An AI CFO for US startups

Know exactly how long your cash lasts.

Ozzie is your always-on CFO. He reads your bank data every day, finds the money you're wasting, and answers "can we afford it?" in plain English.

Two minutes to set up · Read-only · Never moves money

Never moves your moneyRead-only bank accessEvery action loggedPlain English, no jargon

How it works

Set up in two minutes. Then he works every day.

No spreadsheets, no onboarding calls. Connect your bank, tell him your company's name, and he's on the job.

1

Connect your bank

Drop in a CSV export from your bank. Ozzie can see money — never move it.

2

He reviews every morning

Runway, burn, subscriptions, price hikes, idle cash. Checked daily, explained simply.

3

You decide, he drafts

He tells you what to do and drafts the email. You hit send. Nothing happens without you.

What he finds

The money leaks every startup has.

Every finding comes with the math and one clear next step.

Saves $120/mo

You're paying for Notion twice

Two workspaces bill the same card. Cancel the one nobody's used since March.

Draft the cancel emailWhy?
+$180/yr

Figma went up from $75 to $90

A 20% jump with no notice. Ask for the old rate or drop two seats.

Ask for the old priceWhy?
Runway 5 mo

At this burn you run out in May

Cutting $6k/mo in tools and ads gets you to September.

Show me the planWhy?
Idle cash earning nothingOverlapping toolsNew recurring chargesBurn creeping upCash-positive milestones

Ask anything

"Can we afford it?" Ask out loud.

Tap the mic and talk to Ozzie like you'd talk to a CFO. He answers with numbers from your actual bank data — not guesses.

Can we afford two more engineers?What happens if revenue drops 20%?When do we need to raise?

Your money, your call

Ozzie never moves a dollar.

He's an advisor, not an autopilot. You decide how much he's trusted to do — and every step he takes is written to a tamper-proof log.

Default

Advise

He finds problems and explains them. You do everything.

You approve

Draft

He writes the cancel email or vendor note. You read it and hit send.

Coming later

Act

Small, pre-approved actions within caps you set. Off until you turn it on.

Read-only bank dataPasskey sign-in, no passwordsEach company's data kept separateAppend-only audit log

Pricing

Free while we're in beta.

No card needed to start.

Beta
$0while in beta
  • Daily review of every account
  • Unlimited questions, by text or voice
  • Drafted emails for every finding
  • Up to 3 companies
Meet Ozzie — free
Team
Laterpricing after beta
  • Everything in Beta
  • Invite your co-founder and accountant
  • Board-ready monthly summary
  • Priority support
Get started

Questions

Fair questions.

Is Ozzie a real person?

No. Ozzie is an AI agent with a fixed personality. He'll always tell you so, and he shows his math for every number.

Can he move or spend my money?

No. He only reads your data and can't make payments. At most he drafts emails for you to send.

Who is it for?

US startups and small businesses — especially teams without a full-time finance person.

What if he gets a number wrong?

Every figure comes from your own data with a "Why?" link showing the calculation. If something looks off, tell him and he'll correct it.

Stop guessing your runway.

Ozzie's first review takes about two minutes.

Meet Ozzie — free
ozzie.Ozzie is an AI. Not financial, legal, or tax advice.

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Companies

Passkeys

What Ozzie remembers

Passkey support on this device