AI CFO software: how to compare options without being sold a demo

The category is three different products

**Reporting layers** sit on top of an existing accounting system and visualise it. **Forecasting tools** model cash and scenarios. **Intelligence platforms** ingest raw documents, build the ledger themselves and then report. Most disappointment comes from buying one and expecting another.

Ten questions to ask in any demo

1. Can it read a bank statement PDF it has never seen before?
2. Does it produce double-entry records, or only categorised transactions?
3. Can I click from a reported number to the source document?
4. Which numbers are computed in code and which are generated by a language model?
5. What happens when the data needed for a metric is missing?
6. Does it backtest its own forecasts and publish the error rate?
7. How does it handle several currencies in one workspace?
8. Who in my team can see what, and is there an audit log?
9. Where is my data stored, and is it used to train models?
10. What does it cost at ten times my current document volume?

Red flags

A tool that never says a metric is unavailable is inventing numbers. A forecast with no historical error rate is decoration. A demo that only works on the vendor sample file will not survive your statement formats.

Matching the tool to the situation

• Clean books in an established system, need better reporting: a reporting layer is enough.
• Cash is the constraint and the board wants scenarios: a forecasting tool.
• Documents arrive as PDFs from several banks and entities, and the ledger itself is the problem: an intelligence platform.

Where NanoFora sits

NanoFora is the third type: it reads the documents, builds the double-entry records, runs ratios and audit checks over them, and shows the evidence behind every figure. Read AI financial intelligence explained or see pricing.