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AJB Financial OS – FAQ Section

What’s included in the Basic plan?​

 

The Basic plan gives you full access to the AJB Financial OS Agent, including:

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  • Weekly CFO-style briefings

  • Single-file uploads

  • Cash on-hand snapshot

  • AP & AR totals + aging summaries

  • Foundational project analysis

  • Vendor risk alerts (high-level)

  • File validation & missing data checks

 

Ideal for small businesses or individuals needing clear, consistent financial visibility.

How is Pro different from Premium?

Pro includes everything in Basic, plus:

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  • Multi-file upload support

  • 13-week cash flow forecast

  • Vendor payment prioritization

  • Collections acceleration strategy

  • Project margin diagnostics

  • Cost curve vs billing curve insights

  • Daily cash risk alerts

  • Priority file processing & support

Premium includes everything in Pro, plus:

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  • Multi-entity support

  • Custom dashboards & KPI design

  • Historical dataset ingestion

  • Monthly performance review

  • Advanced scenario planning

  • Top-priority processing queue

 

Pro = depth
Premium = automation + scale

Is my financial data secure?

Yes. Your data is:

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  • Fully encrypted

  • Private to your account

  • Never shared or sold

  • Never used for AI training outside your workspace

  • Deleted instantly when you remove your files

 

Your financial information stays under your control at all times.

Do I need financial experience to use the system?

No. The agent translates raw numbers into clear, actionable insights, including:

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  • Plain-language explanations

  • CFO-level recommendations

  • Risk flags

  • Step-by-step priorities

 

The system is designed for contractors, founders, operators, and teams without a dedicated finance department.

What file types are supported?

The AJB Financial OS Agent supports:

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  • Excel (.xlsx)

  • CSV

  • Google Sheets exports

  • AP & AR aging reports

  • Project/WIP files

  • Cash flow snapshots

  • Payroll files

 

Premium users may request custom ingestion formatting for unique file structures.

Can the AJB Financial OS replace a CFO?

No, but it dramatically amplifies and accelerates financial decision-making.

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You still make the decisions.


The agent provides:

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  • Analysis

  • Forecasting

  • Risk detection

  • Strategic recommendations

 

Premium users get near–CFO-level reporting without hiring one full-time.

 

Uses AI-powered financial analysis. [Learn how our AI works →]

Do you offer refunds?

AJB Financial OS subscriptions are non-refundable once a billing cycle begins. You may cancel at any time and retain access through the end of your billing period.

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For full details, see our Refund & Cancellation Policy.

Do you offer Enterprise or custom plans?

Yes. Businesses with multiple entities, complex reporting, or higher data volume can request a custom Enterprise solution.

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This includes:

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  • Dedicated ingestion formats

  • Multi-entity automation

  • Custom dashboard design

  • Advanced financial modeling

  • High-priority support

 

Use the Request Custom Plan button to start.

Will this actually improve my business financially?

Yes, that’s the purpose.

 

The AJB Financial OS system:

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  • Detects risks early

  • Strengthens cash flow

  • Improves margin understanding

  • Enhances forecasting

  • Provides CFO-level clarity

  • Helps prevent costly mistakes

 

Most businesses see measurable insights within the first 1–2 briefings.

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