AI agents for the CFO office
The outcomes CFOs need,delivered by AI agents
From settling what your systems disagree on, to the scenarios and plans behind your targets, Quro empowers finance teams to plan on numbers they can defend.
Works with the ERP and CRM you run. Nothing changes without approval.
A 30-min working conversation about how you plan today.
You know the target. Getting to a plan takes weeks.
Your systems disagree, so the first week goes to reconciling them. Then the modelling starts, and every version of the plan is another week. Fix one of those and you are still stuck.
Quro's answer
Agents that settle the numbers first, then build the plan backwards from your target.
The work
Agents compare your systems, correct what your team signs off on, and build the plan underneath.
The numbers
Agents never calculate: every figure comes from the deterministic engine, tied to your books.
The decision
Nothing changes in your systems and nothing becomes the plan until you approve it.
Part 01 · Trusted numbers
Settle the number once. Everything downstream uses it.
Quro reads your ERP, CRM, and billing and shows you where they disagree. Your team decides which one is right, Quro corrects it at the source, and every plan and report after that is built on the same answer.
Your CRM says churned. Billing says active.
See where your systems disagree
Quro compares what each system claims about the same customer or contract, and puts every conflict in one place with the evidence beside it.
“Which customers do our systems disagree on?”
“Why does billing show 14 more accounts than the CRM?”
Three teams, three ARR numbers, one board meeting.
Decide once, and Quro fixes it at the source
Your team settles it once. Quro writes the correction back into the system that was wrong, keeps the decision with the number, and everything built on it updates.
“Who approved this definition, and when?”
“What changed in ARR since last quarter's board pack?”
Every board pack starts with a reconciliation fire drill.
Ask a question, get an audited answer
Plain-English questions come back source-linked, every figure traceable to its source and the decision behind it. Seal a board pack and it stays defensible months later.
“What drove the variance in engineering spend?”
“Where did this number come from?”
Quro never decides which system is right. Your team does that once, and the correction goes where it belongs.
Part 02 · Scenarios and plans
Work back from the target, down to the headcount.
Planning tools run one direction: assumptions in, one answer out. Quro also runs the other way, from the target back to the assumptions that have to move.
You can state the target. The model only runs forward.
Ask for the outcome, not the inputs
Give the agents a target with its constraints. They work back through your assumptions, judge which ones can actually move, and bring back a scenario that holds all of them at once.
Top-down scenarios, target to assumptions
The scenario is approved. Now someone has to build the actual plan.
The approved scenario becomes the plan
Funnel, pipeline, capacity, P&L, and cash flow, built out from the numbers you signed off. Every line traces back to the assumption it came from.
Bottoms-up planning, funnel to cash flow
By the time the plan is approved, the actuals have moved.
The plan updates when the books do
Actuals land from your ledger and the plan re-runs against them, so you see the gap against the target while there is still time to act on it.
Statements and reforecast, on your actuals
A scenario stays a proposal until you approve it. Change an assumption and everything underneath rebuilds.
Under the hood
Agents at work, fundamentals underneath.
Every agent works from the same governed foundation. Nothing is improvised.
You own it
You set the definitions and approve every correction and every plan. What your team decides gets recorded, and the agents work from it after that.
The finance engine
Every calculation runs deterministically beneath the agents, the same way every time.
Why you can trust the platform
Built to be checked.
One meaning per number
The semantic layer holds one definition for every metric. Revenue means the same thing in your ERP, your CRM, and your board pack.
Agents reason, the finance engine calculates
Agents decide what needs doing and when to ask you. Every figure comes from the deterministic finance engine, never from a language model, so there is no step where a number can be made up.
Every answer traces back
Any number can be explained: its definition, its inputs, and the decision your team made about it.
One entry from Quro's ledgerproposed → verified
Proposed
Billing agrees with the contract
Acme is active, not churned
Policy gate
Your rules · on the record
Sent to your team, outside the auto-fix limit
Executed
14:02:31 · reversible
Corrected in the CRM
Verified✓
Sealed · every plan uses it
Systems agree, ARR restated
Works with your stack.
Quro sits on top of the ERP and CRM you already run: NetSuite, QuickBooks, Xero, HubSpot, Salesforce. Connecting takes days, with no migration and no IT project. The first thing you get back is a list of everywhere your systems disagree.
Security and control, from day one.
Your data stays in your systems
Quro reads what it needs from the ERP and CRM you run, and writes back only the corrections your team approves. Your systems stay the source of truth.
Least-privilege access
Scoped to the minimum, revocable at any time. Data is encrypted in transit and at rest.
Audit trail by construction
Every action is recorded and reversible.
Deploy where you need
Quro's cloud, your own VPC, or on-premise. SOC 2 is on the roadmap.
The founders
Built by an operator and a builder.
One spent 15+ years in finance, rising from analyst to CFO and leading a $1.4B capital-allocation process, an IPO, and $300M+ financing.
The other spent 18+ years building software, data, and AI platforms, taking products from 0 to millions in ARR.
One knows the CFO's decisions. The other knows how to build the technology behind them.
How is this different from a planning tool?
Planning tools run one direction: you put in assumptions and read out an answer. They also assume the numbers arriving are already right, which holds up when you have a bench of analysts making it so by hand. Quro settles the numbers first, then works back from the target you name to the assumptions that have to move.
Do we have to rebuild our model in Quro?
No. Quro builds the plan structure from your own systems: your entities, your departments, and the metric definitions your team locks in. What we want from your model is the judgment in it. The spreadsheet mechanics stay behind.
Our numbers don't agree across systems. Does that block us?
That is the starting point, not a disqualifier. The first pass tells you where your systems disagree and how much of each gap matters. You will resolve some of it and decide to live with the rest. Both get recorded, so the next plan starts from settled ground instead of an argument.
How do I know the numbers are right?
Actuals are reconciled against your general ledger before anything is built on them; they either tie or they don't. What doesn't tie is raised as a discrepancy for your team instead of being quietly smoothed over. Plan figures come from the deterministic finance engine, never a language model. And nothing the agents propose becomes the plan until you approve it, so an assumption you disagree with is simply one you change.
What does Quro change in our systems?
Only the corrections your team approves. When two systems disagree and someone on your side decides which one is right, Quro writes that correction back to the system that was wrong, records who decided it, and can reverse it. It doesn't create journal entries and it doesn't move money. Your ERP stays the system of record, and every number Quro produces reconciles back to it.
Can we defend this to our board?
Yes. Every number carries its source, the definition it was calculated under, and the decision your team made about it, so the trail exists by the time anyone asks. Seal a board pack and it stays defensible months later, even after a prior period is restated.
Do we still need our FP&A team?
Yes, and they stop rebuilding the model every time the target changes. The agents do the assembly and the arithmetic. Your team decides which assumptions are credible and defends the plan to the board.
How do we get started?
Quro is a platform, and our team does the setup with you. Connecting your systems takes days, and the first thing back is where they disagree. You won't need an external implementation partner, a center of excellence, or the four-month rollout planning software has trained finance teams to expect. What it costs depends on the systems you connect and how many entities you run, so we size it on the call.
See Quro on your numbers.
Bring a target you're working toward and the systems your numbers live in. We'll show you the scenario Quro builds from it.