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.

Book a 15-min call
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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.

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

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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.

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

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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.

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

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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.

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

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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