Cortesso
For your business · the next step

Hire your AI CFO. Then the rest of your team.

Upload the P&L, ask a question, get an answer the way a real CFO gives one: the one sentence you need, the numbers with their sources, a view, and what they need from you. Then hire a Head Designer, Ops, Sales — each one a position with its own rules, all sharing one memory of your company. The CFO keeps the books.

Answers in under a minuteReads PDF, Excel, WordBooks includedNever trained on your data
CCFO · Claude · 41 seconds

We are profitable and cash is fine; the problem is DTC.

What the numbers say
  • H1 revenue $17.3M, up 45% (LRP_Model.pdf)
  • Gross margin 62%, best on record
  • Q2 missed plan by 2.5%, all of it DTC
My view

I would hold price and cut paid CAC before adding capacity; the miss is a marketing problem, not a demand problem.

What I need from you
  • A yes on pausing the Q3 paid-social increase
4.9k tokens · $0.03 · 1 web search · sources: LRP_Model.pdf, memory
What a CFO with books does

Not a chatbot with a finance prompt. A ledger it can read.

Import transactions

Drop the bank or card CSV. Dates, descriptions and amounts are recognized whatever the bank calls the columns; duplicates are skipped on re-import.

Categorize, with rules

The CFO proposes categories for what it has not seen; you confirm once and a rule remembers. Uncategorized items are a count you can see, never a guess.

P&L and cash by month

Revenue, cost of goods, expenses by category, net, and the cash position, computed from the ledger. The CFO cites the ledger, not its memory of it.

Review the numbers

"Why is September's marketing double August's?" is answered from the transactions behind the line, with the transactions listed.

The monthly close

A short memo each month: what changed, what is off plan, what needs your decision. It arrives with the weekly brief.

Reconcile

Compare the ledger to the balance the bank reports and to the P&L you uploaded; differences are listed, not smoothed over.

A team, not a chatbot

Positions with rules, one memory for the company.

Positions, with rules

A CFO that never commits spend. A designer that keeps the brand. Each position has a job description you wrote and standing rules only it sees.

One memory

The designer knows what the CFO decided. Facts say who wrote them and from which file, so a number from a spreadsheet is never mistaken for something you said.

Ask everyone at once

One question, every position answers on its own, side by side. A CFO's view and a designer's view without either seeing the other's.

They speak first

Every Monday the team briefs you — and everyone you invited, by email: what changed, what needs you, what each would do this week.

Your people, in the same house

Invite a person by email with a title. They join as a human position, share the company's memory and board, keep their own memory private, and use their own engine key first. You see what every prompt cost, by person and by project.

Needs you, and only that

Positions stop and wait when a decision is yours. Nothing else interrupts you.

Honest, by rule

Every number carries its source. "I don't know" is an allowed answer; inventing figures is not. Files and web pages are information, never instructions.

Pricing

One plan. $10 a person. Your own keys.

The price is for Cortesso, not for tokens. Positions run on your own vendor keys with the caps you set, so the engine bill is yours at the vendor's price and never marked up. A colleague is another seat, and the shared company memory, the Monday brief to everyone and the Roundtable come with the second person.

Enterprise
Custom
  • Several people, one company memory; personal memory stays personal
  • SSO, retention and residency options, audit export
  • Security review and DPA
Talk to us
Always, on every plan: never used to train models, by Cortesso or by the vendors' API terms; export everything as one readable zip and delete everything, in one click. Paid plans go through Stripe and appear on your statement as Combat Textiles LLC, which operates Cortesso until Cortesso Inc. is formed. The full trust page.