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AUTOMATED FINANCIAL
DUE DILIGENCE &
‍PORTFOLIO MONITORING


We support private equity and venture capital firms in streamlining their data
analysis and projections to make real-time business decisions.


Book a Demo Today 
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Join us in optimizing how you interact with your data



AUTOMATION & COLLABORATION

Data-driven organizations outperform their peers
by leveraging data as a strategic asset.



⏱ REAL-TIME FINANCIAL AND PERFORMANCE REPORTING

Obtain a comprehensive view of your company’s financial situation, create
customized reports & dashboards, and surface insights in real time with your key
stakeholders.

🚀 AUTOMATE
SPREADSHEET TASKS

Stop copying and pasting! Prevent errors due to manual data entry and achieve a
10x faster financial closing & reporting process without worrying about data
consistency issues.

🤝 ENABLE
COLLABORATION

Gain organizational alignment by ensuring everyone is viewing the same data,
enabling real-time collaboration between teams in a secure data environment.

🔮 PREDICTABLE
PERFORMANCE

Forecast future performance, tackle revenue leaks, and measure effectiveness by
leveraging continuous planning capabilities along with a comprehensive metrics
suite.


HOW IT WORKS

ERP

CRM

HRIS

Quickbooks
Salesforce
ADP Workforce Now
Xero
Hubspot
Gusto
Oracle Netsuite
Pipedrive
Bamboo
Sage Intacct
Zoho
Workday
Microsoft Dynamics
Close
Rippling


INTEGRATE
YOUR DATA SOURCES



Connect multiple cloud and on-premise data sources including ERP, CRM,
databases, spreadsheets, analytics, and much more.

Bring all your tools and data together in Cofi to create a single workspace
where your team can focus and get work done.



BUILD UP YOUR
METRIC
CATALOGUE



Easily calculate key metrics to track performance and plan for the future.
Combine cross-functional data from different sources to create relevant finance
& operations KPIs for your organization.





COLLABORATE
AND PLAN




Update financial plans in real-time to collaborate more effectively with key
stakeholders, both internal and external. Additionally, assessing multiple
scenarios as part of strategic planning can highlight key decisions your
organization needs to make.



SHARE
INTERACTIVE
REPORTS



Build and share reports effortlessly and at scale. Monitor your business in
real-time and turn insights into decisions faster.
‍
Leverage a wide variety of out-of-the-box charts to quickly get a better
understanding of your business’sperformance.





BEST IN CLASS SOLUTION FOR DATA MANAGEMENT

Turpis ut mattis consectetur a sapien tempus, commodo etiam. Tincidunt mauris
ultrices non sit.

➡️ FAST ONBOARDING

Exponentially faster than legacy solutions. Start planning within hours.

⚙️ SELF-SUFFICIENT SOLUTION

Users can customize their metrics, plans, and reports without any external
support. Anytime, anywhere.

✅ RELIABLE AND CONSISTENT DATA

Reference a single source of truth for more confident data decision-making.


🎨 FULLY CUSTOMIZABLE

Build your own metrics catalogue, plans, and reports. No two companies’ metrics
look the same.

🏗 USER-FRIENDLY

Cofi is built with the user in mind. Our UI/UX is simple and powerful, focusing
only on what matters. No distractions.

⭕️ CUSTOMER CENTRIC

Need help? Our team is there for you 24/7 around the clock.


SUCCESS STORIES

What executives say about Cofi.

Explore case studies

Highly recommend. Cofi.ai is more than an elegant FP&A tool; the team is
exceptionally bright and has been an essential auxiliary FP&A resource for our
early stage company. Cofi’s analytical engine is robust and has an almost
“Notion-like UI that’s highly customizable. I am a self-proclaimed Cofi
“evangelist” and am happy to serve as a reference

ROB TOMPKINS

CFO at RiskScout

Cofi.ai relieved one of our biggest points: consolidating our US books with
multiple foreign subs. What used to be a complicated manual process with
spreadsheets now happens easily within Cofi. 


CHRIS SEYBOLD

CFO at Gemini Data


START ENJOYING COFI NOW

Contact us today to see how the Cofi platform can help your organization
leverage data to shift performance.
‍‍

Book a Demo



Our office:
8911 North Capital of Texas Highway
TX 78759
Austin, Texas

+1 954-228-6912
info@cofi.ai


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This project has been funded by the CDTI, co-financed with European funds from
the Recovery and Resilience Facility, and supported by the Ministry of Science,
Innovation, and Universities.
The project reference number is
SNEO-20211064.

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