As a result, declining customers often go unnoticed, product demand shifts are recognized too late, costs slowly increase without warning, revenue changes without clear explanation, and many decisions end up relying on gut feeling. This is exactly where CFO Pilot fits.
Stop Losing Customers Without Realizing It
Get alerted when your best customers start buying less. See exactly who's declining and by how much — so you can reach out before they're gone.
Focus on the Customers Who Drive Your Business
Discover which customers are your biggest revenue drivers. Understand what makes them valuable and replicate their success with other customers.
Know Which Products Deserve Your Attention
See which products are your profit drivers and which are underperforming. Make smarter decisions about inventory, pricing, and marketing focus.
Identify Where Your Money Is Quietly Draining
Expenses grow silently. CFO Pilot spots unusual patterns and alerts you to rising costs before they become a problem. Protect your bottom line.
Understand What Really Drives Your Revenue
Revenue up or down? CFO Pilot breaks it down by customer count, basket size, and purchase frequency. Know exactly what's driving change.
Turn Insights into Real Business Improvements
Insights mean nothing without follow-through. CFO Pilot turns every opportunity and risk into assignable tasks — so your team can take action, track progress, and record outcomes. No more reports gathering dust.
Create your account in minutes and start your free trial.
Securely connect CFO Pilot to your Xero accounting data.
Sit back and let CFO Pilot analyze your data and reveal key insights.
Works in minutes. No spreadsheets. No complicated setup.
Hiring a real CFO costs thousands of dollars per month.
CFO Pilot gives you powerful financial insights at a fraction of the cost.
Turn your Xero accounting data into clear business insights, risks, and recommended actions.
Start with a 30-day free trial.
No contracts. Cancel anytime.
A valid payment method is required to start your trial.
Connect to Xero and start seeing insights in minutes.
Small changes in customers, products, and costs can quietly cost your business thousands — if no one is watching the signals.
A loyal customer slowly stops buying. You might only realize months later — after thousands in lost revenue.
A product starts gaining demand. But without clear signals, you may run out of stock and lose potential sales.
Costs increase little by little each month. Individually small, but together they quietly eat into your profits.
Revenue goes up or down. But without understanding why, it's difficult to make the right business decisions.
These signals already exist inside your accounting data.
CFO Pilot simply helps you see them — before they become expensive mistakes.
Let CFO Pilot reveal what your business data has been trying to tell you.
CFO Pilot was designed after studying how thousands of SMEs use accounting data — and where they struggle to turn numbers into clear business decisions.
Our analytics models are built from patterns observed across thousands of real small and growing businesses.
CFO Pilot integrates with modern cloud accounting platforms to analyze financial activity and reveal hidden business signals.
CFO Pilot connects using secure authentication and analyzes your data in read-only mode. Your accounting records are never modified.
CFO Pilot turns financial data into clear explanations, risks, and recommended actions so business owners can make better decisions faster.
Everything you need to know about CFO Pilot.
Yes. CFO Pilot connects to Xero using secure OAuth authentication and only accesses the data needed to generate insights. Your accounting data remains in your Xero account and is never modified by CFO Pilot.
No. CFO Pilot is a read-only analytics platform. We analyze your Xero data to generate insights and recommendations, but we never modify your accounting records.
Usually just a few minutes. After connecting your Xero account, CFO Pilot analyzes your accounting data and begins generating insights automatically.
Yes. CFO Pilot is a monthly subscription with no long-term contract. You can cancel your subscription anytime.
CFO Pilot is designed for small and growing businesses using Xero who want clearer insights into customers, products, expenses, and revenue without hiring a full-time CFO.
No. CFO Pilot simplifies complex financial data into clear insights and recommended actions so business owners can make better decisions without accounting expertise.