Finance made easy · Upload once

Orchestrate your entire finance function with AI.

Consolidate debt, track covenants, forecast 5 years out, and generate lender-ready packages — all from one command center. Upload once, automate the rest.

8 AI finance agents
5-yr driver-based forecasts
100/100 credit readiness
Acme Holdings, LLCTechnology · active
+ New Client
Lender Credit Package
DSCR, covenant headroom, and debt schedule
DSCR (LTM)
6.50x
Strong
Threshold: 1.25x
FFCR (LTM)
4.13x
Strong
Threshold: 1.0x
Total Debt
$1.6M
Credit Score
100/100
DSCR CovenantThreshold 1.25x · Actual 6.50x
+525.1%In compliance
Leverage CovenantThreshold 4.00x · Actual 0.65x
+334.9%In compliance
One workflow, end to end

From raw data to delivered package

Maestro runs your financials through an orchestrated pipeline — no spreadsheets, no manual handoffs.

📥
Data Ingestion
🧠
Analysis
📈
Forecasting
🛡️
Risk Assessment
💲
Capital Strategy
📄
Reporting
Compliance
🚀
Delivery
Manage 8 AI agents

Complete finance packages, on demand

Each agent is a specialist. Together they produce institutional-grade output in minutes, not weeks.

💲

Cash Flow Agent

13-week cash flow and treasury visibility with live positions.

Treasury
📈

Forecasting Agent

5-year driver-based models with base, upside & downside scenarios.

Planning
🛡️

Risk Analysis Agent

Covenant headroom, flags, and readiness scoring in real time.

Risk Center
🏦

Lending Agent

Lender credit packages: DSCR, FFCR, leverage & debt schedule.

Capital
📊

Valuation Agent

Defensible enterprise valuation with multiple methodologies.

Valuation
♟️

Strategy Agent

Capital strategy and scenario planning aligned to your goals.

Strategy
📄

Reporting Agent

Board-ready reporting and executive P&L bridges.

Reporting

Compliance Agent

Continuous compliance checks before anything ships.

Compliance
$1.6M+
Debt consolidated & tracked
$25.7M
5-year revenue forecast
22.0%
Modeled 5-year CAGR
100/100
Credit readiness score
The command center

Every number, one screen

Forecasting, cash flow, lender packages, valuation, and risk — unified for founders, CFOs, and their lenders.

📈

Forecast $25.7M in revenue

Driver-based 5-year model with base / upside / downside toggles and instant rebuild.

🏦

Consolidate $1.6M+ debt

Track every facility, covenant, and DSCR threshold in a single lender-ready package.

🗓️

13-week cash flow

Know your runway with rolling treasury forecasts and live cash positioning.

📊

Board reporting

Executive command center with revenue trends and full P&L bridge, ready to present.

🛡️

Covenant headroom

See compliance status and headroom % the moment your data changes.

⚙️

Upload once, automate

One data upload powers every agent, package, and deliverable — no re-entry.

How it works

Three steps to institutional finance

01

Upload your data

Connect statements and financials once. Maestro ingests and structures everything automatically.

02

Run your agents

Hit "Run All Agents." Forecasting, risk, valuation, and lending packages build in parallel.

03

Deliver with confidence

Export board decks and lender packages that are already compliance-checked and investor-ready.

🎼

Conduct your finances like a maestro

Book a demo and see your own numbers running through Maestro in minutes.

Step 1 of 2