AI-Powered Financial Intelligence

Your AI-powered
virtual CFO

Track expenses, build budgets, forecast cash flow, and get funding-ready — all powered by AI that understands small business finance.

14-day free trial Cancel anytime Secure payment via Stripe
Triune Finance AIPowered by Claude
I spent $12,000 last month. Am I on track to be profitable by Q3?
Based on your tracked data: your monthly revenue is trending at ~$18K with $12K expenses, giving you a 33% profit margin. At this pace, you're already profitable. Here are 3 ways to increase margin by another 10%...
24/7
AI CFO Available
Forecasts
Cash Flow Predictions
Funding
Readiness Scoring
$19/mo
Starting Price
Features

CFO-level clarity for every small business

Everything you need to understand, manage, and grow your business finances — powered by AI.

Core

AI Finance Chat

Ask anything about your finances in plain English. Get instant analysis, advice, and action plans.

Transaction Tracking

Log income and expenses by category. AI auto-categorizes and flags anomalies.

Budget Builder

AI-generated budgets tailored to your business type, revenue, and goals. Adjust with drag-and-drop.

Growth

Cash Flow Forecasting

See your financial future. AI projects cash flow 3–12 months out with seasonal adjustments.

Growth

Scenario Planner

Run what-if analyses: hiring, loans, price changes. See the financial impact before you commit.

Goal Tracker

Set financial milestones and track progress. AI suggests adjustments to keep you on target.

Growth

Tax-Ready Reports

P&L statements, expense breakdowns, and CPA-ready exports. Tax season without the panic.

Growth

Funding Readiness

Score your business against SBA and bank lending criteria. Generate lender-ready financial documents.

Growth

Virtual CFO Mode

Strategic financial guidance: pricing, expansion, industry benchmarks. Like having a CFO on retainer.

Simple Pricing

CFO-level insight.
Small business price.

Start with a 14-day free trial. Cancel anytime.

Essentials

For solopreneurs getting control of their finances

$19/month
Start 14-Day Free Trial

Billed monthly after trial ends

AI Finance Chat Transaction tracking Budget builder Basic financial reports Monthly spending breakdown 1 user seat
MOST POPULAR

Growth

For businesses ready for full financial intelligence

$49/month
Start 14-Day Free Trial

Billed monthly after trial ends

Everything in Essentials Cash flow forecasting Scenario planner (what-if analysis) Goal tracker with milestones Tax-ready reports & P&L export Funding readiness & document generator Virtual CFO mode in chat Priority support 3 user seats

Why small businesses choose Triune AI Finance

Built for business owners who want financial clarity without the cost of a full-time CFO or bookkeeper.

CFO-quality for $19–49/mo

Replace expensive advisors

Get the same financial analysis, forecasting, and strategic advice that costs $5,000+ per month from a fractional CFO.

Clarity in minutes

Understand your numbers

Stop guessing. See exactly where your money goes, what your margins look like, and whether you're on track — explained in plain English.

SBA & bank loan prep

Get funding-ready faster

Know your lending readiness score, generate financial documents lenders want, and get specific improvement steps.

Frequently asked questions

How does the 14-day free trial work?

You set up your payment method when you sign up, but you won't be charged until day 15. Cancel anytime during the trial and pay nothing.

Is this a replacement for my accountant?

Triune AI Finance is a planning and analysis tool — it helps you understand your finances, build budgets, and make smarter decisions. For tax filing, audits, and legal compliance, you'll still want a CPA. But you'll walk into that meeting way more prepared.

Does it connect to my bank account?

Not yet — that's on our roadmap. For now, you add transactions manually or describe them to AI for auto-categorization. This actually gives you more control and awareness of your spending.

What AI model powers it?

We use Anthropic's Claude, one of the most advanced AI models available. It's specifically configured for financial analysis and small business advisory.

Is my financial data secure?

Yes. All data is encrypted in transit and at rest. We use Supabase for secure authentication and database storage, and Stripe for payment processing. We never sell your data.

Ready to take control of your finances?

Try Triune AI Finance free for 14 days. Budgets, forecasts, and financial clarity — cancel anytime.

Start Your 14-Day Free Trial