Early Access — Now Open

Your financials,
finally in one place

Real-time P&L. Live bank sync. Multi-entity visibility. Built for operators running more than one business — not accountants building spreadsheets.

app.kotohcfo.com / overview
Overview
P&L
Transactions
Runway
Forecast
Portfolio Overview ● LIVE
Net Revenue
$847K
↑ +18.3% vs last mo.
Cash Balance
$312K
↑ +5.1%
Burn Rate
$44K
↑ +2.4% MoM
Revenue vs Burn — 6 months
Entities
Entity A $412K
Entity B $228K
Entity C $207K

Running multiple businesses
shouldn't mean five different tabs open.

Most operators cobble together a picture of their finances from bank portals, QuickBooks, Stripe, spreadsheets, and a prayer. That's not a CFO stack. That's chaos.

01
Manual spreadsheets don't scale
You spend hours each month copying numbers between sheets just to see where you stand. By the time it's done, the data is already stale. You're managing lag, not your business.
02
Every tool lives in its own silo
Stripe for revenue. QuickBooks for books. Bank portal for cash. Notion for tracking. None of them talk to each other. You pay for five tools and still can't see the full picture.
03
No real-time visibility
You're making decisions based on data that's days or weeks old. Cash surprises. Burn that crept up without warning. You need to know now — not when the accountant files.
Multi-Entity P&L — Feb 2026
Entity Alpha LLC
3 bank accounts synced
+$48,210
↑ +12.4% MoM
Beta Ventures Inc.
2 bank accounts synced
+$31,780
↑ +8.1% MoM
Gamma Holdings
1 bank account synced
-$4,100
↓ Net loss this month
AI insight: Gamma Holdings is running a 2.3% higher burn rate than 90 days ago. At current trajectory, cash runway drops below 60 days by April.

One dashboard.
Every entity. Live.

Kotoh CFO connects to your bank accounts, pulls real-time transaction data, and gives you a consolidated P&L across every business you run.

Live bank sync
Connects to 10,000+ financial institutions. Transactions pull in automatically — no CSV exports, no manual imports.
Multi-entity P&L
See each entity separately or consolidate the whole portfolio. Revenue, burn, and margin — all in one view.
AI-powered insights
Anomaly detection, burn trend alerts, runway forecasting. The AI spots what you'd miss in a spreadsheet.

Built for operators,
not bookkeepers.

Real-Time P&L
Profit and loss updates as transactions clear. Not next month. Not after the close. Today. Know your margin at any point in the billing cycle.
live data
Bank Sync Across All Accounts
Connect every business checking, savings, and credit account. Transactions categorized automatically. Reconciliation without the headache.
10,000+ institutions
Multi-Entity Consolidation
See each business individually or roll them all up into a single portfolio view. Separate the signal from the noise across every entity you own.
unlimited entities
AI Runway & Forecast
Know how long your cash lasts before you need to know. Runway projections, burn alerts, and revenue forecasts — so you make decisions with data, not gut.
AI-powered
Trusted by operators running $1M–$50M portfolios
$50M+
Portfolio volume tracked
10K+
Bank connections supported
Entities per account
"Finally stopped dreading month-end. I open Kotoh CFO and see everything — across all three businesses — in under a minute."
JR
J. Rodriguez
Founder, 3 portfolio companies
"The AI runway alert caught a burn creep I'd have missed for another 6 weeks. Saved us from a cash crunch."
AM
A. Morris
Operator, $8M annual revenue
"We replaced QuickBooks, a spreadsheet, and two bank portals with one tab. The clarity is worth it alone."
SK
S. Kim
CFO, multi-entity holding co.