Agentic AI for the Office of the CFO.
Board-ready answers in seconds. Your copilots — Claude, ChatGPT, Microsoft — finally connected to your business.
You bought AI. It still can't answer a basic business question.
of AI copilots fail in enterprise settings because they lack contextual business data.
Agents plan, orchestrate, and execute
Digital data twin · KPI driver tree · User identity · Permissions · Business rules · Domain
Structured data · Audit trail · Compliance · ERP · CRM · HRIS · PLM
Your copilot drafts emails — not EBITDA variance.
ChatGPT can't see your CRM, ERP, or banking data.
Your data lives in 6+ systems with 6+ definitions of "revenue."
Six modes. One co-pilot.
Plain chat, no agents.
A simple, open-ended chat interface with no pre-configured agents. Ideal for users who want to ask freeform questions or explore data without structured guidance.
Advisory team insights.
Activates a panel of specialized AI advisors, each focused on a different business domain (e.g., finance, sales, operations). Users get multi-perspective insights, as if consulting a team of experts simultaneously.
Executive, sales, finance & more.
A simple, open-ended chat interface with no pre-configured agents. Ideal for users who want to ask freeform questions or explore data without structured guidance.
Revenue & cost levers.
Focuses on identifying and analyzing the key drivers of business value — revenue growth opportunities and cost reduction levers. Helps leadership understand where to focus to maximize impact.
What-if & simulations.
Enables forward-looking analysis by modelling different business scenarios. Users can simulate the impact of strategic decisions, market changes, or operational shifts before committing to a course of action.
The Agentic CFO Office: What Changes
Your existing AI copilots, finally connected to your business.
Role-based access, scoped tokens, audited every call.
One shared definition of revenue, EBITDA, headcount, ARR.
Pre-built links to ERP, CRM, HRIS, banking — and 50+ more.
Frequently asked
How is this different from Power BI?
Power BI shows you charts. ValueWorks builds the data twin, answers the question in natural language, and lets agents act on the answer. We sit upstream of any BI tool — and replace most reports it produces.
Which AI assistants does the MCP Server support?
Claude, ChatGPT, Langdock, and Microsoft Copilot today, with any MCP-compatible client supported out of the box. The MCP spec is open — your future copilots will work too.
How long until I see value?
Live KPIs in two weeks. Full onboarding in 4–8 weeks. AI agents in production by day 60. We do not run pilots that don't reach value.
Where is my data stored?
Single-tenant on Microsoft Azure, EU and Germany regions. GDPR-compliant. End-to-end encryption in transit and at rest. SOC 2 audit pack available on request.
Can we start with one use case?
Yes. Most customers start with one CFO pain point — usually cashflow forecasting or board reporting — then expand once the data twin proves out.
Does it work with DATEV, SAP, and HubSpot?
Yes — all three are pre-built connectors. Plus 50+ more across ERP, CRM, HRIS, billing, and banking. We add new sources in days, not months.