For CFOs & Finance Teams

From Finance Controller to Finance Orchestrator.

Investor reporting, executive dashboards, sales analytics, financial controlling. One live system. No more cryptic spreadsheets, no more 5-day month-ends.

See a CFO demo

2 min

Full close summary, not 2 days

95%

4–8 wks

Go-live, not 18 months

NPS 85

From 100+ companies

We know your reality

Every month, the same fire drill.

Six pains we hear from CFOs and finance leads on every first call.

Manual Close Process

Variance analysis built in cryptic spreadsheets, dependent on 1–2 key people.

Board Pack Assembly

Investor pack assembled manually — slide by slide — days before the board meeting.

Forecast Rebuilding

Monte Carlo scenarios rebuilt from scratch every time the pipeline shifts.

No Self-Service Answers

Every data question requires a specialist — C-suite blocked, BI team overwhelmed.

BI Stack That Costs 2×

Custom data stacks cost twice as much and take 10× longer to deliver insight.

AI That Hallucinates

Generic AI deployed on fragmented data misleads instead of guides.

"Every month without a unified data foundation is a month your competitors' AI gets smarter — and yours stays grounded."

How ValueWorks changes this

One platform. Every financial workflow. Fully automated.

Most AI tools fail on raw data. ValueWorks builds a governed semantic layer — so every insight, forecast, and AI agent delivers trusted, auditable results.

Layer 1

System of Record

ERP, CRM, HRIS, billing, accounting, bank — all ingested automatically through 50+ plug-and-play integrations.

Layer 2

Context Layer — Semantic Model

Digital data twin, KPI driver tree, business rules and permissions — the battleground where AI value is won or lost.

Layer 3

Agentic Layer

AI agents that plan, reason, and execute — your always-on Finance AI team.

Your always-on Finance team

Meet your AI Finance team. They never sleep.

Three CFO-specific agents working together on the close, forecast, and board pack — trained on your unified data twin.

Agent 03

Board Reporting Agent

Investor pack — board-ready in minutes

Investor pack assembled, charted, and narrated automatically

AI commentary explains what changed and why

Board-ready in minutes, not days

"Board-ready in minutes, not days."

Coming soon

Your always-on Finance team

Your CFO command center.

Ask in plain language. ValueSight answers with cited, governed data — and drafts the action that follows.

"Perform variance analysis with EBITDA 2025"

Variance surfaced in under 5 minutes.

The Close Agent runs automatically at month-end. ValueSight surfaces root causes, highlights deviations, and suggests corrective actions — ready to act on, not buried.

"Perform Root Cause Analysis"

From summary to root cause in one click.

KPI driver tree visualization — interactive, expandable, every node connected to live data. A unique ValueWorks visual asset that turns symptoms into actions.

"Perform a forecast for Q1"

Scenario fan, probability ranges.

Auto-updated from live CRM, HRIS and bank data. Monte Carlo cash scenarios refresh as pipeline shifts — always the most current view.

"Create a board summary email for management"

Draft appears in seconds.

Formatted, narrated with commentary, ready to review and ship. AI-generated commentary highlights what changed, why it changed, and what needs attention.

The differentiator

Understand not just WHAT is happening — but WHY.

Instantly see which sub-driver is causing a KPI deviation.

Drill from board-level summary to root cause in one click.

Every node connected to live data — always current, never stale.

No spreadsheet, no BI tool, and no generic AI assistant can do this. The KPI driver tree is your semantic model made visible.

What you get

What ValueWorks delivers for your Finance team.

Before ValueWorks

The status quo

2–5 days per month on manual reporting

Board pack built slide-by-slide

Forecasts rebuilt every time pipeline shifts

AI that hallucinates on fragmented data

BI stack that costs 2× and takes months

Specialist needed for every data question

After ValueWorks

The status quo

Full close summary in 2 minutes

Board pack auto-generated and narrated

Monte Carlo scenarios refresh live

No hallucination — governed semantic layer

90% lower TCO — live in 4–8 weeks

Self-service answers for CFO, any time

Why finance leaders choose ValueWorks

Why ValueWorks over the alternatives.

Excel + BI

Point FP&A Tools

ValueWorks

Data unification

Manual

Partial

Full semantic layer

AI agents

None

Limited

Close · Forecast · Board Pack

Time to value

Months

Weeks–months

4–8 weeks

No hallucination

No governance

Depends

Governed, auditable

Managed service

Analytics-as-a-Service

TCO

2× cost

Variable

90% lower vs. self-built

ValueWorks gives your CFO the analytical power of a Big 4 team and the speed of an AI autopilot — at a fraction of the cost.

Trusted by finance leaders

100+ companies trust ValueWorks with their most critical financial decisions.

NPS Score

from ValueWorks customers

ValueWorks helped us run our business faster — data-driven decisions can now be derived quickly, and the relevant data is available more easily and understandably for all managers.

— Finance Leader, SaaS

ValueWorks gives us the advantage of having all our KPIs in one dashboard. One of the best features is the automatic updates and the linking of KPIs with our OKRs.

— CFO, Mid-Market