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.
Three things to look at today.
CAC at 2.1× target on the LinkedIn campaign.
Spend up 38% week-over-week, signups flat. Recommend pausing tonight — saves ~$24K this month.
Acquia closed — largest deal of Q2.
+$18.4K MRR. ARR past $2.9M. Worth a line in the board update.
Same data as the briefing.
AWS spend running $14K over plan.
EU migration ongoing. Expected through May, then normalizes. Zift's take: leave it alone.
Runway · +3 ENG starting July
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
- Multi-entity ready · consolidate across legal entities and currencies
- Live reconciliation · every 15 minutes, deterministic, fully auditable
- Your accountant keeps their workflow · we treat their ledger as one source of truth among many
Connections · live
Anomalies beforethey'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
- Cause attribution · every anomaly pinned to the transaction that produced it
- Recommended action · pause the campaign, file the refund, escalate to the vendor
- Configurable thresholds · per category, per entity, per cost owner
Anomalies · this week
CAC at 2.1× target.
$24K projected overrun this month. Recommend pause.
Duplicate charge — $96.
Same invoice ID, posted 12m ago. File refund?
EU migration · expected.
+$14K over plan, normalizes June. Leave it.
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 at 8 AM · email, Slack, or in-app
- 3-minute read · plain English, no jargon
- Linked to source data · every number drills back to the transaction
- Forwardable· designed for the founder & the board, not just finance
P&L · April 2026 · reconciled
| Line | Actual | Plan | Δ |
|---|---|---|---|
| Revenue · SaaS | $236K | $220K | +7% |
| Revenue · Services | $48K | $52K | −8% |
| COGS | $62K | $60K | −3% |
| Payroll | $182K | $182K | ±0 |
| Cloud · AWS | $48K | $34K | −41% |
| Marketing | $28K | $24K | −17% |
| Net burn | $238K | $230K | −3.4% |
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
- ~4 second responses · live data, not snapshots
- Drafts artifacts · board updates, investor memos, scenario summaries
- Audit trail · every answer links back to the inputs that produced it
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
- Trigger automation · alert me when actuals drift from the chosen scenario
- Export to deck · one click to the board pack
Scenario · +3 ENG · July
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
- Match your existing template · we learn your slide order on first run
- Investor-update emails · same data, shorter form
- Fundraise data room · prep on demand for design partners
Board deck · May 2026 · draft
The team that runs the numbers, and the people they brief.
Stop reconciling. Start supervising.
Zift owns the close. You own the strategy.
Multi-entity, multi-currency, one ledger.
The audit trail is built into every line.
Your AI copilot for forecast & board.
Faster modeling, cleaner decks, less context-switching.
Finance you don't have to nag for.
Monday briefing, live KPIs, real answers — no scheduling required.
Finance reports to you, not the other way.
You read the briefing in 3 minutes. You're done.
One platform. Every angle on your money.
A short note,
every Monday.
Cash, burn, MRR, runway. Three things to look at. Auto-delivered at 8 AM.
Three things to look at today.
What moved today.
Modeling, in chat.
Drag, see runway.
Eighteen months ahead, live.
Drafted on the 1st.
For the finance person
doing the diligence.
How is this different from Runway or Pry?
They're planning software. You still build the model, maintain the assumptions, and reconcile against actuals manually. Zift connects directly to your live systems, reconciles on a schedule, and writes the briefing — the planning is one chat away from your real numbers.
What if my accountant uses QuickBooks / Xero / Sage?
We integrate. Zift treats your ledger as one of many sources of truth — payment processors, banks, payroll, and accounting are all reconciled together. Your accountant keeps their workflow.
Is this deterministic or does the AI make things up?
The numbers come from your raw data via deterministic pipelines. The AI writes the narrative around them and recommends actions — it never invents figures. Every number in a briefing links back to the line item that produced it.
Multi-entity? Multi-currency? Consolidation?
Yes. Roadmap-priority for design partners — get in touch.
SOC 2 / data residency?
SOC 2 Type I in progress. EU data residency available for design partners on request.
What does it cost?
We're hiding pricing until the product ships. Design partners get founder pricing forever.
Recent thinking.
Marketplace Take Rate Is the Only Number That Matters. GMV Is Vanity.
founders pitching marketplaces lead with gmv. investors discount it instantly. take rate × retention is the only revenue signal that survives diligence.
The Investor Reference Call That Passes on You
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Eval Cost Is the AI Line Item Nobody Budgets For
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