Set up your analysis
- Enter company financials
- Select industry (NAICS/SIC)
- Choose company size & region
- Define peer group automatically
How it works
From setup to smarter decisions.
iCFO combines your financials with private-company benchmarks and AI insights — so you can set up an analysis, understand performance, and decide what to improve next.
- Private & secure Your data is encrypted and never shared.
- Grounded in data Benchmarking based on 1M+ private-company statements.
- Built for professionals Trusted by business owners, advisors, and researchers.
Your figures stay private and secure.
How it works — step by step
Three simple steps to turn your numbers into better decisions.
Analyze & benchmark
- Compare against private-company peers
- View liquidity, asset efficiency, profitability & growth
- Explore trends with 1-year & 4-year reports
- Ask Max your questions
Improve & take action
- Spot strengths and Red Flags
- Run What-If scenarios
- Get AI-powered recommendations
- Make confident, data-driven decisions
Ask Max at any step
Our AI assistant is built into your experience to help you understand results, answer questions, and identify what matters most.
Get more from every report
The tools and data behind each step — so analysis turns into clear next actions.
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Private-company data
Benchmarks from more than 1 million private-company financial statements across 2,600+ industries.
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Comprehensive analysis
Liquidity, asset efficiency, profitability, growth, valuation, and more — all in one place.
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What-If scenarios
Model changes to key drivers and see the potential impact on your performance.
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Red Flags
Automated alerts highlight potential issues so you can act early.
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AI insights with Max
Get clear explanations, answers, and recommendations tailored to your business.
Ready to turn your numbers into insights?
Start with a Free Benchmark Scorecard or explore the full suite with a 14-day trial. No credit card required.
Your figures stay private and secure.