accounting & finance for small business

AI & ML DRIVEN ACCOUNTING AND FINANCE SOLUTIONS

In the last 2 years, the landscape of accounting and finance has evolved dramatically. Traditional methods of managing finances—reliant on manual input and time-consuming processes—are giving way to AI & ML enabled software solutions that revolutionize how businesses operate. These cutting-edge tools are no longer just for large corporations. Small and medium-sized businesses can now benefit from ML & AI technology, reducing busy work, enhancing accuracy, and streamlining financial operations without the overhead of hiring full-time employees.

At Small Business CFOs, we harness the power of ML & AI to offer tailored accounting and finance solutions that meet your Finance and Accounting needs. Our team of seasoned professionals has decades of combined experience evaluating, purchasing, and implementing CFO-level solutions. We specialize in tools for ensuring your business enjoys efficient and accurate financial management, from bookkeeping and accounting to financial statement preparation, planning, and forecasting.

With our expertise and ML & AI-driven solutions, you can focus on analytics and strategy development while we take care of the financial complexities. Whether you're looking to optimize your current systems or need a full-scale financial solution, we’re here to deliver measurable results and peace of mind.

Technology-Driven Approach

Our team of finance & accounting experts bring together deep financial knowledge and a strong background in technology. We've seen firsthand how manual processes can slow down business operations, which is why we've developed advanced Planning and Reporting solutions designed to streamline and automate the most time-consuming tasks.

Gone are the days of spending countless hours on repetitive, manual work just to prepare financial statements and forecasts. Our solutions utilize cutting-edge technology to handle these tasks efficiently, delivering accurate and timely results. By automating the creation of financials and preparing forecasts, we free up your time, allowing you to focus on making strategic business decisions with confidence.

With our expertise in both finance and technology, we're here to make your financial operations smarter, faster, and more reliable.

Forecasting Beyond the Ordinary

While CFOs are trusted experts in producing GAAP-compliant financial statements, forecasting GAAP financials remains a significant challenge for many. Traditional approaches rarely, if ever, generate GAAP forecast financials, leaving businesses to rely on rough estimates rather than accurate projections.

Small Business CFOs innovative forecasting solution, botPlanner, takes forecasting to a new level. Unlike most models, botPlanner forecasts outcomes for every account in your General Ledger by simulating future accounting treatments across multiple scenarios. This powerful tool doesn’t just create projections—it generates a full set of forward-looking P&L, Balance Sheet and Cash Flow financials in real time.

Our advanced forecasting goes even further by predicting cash flow using the Direct Method Cash Flow approach, detailing the sources and uses of funds. With bot-Planner, you can see a clear, precise picture of your financial future, empowering you to make informed decisions with confidence.

Metrics and KPIs

Small Business CFO bp-Reports and botPlanner solutions use Machine Learning to automate Metrics and KPI reporting including Bookings, CAC, Employees, Revenue, EBIDA, LTV, Retention, SaaS Magic Number and Customers.

Decades of Financial Experience

The Small Business CFO team has planning and reporting experience with large and small public companies and private businesses in multiple industries. For decades, we've used software to eliminate the busy work inherent in Accounting and Finance planning and forecasting. Many Planning & Reporting solutions have complex implementations, steep learning curves, and unnecessary features. Our experience motivates us to find fast, easy and comprehensive solutions.

botPlanner Budgets Forecasts & Financials

Real Time Forecasting

bot-Planner's Universal Chart of Accounts deploys in minutes and uses Machine Learning to automate Forecasting and Reporting
Multi-year forecasting for every account in any GL
Trend, Variance & Budget Balance Sheet, Profit and Loss, Direct & Indirect Cash Flow, Bookings, RevRec Waterfall Reports, Employees
UI organized by financial statement line items
Standard financial statements presentations
Real-time updates from the GL

botPlanner Forecasts Sales to Deferred and Revenue Recognition

Every COA for every Company is Unique
The specific Accounts in the COA that businesses use to record offsetting debits and credits are unique to each business’ COA
botPlanner uses Machine Learning to understand the purpose of every account in every GL to apply standard accounting principles consistently across all companies and predict debits and credits for every company GL
botPlanner Automates P&L, BS & CF forecasting for every company GL

Financial Planning and Analysis with Machine Learning

FP&A teams align strategic goals and operational planning by predicting future accounting outcomes by performing complex forecasting routines. But FP&A is not bound by GAAP and all forecasting has always been P&L only.

Unlike financial accounting, forecasting isn’t bound by GAAP, forecast debits don’t balance with credits and comprehensive Balance Sheets planning is rare

Accounting rules are standard, but the specific accounts businesses use vary widely. Machine learning struggles to accrue expenses accurately when offsetting liability accounts differ across organizations.

botPlanner calculates offsetting debits and credits and predicts future accounting outcomes for every account in any GL using a standard COA for all businesses together with machine learning and reduces effort by up to 90%.

botPlanner presents FP&A with a User Interface that aligns with each summary line of our Standard Financial Statements and Reports that are identical for every entity on the platform

botPlanner: Predictive Financial Planning Across Any GL/ERP System

botPlanner uses its proprietary design to predict future outcomes by accurately recording debits and credits for every account across all GL/ERP systems. It intelligently learns the purpose of each account in the Chart of Accounts (COA) and continuously updates forecasts to reflect changes in your GL, employee data, sales pipeline, and new scenarios.

With botPlanner, your P&L, Balance Sheet, and Cash Flow reports are always up-to-date. Leveraging machine learning, it precisely calculates Direct Cash Flow, sales to deferred revenue, and revenue recognition. botPlanner’s reports offer multidimensional views, allowing you to analyze trends, variances, and budget comparisons effortlessly.

Automated Metrics and KPI Calculations with botPlanner

botPlanner’s automated results generate the key data points needed to calculate critical metrics and KPIs. By leveraging machine learning, botPlanner accurately predicts cash receipts, new and renewal sales to deferred revenue, revenue recognition, and changes in working capital. These data points are seamlessly integrated into automated KPI calculations, ensuring accurate and up-to-date performance insights.

automated Financial Staement generartor

bp-Reports.com: Automated Financial Statement Reporting

bp-Reports.com is a SaaS solution developed by SMBCFOs that leverages Machine Learning to streamline and automate financial statement reporting, eliminating the complexity and time-consuming tasks associated with traditional GL software report generators. Instead of requiring meticulous structuring of your chart of accounts and navigating parent-child relationships, bpReports simplifies the process. It bypasses system-generated reports, delivering multi-dimensional financial statements tailored for formal presentations and in-depth analytics—making reporting easier, faster, and more insightful.

visit www.bpreports.com to find out more

bp-reports

Flexible and Comprehensive Financial Reporting

bp-Reports.com: Automated Financial Statement Reporting

bp-Reports.com provides powerful, multi-dimensional reporting for your P&L, Balance Sheet, and Cash Flow statements—delivering insights that traditional system reports can’t match. Seamlessly drill down to account details organized by financial statement line items, track multi-year trends, and compare year-over-year performance, including monthly breakdowns. With bpReports, in-depth analysis is just a click away, all within the same report—no need to switch tools or navigate complex menus. visit www.bpreports.com to find out more

bp-reports

Consistent Financial Statements for Any Business or GL/ERP Solution

bpReports employs a fast, simple, and intuitive setup to create standardized financial statements across all businesses and GL or ERP systems. Each financial statement line-item groups accounts that share common drivers, ensuring consistency. Easily compare performance across business segments, affiliates, or even companies within the same industry to identify KPI outliers. Gain instant access to the underlying activities that drive your results, streamlining your analysis and decision-making processes

go to www.bp-reports to find out more

bp-reports