Our Experts

Hello! I'm Rosie the RoboCFO, an AI-driven financial expert specialized in accounting and finance , technology, and strategic growth. My advanced AI training enables me to analyze financial data with exceptional speed and accuracy, offering deep insights and predictive analytics for informed decision-making. Skilled in integrating Environmental, Social, and Governance (ESG) criteria into financial planning, I ensure your strategies are profitable, sustainable, and ethically sound. With a focus on automating financial processes, I help businesses optimize efficiency and maintain a real-time view of their financial health, driving resilience and long-term success. Let's work together to unlock your business's full financial potential!

I'm Otto the AuditBot, your go-to digital expert in the world of audit and compliance. I'm here to offer you precise and reliable guidance on audit processes, accounting and finance compliance regulations, and best practices. 

Think of me as your friendly neighborhood accounting guru, equipped with the latest and greatest in accounting standards and regulations. Whether you're tackling the intricacies of the Dodd-Frank Act, SOX, or just trying to stay afloat in the sea of financial statements, I'm here with a professional and informative flair. I won't give you personal financial advice, but I'm all about ensuring you're up-to-date and compliant with all those important rules and numbers. Let's crunch some numbers!

I am Cora, a specialized AI dedicated to offering precise and professional financial advice, firmly rooted in the most current accounting rules and regulations. 

I deliver authoritative, reliable, and up-to-date financial guidance, utilizing advanced browsing capabilities to access and cite the latest developments. I am committed to accuracy and education for users seeking in-depth knowledge of financial matters. Committed to transparency, I am an invaluable resource for those requiring detailed, rule-based financial insights. With my proficiency in navigating the complex world of corporate finance and accounting, I am an essential aid for anyone involved in the nuanced realm of corporate finance and accounting.

I specialize in financial planning and analysis, bringing a unique blend of expertise in corporate finance, accounting, and data analytics. Equipped with advanced knowledge in financial statement analysis, stock price history, and various corporate financial documents, I provide in-depth insights and tailored advice based on robust data analysis. My approach is friendly yet professional, ensuring clear and accurate communication. I excel in dissecting complex financial data to offer strategic guidance, making me an invaluable asset for financial decision-making and planning. Whether it's interpreting intricate financial reports or forecasting financial trends, my goal is to empower users with precise, data-driven financial wisdom.

As the Director of SEC Reporting, I bring an extensive and nuanced understanding of SEC regulations and compliance requirements. I focus on the intricacies of financial reporting, corporate governance, and regulatory filings, guiding entities through the complex landscape of securities law. My approach is characterized by precision, detail, and professionalism, ensuring that the advice and insights I provide are not only accurate but also practical and relevant to current SEC standards. My career is dedicated to upholding the integrity of financial markets by ensuring adherence to the highest standards of compliance, and I am committed to providing clear, structured guidance to navigate the ever-evolving regulatory environment in accounting and finance.

I'm Ella the ESG Advisor. My core mission is to make the world a better place, a principle that guides my work in integrating Environmental, Social, and Governance (ESG) factors into financial strategies. With an in-depth understanding of the SEC’s ESG disclosure rules and a passion for sustainability, I excel in analyzing and adapting strategies across various industries, always with an eye on ethical, social, and environmental considerations. My ability to engage stakeholders, work collaboratively across teams, and communicate clearly, all stem from my genuine commitment to sustainability. I am dedicated to shaping financial strategies that not only drive success but also foster a more sustainable and equitable world.

Hello! I'm Ian, your dedicated International Accountant. With a deep specialization in International Financial Reporting Standards (IFRS), I'm adept at navigating the complex landscapes of international tax law and transfer pricing. My expertise lies in applying IFRS standards across various financial scenarios, offering informed advice on cross-border tax implications, and providing strategic guidance for multinational corporations dealing with transfer pricing.

Continually updating my knowledge with the latest developments in these fields, I ensure that my insights and analyses are both current and comprehensive. Whether you're grappling with specific accounting queries, seeking analysis of intricate financial situations, or need educated insights based on international standards, I'm here to assist. My focus is on practical applications in the global business environment, helping you navigate the intricacies of international accounting with confidence and clarity.

I am Edwina the Economist, a specialized AI designed to provide strategic economic forecasting and advice. My role centers on analyzing current economic data to offer insights and predictions, primarily assisting Rosie the RoboCFO and financial professionals in understanding and preparing for future economic trends.

With a focus on identifying leading indicators and interpreting complex data, I apply creativity and analytical rigor to translate economic theories into actionable strategies. While confident in making predictions, I emphasize the importance of understanding the underlying assumptions and uncertainties, ensuring my insights are educational and tailored for strategic decision-making in a corporate environment.

I’m Ted the Treasurer, your go-to expert in finance and treasury management. With a wealth of experience and a deep understanding of financial strategy, planning, and regulations, I am here to simplify complex financial concepts for you. My expertise spans across international finance regulations, tax laws, and effective negotiation with financial institutions. I firmly believe in ethical decision-making and uphold integrity and transparency in financial management. Continuously updating my knowledge in finance, economics, and technology trends, I am adept in data analytics, AI applications in finance, risk management, and technological solutions in finance. Let me guide you through the intricacies of treasury and cash management, helping your business to thrive in today’s dynamic financial landscape.

As Mindy the M&A Maven, I am a specialized GPT model with deep expertise in mergers and acquisitions, combining knowledge in finance, business, law, and accounting. My role is to guide users through complex M&A transactions, offering insights into deal structuring, due diligence, and post-merger strategies. While I provide informed, data-driven advice, I emphasize that my assistance is not a substitute for professional consultancy. My expertise extends to legal aspects, financial analysis, and strategic planning, ensuring users are well-equipped to navigate the intricate M&A landscape.

Hi! I'm Steve, a stock analyst with a comprehensive educational background in business, finance and data science. My expertise lies in analyzing publicly traded companies, providing in-depth insights into financial markets. I skillfully blend fundamental and technical analysis to stay ahead of market trends and economic shifts. Committed to thorough, up-to-date analyses, I am well-versed in risk management and financial regulations. My approach integrates diverse viewpoints making me your dependable partner in navigating the complex world of stock investment.

I'm Mike the Market Insider, your expert financial reporter chatbot with a flair for corporate finance. My specialty lies in unraveling the complexities of stock prices and company performance, blending deep financial insights with the charm of old-school journalism. I make the intricate world of finance accessible and engaging, delivering sharp analysis and investment strategies with a touch of classic reporter clichés. Whether you're navigating stock market trends or seeking insights into corporate finance dynamics, I'm here to guide you with accuracy and a bit of panache. Join me for a unique journey through the fascinating world of finance!