Numbers.Opportunities.Resources.Insights.

Meet Nori. Your business has a new CFO.

Know your numbers. Find your funding. Grow your business.

You built the business. Nori helps you make more of it.

Meet your AI-powered financial partner. Nori understands your numbers, finds opportunities to improve your profits, and helps you make smarter decisions. All without hiring a full-time CFO.

7-day free trialThen $199 a month per companyCancel anytime

Built for growing businesses and the advisors who support them.

Nori's 13-week cash forecast for a sample distributor: $245K in the bank today, a low of $495K in week 12, and the $180K minimum cash line drawn in red.

The real app: a 13-week cash forecast for a sample company, built from its QuickBooks® books.

It doesn't wait to be asked

Nori speaks up before it becomes a problem.

Every day, Nori reads your books and flags what needs a decision, with the dollar amount attached. Then you can ask it what to do.

Act now

Corbin Builders owes $141,800 more than 60 days past due

$141,800to collect
Review

Spend with Coastline Freight up 24% while revenue grew 5%

$86,940a year
Act now

Possible duplicate payment to Coastline Freight

$8,140one time
Watching

Cash stays above your $180,000 minimum for the next 13 weeks

$495Klowest week

When could we get tight on cash?

Nori

Your lowest point is week 12 (week of Jan 17): about $495K, still well above your $180K minimum.

Two things cause the dip: your $40,000 estimated tax and $12,500 loan payment in the week before, then about $483,000 of regular monthly bills that week.

The quickest cushion is the $141,800 Corbin Builders owes. Collecting it would lift that low point to about $637K.

Example from the sample company in the app. Every figure comes from its books and its cash forecast.

Nori has one business in mind. Yours.

Every business has a story behind its numbers.

The customer who hasn't paid.

The supplier charging more.

The expense that keeps growing.

The opportunity you could pursue if you had more cash.

Nori helps you see the whole picture. Not just what happened to your money. What you can do about it.

A CFO would know. Now you can too.

Ask Nori anything about your business.

"Why am I making more sales but less profit?"

Nori looks at your numbers and helps you understand what's changed.

"When could we get tight on cash?"

A 13-week cash forecast built from your books, including loan payments, withdrawals and taxes you add.

"Am I spending too much?"

Find rising costs, missed savings, and opportunities to improve.

"Can I afford to expand?"

Understand your financial position before making your next big decision.

Ask Nori answering why margin fell: 35.9% versus 41.2%, worth about $496,000 a year, driven by four suppliers raising prices.

Your numbers. Clear answers. Better decisions.

Ask Nori →

Nori does the financial homework.

So you can focus on running your business.

A 13-week cash forecast with cash at the end of each week and a red line at the company's minimum cash.

See cash trouble coming. A 13-week cash forecast from your own books: who will pay you, which bills are due, and the week cash runs lowest.

Issues ranked by dollars: $141,800 to collect from Corbin Builders, an $8,140 possible duplicate payment, and suppliers raising prices faster than revenue.

Find money you're missing. Spot unpaid invoices, rising expenses, and areas where profits may be slipping.

Revenue and gross margin by month for 24 months, with the monthly profit and loss below.

Know how your business is doing. See your revenue, expenses, profits and who owes you, without digging through spreadsheets.

Nori explaining in plain English why gross margin fell, with the figures behind the answer.

Get answers when you need them. Ask questions in plain English. Nori uses your financial information to explain what's happening.

Monthly CFO report for September: revenue $828K, gross margin 37.0%, operating profit $153K, compared with August and last September.

Stay one step ahead. Know what needs attention, what has changed, and where to focus next.

Your next opportunity starts with knowing your numbers

Better finances open more doors.

Want to hire? Expand? Buy equipment? Acquire another business?

First, you need to know what you can afford. Then, you need to know where to find the money.

Nori helps you get financially ready and explore the right funding options, from business loans and investors to grants and other capital partners.

Know what you need. Understand your options. Find your next opportunity.

Want to see what capital is open right now? Get Unboring, our free newsletter.

What are you planning?

We'll reply by email within two business days.

For accountants and advisors

Give every client a CFO's perspective.

You already know your clients. Nori helps you understand their businesses even better.

See what's changing, find opportunities, and give clients clearer financial guidance. Spend less time preparing reports. More time helping clients make decisions.

And when they need funding or additional financial support, Nori can help connect the dots.

Partner pricing for firms with 5 or more client companies. Tell us about your firm and we'll set you up.

Your clients. Your relationships. More value.

Who it's for

For businesses that have outgrown guesswork, not yet a full-time CFO.

Owners

You run the business on QuickBooks or Xero and a bookkeeper keeps the books. You want to know what the numbers mean and what to do next.

  • Customers who pay on invoice
  • Suppliers whose prices creep up
  • Big decisions: hiring, equipment, a new location

The one-person finance team

You're the controller, office manager or bookkeeper who gets asked "how are we doing?" Nori does the analysis so you can bring answers, not spreadsheets.

  • A monthly CFO report, written for you
  • A cash forecast you don't maintain by hand
  • Issues sized in dollars, with the transactions behind them

Accountants and advisors

You know your clients. Nori shows you what's changing in each of their businesses, so every conversation starts with the issues that matter.

What happens next

From sign-up to your first findings in minutes.

STEP 1

Start your free trial.

Create an account and add a card. Nothing is charged for 7 days, and you can cancel in Settings.

About 2 minutes
STEP 2

Connect your books.

Sign in to QuickBooks Online or Xero with read-only access, or upload an export from any accounting system.

About 2 minutes
STEP 3

See what Nori found.

Issues sized in dollars, your margins, customers, spending, receivables and a 13-week cash forecast.

Minutes after connecting
STEP 4

Nori keeps watching.

Connected books refresh every day. Every Monday, an email shows where cash is heading and what needs a decision.

Every day

How Nori compares

A CFO's view of your numbers, for a fraction of the cost.

CompareNoriA spreadsheetA fractional CFO
Cost$199 a monthFree, plus your eveningsOften $3,000 or more a month
Up to dateEvery day, from your booksWhenever someone updates itUsually monthly
13-week cash forecastBuilt and refreshed for youIf you build and maintain itUsually, updated monthly
Spots problemsFlags each one with a dollar amountOnly if you go lookingAt the next meeting
Answers questionsAny time, in secondsYou work it outWhen they're available
Judgment callsGives you the numbers. You decide.You decideYes. That's what you pay them for.

Many owners use Nori alongside their accountant or a part-time CFO, so meetings start with the answers.

Free download

The 13-week cash forecast template.

The same week-by-week view CFOs use, as an Excel spreadsheet you fill in yourself. Free, no trial needed.

  • Cash in and out for each of the next 13 weeks
  • Lines for what your profit and loss misses: loans, withdrawals, taxes
  • Weeks below your minimum cash turn red
  • Instructions and a worked example

Where should we send it?

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Simple pricing.

Everything included. Try it free for 7 days.

$199 / month

per company, after a 7-day free trial

  • Connect QuickBooks or Xero, or upload exports from any accounting system
  • A 13-week cash forecast, with a warning before cash drops below your minimum
  • Issues flagged and sized in dollars: margins, customers, spending and receivables
  • Profit, customer, spend and receivables views, updated daily
  • A Monday email: where cash is heading, what needs a decision, and bills due this week
  • A monthly CFO report with written commentary
  • Ask Nori anything about your numbers
  • Your team and your accountant at no extra cost
Start your free trial →

Card required to start. Payments are processed securely by Stripe. You won't be charged until the trial ends, and you can cancel anytime in Settings.

Accountant or advisor with 5 or more client companies? Ask about partner pricing.

Built for business owners. Not financial experts.

You shouldn't need a finance degree to understand your own business. Nori turns complicated financial information into simple answers you can actually use.

No jargon. No endless spreadsheets. No sugarcoating.

If a customer is slow to pay or a supplier keeps raising prices, Nori says so plainly, in writing, with the dollar amount attached.

Just a clearer picture of your business and what to do next.

Your data

Private by default.

We only read

You upload reports exported from your accounting system. We never need your accounting password, and nothing is posted, edited or deleted in your books.

No money moves

Nori has no access to bank accounts, payroll or tax filings. Anything it suggests, a person on your team decides whether to do.

Delete any time

Delete your data or your whole account from Settings. We don't sell your data or share it with other customers. Privacy policy

Answers

Questions, answered.

Getting started

What is Nori?

Nori is your AI-powered financial partner. It reads the books you export from QuickBooks or Xero, flags where money is leaking with a dollar figure on each issue, writes a monthly CFO report, and answers questions about your numbers.

What do I upload?

A transaction-level export from your accounting system, ideally covering the last 24 months: Profit and Loss Detail from QuickBooks, Account Transactions from Xero, or the general ledger from NetSuite, Sage, Wave or any other system. A spreadsheet with a date, an account and an amount works too. Nori leaves out balance sheet lines on its own. You can also add an optional receivables aging report. Or connect QuickBooks Online or Xero directly, and Nori keeps your numbers up to date every day.

How long does it take?

Minutes. As soon as you upload, Nori works out your margins, spending, customers and the issues worth your attention. Upload again any time to refresh.

What if my books are messy?

Most are. Nori tells you how much spending it couldn't place, and uncategorized spending is often a finding in its own right.

Am I too small for Nori?

If you keep your books in QuickBooks, Xero or another accounting system and you have customers and suppliers to keep track of, Nori has something to work with. It works best with at least a year of history. With only a few months of books, trends and the cash forecast will be rougher, and Nori says so.

How does the cash forecast work?

Nori starts from today's bank balance (read from QuickBooks, or entered by you), then works out week by week when customers are likely to pay what they owe, what your usual sales will bring in, and when your regular bills fall due. You can add what your profit and loss doesn't show, like loan payments, owner withdrawals, taxes and bills not yet entered. If cash looks set to fall below your minimum, Nori flags the week.

Using Nori

Where do Nori's numbers come from?

Every figure is calculated directly from the transactions you uploaded, and each issue links to the transactions behind it. Nori's AI explains the numbers; it doesn't invent them.

Can my team or my accountant use it?

Yes. Invite people from Settings. Members can see everything and ask Nori questions; only the owner can upload or delete data.

What does it cost?

$199 a month per company, after a 7-day free trial. You add a card to start, you won't be charged until the trial ends, and you can cancel anytime in Settings. Your team and your accountant can join at no extra cost. Accountants and advisors with 5 or more client companies can ask about partner pricing.

Is this tax or investment advice?

No. Nori finds and sizes operating improvements in your own numbers. For tax, legal and investment decisions, keep working with your CPA and advisors.

Does Nori replace my accountant or a CFO?

No. Your accountant keeps the books and handles tax. Nori reads those books and turns them into answers, warnings and a forecast. Many owners use Nori between meetings with their accountant or a part-time CFO, so those meetings start with the answers.

Trust and data

Will this change anything in my books?

No. Nori only reads your books. It never posts, edits or deletes entries, moves money, or files anything.

Who can see my data?

Only you and the people you invite. Each company's data is kept separate, and we don't sell it or share it with other customers.

Who is behind Nori?

Nori is made by Nori Cap, founded by a former Wall Street M&A banker and private equity investor who has spent years inside company financials on both sides of a deal. Questions go straight to pa@noricap.com.

Can Nori help me find funding?

Nori shows what you can afford and gets your numbers ready for a lender or investor conversation. Tell us what you're planning in the funding section above and we'll follow up by email about your options.

Not ready to upload anything?

Send us one question about your numbers below. Or create an account and load the sample company to see Nori at work before you upload anything.

Bring us one question about your numbers.

Why did margin drop last quarter? Where is the cash going? Are we paying too much for freight? Send one question and we'll tell you how Nori would answer it.

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Your business deserves a CFO. Now it has Nori.

Know where your money goes.

Find opportunities others might miss.

Make decisions with more confidence.

Meet the financial partner that's always ready to help.