Sunrise Creative Studio Business plan demo · Sample data only

AI CFO

Ask plain-language questions about your finances.

Sample conversation — these are static demo responses, not live AI.

How is my cash flow this month?

Money in is ₱69,000 and money out is ₱32,000, leaving +₱37,000 net this month. You also have ₱46,000 in unpaid invoices expected to come in.

Sample AI CFO answer
What should I review before closing the month?

A few items need attention: 1 expense is missing a receipt, 1 transaction needs a category, and 2 invoices are overdue. Clearing these keeps your reports accurate.

Sample AI CFO answer
Which invoices are overdue?

Two invoices are overdue: INV-1003 (Sunrise Cafe, ₱15,000, ~10 days) and INV-1004 (Acme Design Co., ₱9,000, ~45 days). The older one may need a direct follow-up.

Sample AI CFO answer
What are my top expenses?

Your largest costs this month are Rent & Utilities (₱15,000), Marketing (₱5,000), and Software & Tools (₱4,500). Operating expenses are your biggest report group overall.

Sample AI CFO answer
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