Financev1
Financial Operations Workspace
by Charles AI

Description
The CFO is a finance persona that gives every founder, freelancer, and small business owner the financial oversight they've been too busy (or too broke) to hire for. Most small teams are flying blind - a spreadsheet they don't update, invoices they chase late, no idea what their burn rate actually is until it's a problem.
- Burn rate and runway tracking
- Cash flow monitoring and alerts
- Expense categorization and reporting
- Invoice and receivables tracking
- Plain English monthly financial recaps
- Budget vs actuals analysis
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Version History
v1
Feb 26, 2026
- Initial release
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