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CleoAI

AI finance-ops assistant for FP&A teams – gradient boosting cash flow forecasts benchmarked 18% better than ARIMA, plus automated reconciliation and AP.

3.2 Finance & Fintech AI
3.2 Good 3.2
Cited, measurable forecasting improvement over a traditional statistical baseline No published pricing – the site compares competitor rates but not its own
Reviewed by Challenging Voice Editorial · Updated Sep 2026 How we rate
PricingContact for Pricing
Free planNo
CompanyCleoAI
PlatformsWeb
CategoryFinance & Fintech AI
Last reviewedAug 2026
UpdatedSep 2026

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Overview

CleoAI is a B2B AI finance-ops assistant built for FP&A and finance teams, automating financial planning and analysis workflows for mid-market organizations. Its AI mechanisms are specifically named rather than vaguely claimed: gradient boosting models for cash flow forecasting, an “Explanation-Layer AI” for accelerating investigations, and autonomous finance agents built with risk management frameworks.

A cited, measurable performance claim sets this apart from generic forecasting-tool marketing – CleoAI’s cash flow forecasts are benchmarked at 18% more accurate than ARIMA, a standard statistical forecasting baseline finance teams already know. Beyond forecasting, the platform also automates reconciliation and accounts payable workflows, and integrates directly with ERP systems rather than requiring manual data exports.

CleoAI targets FP&A teams, finance operations departments, and mid-market organizations with ERP systems already in place. Pricing is not published on the site – it references competitor pricing comparisons but not its own rates; contact the company directly.

Key features

  • Gradient boosting models for cash flow forecasting, benchmarked 18% better than ARIMA
  • Explanation-Layer AI to accelerate financial investigation and root-cause analysis
  • Autonomous finance agents with built-in risk management frameworks
  • Automated reconciliation across finance workflows
  • Direct ERP system integration

Screenshots & demo

CleoAI screenshot 1

Pricing

CleoAI uses custom pricing. Contact their team for a quote based on your needs.

  • Pricing modelContact for Pricing
  • Starting priceCustom
  • Free planNo
Visit CleoAI

Pricing is provided as a guide. Check the official site for the latest plans.

Pros & cons

Pros

  • Cited, measurable forecasting improvement over a traditional statistical baseline
  • Covers multiple finance-ops workflows – forecasting, reconciliation, AP – not just one task
  • Purpose-built for FP&A/finance teams rather than a generic BI tool

Cons

  • No published pricing – the site compares competitor rates but not its own
  • Aimed at mid-market, ERP-integrated organizations – likely a poor fit for very small businesses
  • Limited public detail on how "Explanation-Layer AI" works beyond marketing language

How it compares

ToolRatingFreeFromBest known for
CleoAI (this tool)3.2No—Gradient boosting models for cash flow forecasting, benchmarked 18% better than ARIMA
Drivetrain3.9No—Scenario, modelling, formula and reporting agents
DataRails4.0No—Excel-native platform that automates consolidation across business units
Numra3.6No—Mary, a named AI finance assistant for AP and AR workflows

Alternatives to CleoAI

4 tools matched to CleoAI on what they do, their category and their price.

Frequently asked questions

What is CleoAI?
CleoAI is a B2B AI finance-ops assistant built for FP&A and finance teams, automating financial planning and analysis workflows for mid-market organizations.
Is CleoAI free?
CleoAI does not offer a free plan.
What are the best CleoAI alternatives?
The closest matches in the directory are Drivetrain, DataRails, and Numra, compared side by side above.

Reviews

3.2 Editorial rating No reviews yet

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