Ask your numbers. Keep your data.
911CFO.ai gives engineering, construction and consulting firms one place to plan the budget, forecast cash and run the weekly numbers review — with an AI assistant that answers only from your own books.
How many months of cash do we have?
About 4.6 months at the current rate of spending. If the two large receivables due in November arrive on time, that extends to 5.3 months.
Sources
- Cash forecast, October
- Receivables aging, 30 September
Illustration with a sample firm's figures. The AI assistant is in development.
Your finances already live in too many places
The budget is in one spreadsheet, the cash forecast in another, job costs in the accounting system and the weekly review in someone's head. Public AI tools cannot help, because client and payroll data should never be pasted into them.
One plan
Vision, structure, budget and weekly rhythm in a single model your leadership team works from.
One forecast
A 12-month cash forecast that updates when the budget changes, so you see a shortfall months before it arrives.
One place to ask
Ask a plain question and get an answer drawn from your own documents, with every source named.
The Growth Way, built in
911CFO.ai follows the same four-step process 911-CFO uses with clients in workshops and fractional CFO engagements.
Vision
Decide where the firm is going and what kind of business it should be: legacy or lifestyle.
Structure
Build the accountability chart: vision, sales and marketing, operations and delivery, finance and support, and the integrator who brings them together.
Numbers
Put numbers to the story with a top-down and bottom-up budget and a 12-month cash forecast.
Rhythm
Run a weekly dashboard of 5 to 15 measures, each with an owner and a goal.
AI that answers only from your books
The assistant is designed for finance work, where a confident wrong number is worse than no answer.
Every answer names its sources
You see which report, forecast or ledger each figure came from, so your team can check it in seconds.
No source, no answer
If your documents do not cover a question, the assistant says so instead of guessing.
Never trained on your data
Your records are used to answer your questions and nothing else. One client's data is never visible to another.
Two ways to run it
Start in the cloud. Move to your own hardware when your clients or your policies require it.
Cloud
For most firms. Nothing to install: sign in with a second factor, work in your firm's own workspace, export to Excel at any time.
Private AI appliance
For firms whose clients require that data never leaves the building. The model, search and storage all run in your office. How the private AI appliance works
Built by CFOs and engineers
911-CFO is a fractional CFO firm with its own software engineering team. We built 911CFO.ai because our clients needed it, and we use it in our own engagements.
Every feature starts as a written requirement with a test, before any code is written. Security controls are designed around the FTC Safeguards Rule, which applies to financial institutions including tax preparers.
See it with your own numbers
We are opening 911CFO.ai to a small group of firms first. Tell us how you run your budget and forecast today, and we will show you what changes.