Chasq · Strategic finance
Understand the numbers. Fix, improve and grow the business.
Chasq is a strategic finance platform. It sits above your accounting system and the other tools the business runs on, drawing the data through and turning it into reporting, forecasting and forward-looking insight. One view of the whole business, with agents doing the work a finance function would otherwise do by hand.
Cash across 3 entities
£0
Synced 2m ago
- Banking14 connected
- CRM18 connected
- Accounting9 connected
Connects to your stack
- Xero
- QuickBooks
- HubSpot
- Salesforce
- Attio
- Stripe
- Open Banking
- Notion
The platform
One view of the whole business.
The Command Centre is where it starts. It brings together the targets you set in Vision, the headline numbers, the AI insights and whatever else needs attention, all in one place. Behind it sit the modules, the agents and the connector layer feeding them.
Net cash across all entities
Inflows, outflows and burn rolled up live from banking and accounting.
01
Vision
Where the business sets its financial vision and mission, its OKRs and its KPIs, then tracks progress against the targets it has set. The figures draw through automatically from the rest of the platform, so once a target is set it keeps measuring itself.
02
Modules
Six working surfaces, each built on the same connected data, so a number means the same thing wherever it appears.
Financial Reporting
AvailableManagement reporting drawn straight from the connected ledger, with layouts customised to how you want to see the business and written explanations from the agents. Ready for the board pack.
Cash Flow Forecast
AvailableShort-term cash forecasting day by day and across thirteen weeks, built from the real debtor and supplier position and shaped to how your business runs.
Financial Model
AvailableAn integrated three-statement model covering profit and loss, balance sheet and cash flow, with scenarios and versions.
Reporting
AvailableNatural language reporting. Ask a question in plain English and get the chart or table that answers it.
Sales Analysis
AvailablePipeline and revenue analysis from the CRM, building a bottom-up forecast. It identifies opportunities, shows where there is room to improve and helps you manage the pipeline.
Peer Benchmarking
AvailablePerformance measured against a defined peer group using real external data.
03
Intelligence
The agent layer. It works across the whole platform rather than only the ledger, and it answers from your data or not at all.
- AI Insights
- What matters, surfaced before anyone asks for it, ranked by impact.
- Chat
- The conversational way into everything the platform holds. It answers from your own data, never from memory, and it says so when it cannot answer.
- Knowledge Centre
- Verified reference material behind the agents, covering tax, accounting and finance. Built as structured skills that pull from authoritative sources through live connections, so answers reflect the current position rather than a snapshot.
- Context Management
- Where you shape and correct what the agents know about your business, so the answers reflect how it actually works.
04
Partners
A directory of trusted specialists across professional services, technology, banking and corporate finance. Browse the network and request an introduction. When a question runs past what the platform should answer itself, the agents point you to the right partner rather than guessing.
05
Integrations
The connector layer feeding everything above. Forty plus connectors, including Xero, QuickBooks, HubSpot, Salesforce, Attio, Stripe, Notion and open banking.
Agent-led, not a chatbot bolted on
The agents build, explain and watch. They work across the whole platform rather than sitting beside a dashboard answering questions about the ledger.
Computed, never generated
Every figure the platform states is computed from your own data and checked against source. Nothing is invented, and the agents tell you when they cannot answer.
The agents propose, you decide
Nothing is changed without your approval. The platform does the work and puts the decision in front of you.
The process · DIDO
Design, integrate, develop, operate.
Four phases, delivered by finance engineers who stay with you from kickoff through steady state.
- 01Design
Vision & insight
AI tools and a verified knowledge base map the current state and the gap to where you want to be.
- 02Integrate
Finance engineers
Data and finance specialists, working with AI agents, who improve your internal data and integrate the business onto the platform properly.
- 03Develop
Build solutions
Tailored workflows, reports and automations. The platform keeps evolving with your business.
- 04Operate
Software as a service
Ongoing delivery and support through the Chasq surface. Continuous value, not a one-off project.
Finance engineers
Data and finance specialists who sit alongside your business, with AI agents working beside them. They improve the quality of your internal data, integrate the business onto the platform and build the custom solutions and workflows your business actually needs.
They follow the business through its stages rather than one moment in its life, from a fractional practice building the foundation, to an incoming CFO inheriting the history, to a pre-deal adviser handing a clean analytical record to a deal team.
Revenue efficiency
You vs peer cohort · 25th – 75th percentile band
Strategy
Benchmark against peers. Move before they do.
Chasq anonymously compares your financial shape to similar businesses on the platform, so you can see what is normal, what is not and where there is untapped margin.
We are building a business valuation module that will draw on the same data and the financial model to show what the business is worth and what the return on it looks like.
Pricing
Two fees. One platform.
A one-off Launchpad fee to get you flying. A monthly Orbit fee to keep you there.
Launchpad
Implementation
A one-off upfront fee that sets you up for success. Get the platform configured around your business from day one.
- Finance engineer onboarding
- Data source mapping
- Integration setup
- Vision, OKRs and KPIs configured
- Initial platform configuration
Orbit
Ongoing
A flat monthly retainer that keeps you connected to the Chasq ecosystem and the infrastructure running.
- Command Centre and Vision
- Financial Reporting, Cash Flow Forecast and Financial Model
- Natural language Reporting and Sales Analysis
- AI Insights, Chat and Knowledge Centre
- Peer benchmarking
- Partner network and community access
- Token-based AI tool usage
All pricing agreed on a case-by-case basis. The same two fees apply whether you come to us direct or through a partner.
Compare
Faster than consultants. Smarter than software.
| Feature | Traditional accounting | Chasq | SaaS-only tools |
|---|---|---|---|
| Data scope | Accounting only | CRM, accounting, banking, operations | Single domain |
| Reporting | Backward-looking | Forward-looking insight | Basic dashboards |
| Intelligence | Manual analysis | Agents across the whole platform | Chatbot on a dashboard |
| Expert support | Hourly billing | Finance engineers | None included |
| Data model | Fragmented | Standardised | Generic |
| Strategic guidance | Project-based | Continuous | Not available |
| Accountability | Limited | Full ownership | None |
Questions
Straight answers for finance leaders.
No sales deck vocabulary. The things people actually ask us on a first call.
- What is Chasq?
- Chasq is a strategic finance platform. It sits above your accounting system and the other tools the business runs on, drawing the data through and turning it into reporting, forecasting and forward-looking insight, with AI agents doing the work a finance function would otherwise do by hand.
- Who is Chasq for?
- Owner-managers and finance leaders in owner-led businesses. If you can read the financial reporting but cannot turn the numbers into the strategic insight your role demands, Chasq closes that gap.
- Does Chasq replace my accounting software?
- No. Chasq sits above your accounting system. It draws data from accounting, CRM, banking and operational tools so you can see the whole business in one live view, not just the books. Transaction processing, reconciliation and month-end close stay in the systems built for them.
- What does Chasq actually deliver?
- Board pack ready Financial Reporting straight from the connected ledger, explained by the agents. A daily and thirteen-week cash flow forecast built from the real debtor and supplier position. An integrated three-statement financial model with scenarios. Natural language reporting, sales analysis with a bottom-up forecast, and peer benchmarking. Above all of it, a Command Centre tracking the targets you set in Vision, and agents surfacing what matters before you ask.
- Can I trust the numbers the agents give me?
- Every figure the platform states is computed from your own data and checked against source. Nothing is generated, and when the agents cannot answer a question they say so rather than filling the gap. The agents propose and you decide. Nothing is changed without your approval.
- How is this different from hiring a CFO or finance director?
- Chasq is the first step towards strategic finance. It either provides the tools of a strategic finance leader where you do not have one, or amplifies the expertise of an existing finance director by giving them the strategic infrastructure their role demands.
- What does Chasq cost?
- Two fees. A one-off Launchpad fee covers implementation, integration and configuration. A monthly Orbit fee covers ongoing platform access, the modules, AI tooling, insights and benchmarking. All pricing is agreed case by case. The same two fees apply whether you come to us direct or through a partner.