An AI CFO that works from your financial reality
OPTAX connects the records behind your business, spots changes that deserve attention, and turns them into clear next actions.
Real product capture
See the recommendation where the financial work happens.
The workspace, recommendation, evidence boundary, and Copilot action stay together.
- The owner recommendation stays inside the operating work.
- Copilot explains evidence, limits, and the next safe action.
- Actions lead back to records, reports, or the relevant review workflow.
1.The owner recommendation stays inside the operating work.
2.Copilot explains evidence, limits, and the next safe action.
3.Actions lead back to records, reports, or the relevant review workflow.
What the capture proves
OPTAX is a working Financial Center with visible human review boundaries, not a generic finance-content website.
- Current app capture, not a reconstructed marketing mockup
- Seeded company and H1 2026 management review context
- No direct filing or automatic mutation claim
Plans for every level of support
Choose the support level that fits your work
Choose the level of support that fits your business.
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Need a more complex setup?
If you work across multiple companies, countries, or operating structures, tell us what you need and we will help you find the right next step.
See the FAQ for monthly credit timing, company capacity, cancellation rules, and package terms.
FAQGive your business an AI CFO view
Start with a Free Business Checkup for one company and see which financial question deserves attention first.