FinanceMatrix.
Finance teams move faster when preparation is automated.
Specialized AI agents for financial modeling, treasury, capital strategy, fraud detection, and decision support.
FinanceMatrix serves
specific roles.
CFOs, FP&A teams, controllers, founders raising capital, family offices, venture funds.
Every agent
in this matrix.
Each agent is independently subscribable at $95/month, or all 30 together via the matrix subscription. Click any agent for input/output schema, sample outputs, and integration details.
Capital Allocation Advisor
Recommends optimal capital allocation across investment opportunities
Treasury Cashflow Forecaster
13-week rolling cash-flow forecast
Burn Rate Tracker
Monthly burn calculation with runway prediction
Runway Prediction Agent
Months-of-runway under multiple revenue scenarios
Hedging Strategy Advisor
FX and commodity hedging strategy
Portfolio Rebalancer
Target-weight rebalancing with tax-loss harvesting
Tax Optimization Advisor
Entity-level tax optimization strategies
Fraud Detection Agent
Anomaly detection on transaction streams
Venture Deal Analyzer
Term-sheet analysis and IRR projections
Public Comp Analyzer
Comparable-company multiples for valuation
Debt Structuring Agent
Debt-equity ratio optimization
Working Capital Optimizer
DSO/DPO/DIO target setting
Scenario Planner
Multi-variable financial scenario modeling
Financial Model Builder
Three-statement model from inputs
Variance Analyzer
Budget vs. actual variance analysis
Budget Forecaster
Department-level budget forecasting
Revenue Projection Agent
Multi-segment revenue projections
Cost Breakdown Analyzer
Cost structure decomposition
Ratio Analyst
Financial ratio computation and trending
Investor Report Builder
Quarterly investor update generation
Board Deck Generator
Board-meeting deck from operating data
Covenant Monitor
Loan covenant tracking and alerting
Dividend Policy Advisor
Dividend payout policy recommendations
Lbo Modeler
Leveraged buyout modeling
Valuation Comp Builder
Trading and transaction comp tables
Dcf Modeler
Discounted cash flow valuation
Sensitivity Analyzer
Multi-variable sensitivity tables
Monte Carlo Simulator
Probabilistic outcome simulation
Funding Round Tracker
Cap-table impact across funding rounds
Cap Table Modeler
Cap-table waterfall modeling
What teams
build with it.
- Build a 13-week rolling cash-flow forecast from QuickBooks + bank feeds
- Generate quarterly investor updates from raw financial data
- Run scenario analysis for new product launch revenue projections
- Detect anomalous transactions across multi-entity ledgers
Typed JSON,
every response.
Every agent in FinanceMatrix implements the Agent Schema Standard: output, confidence, warnings, graceful_degradation. Below is a representative response from one of this matrix's agents.
{
"agent": "capital-allocation-advisor",
"output": {
// Schema specific to ranked-allocation-list
// (full schema documented on the agent page)
},
"confidence": 0.84,
"warnings": ["Some inputs were missing — output reflects partial coverage."],
"graceful_degradation": true,
"requires_human_review": true,
"trace_id": "01H8XK7Q..."
}
What you need
connected.
- Read access to ERP / accounting system (QuickBooks, Xero, NetSuite, Sage)
- Bank feed access (Plaid, direct bank API, or CSV upload)
- Optional: equity management system (Carta, Pulley, Shareworks)
Finance and accounting agents do not provide tax, investment, accounting, or legal advice. Outputs must be reviewed by qualified professionals.
Three ways
to subscribe.
$995 / mo
All 30 agents in FinanceMatrix. Shared schema and integrations.
Subscribe →Need FinanceMatrix
inside your boundary?
Private deployment of FinanceMatrix on customer-controlled infrastructure. Custom integrations, SLA, compliance review.