Automated financial
due diligence &
‍portfolio monitoring

We partner with asset management firms and their portfolio companies to automate data normalization, integrate third-party data, and refine workflows—empowering data-driven decisions that maximize portfolio and fund performance.

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Join us in optimizing how you interact with your data

Automation & Collaboration

Data-driven organizations outperform their peers
by leveraging data as a strategic asset.

⏱ Real-time financial and performance reporting

Obtain a comprehensive view of your company’s financial situation, create customized reports & dashboards, and surface insights in real time with your key stakeholders.

🚀 Automate
spreadsheet tasks

Stop copying and pasting! Prevent errors due to manual data entry and achieve a 10x faster financial closing & reporting process without worrying about data consistency issues.

🤝 Enable
collaboration

Gain organizational alignment by ensuring everyone is viewing the same data, enabling real-time collaboration between teams in a secure data environment.

🔮 Predictable
performance

Forecast future performance, tackle revenue leaks, and measure effectiveness by leveraging continuous planning capabilities along with a comprehensive metrics suite.

How it works

ERP

CRM

HRIS

Quickbooks

Salesforce

ADP Workforce Now

Xero

Hubspot

Gusto

Oracle Netsuite

Pipedrive

Bamboo

Sage Intacct

Zoho

Workday

Microsoft Dynamics

Rippling

Data integration and normalization from all portcos

Connect multiple cloud and on-premise data sources from portfolio companies, including accounting, CRM, HRIS, spreadsheets, and much more. Automatically normalize data across all portfolio companies to create a unified, consistent database.

Centralized metrics for efficient portfolio reviews

Get centralized, auditable metrics to streamline portfolio reviews, speed up LP reporting, and quickly identify new investment opportunities. All from one single workspace.

Clear communication between asset managers and portfolio companies

Facilitate seamless collaboration and clear communication between asset managers and portfolio companies, ensuring all sides have access to the same, reliable information. Give both teams a single source of truth.

Benchmark for actionable insights and enhanced portfolio performance

Provide valuable insights that drive performance improvements. With clear comparisons across key metrics, portcos gain actionable guidance on where to focus efforts and optimize growth. Align all teams with shared insights to fuel strategic, data-driven improvements.

Best in class solution for data management

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➡️ Fast onboarding

Exponentially faster than legacy solutions. Start planning within hours.

⚙️ Self-sufficient solution

Users can customize their metrics, plans, and reports without any external support. Anytime, anywhere.

✅ Reliable and consistent data

Reference a single source of truth for more confident data decision-making.

🎨 Fully customizable

Build your own metrics catalogue, plans, and reports. No two companies’ metrics look the same.

🏗 User-friendly

cofi.ai is built with the user in mind. Our UI/UX is simple and powerful, focusing only on what matters. No distractions.

⭕️ Customer centric

Need help? Our team is there for you 24/7 around the clock.

Success stories

What executives say about cofi.ai

Explore case studies

Highly recommend. cofi.ai is more than an elegant FP&A tool; the team is exceptionally bright and has been an essential auxiliary FP&A resource for our early stage company. cofi.ai’s analytical engine is robust and has an almost “Notion-like" UI that’s highly customizable. I am a self-proclaimed cofi.ai evangelist and am happy to serve as a reference.

Rob Tompkins

CFO at RiskScout

We looked for a platform that could have the flexibility to work with diverse financial data structures, dimensions, and reporting needs. We chose cofi.ai to help bring greater visibility into portfolio company performance. Before implementing cofi.ai, Edge Capital encountered challenges with fragmented information and excessive manual work.

Luis Rietti

Partner at Edge Capital

Automated financial due diligence &‍portfolio monitoring