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AJB Financial OS – Analyst Pro

Your AI-Powered CFO Analysis Suite for Small Businesses, Contractors, and Growing Teams

AJB Financial OS – Analyst Pro is a powerful AI financial engine built for business owners who need CFO-level insights without hiring a CFO.​

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Upload your weekly financial templates and the system instantly generates:

CFO-Grade Weekly Briefing

Automatically pulls insights from your uploaded files and returns:

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  • Cash position & runway

  • 30-day forecast

  • Payroll burn & risk

  • AP aging risks & vendor prioritization

  • AR aging & collections strategy

  • Project profitability & cost curve analysis

  • Key drivers that impact the business this week

  • Red flags every CFO would call out

  • 7-day & 30-day action plan

Automated AP & AR Risk Analysis

The system identifies:

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  • Overdue invoices

  • High-risk vendors

  • Credit hold exposure

  • Cash-critical customers

  • Immediate collections targets​

 

And recommends exactly what to do.

Intelligent Project Financial Review

For construction, service, and project-based companies:

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  • Percent-complete revenue

  • Over/under billing

  • Gross margin signals

  • Cost-to-complete validation

  • Change order gaps

  • Cash flow impact by project

One-Click Actions

No complex instructions.

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Just type:

  • Run: Weekly Briefing

  • Run: AP Strategy

  • Run: Collections Plan

  • Run: Project Review

 

The agent completes the structured analysis automatically.

Secure Private Workspace

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Your data stays private inside your member account.

Uploads never mix with other users’ data.

How It Works

  1. Join as a Member

  2. Upload your weekly financial templates

  3. Click or command: Run: Weekly Briefing

  4. Receive a full CFO-level analysis in seconds

Who It’s For

  • Small business owners

  • Solar, construction, or field-based contractors

  • Service providers

  • CFOs needing automation

  • Bookkeepers & accountants

  • Fractional CFOs who want to scale

Why It’s Different

Unlike generic AI tools, Analyst Pro is built on:

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  • A structured CFO decision model

  • Strict data-grounding rules

  • Verified financial templates

  • Multi-file cross-referencing

  • Zero hallucination enforcement

  • Professional reporting format

 

This is not a chatbot.

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It is a CFO engine.

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