Offerio Finance

Your Numbers Have Answers. Just Ask.

Make smarter financial decisions with AI that's private by design. Offerio helps your finance team analyze numbers, prepare forecasts, and turn complex financial data into clear answers.

Includes Offerio Companion
Microsoft Teams
OfferioAIFinance assistant · Available
Elena · 8:30 AM
XLS
Q3_actuals_vs_budget.xlsxGL export · 3 tabs
Make me a Q3 board report from this data. Explain the main variances.
OfferioAI8:31 AM
Your Q3 board report is ready. Revenue finished 2.9% over budget; contractor spend is the largest variance, with commentary drafted.
PDF
Q3 Board Report.pdf12 pages · P&L, variances, cash outlook
✓Sent to Controller · Doc ID 5b7e21c94d03
Type a message

Every month, finance assembles the same reports by hand and writes the same explanations of what changed and why.

Offerio Finance writes them for you.

qb
A finance professional reviewing reports
Variance flaggedContractor spend +10.2%
Prepare the Q3 Board package.
Reading QuickBooks actuals
Comparing against budget
Drafting the executive summary

A governed AI analyst for your finance team

Offerio Finance is the OfferioAI assistant for CFOs, controllers and FP&A leads. It reads your actuals, budgets, sales and payroll data, then produces P&L analysis, cash forecasts, MD&A drafts and Board packages.

Each report is routed for approval and traceable through its Doc ID. It runs as a private AI system, deployed for your organization, so your financial data stays yours.

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Built for how finance teams actually report

The explanation comes with the numbers.

Each variance arrives with commentary on what moved and why, ready for management to read.

Built from your own data.

Actuals from QuickBooks, plus your budget, sales and payroll data. All of it stays inside your deployment.

Asked where your team already works.

Request a review or forecast in Teams or Slack. The report comes back in the same thread, with no new tool to learn.

qbQuickBooksTestedBudget dataSales dataLabour and payroll dataMicrosoft TeamsSlack
A private model. Your data stays yours.Offerio Finance runs on a private model deployed for your organization. Your financial data belong to you and stay inside your environment.

Up and running in four steps

From deployment to your first report, without changing how your team works.

1
Choose your deploymentRun Offerio Finance as virtual or dedicated on-prem. Your financial data stays in your environment.
2
Connect your dataLink QuickBooks for actuals and add your budget, sales and payroll data as sources.
3
Set roles and approversDecide who can request reports and who approves MD&A and management reviews.
4
Ask in Teams or SlackRequest a review, forecast or variance analysis. Reports come back with a Doc ID.
Explore Deployment Options
A REAL WORKFLOW, SIMPLIFIED

A 12-week cash forecast, on request

Opening cash, expected inflows and outflows, weekly net movement and closing cash, with the weeks that need attention flagged.

1You ask
Microsoft Teams
Build a 12-week cash forecast from current receivables, payables and payroll.
2OfferioAI forecasts
Closing cash by week
W1W7W12
3You get
Shortfall flaggedWeek 7Cash drops to $1.26M, $40K below your minimum balance.
Doc ID:c4a19e7f3b20
Sent for approval
Book a Demo

From request to finished report

Monthly and quarterly review
TaskCombine separate reports into one view of the business.
OfferioAIConsolidates revenue, expenses, profitability, cash, variances and KPIs.
You getA management review with financial commentary.
P&L analysis
TaskWork out what changed and why.
OfferioAICompares current results with prior period and budget.
You getMajor movements, margins, significant variances and a summary of findings.
MD&A
TaskWrite the narrative for management, the Board or investors.
OfferioAIDrafts commentary on performance, trends, risks and variances.
You getA draft and an approval-ready final version.
You can also work on
Budget vs. actualSales and revenue analysisCost and margin analysisLabour cost analysis12-week cash forecast
Financial projectionsLiquidity viewScenario analysisTrend analysisMulti-entity reviewCFO dashboard
Board and investor package
Approvals and controls
Explore Governance & Admin
Approval before circulationReports and MD&A route for approval before they circulate.
Exported as PDF and deckApproved reports export as a PDF and a presentation deck, with status and history in one place.
Traceable figuresEvery figure traces back through its Doc ID.
Explore other departments

One platform, every department

Offerio AccountingFrom receipt to approved entry, without the data entry.
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Offerio SalesA current CRM, without asking reps to update it.
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Offerio MarketingOn-brand content, approved and published from one conversation.
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Offerio CompanionAnswers from your own documents, in the chat you already use. Included with every department.
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Bring your month-end to the demo

We'll show you the reports your team builds by hand, produced by Offerio Finance.

Book a DemoContact Us