ Built for

The team that runs the numbers, and the people they brief.

01 · Head of Finance

Stop reconciling. Start supervising.

Zift owns the close. You own the strategy.

02 · Controller

Multi-entity, multi-currency, one ledger.

The audit trail is built into every line.

03 · Series A CFO

Your AI copilot for forecast & board.

Faster modeling, cleaner decks, less context-switching.

04 · Operator / COO

Finance you don't have to nag for.

Monday briefing, live KPIs, real answers — no scheduling.

05 · The founder

Finance reports to you, not the other way.

You read the briefing in 3 minutes. You're done.

§ How it starts

Live by next Monday.

01

Connect your accounts

Stripe, your bank, payroll, ads — OAuth, read-only, 2 minutes.

02

Zift learns your books

It reconciles, categorizes, and learns your vendors — deterministically.

03

Monday briefing lands

Cash, burn, runway, and what moved — in your inbox, every week.

§ FAQ

For the finance person doing the diligence.

They're planning software. You still build the model, maintain assumptions, reconcile manually. Zift connects to your live systems, reconciles on a schedule, and writes the briefing.

Stop reconciling.
Start supervising.

240 finance teams & operators on the waitlist. 3 design partners committed. Drop your email — you'll be among the first to get in.

Read-only — we never move your money·Bank-grade encryption·SOC 2 in progress·No card required