idoption

Finance & Controlling

CFO dashboard

3–5 days/month → 30 min

ERP + CRM + timesheets + expenses aggregated. Live answers to 'What's the margin on project X?'.

CriticalDiscuss this agent

How it works

It reads
  • Invoices & documents
  • ERP data
The agent
CFO dashboard3–5 days/month → 30 minPowered by Dust
Connects to your toolsSAPMicrosoft 365ServiceNowSharePoint
It delivers
  • Reconciliations
  • Dashboards

From pilot to production

  1. 01DiagnoseWe map the workflow, the data and the target metric - no generic template.
  2. 02Wire & iterateThe agent is connected to your real tools and refined with the people who use it.
  3. 03Measure & scaleAdoption is measured on real data, then the agent moves to production.
Our use cases

Pick the one that fits.

Your first agent in production.

We start from your real situation, not a generic template. Free diagnostic, 2h, concrete results on your context.

Book my diagnostic45 min, on your context. No generic pitch.

Free, 2h, no commitment, on your real data