A financial advisor for your clients
Virtual CFO is an online application that serves as a digital financial advisor, supporting your clients’ businesses.
An aggregated view of current cash flows, recurring payments and outstanding liabilities are the main pillars that determine a businesses’ financial position.
Our fully PSD2 compliant White Label solution supports SMEs with all financial needs, like connecting all relevant financial data, financial well-being, ensuring sufficient funds for business operations and payments processes.
By offering Virtual CFO as an easy-to-integrate digital financial product to your clients, you easily increase your user touchpoints.
Use Cases
Key Features
Insights feed
- Central application to check all business financials
- Conversational approach – feels like talking to your CFO
- Time comparison to assess the performance of your business
- Action items that require your approval
- Smart notifications that require your attention
Account aggregation
- Supports accounts from ~2700 banks in the DACH region
- Enables one aggregated view over all existing bank accounts
PSD2 compliant AIS
- Fully compliant account information service, under PSD2
Transaction categorization
- Automated, customizable transaction categorization
Liquidity planning and cash forecasting
- Automated balance forecast
- Income and expense planning
- Out-of-Cash and overdraft forecast
Partner insights panel
- Access to product and user analytics
- Access to generated insights from Virtual CFO
Interested? Contact us for more information!
We believe in empowering the future of financial technology together with you! Contact us for more information and your non-binding quote.

Your contact person
Christian Hegeler
Head of Sales & Account Management
Phone: +49 40 22821271
E-Mail: inbound-connect@finleap.com
Christian Hegeler
Head of Sales & Account Management
Phone: +49 40 22821271
E-Mail: inbound-connect@finleap.com