HOW IT WORKS
Meet your expertly trained agentic advisor
Generic AI tools are impressive. But they are not built for your business. They do not know your data, your goals, or your context.
Automated CFO Level Guidance
AskSOBI is a specially trained agentic AI advisor, built to help businesses make strategic decisions, informed by CFO level guidance without the cost of a CFO
AskSOBI surfaces the story your data is telling and delivers guidance powered by decades of advisory expertise
What AskSOBI does for you
- Connects directly to your accounting software and core business data.
- Runs financial modelling and diagnostic analysis with custom advisory tools.
- Flags risks early and recommends practical next actions before issues escalate.
- Answers business questions on demand and delivers structured AI guidance reports.
INTEGRATIONS
Connects to your stack
Xero, QuickBooks, and Excel today. Many more integrations on the way.
The comparison
The difference is direction.
Dashboards show you what happened. Generic AI answers generic questions. AskSOBI tells you what it means and what to do next - based on your data, your business, your goals.
| Capability | Generic AI | AskSOBI |
|---|---|---|
| Knows your data | No - trained on public data only X | Yes - connected to your live data ✓ |
| Business-specific answers | General guidance, not specific to you X | Precise answers based on your metrics ✓ |
| Early warning system | No - reactive only X | Yes - proactively alerts you to drift ✓ |
| Structured advisory output | Conversational responses X | Monthly structured advisory reports ✓ |
| Bespoke KPI tracking | No - generic dashboards X | Yes - KPIs built for your business model ✓ |
| Predictive planning | Speculative - not data-driven X | Forward-looking models from your actual data ✓ |
| Data security | Varies - no data processing guarantee X | SOC 2 Compliant - enterprise-grade security ✓ |
| Accountant integration | No native partner workflow X | Built for partner-delivered advisory ✓ |
IS THIS WORTH IT?
What would you pay a wise advisor? Leverage automated intelligence at a fraction of the cost.
CFO Level guidance helps firms shift from reactive decision making to strategic decision making.
See pricingFirms using structured AI advisory report 37% higher revenue per employee than those that do not.
READY TO START?