One intelligent platform that dynamically maintains true unit-level profitability tied to your big-picture milestones.
Valzo is a deterministic finance engine with the power of AI.
How Valzo works
A continuous loop, from raw data to defensible decision. Every ask, analysis, and outcome sharpens the next.
Valzo builds an understanding of your company.
Business logic, mappings, allocation rules, revenue and costing standards, captured once and held as living context the whole platform reasons from.
- Chart of accounts mapped to your business model
- Allocation and costing logic
- Revenue recognition policy
Built for CFOs
The model behind every decision and how it stays current.
Built on proven rigor
The numbers are always right and always traceable.
The old-school discipline finance has always required: structured models, controls, and lineage on every figure, so AI never gets to guess at the math.
- Deterministic: same inputs, same output, every time
- Every number decomposes to source detail
- Reproducible and audit-ready by default
Defendable by design
A model you can defend, because you built it together.
FP&A exists to drive decisions, so the model behind them has to be defensible. Valzo's agents deliberate with you as they build, surfacing assumptions, asking, and confirming instead of handing back a black box. You know why every number is what it is.
Valzo agent
For SMB, I'm assuming 3.0% monthly churn from the last 6 cohorts. Use this in the model?
Ongoing, not one-time
Implementation is never a one-time set up.
Valzo AI learns and auto-maps your data continuously, so the model keeps pace with the business instead of going stale the moment something moves.
- A change in your COA
- New metrics
- New custom fields in your CRM or HRIS
Built for finance, not adapted to it
The finance-specific tools you actually need, already here.
No plugins to assemble, no generic workspace to bend into shape. The workflows finance runs every week ship in the box.
Weekly cash flows
Rolling liquidity, mapped to the last outstanding invoice.
Revenue recognition
Rev rec that matches your policy, not a generic default.
Costing standards
Your allocation logic, applied consistently.
Validation rules
Catch what doesn't reconcile before it reaches a decision.
Excel integration
betaWork in the spreadsheet you already live in.
Why Valzo?
| Capability | New-age AI | Legacy tools | Valzo |
|---|---|---|---|
| Adoption & speed | |||
| Go live in under a week | |||
| No learning curve, org-wide | |||
| Financial model built in minutes | |||
| Context & intelligence | |||
| Understands your company structure | |||
| Captures tribal knowledge | |||
| Context evolves as you do | |||
| Financial modeling with natural language | |||
| Strategic scenarios on live context | |||
| Reliability & governance | |||
| Accurate across multi-step work | |||
| Consistent outputs at any volume | |||
| Scales with new data sources | |||
| Full audit trail | |||
| Traceable to source data | |||
Finance-native agents
Agents that already know how your business makes money.
Pre-trained on your business type. No prompt libraries, no six-month setup. They think in your metrics from day one.
Asset-heavy
manufacturing, energy, real estate- NPV
- Capex ROI
- Asset utilization
- Depreciation
Models a new asset against your hurdle rate and flags when returns dip below plan.
Valzo agent
And extensible: new business types and metrics as your model demands them.
Security
Secure by design.
Trusted at scale.
We query your systems read-only and in place: no training, no writes, no bulk export.
Data protection
Your data stays yours.
Read-only, in place
Valzo queries connected systems in place, using only the access you grant. Your source records stay unchanged.
No model training
Our enterprise agreements with OpenAI, Anthropic, and Google prohibit using customer data to train their models. Data shared with models to answer your questions remains covered by those agreements.
Encryption throughout
Data is encrypted in transit and at rest. Connection credentials are held in encrypted vaults and accessed by authorized services at runtime.
Organization isolation
Your organization has its own subdomain, encryption keys, and access controls. Organization-level restrictions keep your data, files, and work separate.
Access and identity
You set the boundaries.
Your identity provider
Connect your identity provider through SSO with support for Okta, Microsoft Entra ID, and Google Workspace. Apply your existing MFA policies and manage access through roles and permissions.
Your connections
You provision the service accounts, control access to connected systems, and own the integration lifecycle.
Monitoring and accountability
Visibility into every step.
Ongoing protection
Automated vulnerability scanning and security monitoring help identify threats and suspicious activity. Penetration testing and documented incident response procedures support ongoing protection.
Traceable activity
Execution logs record the sources accessed, tools used, and calculations performed, with timestamps and user attribution to support security reviews and investigations.
Independent assurance
Built for your security review.
SOC 2 Type I, SOC 2 Type II, and SOC 3 reports document our controls for security, availability, and confidentiality. Our controls also support HIPAA and GDPR requirements.
HIPAA-related requirements
Aligned controls and practices, with Business Associate Agreements available for qualifying customers.
Enterprise agreements
GDPR-aligned Data Processing Agreements and custom security addenda are available for enterprise deployments.
The questions finance and IT ask first
How is my data used?
The model runs inside our own secure cloud provider. AI reasoning happens inside our environment, and data is never sent to LLMs.
*Excepting when OpenAI is used.
What about PII and confidentiality?
PII is redacted, and nothing company-specific is ever used to train shared models. Your data trains your context, not anyone else's.
How is this different from just using an LLM?
Two ways. First, custom-trained agents deliver better outcomes with fewer tokens, and they're governed on data and on security, not an open-ended chatbot. Second, they're built on 1,000+ models and mappings already running across the platform, so they start from finance that works, not a blank prompt.
How does implementation work?
Either way you like: through us, or self-serve. The goal is the same: you never depend on an IT team to run finance efficiently.
Get started
See Valzo on your own numbers.
We won't demo on synthetic data. We'll show it running on yours. Early access, limited spots.
Contact Sales