Finance AI Workflow

Organize Finance Questions

Structure cash-flow, loan-readiness, and document questions before advisor review.

Reviewed next step Requests go to advisor review.
Clear finance questions Cash-flow, documents, and debt context stay together.
Guided by ECO Use protected ECO notes before submitting a request.

Finance Review Prep

Organize the money question before the meeting.

Cash Flow Snapshot

Collect revenue, expense, debt, and timing context.

Tax Question Prep

Turn tax questions into a clean review list.

Bookkeeping Gaps

Find missing statements, stale records, and category gaps.

Working Capital Notes

Frame receivables, payables, seasonality, and inventory pressure.

Loan Readiness

Map funding goals, proceeds, contribution, credit, and documents.

Owner Priorities

Keep recommendations tied to the business stage.

Debt Picture

Organize obligations, terms, collateral, and refinance questions.

Valuation Context

Prepare revenue, earnings, assets, and deal context.

How It Works

A clear path from question to review-ready next step.

Ask the Finance Question

Start with the concern: cash flow, tax timing, loan readiness, debt, or documents. ECO keeps the question tied to your business profile.

Get Structured Notes

The workflow turns the question into assumptions, gaps, documents, and follow-up items that are easier to review.

Review Before Applying

Submit the request, save the context, and move into advisor review, Capital Readiness, Secure Docs, or a service workflow.

Example Workflow

A sample of how ECO can structure a finance question before review.

Finance AI Workflow ECO-assisted notes for advisor review
I want to apply for capital, but my bookkeeping is behind and cash flow has been uneven. Where should I start?
Start by separating the question into three review areas: current cash position, missing documents, and the specific use of funds. First collect your last three bank statements, year-to-date P&L, current debt schedule, and a short note on what changed in cash flow.
I have bank statements and a P&L, but no formal debt schedule. I also need equipment and working capital.
That is enough to build a first-pass readiness note. List each monthly payment, lender, balance, collateral, and maturity date. Then split the capital request into equipment amount, working-capital amount, timing, and why the business can support the new payment.
Can this become a service request?
Yes. Use Start Finance Onboarding and include this context. An advisor can review the request and follow up.

Service Paths

Choose the level of review that fits the current finance question.

Self-guided

Capital Tools

For owners organizing questions before a meeting.

Freetools
Use Capital Readiness
  • Capital Readiness scorecard
  • Finance readiness prompts
  • Secure Docs and advisor-review next steps
  • Optional community account
Most requested

Workflow Setup

For owners who want a finance request reviewed and routed.

Starting at $399/mo
  • Advisor-routed intake
  • Cash-flow and document gap notes
  • Capital readiness summary
  • Owner-safe service next steps
  • Follow-up workflow setup
Custom scope

Finance Operations

For more complex finance, reporting, or team workflows.

Customscope
  • Custom workflow plan
  • Multiple business units or users
  • Reporting and process setup
  • Service links confirmed during review
Ask Guided intake

Questions are structured before review.

Review Service review

Requests go to advisor review.

Protect Scoped access

Member details stay protected.

Act Action path

Capital, documents, or service setup.

Ready for finance review?

Start with the question and add the context.