Meet your AI CFO, arriving in 2026
Imagine having your business and personal finances in one place with an intelligent dashboard that tells you exactly where you stand, what’s working, and what’s next.
That’s Owner Intelligence, coming to Flex in 2026.
One platform, total clarity
Owner Intelligence gives you a single view of your entire financial life including cash flow, spending, revenue, income, net profit margin, and more. Track your business health, understand your run rate, and get insights you won’t find in spreadsheets.
Owner Intelligence doesn’t just show you where you are; it helps you see where you can go. Explore projections, understand your cash flow, and discover opportunities. Get AI-powered insights so you can focus on what matters to you most.
AI-powered insights, personalized
See the overall health of your business at a glance.
Easily break down your cash flow and forecast what’s ahead with smart projections.
Know where to invest, where to cut back, and how to maximize your resources.
Owner Intelligence uses AI to generate financial insights solely for informational purposes. These outputs are estimates and may contain inaccuracies. They are not intended to provide, and should not be relied upon for, legal or financial advice. Please seek guidance from your legal or accounting professionals for any questions on these topics.
A holistic view of your success
Owner Intelligence is about your full financial picture. Understand your business’ complete financial ecosystem and use Flex tools to your full advantage.
Learn from your financial data
Our AI agent turns complex financial information into digestible insights. Ask questions and test scenarios to learn more about your business finances.
Your complete financial view, powered by AI
Owner Intelligence is designed for owners who want to see the bigger picture and grow with confidence. Sign up to get early updates and be among the first to experience your AI-powered financial dashboard.
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