AI-Powered Finance Tools

Your finances, analyzed
in seconds.

Five AI tools built for business owners who want CFO-quality financial insight without the CFO price tag. Powered by Claude AI — the same intelligence behind Apexum's advisory work.

// Powered by Claude AI · No data stored · Results in under 60 seconds
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01 //
Cash Flow Forecaster
Project your 13-week cash position and flag danger zones before they hit.
// 13-Week Cash Forecast
Your cash flow forecast will appear here
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02 //
Pricing & Margin Analyzer
Find margin leaks, benchmark your pricing, and get actionable recommendations.
// Margin Analysis & Recommendations
Your margin analysis will appear here
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03 //
Business Health Scorecard
Input your key numbers and get an honest diagnosis of your business's financial health.
// Business Health Diagnosis
Your business health scorecard will appear here
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04 //
Month-End Close Assistant
Never miss a close step. Get a prioritized action list and a clean status summary for your accountant or CFO.
// Close Action Plan & Status
Your close action plan will appear here
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05 //
Budget vs Actuals Analyzer
Paste your numbers and get a plain-English explanation of what's working, what isn't, and what to do about it.
// What Your Numbers Are Telling You
Your variance analysis will appear here
// Professional Finance AI Toolkit
Need the full CFO-grade toolkit?
8 advanced tools — built for finance professionals.

Includes Trial Balance → Financial Statements, Board Pack Narrator, Audit Prep Assistant, Variance Analyzer, and more. Built for Controllers, CFOs, and finance teams who need professional-grade AI output.

◆ TB → Financial Statements
◆ Board Pack Narrator
◆ Audit Prep Assistant
◆ + 5 more tools
Open Full Toolkit →
// financeai-toolkit.netlify.app

Want a human to review
what the AI found?

These tools surface the insights. Apexum turns them into a plan. Book a complimentary 30-minute financial review with Nav Sandhu, CA.

Book a Free Review
// Free Access
See AI-Powered
CFO Thinking

Enter your email to unlock one free AI analysis — your choice of tool. See exactly the kind of intelligence Apexum applies to client businesses every day.

// One free analysis · No spam · No credit card
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That's What
CFO Thinking Looks Like

Now imagine that applied to your actual business — with a real advisor who knows your numbers, your industry, and your goals. That's what Apexum does every month.

Book a complimentary 45-minute Financial Health Review with Nav Sandhu, CA. You'll leave with a clear picture of where value is leaking and what to fix first.

Book Your Free Financial Review →