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AI Insights

Turn financial data into answers.

Max combines iCFO’s private-company benchmarks, financial analysis tools, and AI to help you understand what the numbers mean, identify what deserves attention, and decide what to investigate next.

  • Private & secure Your figures stay private. We do not sell your data or use it to train public AI models.
  • Grounded in data Answers are based on iCFO benchmarks and methodologies.
  • Built for professionals Designed for business owners, advisors, and industry researchers.
Try Max with a Free Scorecard Start 14-Day Demo

Your figures stay private and secure.

How Max works with iCFO

Max delivers answers that are accurate, relevant, and actionable.

  1. Your company data

    Max interprets the financial information and results in your analysis.

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  2. Industry benchmarks

    Answers are grounded first in iCFO’s proprietary benchmark data and methodologies.

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  3. iCFO knowledge

    Max understands our reports, metrics, terminology, analytical framework, and how our tools work.

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  4. Broader intelligence

    When a question goes beyond the iCFO knowledge base, Max can explain general financial concepts. iCFO prices, product features, and workflow steps come from that knowledge base — not from live web search.

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Ask Max anything about your financials

Examples of questions business owners and advisors ask every day.

  • Why is my ROA below the industry median even though my profit margin is strong?

  • Which of these Red Flags should I address first?

  • What would happen to liquidity if sales increased 15%?

  • How does my profitability compare with similar-sized companies?

  • What is driving the change in this industry’s performance over four years?

  • What should I discuss with my CPA or CFO based on these results?

Max helps you go from numbers to understanding — and from understanding to action.

Trusted by financial professionals

  • The AI interface reduces the time required to perform financial analysis by 10 to 15 minutes per company and delivers results more quickly compared to traditional methods.
    Vinay Patankar Managing Director The Veritas Group
  • Quickly getting the overall picture of a company and industry performance is quick and easy with this AI tool. I can achieve in seconds what once took hours. It’s truly a game changer.
    Parkash Singh CEO CIA Part-Time Controller

Get AI-powered insights for your business

Try iCFO free with a Scorecard or explore everything with our 14-day trial. No credit card required.

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Your figures stay private and secure.