Forecast and cash
Build rolling revenue and 13-week cash views around approved assumptions and weekly updates.
Z Financial Intelligence · For small and midsize business leaders
You know your business.
Z helps you know your numbers.
Understand what changed, see what may come next, and evaluate your options with a finance teammate by your side. Start with the systems you already use and the decisions you need to make.
Discuss a Financial Intelligence pilot Learn the method in Z Academy
From reports to better questions
Explain performance
Surface material budget variances, margin changes and operational drivers for finance to validate.
Model decisions
Test hiring, pricing, sales and collection scenarios with visible inputs and calculations.
Prepare leadership
Draft a concise review with source references, open questions and decisions that need an owner.
AI beside you. You stay in control. Your finance team validates the data and assumptions. Leaders retain every consequential decision. ZTelligence helps define the workflow, teach your team, build an agreed pilot and support an operating handoff.
Meet Z CFO
Z CFO is a proposed AI FP&A teammate for a bounded, supervised workflow. A first pilot could draft a monthly variance brief or flag cash questions from approved reports. Connections to your accounting, banking, payroll and operations systems, scheduled monitoring and live alerts are separately scoped; this page does not provide a connected agent.
See how to build your first AI teammate →
Start where you are
- Learn: take the Financial Intelligence course to understand sources, cash, scenarios and review boundaries.
- Apply: use the Financial Intelligence Blueprint, 13-Week Cash Forecast Planner and FP&A Decision Review. These are saved planning worksheets, not live forecasts or system connections.
- Build: discuss a focused assessment and a separately scoped SEED pilot with Jeff. We agree on access, success measures, implementation and support before work starts.
Questions you can bring to Z
“Why did margin move?” “Are we on track to hit plan?” “What happens to cash if collections slip?” “Can we afford these hires?” Z can help frame the analysis today; answers about your company require approved data, tested models and finance review.