CFO AI Agent - Your Always On AI Tax Expert
Running a business means staying sharp with taxes, compliance, and growth. Our CFO AI Agent gives you real-time, expert-level tax answers, on-demand, with AI precision.
Features:
- Cut through tax complexity with instant, AI-powered answers via CodeCrush
- Relentlessly surface missed deductions that grow your bottom line with DeductionDiver
- Stay ahead of shifting financials with Real-Time TaxPulse for live tax strategy insights
- Ensure bulletproof compliance with AuditArmor's secure, IRS-ready data at your fingertips
- Model tax-efficient growth plans that protect cash flow with GrowthTax Blueprint
CFO AI Agent - Your Always On AI Tax Expert
Running a business means staying sharp with taxes, compliance, and growth. Our CFO AI Agent gives you real-time, expert-level tax answers, on-demand, with AI precision.
Features:
- Cut through tax complexity with instant, AI-powered answers via CodeCrush
- Relentlessly surface missed deductions that grow your bottom line with DeductionDiver
- Stay ahead of shifting financials with Real-Time TaxPulse for live tax strategy insights
- Ensure bulletproof compliance with AuditArmor's secure, IRS-ready data at your fingertips
- Model tax-efficient growth plans that protect cash flow with GrowthTax Blueprint
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The Challenge
Tracking E-Commerce Marketing ROI Is More Complex Than Ever
Disconnected Systems Keep You Guessing
Disconnected tools and scattered systems leave you in the dark about which campaigns, products, or customer segments truly drive ROI. This leads to missed opportunities, wasted budgets and stalled growth in your e-commerce efforts.
Your Resources Without Data Mean Nothing
Lack of visibility into your sales data keeps you from spotting high-impact opportunities. The result? Misaligned budgets, inefficiencies and missed targets. The only right way to increase revenue is to align the right resources with your growth strategy.
Forecasting Sales Lift Without Predictive Analytics is a Challenge
Forecasting sales without predictive analytics is like driving blind. Without advanced tools, anticipating trends and adapting strategies in real time, you can’t adjust to trends or make confident decisions. You risk seriously jeopardizing your online business growth and leaving revenue on the table.
Trusted by more than 1,000+ companies around the world
Your AI CFO—Always Ready, Always Accurate
Running a business means staying sharp with financial decisions, compliance, and growth opportunities. The GreenWave CFO AI Agent works like a tax and finance expert on call—delivering instant answers, spotting opportunities, and keeping you audit-ready at all times. Whether you need to uncover hidden deductions, model tax-smart growth, or track real-time compliance risks, this assistant works around the clock to keep your business ahead of the curve.
Spot Financial Risks Before They Grow
The “Red Flags in my Biz” tool instantly scans your latest financial data to detect anomalies, compliance risks, or cash flow threats—so you can act before they impact your bottom line.
Cut Through Tax Code Complexity
Code Crusher breaks down the U.S. tax code into clear, actionable answers—citing exact sections when needed. No more digging through IRS manuals or waiting on consultants.
Find Every Possible Tax Break
Deduction Diver goes beyond the basics, surfacing industry-specific deductions your business may be missing. It compares your expenses to a vast database of tax strategies, so you can capture every eligible saving.
Stay in Sync with Your Tax Position
Real-Time TaxPulse monitors your financial activity live and alerts you when key thresholds or opportunities arise—keeping your tax strategy optimized all year round.
Be Audit-Ready at Any Moment
Audit Armor keeps an IRS-ready audit package on standby, including all documentation, code references, and transaction histories—so you’re never caught off guard.
Ask Anything, Your Way
Don’t see your exact question listed? Simply type your own. From “How can I reduce my Q4 tax liability?” to “What’s our capital gains exposure this month?”—the CFO AI Agent understands plain language and delivers precise, data-backed insights.
Solution Overview
As a CFO, you’re always looking to tighten financials and stay ahead of the curve, and TaxNav is a tool that can make that happen for your business. It’s like having a tax expert on call, without the cost of one
TaxNav frees up your time to focus on driving growth instead of wrestling with tax forms. It delivers CFO-grade precision that makes your job easier and strengthens your business. Any finance leader looking to own their tax strategy without the usual headaches should give it a look.
Code Crush
CodeCrush feature cuts through the complexity of the US tax code, delivering clear, actionable answers in minutes—not days. You won’t need to dig through IRS manuals or wait on consultants for routine tax questions.
DeductionDiver
The DeductionDiver is a standout—it relentlessly spots every tax break your company qualifies for, from R&D credits to equipment depreciation, all tailored to your P&L. Last quarter, it flagged deductions that would’ve been missed, directly boosting net income by a solid margin.
Real-Time TaxPulse
Real-Time TaxPulse keeps you on top of your tax position as financials shift, so you’re not scrambling at year-end. It’s essentially a live dashboard for your tax strategy.
Audit armor
Compliance is where TaxNav shines. Its AuditArmor feature keeps IRS-ready data at your fingertips, so your business won’t get blindsided. It auto-tracks tax code changes, eliminating last-minute surprises. And with Locked-Down Data, your financials stay secure.
GrowthTax Blueprint
The GrowthTax Blueprint is a major win for strategic planning. It helps model tax-efficient ways to fund expansion without draining cash flow.
AI & BI Solutions for Any Industry
Retail & E-commerce
Boost your bottom line by tracking sales lift in real time, optimizing product performance and staying ahead of shifting consumer trends. Drive success online and in-store with insights designed to maximize your sales potential.
Manufacturing
Forecast demand with precision, streamline production schedules and keep your supply chain running like clockwork. Use predictive analytics to align inventory with sales and use every opportunity for efficiency.
Healthcare & Pharmaceuticals
Win patient loyalty and drive revenue with data that works for you. Analyze outreach effectiveness, forecast product performance and gain trusted insights to grow your business with confidence.
Finance & Insurance
Turn data into decisions that pay off. Master the game of lead generation, customer acquisition and financial offerings by pinpointing the marketing efforts delivering the highest ROI.
Hospitality & Travel
Make every season a win. Stay ahead of trends with real-time intelligence, fine-tune campaigns for maximum impact and keep your booking calendar full.
Transparent, Simple Pricing.
No surprises, just clear value.
PLAN ANNUALLY
$77,000
/Year
We Bring Your 12-Month BI Vision to Life with Instant Scalability.
- Embedded Business Consulting
- Ontology 1st Design
- Data Centralization and Governance
- Agentic Use Case Design and Deployment
- Beautiful Dashboards
- Data Platform Architecture
- Data Platform Implementation
- Team Enablement in AI and BI
- Process Design and Automation
- Data Modelling in Excel
PLAN MONTHLY
$7,000
/Month
FreshBI’s solution includes a setup process and a straightforward monthly subscription fee.
- Embedded Business Consulting
- Ontology 1st Design
- Data Centralization and Governance
- Agentic Use Case Design and Deployment
- Beautiful Dashboards
- Data Platform Architecture
- Data Platform Implementation
- Team Enablement in AI and BI
- Process Design and Automation
- Data Modelling in Excel
- Embedded Business Consulting
- Ontology 1st Design
- Data Centralization and Governance
- Agentic Use Case Design and Deployment
- Beautiful Dashboards
- Data Platform Architecture
- Data Platform Implementation
- Team Enablement in AI and BI
- Process Design and Automation
- Data Modelling in Excel
PLAN ANNUALLY
~1 Bitcoin
/Year
We Bring Your 12-Month BI Vision to Life with Instant Scalability.
Your Questions, Answered.
Frequently Asked Questions
Integration & Usability
Our system is designed for a seamless and secure connection. We use pre-built, secure connectors for all major financial platforms like QuickBooks, NetSuite, SAP, and others. Our team manages the integration into our custom data platform, ensuring a smooth setup with minimal effort required from your team.
Yes, easily. Our platform features robust, role-based access controls. You decide exactly which datasets the agent can see and which team members can interact with it. This ensures users can only access the data they are authorized for, preventing internal overreach and securing sensitive information.
Our system is built on a “facts over fiction” principle. The AI is grounded by two things: your company’s verified financial data and our curated knowledge base of current tax code. It is not permitted to “invent” answers. It can only generate insights based on the specific information it’s been given. For full transparency, an audit trail can be enabled to trace every piece of advice back to its source data.
No special expertise is required. We designed the agent with a simple, conversational interface. If you can send an email or a text message, you can use this tool. It’s built for intuitive use by any authorized executive or team member, allowing them to get expert-level answers without a technical background.
Security & Data Privacy
Absolutely not. Your data is yours alone. Each client operates in a completely separate, secure, single-tenant environment. Your information is never pooled, shared, or used to train any models other than your own.
We offer flexible hosting solutions to meet your security and compliance needs. While our standard offering is on secure public clouds like AWS and Azure, we can also deploy the agent in a private cloud environment or entirely on-premise within your own infrastructure for maximum control.
We protect your data with multiple layers of enterprise-grade security. All information is protected with end-to-end encryption, both in transit (while moving) and at rest (while stored). Access is strictly managed through rigorous identity protocols and the role-based permissions that you control.
CFO AI Agent Capabilities
Our credibility rests on the quality of our data. We employ a dedicated team that continuously monitors and updates the agent’s knowledge base with the latest federal and state tax codes, regulations, and rulings. The AI uses this verified, up-to-the-minute information as the foundation for every answer it provides.
Yes, absolutely. Transparency is key. Every answer generated by CodeCrush is accompanied by a verifiable citation or a direct reference to the specific section of the tax code it used, so your team can always confirm the source.
DeductionDiver goes beyond standard checks by cross-referencing your company’s spending against a vast knowledge base of industry-specific tax strategies, court rulings, and historical precedents. It actively looks for patterns and opportunities unique to your sector, flagging potential deductions that generic software and even human oversight can often overlook.
Yes. This is one of its core functions. You can set custom triggers for proactive alerts based on live data. For example, the agent can notify you if a series of transactions is about to impact your capital gains liability or if spending in a specific category is nearing a deduction limit, allowing you to make strategic adjustments before the quarter ends.
AuditArmor generates a secure, immutable “Audit Package” on demand. This package contains a complete, IRS-ready set of documentation, including detailed transaction logs, the logic behind specific tax treatments, direct citations for the tax codes applied, and a full history of the relevant financial data. It’s designed to make audit responses swift and stress-free.
It’s a highly flexible strategic sandbox. You can model complex scenarios like mergers, acquisitions, or new market entry by adjusting key variables. The agent then projects the short-term and long-term tax implications, cash flow impact, and compliance risks for each potential path, giving you data-driven insights to guide your most important growth decisions.
Yes. When integrated with your financial systems, the agent can automate the creation and delivery of numerous reports, such as quarterly estimated tax calculations, R&D tax credit summaries, or state sales tax reports. Because it’s connected to your live data, the reports are always current and accurate.
Let the AI guide you through real tax and compliance puzzles—live.
