Media
5 items
Description
AI FP&A teammate for fractional CFOs. Automate reporting, sync any data source, and scale to more clients directly in Google Sheets Lucy is the AI-native teammate designed for fractional CFOs who need to scale. Stop switching between tabs and manual exports—Lucy brings your data into your spreadsheet and learns your workflows. - Automated Actuals: Connect QuickBooks, Shopify, and more to update reports and models in real-time. - Process Learning: Record a video of your manual reporting steps; Lucy learns the logic and replicates it for you. - Natural Language Insights: Ask Lucy questions about revenue trends, inventory, or payments and get data-backed answers in plain language. - Multi-Tenant by Design: Built for CFOs managing multiple portfolio companies with scoped access. Scale your practice without hiring more analysts. Lucy handles the data, you handle the strategy.