The CFO every business owner should have.
Clevel Advisory is an AI that works as the owner's CFO and private advisor: cash, credit, corporate banking and planning in one place, with clear recommendations you can act on.
Illustrative preview
Owners make the company's biggest financial calls alone.
A CFO is out of reach
Small and mid‑sized companies can't afford a full‑time finance executive, exactly when the decisions get harder.
The bank sits across the table
Rates, collateral and products come from the people selling them. Nobody is negotiating for the owner.
The data is scattered
Bank statements, ERP, spreadsheets and the accountant don't talk. The cash picture arrives late, if at all.
A complete finance function, with a CFO's judgment.
Clevel reads the company's numbers, understands the owner's context and delivers decisions, not just reports.
Cash & treasury
Daily cash visibility and a 13‑week forecast, with alerts before things get tight.
- Automatic account reconciliation
- Idle cash put to work
- Payables and receivables calendar
Credit & corporate banking
Compares lines, rates and collateral across banks and prepares the negotiation on the owner's side.
- Debt map and true cost of credit
- Side‑by‑side bank proposals
- Credit package ready to send
Planning & FP&A
Budgets, scenarios and KPIs that show where the business is heading, not just where it has been.
- Monthly budget vs. actuals
- Scenario and investment modelling
- Margin by product, client and unit
Private advisor
An advisor on call at any hour, who knows both the company and the owner's wealth.
- Business and personal finances kept apart
- Owner pay, dividends and succession
- Board and partner meeting prep
From bank statement to decision in three steps.
Connect
Banks via Open Finance, ERP and spreadsheets. Read‑only access; it never moves money.
Understand
The AI organizes the numbers, builds the financial picture and learns the owner's goals.
Decide
Prioritized recommendations with impact in reais, ready to approve or take to the bank.
Built for owners of growing companies.
Mid‑market companies that already work with banks, carry debt to manage and face decisions too big for a spreadsheet.
Financial data handled with banking‑grade care.
Read‑only
Clevel analyzes and recommends. Only the owner moves money.
Encrypted
Data encrypted in transit and at rest.
LGPD‑aligned
Designed around Brazil's data protection law (LGPD).
Your data stays yours
Never sold or shared with banks without consent.
Give your company the CFO it deserves.
We're onboarding a first group of companies. Tell us a little about yours.