Optimize your company's financial management with Dave
Financial management extends beyond reporting. Dave brings together financial data, forecasting, and CFO-level analysis to provide a comprehensive view of business performance, uncover the drivers behind the numbers, and support informed decision-making. It gives you the insights needed to understand your current position and anticipate what lies ahead.
Dave's two modules
Let Dave handle the routine work – free up time and resources to grow your business.
Smart Dashboard: flexible and comprehensive reporting – updated automatically
Forget static PDF reports, fragmented systems, and tangled Excel spreadsheets.Dave Dashboard brings all your financial data and KPIs together in one clear view, letting you drill down into the numbers behind the metrics with just one click.
No more logging into five different software tools. The Dashboard brings your accounting, customer tracking, and operational metrics together in one place.
Go beyond the totals. With a single click, drill down from any chart or KPI to the underlying transactions and individual line items behind the numbers.
Hover over the ARR Bridge chart and instantly see what makes up the month’s ARR change: new business, expansion revenue (upsell), and customer churn.
Build and customize exactly the views your management team, board, or investors need to make informed decisions.
CFO-Dave: Your AI partner for smarter financial management
CFO Dave is the digital brain behind your company’s financial management. Far beyond a chatbot, it is a proactive AI partner trained with deep financial expertise, that keeps your forecasts up to date, maintains you investor-readiness, serves as your financial knowledge hub, creates presentations and analyzes in seconds, and makes sure your company’s institutional knowledge doesn’t walk out the door when employees leave.
Ei enää kirjautumista viiteen eri ohjelmistoon. Dashboard yhdistää kirjanpidon, asiakasseurannan ja operatiiviset mittarit yhteen paikkaan.
Älä tyydy pelkkiin summiin. Voit klikata mitä tahansa graafia tai tunnuslukua ja porautua suoraan sen taustalla oleviin tapahtumiin ja yksittäisiin riveihin asti.
Vie hiiri esimerkiksi ARR bridge -kaavion päälle (hover) ja näet välittömästi sekunnissa, mistä palasista kuukauden ARR-muutos tarkalleen koostuu: paljonko on uutta myyntiä, laajennusmyyntiä (upsell) tai asiakaspoistumaa (churn).
Rakenna ja muokkaa juuri sellaiset näkymät, joita yrityksesi johto, hallitus tai sijoittajat kulloinkin tarvitsevat päätöksentekoon.
No more logging into five different software tools. The Dashboard brings your accounting, customer tracking, and operational metrics together in one place.
Go beyond the totals. With a single click, drill down from any chart or KPI to the underlying transactions and individual line items behind the numbers.
Hover over the ARR Bridge chart and instantly see what makes up the month’s ARR change: new business, expansion revenue (upsell), and customer churn.
Build and customize exactly the views your management team, board, or investors need to make informed decisions.
One platform, two complementary modules
The Smart Dashboard shows you where things stand. CFO-Dave helps you understand why, anticipate what comes next, and turn insights into informed decisions.
Smart Dashboard – All Your Financial Data in One Place
Move beyond static PDF reports, fragmented systems, and complex Excel spreadsheets. Dave Dashboard brings your company’s financial data and KPIs together in a single, unified view, allowing you to drill down into the details behind the numbers with just one click.
No more logging into five different software tools. The Dashboard brings your accounting, customer tracking, and operational metrics together in one place.
Go beyond the totals. With a single click, drill down from any chart or KPI to the underlying transactions and individual line items behind the numbers.
Hover over the ARR Bridge chart and instantly see what makes up the month’s ARR change: new business, expansion revenue (upsell), and customer churn.
Build and customize exactly the views your management team, board, or investors need to make informed decisions.
CFO-Dave – Your Digital CFO for Smarter Decision-Making
CFO-Dave is a digital CFO trained by financial management professionals, designed to support strategic decision-making and streamline financial management. It keeps forecasts up to date, helps maintain investor readiness, serves as your company’s central financial knowledge hub, and generates presentations and analyses in seconds. It also preserves your company’s tacit knowledge, ensuring critical insights and expertise remain accessible even as your team evolves.
Ei enää kirjautumista viiteen eri ohjelmistoon. Dashboard yhdistää kirjanpidon, asiakasseurannan ja operatiiviset mittarit yhteen paikkaan.
Älä tyydy pelkkiin summiin. Voit klikata mitä tahansa graafia tai tunnuslukua ja porautua suoraan sen taustalla oleviin tapahtumiin ja yksittäisiin riveihin asti.
Vie hiiri esimerkiksi ARR bridge -kaavion päälle (hover) ja näet välittömästi sekunnissa, mistä palasista kuukauden ARR-muutos tarkalleen koostuu: paljonko on uutta myyntiä, laajennusmyyntiä (upsell) tai asiakaspoistumaa (churn).
Rakenna ja muokkaa juuri sellaiset näkymät, joita yrityksesi johto, hallitus tai sijoittajat kulloinkin tarvitsevat päätöksentekoon.
No black-box algorithmic forecasting. Instead, update your forecasts interactively by discussing scenarios and challenging assumptions with your digital CFO. See how your decisions affect profitability, cash flow, and financing needs in real time.
Dave understands your company’s financial data, historical performance, and forecasts. Ask even the toughest questions and get answers in seconds, without having to sift through reports and spreadsheets.
Turn financial data and analyses into clear, tailored materials for the board, management team, investors, or employees – in seconds.
The financial data, forecasts, and key metrics you need for your next funding round are always up to date. Your company’s tacit knowledge remains accessible and within your control, even when people or partners change.
The Same Dave. You Decide How Much CFO Support You Need.
Use Dave independently, work alongside a Dataveto CFO, or let us manage your company’s finances for you. You can adjust your service model as your business needs evolve.
Dave Full service
Dave and a Dataveto CFO form your company’s outsourced finance function. We take care of reporting, forecasting, analysis, and the overall management of your company’s finances.
When you need CFO-level financial management without an in-house finance team.
Dave Navigator
You lead the way. CFO-Dave helps you navigate. Use Dave independently, with a Dataveto CFO providing regular guidance to your leadership team, challenging assumptions, and helping refine forecasts and strengthen financial management.
When you want an experienced CFO by your side.
Dave Fly Solo
You Bring the Expertise. Dave Provides the Tools. Your in-house CFO or finance team uses Dave independently for reporting, forecasting, analysis, and decision support.
When your team already has the financial expertise
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