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Data protection first
IDT Financial Intelligence Platform
The problem we solve
In most mid-market companies, financial insight is assembled by hand. A CFO relies on one or more analysts who pull reports from QuickBooks, spreadsheets, and other tools, then manually stitch them into a narrative covering what happened last month, why it happened, what it means, and what to do about it. That work is slow and inconsistent, it lives in the heads of a few people, and it doesn't scale.
The tools that promise to fix this tend to force a difficult trade-off. Commercial BI and FP&A platforms give you dashboards but leave the judgment to you; they show you what the numbers are without telling you what to do about them. AI tools that do offer analysis typically send your most sensitive financial data to third-party model providers, where you have little control over how it's used, little visibility into how conclusions are reached, and limited protection if the vendor changes or withdraws the model you built your process on.
The result is that companies often end up choosing between insight and control. The IDT Financial Intelligence Platform is built so you don't have to make that choice.
What it is
An AI-powered financial intelligence platform that acts as a digital fractional CFO, deployed entirely inside your own AWS environment and running on domain-tuned models you own and control.
It combines three layers into one pipeline.
The first two layers give you a governed, real-time financial picture. The third layer is what turns this into an advisory product rather than a dashboard, producing financial judgment instead of just charts.
Layer | What it does |
|---|---|
1. Ingestion | Connects to your accounting system (QuickBooks, or any other platform we configure) or ingests financial data directly via CSV. The ingestion method is flexible; the point is getting your balance sheet, P&L, and supporting data into the system reliably. |
2. Business Intelligence | Reads your core financial statements, computes the key financial and economic metrics, and builds the dashboards and visuals automatically - powered by Amazon QuickSight. This is your always-current source of truth. |
3. AI Financial Intelligence | The fractional-CFO brain. It reads the numbers and tells you: what's happening with your financials, why it's happening, what to expect next, what to do about it, and what risks are emerging - and suggests ways to handle them. |
What makes it different
The entire solution is deployed inside the customer's own AWS environment. Your financial data stays in your account, in your region, under your control. It is never transmitted to a third-party model provider and never used to train anyone else's models. For a CFO handling sensitive financials, this is what turns "trust us" into something you can verify yourself.
Most AI finance tools depend on large, general-purpose frontier models operated by external vendors. That creates three problems: your data leaves your walls, you can't see how conclusions are reached, and you're exposed if the vendor changes pricing, changes behavior, or withdraws the model entirely.
We take a different approach. The platform runs on smaller, fine-tuned, distilled models trained specifically for your business and your financial domain, running inside your account. This isn't a compromise; for financial analysis, it's the better engineering choice, for a few reasons:
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Higher-quality outputs You don't need a model that can write poetry or design a spacecraft. You need one that knows your company, your chart of accounts, your patterns, cold. A focused model tuned to your specifics outperforms a general-purpose giant on your actual work.
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You control the model, permanently. No external vendor can throttle, alter, or discontinue the model your finance function depends on, since it belongs to you.
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Full, ongoing transparency. Because the models are yours and observable, you get continuous visibility into model behavior and can detect model drift and data drift as they emerge, which is how the outputs stay trustworthy over time.
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Better economics where it counts. This isn't the cheapest tool on the market, and it isn't meant to be. It delivers better economics than running frontier models against sensitive data at scale, and better value than the fully-loaded cost of analysts producing this analysis by hand.
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Because this product produces financial judgment rather than just visuals, accuracy and accountability matter more here than they would for a dashboard. The platform is built as decision support, with your finance team in the loop and a full audit trail behind every conclusion.
Quality is maintained through a shared tuning loop. Your financial professionals review outputs and tell us what to adjust and why; IDT's financial and ML specialists do the same from our side. Together we keep the model calibrated to your reality. Every output is traceable, every recommendation is reviewable, and drift is caught early, so trust in the numbers is earned continuously rather than assumed.
How it's deployed
The platform deploys entirely inside the customer's own AWS environment, data, models, and all, in one of two modes matched to how your organization is structured:
Mode | Who it fits | How it works |
|---|---|---|
Multi-tenant | An organization that needs to run financial analysis across multiple companies from one platform | A single deployment that manages many entities as separate tenants, each with isolated data, under unified oversight. |
Single-tenant | A single company that wants its own dedicated deployment | One deployment in your own AWS environment, giving you maximum isolation and control so your financial intelligence stays entirely within your walls. |
Multi-tenant is a core requirement for two of our buyers, not an afterthought:
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Holding companies and multi-entity organizations. If you have a dozen (or dozens of) LLCs or subsidiaries under one umbrella, a single-tenant setup won't work. You need to ingest each company's accounting data and run financial analysis across all of them, with each subsidiary isolated while the parent sees the whole picture. Multi-tenant is how you get consolidated financial intelligence over every company you own.
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Fractional-CFO service firms. If you deliver CFO services to multiple clients, you need all of them under one platform, with each client's data walled off from the others while you operate across your entire book from a single deployment.
In both cases the ownership and control story stays the same. The deployment lives in your AWS environment, the data never leaves it, and the models are yours.
Who it's for
The primary buyer is the CFO or Finance Director, along with the analysts who currently do this synthesis by hand. If your finance team is pulling reports from multiple tools and manually building the "what's going on and what do we do" narrative every month, this platform does that work continuously, consistently, and at scale.
It fits any industry where financial judgment matters, including financial services, manufacturing, retail, and beyond, because it's tuned to your domain rather than shipped as a generic template.
Two buyer profiles in particular:
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Fractional-CFO service firms who want to deliver deeper, faster, more consistent analysis across their client base
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Mid-market and larger organizations with an in-house finance function (a CFO plus analysts) currently doing this work manually
This platform is built for buyers who need ownership, stability, traceability, and control over their data, their solution, and their models. It's deliberately not the cheapest option on the market. It's built for finance leaders who need results they can stand behind.
Why to choose IDT
Think of IDT as an embedded extension of your finance function, essentially the ML and financial-modeling team you'd otherwise have to hire, staffed and run by us:
- Deployment of the full platform inside your AWS environment
- Integration with your accounting systems and data sources
- Model fine-tuning to your business, your domain, and your specifics
- Ongoing optimization and drift monitoring through a shared tuning loop, where your financial professionals tell us what to adjust and why, our financial and ML specialists do the same from our side, and together we keep the model calibrated to your reality
- Continuous support so quality stays high and every output stays trustworthy over time
You own the data, the solution, and the models. We supply the specialized ML and finance expertise to keep them performing, which is the capability that makes owning your own financial-AI stack practical rather than a burden. It's the difference between owning a high-performance system and being left to maintain one you don't have the in-house team for.
