Claude Opus 4.7 · QuickBooks · Stripe · Plaid · Live

The AI that runs
your finance team.

An always-on CFO. Morning cash briefs, runway forecasts, expense anomaly alerts, board-ready reports — all from your existing QuickBooks, Stripe, and bank feeds.

12+
Pre-built finance skills
30+
Native integrations
24/7
Autonomous monitoring
5hrs
Saved per week
Connects to
QuickBooksXeroStripeMercuryBrexRampGustoRipplingNetSuitePlaidBill.comChargebeeQuickBooksXeroStripeMercuryBrexRampGustoRippling
How it works

One layer. Your whole stack.

Kazna sits between your data sources and your actions. It reads, decides, executes — logged and reversible.

01 · Data sources
Q
QuickBooks
GL · AR · AP
X
Xero
Multi-entity
S
Stripe
Revenue · MRR
P
Plaid
Banks · Cards
G
Gusto
Payroll
+25
More
Brex, Ramp…
02 · Kazna core
K
Kazna
Claude Opus 4.7 · tool use + custom skills
READ
Connectors
PLAN
Agents + Skills
WRITE
Actions
Every action logged · reversible · approval-gated
03 · Actions executed
Cash & treasury
Runway alerts · cash forecast · sweep idle balances
AR & AP
Chase overdue · schedule payments · reconcile
Reporting
Morning briefs · board decks · investor updates
Compliance
Anomaly detection · audit trail · tax prep
< 2s
Avg response time per query
100%
Actions logged + reversible
30+
Native integrations out of box
Live in the product

Ask. Analyze.
Act.

Chat isn't a feature — it's the interface. Every question that used to take 15 minutes in QuickBooks takes 2 seconds. Every decision that used to need your accountant takes one sentence.

Plain English, real SQL
"Show me our top 10 vendors by spend this quarter vs last" — Kazna writes the query, runs it, formats the answer.
Executes actions, not just answers
Generate reports, approve bills, chase invoices, flag anomalies. All from the chat thread.
Everything is reversible
Every action logged. One click to undo. Approval-gated for anything touching money.
Book a demo →
app.kazna.ai/chat
what's our runway and biggest risk?
Analyzing cash flow + bank balances…
→ 1.8s
8.3 months runway @ $187K/mo burn.
Cash
$1.55M
Burn/mo
$187K
AR risk
$42K
Biggest risk: $42K overdue 60d+ from 2 clients. Chase now?
Skills · one-click + custom

A library of autonomous agents
for every job your finance team repeats.

Pre-built skills for the 12 most common CFO tasks. Or write your own in plain English and schedule it.

DAILY
Morning cash brief

Every weekday at 7 AM: cash position, runway, overdue AR, upcoming payroll, anomalies. One Slack DM.

→ daily at 7am
ANOMALY
Expense sentinel

Watches for duplicate charges, unknown subscriptions, category spikes. Flags before month-end close.

→ continuous
COLLECTIONS
AR chaser

Auto-sends reminders at 7/14/30/60 days overdue. Escalates to you at 60d+. Keeps DSO tight.

→ daily sweep
COMPLIANCE
Board-ready reports

P&L, cash flow, runway forecast, budget vs actual — auto-generated PDF for board packets.

→ monthly + on demand
FORECASTING
Runway scenarios

Ask 'what if we hire 3 engineers?' or 'what if MRR drops 20%?' — get instant scenario model.

→ ad-hoc
CUSTOM
Build your own

Write what you want in plain English. Set a schedule. Runs forever. "Every Friday, flag any vendor charging >10% more than last quarter."

→ unlimited custom skills
For fractional CFOs

Manage 20 clientslike it's one.

Multi-tenant workspace. White-label client reports. Cross-client AI queries. One login, your entire practice.

Book a demo →
82%
Less time on reporting
vs manual QuickBooks + Excel aggregation
$12K
Saved per client per year
5hrs/week × $50/hr fully loaded analyst time
24/7
Autonomous monitoring
Catches anomalies, tight cash, overdue AR before you do
Pricing

Pricing that scales with you.

Talk to us. Onboarding included on every plan.

STARTER
$199
/mo

Pre-seed / seed startups up to $1M ARR.

  • 1 entity
  • All pre-built skills
  • $100 AI credits/mo
  • 3 team seats
Book a demo
POPULAR
GROWTH
$599
/mo

Series A / B startups with a finance team.

  • Up to 3 entities
  • Custom skills builder
  • $300 AI credits/mo
  • 10 team seats
  • Priority support
Book a demo
CFO PARTNER
$1,299
/mo

Fractional CFOs managing 5+ clients.

  • Unlimited clients
  • White-label reports
  • Cross-client AI
  • $750 AI credits/mo
  • Dedicated onboarding
Book a demo
ENTERPRISE
Custom

NetSuite, Sage Intacct, multi-entity. Post-SOC 2.

  • ERP sync
  • SSO + compliance
  • SLA guarantees
  • Dedicated CSM
Contact sales
FAQ

Good questions.

How is this different from Mercury or QuickBooks?

Those tools store your data. Kazna does something with it. We read from them, analyze cross-source, and take action — generate reports, chase invoices, flag anomalies — not just show numbers on a dashboard.

What data does Kazna need access to?

Read-only by default. Write access only to features you enable (AR chasing, bill approval, report generation). Every action logged and reversible. SOC 2 Type II in progress (target Q3 2026).

Can I write my own skills?

Yes — plain English. "Every Monday at 7am, if any vendor has charged us more than last month by 15%+, flag it and email me." Save, schedule, done.

Do you support NetSuite, Sage Intacct, multi-entity?

Multi-entity QuickBooks and Xero ship today. NetSuite and Sage Intacct are in the Enterprise tier (rolling out Q2 2026). Kazna is built on a connector framework that abstracts the data source.

How does pricing work with AI credits?

Each plan includes AI credits covering 80-90% of typical usage (briefs, chats, skill runs). Overage is transparent — billed at cost + modest markup.

Start running your
finance on AI.

15-minute call. No pitch. Just product.