Strategic finance made seamless
AI Financial Decision Support that maps exact cost for every unit of revenue dynamically, tied all the way to forecast.
Finance-grade judgment at the point of decision.
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AI-native FP&A starts when the system continuously understands your data
Valzo continuously learns and maps your data model to your business model, in your revenue and costing policy, so your models and reports evolve with the business.
Valzo understands your business model.
Product group: Pro Plan
ProfitabilityAllocation logic
Common costs split by revenue share; channel costs tagged direct.
Orchestrator maintains evolving business context.
Proposed mapping
New SKU “Pro Annual” → Pro Plan product group
Awaiting human review
PendingOutputs are relevant, timely and auditable.
Scenario agent output
Q3 forecast24.7%gross margin
Traceable to ledger
AI trained for
enterprise finance work
AI does the grunt work, judgement stays with the expert
Financial models with NLP
13 week cashflows mapped to the last outstanding invoice
ROI, cost benefit, what-ifs run on deterministic representation of your business
Audit grade numbers
Every metric is backed by a deterministic calculation engine.
Transparent from quote to cash to board reporting
Reproducible numbers you can rely on
Traceable to the underlying transaction
Skip the implementation tax
Build your financial model and map your ledgers in under an hour.
AI agents understand your source systems
Automatically map data to the right business metrics
Get your finance stack operational without months of implementation work
Best of both worlds
Spreadsheet flexibility
Power of LLMs
Governance of an enterprise platform
Finance teams pick Valzo
LLMs are fast but unreliable. Legacy tools are reliable but slow. Valzo is both.
| Criteria | Valzo | LLM | Legacy tools |
|---|---|---|---|
| ADOPTION & SPEED | |||
| Go live | Yes< 1 week | YesImmediate | No3–6 months |
| No learning curve, org-wide | Yes | Yes | No |
| CONTEXT & INTELLIGENCE | |||
| Company representation | Yes | No | No |
| Captures tribal knowledge | Yes | No | No |
| Evolving company context | Yes | No | No |
| Financial models with NLP | Yes | Yes | No |
| Strategic scenarios (NLP + live context) | Yes | Partial | No |
| Proactive anomaly detection | Yes | No | No |
| RELIABILITY & GOVERNANCE | |||
| Multi-step accuracy | Yes | No | Yes |
| Consistent outputs at any volume | Yes | No | Yes |
| Scales with new data sources | Yes | No | No |
| Audit trail | Yes | No | Yes |
| Traceable to source data | Yes | No | Yes |
What powers Valzo
Robust Harness
Combines the power of AI, a reliable calculation engine, spreadsheet integration and data governance.
Custom built agents
Purpose-built AI agents designed specifically for finance workflows.
Data and security compliance
Enterprise-grade security and compliance built into every layer.
Models evolve
Use the right model for the right task, always up to date.
SOC 2 Type II
Independently audited controls across every system.
No training on your data
Models run inside our own secure cloud, and your data is never sent to outside LLM servers, except when OpenAI is used.
HIPAA-configurable
Deployable under a BAA when protected health information is in scope.
150+ out of the box integrations
Connect your existing financial ecosystem instantly. Valzo integrates seamlessly with your current tools and platforms, ensuring a smooth transition without disrupting your workflow.
Automated Data Sync: Real-time synchronization across all your financial platforms
Zero Configuration: Pre-built connectors that work out of the box
Secure & Compliant: Enterprise-grade security for all integrations
Latest insights.
Deep dives into AI-powered strategic finance and the technology behind Valzo.
Why another platform? Why not just LLMs?
LLMs get you to 90% fast. Why finance needs a shared model, deterministic math and receipts for the last 10%.
Why Valzo?
Making data-driven business decisions accessible to every company, not just the Fortune 500. Learn why current FP&A tools fall short and how our AI-native approach solves these challenges.
Under the Hood
How we're building AI that thinks like a finance professional, not just talks like one. Dive deep into our proprietary reasoning layer and technical architecture.
Ready to transform your finance operations?
Join thousands of finance professionals who trust Valzo to drive their strategic decisions.