AI doesn’t decide for you. It drafts the memo to management, reviews a contract, queries your cash position, and tracks regulations. Your time goes to the judgment calls and to conversations with the bank and the CEO.
AI helps CFOs with tasks such as “Get up to speed on a regulatory requirement,” “Run the weekly cash review,” and “Write the monthly memo to management.” Start with a single task, in Perplexity: allow 10 minutes the first time, and always review the result before you use it.
For each task: how it goes today, then with the tool. And the time it takes the first time.
Perplexity · Research
TodayE-invoicing, a new tax rule, a reporting requirement: you have to read ten official pages to know what applies to your company.
With PerplexityA sourced report on the requirement, with the dates, the risks, and a list of actions.
Agicap · Agicap connected to your assistant
TodayEvery Monday, you have to open each bank, update the spreadsheet, and spot what has drifted from the forecast.
With AgicapThe weekly cash review: balance, forecast, due dates to watch, and variances to explain.
TodayThe reporting pack is ready, but you still have to turn it into one page the CEO will actually read.
With ClaudeA one-page memo for management: key messages, figures with comparisons, decisions expected.
Also
Gemini Notebook · A “Financing” notebook
The covenant table for each loan, with the clause, the page, and the upcoming deadlines.
A two-page memo for the bank, and the ten hard questions with their answer points.
Granola · “Enhanced” tab
A decision log in table form, ready to share the same day.
Spendesk · Spendesk AI Connect
The supplier ranking, the duplicate subscriptions, and three savings ideas to dig into.
A one-page summary of the contract, with the clauses to negotiate and the pages where to find them.
A three-case Excel simulation file, with the assumptions kept separate from the calculations.
What to check
A cited source is not always summarized correctly. Open the official pages, check their date, and decide nothing based on a text you haven’t read. The free plan gives you one “Research” report per month.
Get up to speed on a regulatory requirementPerplexity · ResearchThe prompt to copy
Give me an update on [the e-invoicing requirement] for [a French SMB with 80 employees, subject to VAT, that sells to businesses]. I want: the effective dates, the requirements for issuing and receiving invoices, the penalties, and what to prepare between now and then. Rely first on official sites (impots.gouv.fr, economie.gouv.fr, Légifrance) and give the date of each source. Flag what has changed recently and what is still uncertain. End with a list of ten actions, ranked by urgency.
In Nova, “My path” starts from your level: one next step at a time.
The first moves, with free tools.
In your jobWrite the monthly memo to management
In your jobTrack loan agreement covenants
In your jobGet up to speed on a regulatory requirement
In your jobRun the weekly cash review
For a team: everyone moves forward in their own job. You see the team’s progress, never one person’s activity.
It reads a fifty-page contract or reporting pack, writes the memo to management, and builds an Excel file for a simulation. On the Team plan, your content is not used for training.
Recommended planTeam, $25 per user per month ($20 if billed yearly)
All your bank accounts in one place, a forecast built from actuals, and scenarios to test a decision before you make it.
Recommended planAgicap subscription, custom pricing (annual subscription, 12-month minimum)
Loan agreements, leases, shareholders’ agreement: it finds a clause or a due date and shows you the page.
Recommended planFree
A regulatory question or a market update, with the official sources to open one by one.
Recommended planFree to start. Then Pro, $20 per month (€22 on the French App Store)
Executive committee, bank meeting: the notes take themselves, with no bot on the call, and the decision log is ready at the end.
Recommended planBasic, $0
Cards, expense reports, and supplier invoices in one place. “Spendesk AI Connect” lets the finance team query spending from its assistant.
Recommended planFoundations, custom pricing
Prices taken from the vendors’ official pages, dated on each tool page. These subscriptions are not included in Nova. Brands are named to identify the tools. No affiliation.
Nova recommends 6 to start with: Claude, Agicap, Gemini Notebook, Perplexity, Granola, and Spendesk. 3 of them can be used for free to get started.
It reads a fifty-page contract or reporting pack, writes the memo to management, and builds an Excel file for a simulation. On the Team plan, your content is not used for training. The plan to choose: Team, $25 per user per month ($20 if billed yearly).
With “Get up to speed on a regulatory requirement,” in Perplexity (Research). Allow 10 minutes the first time. A sourced report on the requirement, with the dates, the risks, and a list of actions.
No. Nova is software, not an accredited training provider: it issues no diploma or certification. It costs €19 per month for one person, and €129 per month for a team of up to ten people.