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Financial planning and analysis platform for tech SMEs working with multiple data sources.
AustinFounded 2022
FinTech
🟢 Raising seed — $100K target
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Financial planning and analysis platform for tech SMEs working with multiple data sources.
Cofi has built a powerful next generation financial planning and analysis tool that enables lean finance teams to eliminate archaic and time-consuming manual reporting and modeling efforts by seamlessly connecting data-sources and offering a state-of-the art analytics, modeling, and reporting engine. CoFi offers one of the most flexible and easy-to-use options in the market, at competitive prices. CoFi has also gained impressive GTM traction after just 3 quarters in the US market by signing up 10 clients and $70K in ARR, and have an exciting product roadmap looking to develop game-changing AI/ML functionality like an AI copilot, automatic error-correction, and automatic forecasting.
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Alex Irigoyen
founder
Luis Rietti
board
Francisco Espino Romero
founder
Today, B2B SaaS finance teams are required to work with more data sources than ever before, tighter timelines, and in smaller teams - and Excel cannot keep up! Cofi offers the most flexible and cost-effective option to unlock productivity and creativity in Finance teams.
A global payment company manages 30 subsidiaries, each dealing in different currencies.
Challenge: Consolidating and standardizing financial data from 20+ currencies and various subsidiaries is complex.
Solution with Cofi:
Multi-Currency Handling: Cofi consolidates financials from different currencies into a unified format. Data Standardization: Ensures consistent financial reporting across all subsidiaries. Real-Time Insights: An immediate, consolidated financial overview of the entire operation is offered. Scalability: Adapts to the growth and changes in each subsidiary's financial processes. Strategic Decisions: Facilitates informed decision-making with clear financial insights.
Outcome: Cofi streamlines the company's financial management, providing a comprehensive view for better strategic planning and a strong global financial stance.