Monthly Performance Review
Analyse P&L, balance sheet, cash flow and KPIs; explain material movements and recommended follow-up.
AI-Enabled CFO Services
Better Analysis. Stronger Decisions.
Financial reports show what happened. AccShift helps management understand why it happened, what may happen next and what action should be considered. GenAI accelerates analysis and preparation; experienced finance leadership retains judgement and accountability.
The operating model
Automation for Data → AI for Analysis → CFO for Judgement
Validated Data
Financial Model
AI Finance Analyst
Human CFO Review
Management Action
CFO Services Enhanced by GenAI
Budget vs Actual
Identify material variances, draft driver commentary and validate the business explanation.
Cash-Flow Management
Maintain forecasts, identify pressure points and evaluate timing or funding scenarios.
Working Capital
Prioritise collections, review AP timing and identify cash-conversion risks.
Forecasting & Scenario Planning
Evaluate revenue, payroll, margin, pricing, cost and investment scenarios with clear driver explanations.
Management & Board Reporting
Prepare executive summaries, board materials, talking points and management Q&A.
Secure Ask Finance AI
Answer routine questions from approved finance data, with defined access controls, source visibility and human escalation for judgement-led matters.
Questions management can ask
- Why did operating margin decline this month?
- Which customers, products or locations are driving the variance?
- What happens to cash if revenue falls 10% or payroll increases 8%?
- Which receivables should management prioritise?
- What are the three largest risks to the current forecast?
Spend Less Time Assembling Information—and More Time Acting on It
Bring accounting operations, dashboards, GenAI-supported analysis and senior finance judgement into one practical operating model.