Solutions · CFO

Plan and operate your organization with AI.

The board wants AI investment. You own the budget, the forecast, and the history that decides where it goes. Sebastian puts every dollar made and spent on one graph, so finance stops reporting the news and starts making it.

Budget vs ActualsFY2026 · JULY
Operating income vs plan
+$493,937.99
$322,220.62 against −$171,717.37
Revenue vs plan
+$206,613.14
July 2026 · Month
Opex vs plan
−$373,556.06
1 of 3 months of Q3 2026 elapsed
The walk from plan to actualEffect on operating income
Operating income across the yearActualForecastFY2026 Budget (Board-approved)
Lead the AI agenda

Yours is the only seat with the budget, the forecast, and the history in one place.

Every department is being told to become AI-first. You fund it, measure it, and defend it to the board. That needs granular spend, current actuals, and a forecast that moves when the business does, not a quarterly reconstruction built by hand.

  • Fund AI against actual spend, not an estimate
  • Replan without waiting for the close to finish
  • Take one version of the numbers into the board room
sebastian · cfo / operating record
Plumbline · July 2026 · one connected recordgraph state
  1. ContractMSA-2026-0114
  2. InvoiceINV-2026-0509
  3. PO linePO-2026-0261 · line 3
  4. PaymentACH · cleared
  5. Journal entryJE-2026-0482

the same motion updates

Bank reconciliation

matched

Close status

advanced

Cash forecast

updated

Every dollar made and spent

A planning system that is already integrated with your ERP.

Planning tools sit too high to answer what marketing spent on events this quarter, or what engineering burned on tokens to ship a release. Sebastian keeps transaction-level history and the plan on one graph. The answer is a drill-down, not a data request.

  • Transaction-level detail behind every planned line
  • Actuals and plan on the same record, not two exports
  • Your GL stays the book of record, no migration
sebastian · cfo / plan to actual
GL mirror NetSuite · 6,412 accounts
syncing · every few minutes
  • 1000Cash$142,684,100
  • 1200Receivables$58,412,900
  • 2000Payables$24,183,600
  • 2110Accrued payroll$8,341,700
Drift check · mirror ties to source0 discrepancies
Sebastian

Unify accounting data with FP&A to drive your business.

What your team gets

The close and the plan, run on one operating record.

Not two products stitched together. Your controller and your head of FP&A work from the same transactions, which is what removes the reconciliation between them.

For your controller

The close becomes a review.

Agents match transactions, draft evidenced journal entries, and tie out AP, AR, cash, and accruals continuously, so month-end is inspection instead of assembly, and the audit binder builds itself.

  • Three-way match to the PO line
  • Accruals drafted with evidence attached
  • Segregation of duties kept intact
For your head of FP&A

The forecast stops waiting on the close.

Planning reads the same data the close runs on, so the forecast updates the moment accounting lands, and the driver behind a variance is already prepared before the board meeting.

  • Department-level drivers, not top-line
  • Budget versus actual with line-item drill
  • Flux explained, not reconstructed
Measuring the return

Fund AI with the same rigor you apply to everything else.

You are being asked to invest in AI without a way to measure what it returns. That is an uncomfortable place to sign a budget from. With spend, headcount, and outcomes on one graph, an AI initiative gets judged like any other investment: against actuals, by department, over time.

  • Attribute spend to the initiative that consumed it
  • Compare planned against realized efficiency by department
  • Take a defensible ROI position to the board, not an anecdote
sebastian · cfo / investment view
Q3 forecast · drivers
re-projected on July actuals
  • Headcount34 hires land Aug 12,312 → 2,346
  • Support softwarescales with headcount$9.10 / seat / mo
  • Partner blended raterenegotiated May$164 / hr
Suggested revision

Raise Q3 opex +$1,847K: thirty-four hires land Aug 1 across three offices, and support software follows the seats.

Accept into forecastAdjust drivers
Why it holds up

Back up every number in your plan.

Traceable to source

Every figure opens to the contract, PO, invoice, or entry behind it, so a board number can be defended right down to the document.

drill to source
A person still decides

Agents prepare and propose, while review, approval, and posting stay with the people who carry the accountability.

review-bound
One version of the number

Accounting and planning read the same transactions and run the same calculations, so the board deck and the ledger cannot quietly disagree. Net Revenue means the same thing everywhere, computed on live transactions, not a cube.

no drift
No rip-and-replace

Sebastian runs on top of the systems you already own, so your ledger, your checklist, and your policies all stay where they are.

non-disruptive
What changes

What the office of the CFO gets back.

80% less manual accounting

Agents do the matching, drafting, and tying out, so your team spends its time reviewing the work rather than producing it.

Every dollar, traceable

Spend and revenue open to the contract, PO, invoice, or entry behind them. Down to the document, in the board room.

Measured AI return

Judge an AI initiative the way you judge any investment: against actuals, by department, over time.

No migration

Your ledger stays the book of record. No rip-and-replace, no re-implementation, no retraining your team on a new system.

Go deeper

See the work up close.

The platform

The AI Financial Data Graph, the integrations, and how agent work and human review fit together.

Planning and FP&A

Governed forecast versions, parent diffs, and decision-report adoption for the plan of record.

Security and trust

Tenant isolation, encryption, access controls, and segregation of duties.

Keep your ERP. Close and plan in one pane.

AI for accounting and FP&A on the ledger you already run. No migration. No rip and replace.

Agents at work · Matching an invoice to its PO line…