In development
Codex Finance
An AI finance copilot for owners who need cash, margin and overdue invoices explained in plain language.
Overview
What this product is for
Codex Finance is an in-development finance copilot. It reads the books a business already keeps — invoices, bills, payouts and a chart of accounts — and answers the questions an owner actually asks: what cash is expected this month, which customers are late, and which jobs are below the margin they agreed. It drafts the explanation. It does not file the tax return or move money.
Owners of small companies who have the transactions but not a dedicated finance officer to narrate them.
At a glance
Capabilities
What is included
- A question box grounded in invoices, bills and payouts
- Cash timing, overdue balances and simple margin views
- Every figure tied back to the source transaction
- Draft commentary an accountant can correct
- No payment initiation and no tax filing
- English first, with room for a second language once the ledger mapping is stable
Stack
Technology
Questions
Questions before a project conversation
Will Codex Finance replace an accountant?
No. It prepares a clearer view of cash, margin and overdue invoices so the owner and the accountant spend less time hunting through exports.
Can it pay suppliers or submit a tax return?
No. Those actions stay with a person. The copilot is read-and-explain.
Where do the numbers come from?
From the invoices, bills and payouts the business connects. If a number is not in that data, the copilot should not invent it.