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Every number,
understood.

The AI-powered FP&A platform that gives your finance team and department heads the intelligence to plan, monitor, and act — all in one place.

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CSV to Insight
Multi-Currency
Budget Workflows
Board-Ready
Reports & Decks
Q1 2026 Budget vs Actual
$1.24M ▲ 4.2% under budget
AI Adviser Insight
Marketing spend is trending 12% below plan. Reallocating $18K to Q2 digital campaigns could improve lead conversion by an estimated 8%.
Your Data, Your Cloud
BYOL architecture — we never touch it
Upload & Go
Drop a CSV or Excel file. AI maps your chart of accounts automatically — no ERP integration needed to start.
Agentic AI CFO
An AI adviser that runs variance reports, monitors KPIs, creates scenarios, and pushes intelligence to your team — autonomously.
Your Keys, Your Data
Bring your own LLM key (Anthropic or OpenAI). Your financial data stays in Perfice's secure cloud. We never train on it.

The AI CFO in action

Real queries. Real financial data. Real tool chains. Every number computed from your data, never fabricated.

C
CFO
Executive
7 tools used
“Why is engineering over budget this quarter?”

Engineering Salaries are running $365K over forecast YTD. The overspend is driven by 3 unplanned hires in February. I decomposed the variance across 13 contributors and traced it to Base Compensation (+$2.8M budget) and Contractors via Toptal (+$240K).

Variance ReportDecomposeDriver Impact
D
Dept Head
Engineering Lead
1 tool used
“What if we hire 2 more senior engineers at $175K?”

2 hires at $175K base = $406,433 fully-loaded ($203,217/person including SS, Medicare, state tax, benefits, and 401k match). This would push Engineering from $6.4M to $6.9M, roughly doubling the existing overage.

What-If Analysis
C
CFO
Finance Admin
2 tools used
“Check our multi-currency consolidation health.”

All clear. 30 FX rates defined for 2026. GBP weakened 2.4% vs plan ($1.26 budget rate vs $1.23 actual). That's a $566K unfavorable translation headwind on UK operations. Recommend isolating FX in your board variance commentary.

Consolidation HealthFX Impact