Most businesses need great bookkeeping every month. A CFO only when it counts — raising capital, forecasting, or scaling fast. CFO OS is built for both.
Explore CFO OS — no signup required. Toggle between modules to see the platform in action.
CFO OS replaces your fragmented finance stack — from basic bookkeeping to investor-grade reporting — with a single AI-native platform.
MRR, ARR, NRR, GRR, LTV, CAC, payback period, and churn — live-synced from your billing system and automatically benchmarked against industry standards.
Photograph or upload any receipt. AI extracts vendor, amount, date, and category instantly — auto-reconciled to your chart of accounts.
Model growth scenarios, hiring plans, and fundraising timelines. Drag sliders and see your valuation, runway, and ARR projections update in real time.
Automated valuation modeling, investor data room, cap table management, term sheet analysis, and readiness scoring — all in one place.
Sales tax filing across all nexus states, 1099 generation, R&D credit detection, quarterly estimated taxes, and year-end prep — fully automated.
Ask any financial question in plain English: "What's our runway if we hire 3 engineers?" or "How does our NRR compare to SaaS benchmarks?" — instant answers.
One-click board decks, investor updates, and monthly financial packages — formatted to institutional standards and sent automatically.
Native two-way sync with QuickBooks, Xero, NetSuite, and Stripe. Your books stay in perfect reconciliation without manual data entry.
13-week rolling cash flow forecasts, payment timing optimization, and burn rate alerts — so you're never surprised by your cash position.
Most businesses don't need a CFO on retainer — they need accurate, timely financial records they can trust. CFO OS partners with experienced accountants who deliver monthly bookkeeping, reconciliation, and reporting backed by the full power of the platform.
Upgrade to CFO Advisory any time the situation calls for it — raising capital, planning for growth, or navigating a financial decision. The books are always ready because the platform never sleeps.
CFO OS by Nativ6 isn't just software — it's a complete financial leadership solution. Our CFO Advisory service pairs AI-powered analysis with experienced finance professionals who know SaaS, know investors, and know how to scale. Engage a CFO when you're raising capital, building forecasts, managing a cash crisis, or scaling rapidly — and let accounting handle the rest.
Every CFO engagement is backed by the full CFO OS platform — so your financial data, models, and reporting are always live, always accurate, and always board-ready.
CFO OS is fully white-label ready. Accounting firms, financial advisors, fractional CFO providers, and fintech companies can deploy a fully branded version of CFO OS — under their own logo, domain, and client experience.
Generate recurring SaaS revenue, deepen client relationships, and offer AI-powered financial intelligence as your own product — powered by Nativ6 infrastructure.
Annual license + monthly platform support fee. All tiers include ongoing updates, security, and infrastructure.
Pick the software plan that fits where you are today. Add accounting services when you want expert execution. Layer in CFO Advisory when the stakes call for it.
Whether you're interested in the platform, accounting services, fractional CFO advisory, white-label licensing, or investment — we respond within one business day.