Meet Chloe-AI — Your AI Financial Analyst
Ask questions about your business in plain English. Get answers in seconds
Your data is everywhere. Your answers are nowhere
Sound familiar?
- Your sales figures live in your CRM. Your finances are in Xero/Quickbooks/Sage etc. Your operations data is somewhere else entirely.
- Getting a simple answer means exporting CSVs, merging spreadsheets, and hours of manual work.
- By the time you have the answer, the moment has passed.
- You’re making decisions on gut feel and outdated reports — because getting real data is too slow.
…..What if you could just ask (and get answers)?
Stop Waiting for Reports. Start Getting Answers.
Chloe-AI is an AI assistant that connects directly to your business systems and answers questions in real-time.
Connect your Xero, QuickBooks, or Sage account. Link your CRM. Add your operations tools. Then just ask:
“What’s our cash runway?”
“Which customers are most profitable?”
“Why did revenue drop last month?”
Instant answers. No Excel gymnastics. No month-end delays.
See Chloe-AI In Action
Try the demo with sample company data. Ask real questions. See real answers.
No signup required. No credit card. Just click and explore.
Try asking:
- “What was our gross margin last quarter?”
- “Which customers are overdue?”
- “Show me revenue by month for the past year”
- “What would happen to cash flow if sales dropped 20%?”
We can provide you with access to our AI-assistant, and the data it is interrogating. This gives you hand-on experience and may allow you to have better visualise how it will work if it was company data.
let your accounts talk back to you
We give growing businesses instant AI-powered insights from their financial data. Instead of waiting days for reports, ask questions in plain English and get answers in seconds. It’s like having a brilliant financial analyst available 24/7.
We connect to your Xero, QuickBooks, Sage (or other systems) and transform your financial data into a conversational AI assistant. You can then ask ‘What’s our cash runway?’ or ‘Which customers are most profitable?’ and get instant, accurate answers—no waiting for month-end, no manual Excel work. We help companies make faster, better financial decisions without hiring expensive analysts.
Three Steps to instant insight
1. Connect Your Systems
We securely connect to your accounting system (Xero, Quickbooks, Sage, NetSuite etc) and any other tools like CRM, job management etc.
2. Chloe-AI learns your business
Your data flows into Chloe-AI’s analysis layer where it’s cleaned, connected, and continuously monitored. She spots patterns, risks, and opportunities automatically — so insights are always up to date.
3. Ask Questions, Get Answers
You ask questions in plain English – “Why did profit drop last month?”, “Which customers pay late?”, “Which projects lose money?” – and get clear answers and visuals in seconds.
Powerful features, simple interface
Revenue Forecasting
Predict future performance with 85%+ accuracy so you can plan hiring, inventory, and investments with confidence.
Cash Flow Analysis
See exactly where you stand and where you’re heading. Never be surprised by a cash crunch again.
Anomaly Detection
Chloe-AI automatically spots unusual patterns — duplicate payments, margin erosion, late-paying customers — before they become problems.
Seasonal Intelligence
Understand your best and worst performing periods. Plan promotions, staffing, and stock around predictable cycles.
Secure & Private
Enterprise-grade encryption. Your data stays in your environment. We query it — we don’t store it.
Multi-System Integration
Connects to Xero, QuickBooks, Sage, Salesforce, HubSpot, and more. One view across all your business data.
Real-Time KPI Dashboard
Revenue, profit, cash position, debtor days — track your vital signs instantly without waiting for reports.
Natural Language Queries
No training required. If you can ask a colleague a question, you can ask Chloe. She understands context, not just keywords.
The difference chloe-AI Makes
| Without Chloe-AI | With Chloe-AI |
|---|---|
| Wait days for month-end reports | Get answers in seconds |
| Export CSVs and merge in Excel | Ask in plain English |
| Reactive decisions based on old data | Proactive insights from live data |
| Cash flow surprises | Early warning alerts |
| Hire analysts or spend hours yourself | Enterprise insights without enterprise costs |
| Data trapped in separate systems | Unified view across all systems |
| "I think we're profitable..." | "I know exactly where we stand" |
Benefits to your business
Perhaps the best way to illustrate the benefits is to highlight some pain points to AI tool eliminates.
Pain Points addressed by the tool:
- Delayed insights = delayed decisions
- Too much time on manual analysis
- Can’t forecast accurately
- Reactive, not proactive
- Can’t get quick answers to important questions
- Don’t trust the numbers
- Missed opportunities due to slow insights
- Worried about cash flow
- Repetitive manual work
- Can’t get the business insights you require
- Errors in manual calculations
In effect it provides enterprise insights without enterprise costs, instant answers without week-long waits.
What it CAN Do
Below are features of our AI tool. Note it can undertake additional tasks that are not listed.
Built by Accountants Who Actually Understand AI
Most accountants have just discovered ChatGPT. We’ve been building AI systems for years.
Chloe-AI isn’t a generic chatbot bolted onto your data. Chloe-AI was built by a team that combines deep accounting expertise with genuine AI and software engineering capability. We understand the questions that matter to business owners — because we answer them every day.
Why that matters:
- Financially literate: Chloe-AI understands accruals, deferred revenue, and the difference between cash and profit. She interprets your data correctly — not just literally.
- Business context: Chloe-AI knows which questions drive decisions, not just which data fields exist.
- Genuinely built, not bought: While others resell off-the-shelf tools, we built Chloe-AI from the ground up. That’s why Chloe-AI works.
We don’t just use AI. We build it.
How we compare:
| Feature | Typical Accountant | Grosvenor.Solutions |
|---|---|---|
| AI capability | Uses ChatGPT | Builds proprietary AI systems |
| System integration | Manual exports | Direct API connections |
| Data access | Monthly reports | Real-time queries |
| Tech delivery | Recommends software | Recommends, builds and implements IT & AI solutions |
| Cross-system insight | Siloed by platform | Unified across all systems |
Connects to the Tools You Already Use
Chloe-AI integrates with your existing systems. No switching platforms. No data migration headaches.
Accounting:
Xero, QuickBooks, Sage, FreeAgent, NetSuite, Oracle
CRM & Sales:
Salesforce, HubSpot, Pipedrive, Zoho
Property Management:
Buildium, Yardi, Rent Manager
Other:
Project management tools, inventory systems, custom databases — ask us about specific integrations.
Simple Transparent Pricing
STARTER
Perfect for sole traders and micro-businesses-
1 user
-
100 AI queries per month
-
Connect 1 accounting system
-
Revenue & expense analysis
-
Basic cash flow insights
-
Monthly P&L summaries
-
Data retention: 12 months
-
Phone & video support
PROFESSIONAL
Ideal for growing small businesses-
Up to 3 users
-
500 AI queries per month
-
Connect 1 accounting system + 1 other system
-
Everything in Starter, plus:
-
Cash flow forecasting (3 months)
-
Revenue forecasting
-
Customer analysis & segmentation
-
Trend identification
-
Anomaly detection alerts
-
Interactive charts & visualizations
-
Data retention: 24 months
BUSINESS
For established SMEs needing team access-
Up to 10 users
-
Unlimited AI queries
-
Everything in Professional, plus:
-
Cash flow forecasting (12 months)
-
Scenario planning ("What if" analysis)
-
Budget vs actual tracking
-
Department/project analysis
-
Custom KPI dashboards
-
Automated weekly insight reports
-
API access for integrations
-
Data retention: Unlimited
-
Dedicated account manager
ENTERPRISE
For larger organisations with complex needs-
Unlimited users
-
Everything in Business, plus:
-
Multi-company consolidation
-
Multi-currency support
-
Custom integrations
-
On-premise deployment option
-
SSO (Single Sign-On)
-
Custom AI training on your terminology
-
SLA guarantees
-
White-label option available
Frequently Asked Questions
Is my data secure?
Absolutely. Your data is protected by enterprise-grade encryption both in transit (TLS) and at rest (AES-256). Each client’s data is completely isolated — no one else can see your information. We sync data from your connected systems to enable fast, comprehensive analysis, and you can request deletion at any time. We comply with GDPR and UK data protection requirements.
What systems can Chloe connect to?
We support all major accounting platforms (Xero, QuickBooks, Sage, FreeAgent, NetSuite), popular CRMs (Salesforce, HubSpot, Pipedrive), and property management systems (Buildium, Yardi). We can also build custom connections for specialist software — just ask.
How accurate are the answers?
Chloe pulls directly from your live data, so answers are as accurate as your records. For complex calculations, she shows her working so you can verify. And because she’s built by accountants, she interprets financial data correctly — understanding concepts like accruals, deferred revenue, and cash vs. profit.
Do I need technical skills to use it?
Not at all. If you can type a question, you can use Chloe. No query languages, no training required. We handle all the technical setup during onboarding.
Can I try it before committing?
Yes. We offer a free demo with sample data so you can see exactly how it works. You can also request a personalised demo connected to your own systems.
What makes Chloe different from ChatGPT?
Generic AI tools like ChatGPT don’t connect to your business systems — they only know what you paste into them. Chloe integrates directly with your accounting, CRM, and operations tools, querying live data in real-time. She’s also built with accounting knowledge baked in, so she understands financial concepts that general AI tools miss.
How long does setup take?
Most clients are up and running within 24-48 hours. Connecting standard systems like Xero or QuickBooks takes minutes. Custom integrations may take a few days depending on complexity.
Can I cancel anytime?
Yes. All plans are month-to-month with no long-term commitment. Cancel anytime with no penalty.