Now in private beta — Q4 2026 launch
Your financial
co-pilot for growth
Naviio is the financial tool whose numbers you can defend — to your co-founder, your board, and your accountant. No spreadsheets. No waiting.
NaviioOverviewLive
Cash on hand$482,310▲ 2.4% this month
MRR$36,200▲ 8.1% MoM
Runway14.2 moat current burn
Cash flow — trailing 12 monthsTTM
Budget vs Actuals · MayRevenue +$4.2KOpEx −$1.8KOn plan ✓
✓Numbers verifiedBank + Stripe · synced 2m ago
12-mo forecast$1.2M ARR · GM 71%
✦
Your burn rate increased 8% — raise or cut $12K in SaaS?Navi · just now
Trusted by founders using
StripeQuickBooksPlaidXeroGustoShopifyHubSpot
What Naviio does
Everything a CFO tracks, automated
📊
Real-time P&L
Income statement updates automatically as transactions hit. No manual reconciliation, no waiting on month-end closes.
💧
Cash flow & runway
Live cash position, daily burn rate, and projected runway across every connected bank account.
📈
Revenue intelligence
MRR, ARR, churn, LTV, and cohort analysis pulled directly from Stripe and Shopify — no spreadsheet needed.
🤖
AI categorization
Transactions are auto-categorized using AI, with custom rules and one-click overrides when it needs your input.
🔮
Forecasting engine
AI-generated 3, 6, and 12-month forecasts with scenario modeling. See best case, base case, and worst case in one view.
📋
Board-ready reports
One-click export of investor-grade financial packages in PDF or slides. Built for how VCs and board members actually read numbers.
Integrations
Plugs into your stack in minutes
OAuth-only. No credentials stored. No technical setup required.
Plaid ✦ LaunchQuickBooks ✦ LaunchStripe ✦ LaunchXero ✦ LaunchGustoADPShopifyHubSpotSalesforceRampBrexBill.comAmazon Seller
Pricing
CFO-level clarity, not CFO prices
Starter
$49/mo
For early-stage founders and solopreneurs getting started.
- ✓2 integrations
- ✓Real-time P&L
- ✓Cash dashboard
- ✓Basic KPIs
- ✓1 user
Join the waitlistMost popular
Growth
$149/mo
For SMBs between $1M–$5M revenue who need the full picture.
- ✓5 integrations
- ✓Full dashboard
- ✓Forecasting engine
- ✓AI categorization
- ✓3 users
Join the waitlistPro
$349/mo
For $5M–$20M businesses that need scenario modeling and board reports.
- ✓Unlimited integrations
- ✓Board reports export
- ✓Scenario modeling
- ✓API access
- ✓10 users
Join the waitlistCFO Suite
$799/mo
For fractional CFOs managing multiple clients from one platform.
- ✓Multi-entity
- ✓White-label
- ✓Client portal
- ✓Priority support
- ✓Unlimited users
Join the waitlistReady to fly with clarity?
Join the waitlist. Beta launches Q4 2026.