Answers now, not at month-end
Ask about runway, spend or what's waiting on you and get the answer while the question still matters. No exports, no consolidation sheet, no waiting for the close.
Agentic Analyst
Know where every entity stands. In the time it takes to ask.
Running several companies usually means stitching spreadsheets together before you can answer a simple question. proxo's agentic analyst reads the books of every entity you run, answers in plain English, and drafts the work that follows. You spend your time deciding, not assembling.
What changes for you
Fewer hours on the numbers. More confidence in them.
The whole group in one answer
Ask across the holding company and every operating company at once, or narrow to one. Each figure says which entity it came from, so you can act on it straight away.
Less admin, same control
It drafts the record, the approval or the edit; you read it and click Confirm. Nothing changes in your books until you do, and a change you just made can be undone.
Decisions on your own numbers
Answers come from your entities' own records in proxo, the same books behind your dashboard, not from generic advice.
Your rules still apply
It sees only the entities your role lets you see and acts only as you could. Every change it makes for you lands in the same audit trail as yours.
Where you already work
Approve from Slack, ask a question in Slack, or connect the AI tools you already use. The answers and the controls are the same everywhere.
Built for groups of entities
One question. Every entity answered.
proxo was built for groups of entities from day one, so the analyst works the way a group is run: across companies, without mixing them up.
- Ask once and get an answer for each entity and for the group
- Each currency stays in its own figure, never silently added together
- Separate entities stay separate: one company's records never answer for another's
- Narrow to a single entity any time, the same way you do on every other screen
You ask
What's our burn rate and runway across all entities?
- HoldCo
- $41,000/mo burn · 15.6 months
- OpCo A
- $29,000/mo burn · 14.1 months
- OpCo B
- Cash-generative
- Group
- $63,833/mo burn · 19.3 months
Sample entities from the interactive demo.
What it can do today
The work behind the answers.
Everything above runs in proxo today. In the app, you'll find it as Proxo Agent.
How proxo's AI features process data is set out in the Privacy Policy.
- Reads your cash flows, approvals, budgets, vendors and forecasts, and answers questions about runway and stress scenarios
- Drafts new records, edits, approvals and archives as a preview card that runs only when you confirm
- Reads a PDF, PNG or JPEG you attach, and Proxo Scan turns a bank statement into rows without storing the file
- Approve or reject from Slack, and ask questions with the /proxo command
- Connect Claude Desktop or Claude Code over MCP with your own API key; changes that need approval wait for you in proxo
- Describe a chart and get it on your dashboard, ready to export to Excel or PDF
Ask your first question in the demo.
7-day trial. Every feature on every plan. Needs a Google Workspace or Microsoft work account. No card needed to start.