AI & Intelligence
Ask the AI About Finances
Use the CFO advisor to analyze budgets, margins, cash flow, change order exposure, and live ERP data from Acumatica.
The CFO advisor has live access to every financial record in the platform — and to your Acumatica accounting system. It analyzes through five lenses: margin protection, cash position, exposure, change order lifecycle, and billing and collections.
Every financial answer is grounded in live data. The CFO never estimates or guesses — it tells you what the data shows and flags what it cannot determine.
The CFO traces margin erosion to specific change orders, cost overruns, or budget modifications and explains how each affected the overall position.
For cash flow questions, the CFO combines receivables from Alleato with live bank balances from Acumatica to give a complete picture.
The CFO tracks the full lifecycle: Change Event → Change Order to Owner → Commitment Adjustment to Sub. When any step is missing, it flags the gap as unrecovered cost or untracked exposure.
The Acumatica integration is live and real-time. When you ask about AP/AR, cash, or vendor spend, the CFO reads your actual accounting system data — not estimates.
This is useful for month-end reconciliation and verifying that both systems are in sync.