cfoagent gmbh develops AI agents for finance and accounting and supports companies with bookkeeping, controlling, and reporting. Its services include invoice processing, coding suggestions, closing tasks, analytics, and the introduction of AI into finance workflows.
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Offering
Products & services
✓ Offered6
AI Agents for Accounting
Digital assistants for bookkeeping and finance: read documents, propose postings, book after approval, prepare payments, and produce closings, VAT processing and reports.
AI Introduction for Accounting
On-site support for bookkeeping, controlling and reporting: review processes, prioritise use cases, build a roadmap, run pilots and embed AI in daily work.
Pacioli Data Layer & Reporting
Data layer between ERP and AI: standardise finance data, provide analyses and ad-hoc reporting, and generate dashboards, management reports and variance analysis.
Finance Interim Management
Temporary finance specialists for CFO, finance and controlling mandates: interim support, including SAP environments, closings and demanding finance tasks.
Executive Sparring
Confidential sparring for CEOs and board members on decisions, transformations and leadership conflicts, with feedback grounded in CFO and management practice.
AI and Finance Training
Courses and in-house training on AI in finance and accounting: fundamentals, controlling and reporting processes, and practical use cases in the company’s own environment.
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