AI Powered Finance
Your data already tells a story — Tali turns it into action.
cofi.ai gives portfolio companies an AI-powered finance workspace that connects data, automates reporting, and surfaces insights investors trust — immediately accessible.
High-growth companies choose cofi.ai because it helps them…
Smarter Forecasting = AI Models That Think Ahead
Faster Reporting = Instant Board Packs
Clear Visibility = Real-Time Financial Clarity
Speed, clarity, and confidence to scale.
cofi.ai turns your finance team into a growth accelerator —
automating the manual, amplifying your impact, and keeping every number investor-ready.
Real-time portfolio monitoring
Obtain a comprehensive view of your portfolio 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
Built for Action
Your team shouldn’t wait months to see impact.
With cofi.ai, portfolio finance teams can be live in days, running on clean, connected data and an AI co-pilot that’s tuned for finance.
Connect ERP, CRM, and HRIS systems — no IT setup required.
Tali - Your AI Co-Pilot for Finance
Tali works behind the scenes to accelerate your team's best work:
-Builds interlinked models
-Benchmarks using live external data
-Flags anaomalies and explains root cause
-Turns forecasts into continuous planning
Stay Aligned With Your Investors
Collaborate in real time with your PE partners using shared, reliable data. Keep everyone on the same page—no back-and-forth, no surprises.
Benchmark Against Top Performers
Compare your performance to peers, uncover what’s working, and take action faster. Use insights to drive growth and value.
Customer Stories
"cofi.ai gives us the flexibility to manage minority and majority investments without overcomplicating. The onboarding has been white glove, and the dashboards are a game-changer—easy to update, tailored to each company, and a huge time saver for our team.”
Niket Parikh, Managing Director at Full In Partners
Read full storyExplore all customer stories→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.
Start enjoying cofi.ai now
Contact us today to see how the cofi.ai platform can help your organization leverage data to shift performance.
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