AI-POWERED FINANCIAL OS

ACCOUNTING AND FINANCE SOLUTION

For founders who need clarity, for finance teams who need leverage

Turn years of unstructured financial activity into financial truth. Run operations with real-time books. Make strategic decisions — with AI CFO.

No credit card required
Supports migration with years of historical financial data

Who This Is For

Founder-led businesses that don't want finance to become a future problem.

Early-Stage Builders
PRE-SEED

Early-Stage Builders

  • Expenses piling up before revenue stabilizes
  • No structured bookkeeping — numbers live everywhere
  • No clear view of burn or runway
  • Fundraising prep feels overwhelming

Start clean. Never rebuild later.

Revenue-Stage Startups & SMEs
SEED TO PRE-SERIES A

Revenue-Stage Startups & SMEs

  • Years of scattered financial history
  • Books don't fully match bank or audit
  • Investor questions trigger manual data hunts
  • Due diligence exposes inconsistencies

Turn messy history into financial truth.

Growing Teams
POST-RAISE

Growing Teams

  • Finance buried in reporting, not operations
  • MIS arrives late and static
  • Breakdown requests take days
  • No real-time decision visibility

Install a financial operating system — not more reports.

Finance shouldn't be reconstructed every month. It should run continuously.

From Messy History to Confident Decisions — In Three Intelligent Layers

One system. Three layers. Continuous financial clarity.

01

Smart Reconciliation

Creates financial truth from years of messy history.

02

Mr. Accountant

Keeps books continuously accurate through conversational workflows.

03

Mr. CFO

Turns real-time financial truth into strategic intelligence.

Smart Reconciliation

Rebuild and Reconcile Years of History Automatically

Upload messy history. Detect gaps. Auto-reconcile. Become audit-ready.

Every discrepancy is explainable. Every adjustment is reviewable.

AI Historical Rebuild Engine

1
2
3

Step 1 of 3 — Structuring Historical Records

File Intake

Bank_Statements_2022-2024.pdf
Audit_Report_2023.pdf
ledger_export.xlsx

Processing

Extracting transactions
Normalizing formats
Mapping Chart of Accounts
Generating journal entries

0

Journal Entries Structured

2022
2023
2024

Books structured. Ready for reconciliation.

Mr. Accountant

AI

Upload bank statements or mention me to record transactions. I'll handle categorization and matching automatically.

Scenario 1/2: Single Transaction

Mr. Accountant

Conversational Finance for the Entire Team

Record transactions where work happens. Books stay updated — not reconstructed.

Mr. CFO

Strategic Decisions, Not Just Reports

Ask about hiring, runway, budgets, and trade-offs. Get contextual answers grounded in your actual financial history.

Mr. CFO

AI

Ask me about burn rate, runway, hiring scenarios, financial planning, and strategic decisions.

Scenario 1/8

What You Unlock With ZeroFin

When your financial truth is clean and continuous.

Continuous bookkeeping

Strategic insights from Mr. CFO

Historical Books, Rebuilt from Day One

Investor-Ready by Default

Instant Diligence Reports

Structured Investor Data Room

When your books are continuously accurate, diligence becomes simple.

Investor-Ready — Because Operations Are Clean

Generate structured due diligence packages in minutes.

  • Automatically organizes financial documents

  • Flags missing items before investors do

  • Generates investor-ready reports instantly

Investor Data Room

ZeroFin Demo Company

2 Missing Invoices in Tax & Compliance

Financial Statements

P&L, Balance Sheet, Cash Flow (24 months)

Burn Reports

Monthly burn breakdown, all periods

Cohort Revenue

12 cohort analyses with retention metrics

Cap Table

Current capitalization with vesting schedules

Tax & Compliance

VAT returns, audit reports (2 invoices missing)

4 of 5 folders ready

Simple Pricing for Growing Businesses

AI-powered accounting and finance — from clean books to strategic clarity.

Save $60/year
50% OFF – Early Access

Core

AI-Powered Accounting

$40per user / month
$20/ user / month

For founders who need structured books and continuous financial visibility — without hiring a finance team.

Chat-based bookkeeping with AI
Mr. Accountant handles daily transactions
Bills, invoices, receivables & payables
Manual journal posting support
Real-time financial reports
Multi-user access for small teams
Investor-ready financial statements

Clean books. Continuous visibility.

50% OFF – Early Access

Strategic

AI-Powered Accounting + CFO Intelligence

$60per user / month
$30/ user / month

For founders making high-stakes decisions who need reconciliation clarity and financial intelligence — not just bookkeeping.

Everything in Core, plus:
Smart Reconciliation engine
AI-powered historical reconstruction
Bank & audit gap detection
Direct access to AI CFO
Budgeting & budget vs actual analysis
Cashflow forecasting & scenario planning
Runway tracking
Financial risk alerts
Diligence-ready reporting packs

Operate with financial intelligence.

All plans include 30-day free trial. No credit card required.

Install Your Finance OS.

Reconstruct your past.

Operate in real time.

Make confident decisions.

No credit card requiredDemo company includedSetup in minutes