Workflows
AIrifin is a complete AI CFO system — not a single tool. Each workflow produces a specific, actionable output. Select the workflows that match your needs, and add more as your business grows.
Builds and maintains a 3–5 year strategic plan from market data, leadership priorities, and competitive benchmarks. Updates as conditions change.
Translates strategy into quarterly OKRs with ownership matrix, success metrics, and scorecard tracking across departments.
Every strategic initiative tracked with budget allocations, status updates, milestone progress, and at-risk flags for leadership review.
Defines, tracks, and alerts on key performance metrics against OKR targets and industry benchmarks. Threshold alerts notify before problems escalate.
Maintains the enterprise risk landscape and flags material changes to liquidity position, vendor dependencies, and strategic initiative status.
Builds the Quarterly Business Review automatically from actuals, OKR progress, KPI results, risk flags, and forward-looking commentary.
Captures every significant financial and strategic decision with full context, rationale, and alternatives considered. Searchable history for due diligence.
Builds the annual operating budget zero-based or driver-based, with integrated headcount planning and capital allocation across departments.
Maintains a rolling forecast updated with actuals every close cycle, with scenario analysis and budget-to-forecast bridge for leadership.
Maintains an integrated P&L, balance sheet, and cash flow model with integrity checks and automatic updates from closed actuals.
13-week cash forecast with burn rate calculation, runway monitoring, and automated alerts when cash drops below threshold.
Explains what happened vs budget, ranked by materiality with specific driver identification — Volume, Price, Mix, Timing, or One-time.
P&Ls by business segment with contribution margin analysis, segment-level variance vs budget, and cross-segment comparison.
Builds investor-ready financial materials including integrated model, use of funds summary, and organized data room for fundraising.
Comparable company analysis versus industry peers with revenue growth, margin, and valuation multiples for competitive positioning.
Evaluates acquisitions with synergy modeling, accretion/dilution analysis, valuation scenarios, and strategic fit assessment.
Models CAC, LTV, payback period, and gross margin waterfall by customer segment and cohort for growth planning.
Builds purpose-built financial models to answer one-off strategic questions — pricing changes, new market entry, headcount scenarios.
Orchestrates the month-end close from start to sign-off with reconciliation tracking, checklist management, and close log.
AR aging analysis, DSO monitoring, collections tracking, and expected cash timing for working capital management.
AP aging, DPO tracking, payment run schedule management, and cash outflow forecasting for liquidity planning.
ASC 606 compliance with deferred revenue scheduling, contract milestone tracking, and recognized vs billed reconciliation.
Tax filing calendar, estimated payment management, and regulatory deadline tracking across all applicable jurisdictions.
Purchase order creation, multi-level approval workflow, and budget validation before spend is committed — preventing budget surprises.
Vendor database with performance scorecards, contract renewal calendar, risk ratings, and payment history tracking.
Spend by category with maverick spend detection, budget vs actuals by cost center, and vendor concentration analysis.
Builds the CFO section of the board deck from actuals, KPIs, cash position, and segment performance — with speaker notes.
Communicates financial performance to investors with KPI summary, cash and runway snapshot, and forward outlook.
Internal financial communications for the leadership team with departmental briefs and CEO dashboard summarizing the month's performance.
Converts raw financial data into clear executive prose in the CFO's voice — no jargon, no hedging, every variance explained with a driver.
Designs the presentation structure and argument map before content is written — ensuring the story is right before building the slides.
Triggers all workflows on schedule across the financial and strategic calendar — close dates, board meetings, reporting deadlines.
Connects to all financial systems and pulls actuals automatically each day — standardized, validated, and ready for analysis.
Documents every financial decision, model assumption change, and data update with timestamp and context — full due diligence package on demand.
Briefs the CFO before every significant meeting with talking points, current financial position, and anticipated questions with prepared responses.
We'll match your specific pain points to the workflows that deliver the most value first.
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