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The AI agent for the office of the CFO

Reimagine finance. Just ask.

Simo is the AI analyst for FP&A and finance leaders. Run sensitivity analysis, build budgets, refresh forecasts and review actuals against plan — through one conversation. Every figure traced to your numbers. Never a guess.

SSimo
If we slip the EMEA launch a quarter, what happens to FY26 EBITDA?
−$3.1M −180 bps
Traced to GLBudgetPipeline
Use it where you already work

One analyst. Every front door.

Bring Simo into the tools your team already runs — or use it on its own. Either way, you're going through the numbers in minutes.

In your agent of choice

Simo connects to Claude or any AI assistant your team runs, and shows up as a finance tool it can call.

Or talk to Simo directly

No other tooling needed — open Simo and ask.

Connected in minutes

Grant a read-only key to your data and start asking right away.

The shift

Finance has spent decades assembling the numbers.
Simo gives you back the time to decide what they mean.

Seconds
From question to a board-ready answer — not days of spreadsheet wrangling.
Sensitivity · variance · re-forecasts
One source
Every answer reads from your single source of truth, and shows its working.
ERP · warehouse · planning · sheets
Zero
Hallucinated figures. Simo computes on your data — it never invents a number.
Deterministic by design
How Simo works

Ask it like you'd ask your sharpest analyst.

No formulas. No BI backlog. No waiting on the FP&A queue. Simo turns a plain-English question into a defensible, sourced answer in seconds.

Ask in plain English

Drop the pivot tables. Type the question the way you'd say it out loud and Simo handles the modelling underneath.

“Show Q3 gross margin vs budget, by region.”

It computes — it never guesses

Simo runs the model on your real data. Every number is calculated and cited, not generated. The analyst that never guesses.

Deterministic math · full audit trail on every figure

Connected to your stack

NetSuite, Workday, your warehouse, your planning tool, the messy spreadsheet on someone's desktop. Simo reads them as one.

Live, governed, single source of truth

Audit-ready by design

Every answer ships with its assumptions, formulas and sources. Hand it to the board, the auditor, or the regulator without a rebuild.

Assumptions · formulas · lineage, every time
Your whole model, on autopilot

Stop building the report. Start reading the answer.

Ask once and Simo fills the entire model — every cell computed on your data, every figure traced to source. The month-end pack, built live in the time it takes to read this.

FY26 Variance · August actuals vs budget Computing…
RegionRevenueRev vs BudEBITDAMarginSimo's read
North America
$15.4M
+2.4%
$3.8M
24.7%
Beat on net-new and upsell
EMEA
$7.9M
−11.0%
$1.0M
12.7%
Enterprise deals slipped into September
APAC
$4.6M
+1.8%
$0.9M
19.6%
On plan; modest FX tailwind
LATAM
$2.2M
−4.3%
$0.3M
13.6%
Soft pipeline — flag for Q4 re-forecast
Total
$30.1M
−2.1%
$6.0M
19.9%
Below plan on EMEA timing, not demand
Sources General ledgerBudgetCRM pipelineFX ratesHeadcountRev rec Click any cell to trace its formula →
What you can ask

From a question to a defensible answer in seconds.

Tap a question to watch Simo work. These are real FP&A workflows — sensitivity, budgets, forecasts, variance, scenarios, board reporting.

SSimofinance agent
Ask Simo anything about your numbers…
Trust & security

Built to stand in front of a board — and an auditor.

Generative AI guesses. Simo is engineered for the one place a guess is unacceptable: your numbers.

Deterministic

Simo computes on your data with your logic. Same question, same answer — every time.

Fully auditable

Every figure carries its source, formula and assumptions. Click any number to trace it home.

Private by default

Your data is never used to train a model. Isolated tenancy, encrypted in transit and at rest.

Enterprise-grade

SSO/SAML, granular RBAC and row-level permissions that mirror your org.

A chatbot guesses. An analyst answers.

Simo is the difference — generative speed with the discipline of a number you can put on the record, in front of the board, under audit.

AIA general-purpose chatbot
Invents a plausible-looking number
Can't show where the figure came from
Gives a different answer each time
Confident — even when it's wrong
SSimo
Computes on your actual data
Traces every figure back to source
Deterministic — same answer, every time
Audit-ready by design

Reimagine finance.
Starting with your next question.

Join the FP&A teams, controllers and CFOs putting Simo to work on the numbers that matter.

Built for the office of the CFO · Early access onboarding in days, not quarters