AI Cfo, AI Managers
AI Cfo, part of Shelby's Marketing Intelligence platform. AI-powered funnels, ad optimisation and concierges for service businesses.
Most owners see their numbers monthly and quarterly, too late to act. George gives you weekly financial visibility across cashflow, margins, budgets and profitability, connecting the finance layer to the operational reality of the business.
- Track cashflow, runway and working capital
- Review revenue and expense trends by category, product and channel
- Compare budget vs actual across departments
- Analyse profitability by service, client and campaign
- Draft board-ready finance summaries
- Flag anomalies, missed invoices and expense outliers
Define finance scope
Cashflow, margins, budgets and reporting cadence.
Connect accounting data
Xero, MYOB or your existing ledger, read-only.
Configure alerts
Cashflow thresholds, budget variance, anomalies.
Deliver weekly briefs
Finance summary for owners and management.
Coordinate with advisers
Bookkeeper, accountant and tax adviser stay in the loop.
Frequently asked questions
Does the AI CFO replace my accountant?
No. Your accountant handles compliance and tax. George handles management finance, forward-looking cashflow, margin and budget visibility.
Can it monitor cashflow?
Yes. Live cashflow position, runway and working-capital alerts, configured to your risk thresholds.
Does it lodge BAS or tax?
No. Tax lodgement stays with your registered tax agent. George prepares supporting summaries and forecasts.
What accounting systems does it connect to?
Xero and MYOB are commonly supported, subject to your integration and permissions.