Turn CFO expertise into winning proposals automatically
AI that learns your financial models and generates funding requests, board decks, and budget proposals.
Backed by the best
Proposal deadlines drain CFO bandwidth
Board meetings arrive with 48-hour notice demanding comprehensive funding proposals. Investment committees request detailed capital allocation models while you're closing monthly books. Budget season hits and department heads flood you with requests requiring individual financial analysis and approval recommendations. Each proposal means hours recreating similar financial models, hunting through Excel files, and reformatting the same core metrics.
- Board requests funding proposal with two days notice
- Recreating ROI models from scratch for similar investments
- Hunting through multiple Excel files for historical data
- Reformatting cash flow projections for different audiences
Your financial intelligence scales to every proposal
- Generate complete funding proposals with financial models, risk analysis, and board-ready formatting
- Transform department budget requests into comprehensive investment recommendations with ROI calculations
- Create investor presentations pulling live data from your financial systems and updating automatically
- Build board meeting materials connecting P&L trends, cash flow forecasts, and strategic recommendations
How it works
- 01
Connect systems
Link your financial tools, spreadsheets, and data sources through guided authentication setup.
- 02
Build knowledge
AI learns from your models, templates, and successful proposals to understand your approach.
- 03
Generate proposals
Request any financial proposal and receive complete documents with live data and citations.
What Brainvolt brings to your workflow
Contextual Financial Intelligence
AI draws from your connected financial systems, Excel models, historical proposals, and real-time market data to generate comprehensive funding requests with accurate projections and risk assessments.
Compounding CFO Knowledge
Every financial model, successful proposal template, and board presentation becomes reusable intelligence. AI remembers your approval criteria, formatting preferences, and analytical frameworks across all future proposals.
Live System Integration
Built-in connections to financial systems, Google Sheets, and databases mean proposals pull current cash flow, budget variance, and performance metrics automatically with source citations.
Automated Proposal Workflows
Schedule recurring budget reports, automate monthly board packages, and set up approval workflows that generate investment recommendations based on your established criteria and thresholds.
Frequently asked questions
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