# CFO AI Agent

> AI-powered CFO thinking partner. Strategic financial planning, scenario modeling, risk management, and board communication for finance leaders.

Think through your most important financial decisions with the rigor and strategic clarity of a seasoned CFO. FP&A, treasury, compliance, and stakeholder communication. Try chatting free.

Published by Navigate Advisory Group. Site: https://www.cfoaiagent.com/

## Topics

- [Strategic Financial Planning](https://www.cfoaiagent.com/topics/strategic-planning): FP&A and scenario modeling
- [Treasury & Cash Management](https://www.cfoaiagent.com/topics/treasury-management): Working capital and liquidity
- [Risk Management](https://www.cfoaiagent.com/topics/risk-management): Enterprise risk frameworks
- [SOX & Internal Controls](https://www.cfoaiagent.com/topics/sox-compliance): SOX 302/404 and controls
- [ESG & Sustainability](https://www.cfoaiagent.com/topics/esg-reporting): ESG and CSRD compliance
- [Capital Allocation](https://www.cfoaiagent.com/topics/capital-allocation): Investment frameworks
- [M&A Analysis](https://www.cfoaiagent.com/topics/ma-analysis): Mergers and acquisitions
- [Board & Investor Relations](https://www.cfoaiagent.com/topics/board-communication): Board and investor comms
- [Risk-Adjusted Capital Allocation & AI Readiness](https://www.cfoaiagent.com/topics/risk-adjusted-ai-capital-allocation): RAROC and AI-readiness decisions

## Services

- [RAROC Capital Allocation Assessment](https://www.cfoaiagent.com/services/raroc-capital-allocation-assessment): Compare investments, acquisitions, debt reduction, and AI initiatives using risk-adjusted return, liquidity impact, execution risk, and opportunity cost.
- [AI Readiness Finance Audit](https://www.cfoaiagent.com/services/ai-readiness-finance-audit): Assess which finance, operating, and customer workflows are ready for AI automation and quantify the likely financial impact.
- [Board Decision Pack](https://www.cfoaiagent.com/services/board-decision-pack): Convert messy financial analysis into an executive decision pack with recommendation, options, risks, sensitivities, and likely board questions.

## Articles

- [How to Build a 3-Year Financial Plan That Actually Works](https://www.cfoaiagent.com/blog/h575qmin/build-3-year-financial-plan-actually): I've reviewed hundreds of three-year financial plans during my career. Most share a common fate: they're meticulously built, impressively detailed, and ult
- [The CFO's Guide to Smart Capital Allocation Decisions](https://www.cfoaiagent.com/blog/ced07ug7/cfos-guide-smart-capital-allocation): If you could point to one decision that defines your success as a CFO, what would it be? Not the quarterly close, not the audit, not even the budget—it's c
- [Building a Compelling 3-Year Financial Plan](https://www.cfoaiagent.com/module/pre9o3n3/building-compelling-3-year-financial-plan): Learn how to construct a strategic financial plan that connects numbers to narrative, earns stakeholder credibility, and guides decision-making across three distinct time horizons.
- [Mastering Investment Evaluation and Capital Allocation Decisions](https://www.cfoaiagent.com/module/1o4sigcd/mastering-investment-evaluation-capital-allocation): Learn how to systematically evaluate investment opportunities and determine the right hurdle rates for your business using strategic frameworks and financial analysis.

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