AI CFO Copilot
Live AI analysis on your real database
CFO Copilot
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Custom Entries — AI CFO Copilot
Add, edit or delete rows. Totals and the chart below update instantly.
Entries
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Total Amount
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| Label | Category | Amount | Units | % | Notes | Actions |
|---|---|---|---|---|---|---|
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Standard Template — AI CFO Copilot
Context notes and figures for the CFO Copilot. · Imports into data_entries
Upload your filled template (or any Excel)
AI will auto-detect columns and match them to template fields.
AI Excel Analysis — AI CFO Copilot
Upload Excel — AI extracts insights from real data.
Drop Excel file or click to upload
.xlsx / .xls / .csv • AI extracts insights & charts