Financial Operating System
Know your numbers.
Act on what matters.
Upload your financials. Get deterministic insights, concrete actions, and a daily CFO brief — in seconds, not spreadsheets.
25 rule-based checks tuned to your industry. No guesswork. No black boxes. Just clarity.
Upload
CSV or Excel — parsed in seconds
Normalize
Revenue, COGS, OpEx, Assets, Liabilities
Insights
25 deterministic rules, industry-tuned
Actions
Concrete recommendations with impact
Daily Brief
One critical issue. One opportunity.
Built for Your Industry
Each sector gets tuned rules, relevant metrics, and purpose-built analysis tools.
Real Estate
Deal analysis. NOI. Cap rates. 1031 guidance.
- "Is this a good deal?" underwriting tool
- NOI, DSCR, cash-on-cash, cap rate analysis
- Operating pressure point identification
- 1031 exchange consideration support
- Property-type-aware risk flagging
SaaS / Tech
Margins. Burn rate. Scaling efficiency.
- Burn rate and runway monitoring
- Gross margin threshold checks
- Infrastructure cost flagging
- OpEx scaling efficiency rules
- Growth vs. profitability balance
Small / Medium Business
Cash flow. Overhead. Working capital.
- Liquidity and cash reserve checks
- Payroll ratio monitoring
- Revenue volatility detection
- Working capital pressure flags
- Overhead ratio analysis
What You Get
Financial Clarity
Revenue, margins, overhead, leverage — computed from your actual data, categorized automatically.
Deterministic Insights
25 rule-based checks flag margin pressure, revenue decline, elevated leverage, and more.
Concrete Actions
Every insight generates a recommendation with expected impact and priority level.
Daily CFO Brief
One critical issue. Key findings. One opportunity. Generated fresh with each upload.
How It Works
Upload a CSV or Excel file
Data normalizes automatically
Insights generate in seconds
Review actions and brief
Make better decisions
Why Noesis CFO
Built for operators who need facts, not dashboards.
Rules, not AI hallucinations
Every insight is traceable to a deterministic rule applied to your data.
Industry-aware thresholds
SaaS burn rate rules differ from real estate leverage rules. We know the difference.
Actions, not just charts
Each finding comes with a concrete recommendation and expected impact.
Brief, not noise
One critical issue. A few findings. One opportunity. That is your daily brief.
Built For
CFOs
Finance Directors
Founders
Controllers
Operations Leaders
Connect Your Tools
Sync your accounting software
Connect QuickBooks or Xero to eliminate manual uploads. Or keep using CSV and Excel — both work.
QuickBooks
Xero
CSV / Excel
Pricing
Simple, transparent plans. No hidden fees. No per-upload charges.
Starter
$2,000/year
- Unlimited uploads
- 25 insight rules
- Daily CFO brief
- 2 users included
Professional
$5,000/year
- All Starter features
- Deal analysis + pricing
- 1031 considerations
- Confidence scoring
- 5 users included
Enterprise
Custom
- Multi-org support
- Accounting integrations
- Priority support
- Unlimited users
All plans include CSV and Excel ingestion, normalization, dashboard, and full insight access. No overage charges. Cancel anytime.
Get Started
Financial clarity starts here.
Request access to Noesis CFO. Approved users get immediate access to upload data, generate insights, and view their daily brief.
No credit card required.
Access manually reviewed and approved.
Full Professional features included.