Transaction
Creates payment requests from invoices, bills and salaries.
Agentic finance
Every taka traced before anyone asks.
CFO-level control of every taka, every day, without a full-time CFO. Nine AI agents check, chase and match every payment and collection, from request to bank statement. Your people approve the money. Your Tally stays where it is.
- Works beside Tally
- Every bank line matched daily
- Audit runs every day
CFOInsight · Today
Live
Cash in banks
৳4.20 Cr +৳18 L today
96%
Bank lines matched12
Waiting for approval2
Duplicates stoppedSample numbers
Agent decision · INV-1049 · ৳15,00,000
- Supplier verifiedYes
- PO, goods and invoice matchYes
- Duplicate checkClear
- Approver within limitYes
- Bank line matchedYes
Paid, reconciled and audited
Works with what you already use
- Tally
- Your ERP
- Any bank
- bKash · Nagad · Rocket
- Excel
The problem
The money picture lives in one fragile spreadsheet.
The owner asks "how much cash do we have, and who owes us?" The honest answer depends on a file that was already out of date when it was shared.
Collections are a guess
Customers pay late, pay short or pay with no reference, and nobody knows which invoice the money belongs to.
Bills get paid twice
The same invoice arrives again with a slightly different number, or an email says the supplier's bank account has changed.
Reports disagree
The expense sheet says one total, the P&L says another, and month-end turns into days of matching by hand.
How it works
A money picture that updates itself.
CFOInsight reads your books, banks and mobile money, applies your rules and limits, and brings each decision to the right person. Nothing is deleted. Every change leaves a trail.
Your money data
- Tally or ERPVouchers, ledgers
- Bank statementsAny bank, daily
- Mobile moneybKash, Nagad, Rocket
- Sales and invoicesOrders, receipts
- PayrollSalaries, staff
CFOInsight engine
- Every taka traced
- Your rules and limits
- Checker and daily audit
- Nine AI agents
Where you decide
- Morning briefOn your phone
- ApprovalsApp, web or WhatsApp link
- DashboardWeb, any device
- Evening reportCash, profit, dues
- Auditor packFull trail, one click
- RequestBill, salary or purchase
- CheckedBudget, duplicates, supplier
- ApprovedRight person, within limit
- PaidReleased by your signatory
- RecordedPosted in Tally
- MatchedBank line agrees
- AuditedTrail complete
Click any bank line and walk back to who asked for it. Covers every taka that passes through your connected banks, mobile money and books.
One number everyone trusts
Money out and money in, checked the same way.
Supplier payments and expenses
Agents read every bill, compare it with the purchase order and goods received, stop duplicates before approval, and prepare the payment for your signatory. A fake "new bank details" email can't get through without a phone call to the number you already have.
Money out
Bill from verified supplierYes
Same bill paid beforeStopped
Bank details changed by emailFrozen
Payment file matches approvalYes
Sales and collections
Every receipt is matched to the right invoices, including partial payments and tax deducted at source. Overdue customers get reminders by SMS and WhatsApp, and sales commission is worked out on money collected, not money billed.
Money in · Example
Invoice৳8,00,000
Received৳7,40,000
Difference: VAT and tax deducted at sourceExplained
Tax certificatesChasing
The agents
Your finance team works while you sleep.
Nine agents handle the always-on work across your books, banks and customers. Each owns its tasks, follows up by itself and reports what it can't solve. Your people stay in control.
See all agents and their workflowsMoney Out agents
Money In agent
Bank and Books agents
Audit and Control agents
Before your first coffee
- 6:00Yesterday's bank statements matched. 214 of 220 lines agree.
- 6:04A duplicate supplier bill stopped before approval.
- 6:10Reminders sent to 18 customers with overdue invoices.
- 6:15Morning brief on the owner's WhatsApp.
- 9:00Director approves 9 payments from the phone.
Sample day
Verification
Checks budget, documents, duplicates and supplier details.
Approval
Sends each request to the person allowed to approve it.
Payment Preparer
Builds the bank file and checks it matches the approval exactly.
Recording
Posts entries to Tally, reads them back and makes reports.
Reconciliation
Matches every bank line daily and checks statements are complete.
Sales & Collection
Checks invoices, matches receipts and chases overdue customers.
Audit
Checks the whole trail every day and reports to the person you choose.
Checker
Re-verifies every automatic step. Has no power over money.
Security and control
Board-ready means audit-ready.
Three levels of authority. You set the limits. The AI can never change them.
Fully automatic
Matching, reminders, document checks and bookkeeping under rules you approved. No money moves.
Your standing rules
Routine bills you pre-approved once, like fixed rent, move forward. Your signatory still releases every payment.
Your approval
Large amounts, new suppliers, changed bank details and anything unusual wait for a named person.
AI never moves moneyIt prepares. Your signatory releases in the bank.
Approvals are lockedChange any detail and the approval is void.
Nothing is deletedEvery change leaves a trail an auditor can check.
No false greenA day shows "Not closed" while anything is open.
Where teams put it to work
Everything a finance team checks, checked daily.
Bank and cash
- Daily bank matching
- Statement checks
- Cash position
- Petty cash counts
Payables
- Duplicate bills stopped
- Approvals by limit
- Payment file check
- Standing approvals
Receivables
- Collections chased
- Tax-deduction matching
- Credit limit checks
- Commission on collections
Audit and close
- Daily audit
- Day close status
- Evening report
- Auditor pack
Built on one common core, with industry packs for
- Trading and import
- Manufacturing and garments
- Healthcare
- Retail and distribution
- NGOs
Proof first
Proven on a synthetic year. Then on real books.
Our first pilot is a medical equipment importer in Dhaka. Before touching real data, CFOInsight runs a full year of synthetic transactions with planted errors whose answers we already know.
- Synthetic yearPlanted fraud, human and system errors. Every one must be caught.
- One year of real dataFind and explain every gap in the books.
- One month side by sideRuns next to the accountant until results agree.
- Live, step by stepRead-only first. Payments switched on last.
Pricing
One monthly fee for each company.
All nine agents in the core. Add an industry pack if you need one. Keep Tally, keep your banks.
- Nine AI agents
- Daily bank matching and audit
- Approvals on phone, web or WhatsApp link
- Morning brief and evening report
- Cloud, or your own server
Questions
CFOInsight questions, answered.
Does CFOInsight replace Tally?
No. Tally (or your ERP) stays your main books. CFOInsight works beside it: it checks transactions, posts approved entries into Tally and reads them back to confirm.
Can the AI pay anyone by itself?
No. The agents prepare payments. A named signatory in your company releases them in your bank's own portal. The AI can't change limits or approve its own work.
Does it need a special link to my bank?
No. It works from the statement files your bank already gives you. A direct bank link can be added later where your bank offers one.
What happens when something doesn't match?
The agent opens an exception, gives it an owner and keeps following up. The day shows "Not closed" until it's resolved. Nothing is hidden or marked done early.
Who sees the audit findings?
You choose during setup: the owner, the chairman or the board. A finding is never sent only to the person it involves.
How do we start?
We begin by showing CFOInsight on a synthetic year of data with planted errors. Then we run a health check on your own data before anything goes live.
See CFOInsight on a synthetic year of data.
Tell us about your company. We'll show you every planted error being caught, and walk you through the trail of any taka.
Or message us on WhatsApp:
01825555570