AI Cash-Flow Copilot
Build a transparent forecast and identify cash pressure and receivables priorities.
Open toolPrivate AI finance workflows
Understand the numbers. Keep every decision under human control.
Turn de-identified financial figures and records into traceable calculations, scenarios, checklists, and professional questions—without moving money or pretending to replace an accountant or adviser.
What you can do
AI Cash-Flow Copilot
3 creditsBuild a transparent forecast and identify cash pressure and receivables priorities.
Bookkeeping & Reconciliation
3 creditsSuggest transaction categories and surface duplicates, missing records, and exceptions for review.
Financial Statement Analyzer
2 creditsExplain supplied P&L, balance-sheet, and cash-flow figures with traceable calculations.
Tax Document Organizer
2 creditsCreate a record inventory and accountant-ready checklist without preparing or filing a return.
Purpose-built workflows
Choose the right tool for the outcome.
Bookkeeping & Reconciliation
Suggest transaction categories and surface duplicates, missing records, and exceptions for review.
Open toolFinancial Statement Analyzer
Explain supplied P&L, balance-sheet, and cash-flow figures with traceable calculations.
Open toolTax Document Organizer
Create a record inventory and accountant-ready checklist without preparing or filing a return.
Open toolInvoice Collection Copilot
Prioritize overdue invoices and draft professional reminders that require approval before sending.
Open toolStartup FP&A Planner
Compare runway and operating scenarios from clearly labeled user-supplied assumptions.
Open toolFraud & Scam Risk Checker
Review suspicious requests and prepare independent verification and reporting steps.
Open toolDebt Payoff & Budget Planner
Compare repayment arithmetic without selecting or executing a financial strategy.
Open toolLoan Readiness Assistant
Organize application inputs and affordability scenarios without predicting approval.
Open toolFinance Compliance Copilot
Prepare an evidence map, review checklist, gaps, and escalation plan for qualified review.
Open toolHow it works
From context to a useful next step.
Choose a focused workflow
Select the exact analysis, organization, scenario, risk, or compliance task you need.
Supply de-identified facts
Provide relevant figures, dates, assumptions, and jurisdiction while excluding credentials and account identifiers.
Verify before acting
Review formulas, missing information, official sources, and questions with a qualified human professional.
Designed with clear boundaries.
No money movement, filing, messaging, bookkeeping writes, or external actions
No stock picks, guaranteed returns, approvals, tax outcomes, or compliance determinations
Inputs and outputs are not saved to My Projects
Calculations expose their supplied inputs, method, assumptions, and limitations
Frequently asked questions
What to know before you begin.
Does Sahera provide financial or investment advice?+
No. Finance tools provide general education, arithmetic scenarios, organization, and decision-support questions. They do not recommend securities, products, lenders, tax positions, or personalized regulated actions.
Can Sahera file taxes or finalize my books?+
No. The tools can organize supplied records and flag items for review, but a qualified accountant or tax professional must validate treatment, finalize books, and file returns.
Are my financial records saved?+
Finance workflow inputs and results are not saved to InsForge or My Projects, and the AI request is configured with provider storage disabled. Do not submit account numbers, credentials, tax IDs, or unnecessary personal information.
Ready to use Sahera AI Finance?
Create your account, choose the workflow you need, and use one shared credit balance across Sahera AI.
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