👋 Built for CFOs and founders

Stop firefighting finance.
Start running it.

ROKA unifies your financial, operational, and customer data into a single living cash model. Forecast cash automatically, test growth decisions, and execute AI-driven workflows — all without the spreadsheets.

Avg time saved
70% less
Cash unlocked
£50–250K
Runway impact
+6–12 months

Why teams struggle with finance visibility

Disconnected systems, manual reports and lagging insights mean decisions come too late. ROKA eliminates this — connecting every business signal into one financial reality.

BEFORE ROKA
WITH ROKA INTELLIGENCE
Spreadsheet-based forecasting
→
Live 13-week + 3-way forecasts, auto-updated with multiple data integrations
Finance, ops & sales are disconnected
→
Unified financial + operational intelligence
Decisions made on gut feel
→
AI-backed simulation & risk prediction
No visibility into cash runway
→
Real-time cash signals & early alerts
Finance team overloaded
→
AI handles calculations, finance drives strategy

How ROKA solves it

ROKA is an agentic AI finance layer built for CFOs and founders. It forecasts, explains and acts — autonomously when you allow it, collaboratively when you need it.

Live cash forecasting

Real-time 13-week and 3-way projections with automated data ingestion and anomaly detection.

Scenario & driver planning

Run what-if simulations on hiring, pricing, or marketing to instantly see P&L and runway impact.

Agentic workflows

Drag-and-drop AI automations that alert, recommend, and even push approved actions to ERPs or Slack.

See ROKA Intelligence in Action

Product walkthrough

Watch the Full Demo

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A Finance & Strategy System That Thinks With You

AI Finance Assistant

Ask anything — get answers with reasoning & actions

Auto-Forecasting Engine

Predicts cashflow, profit & runway in real-time

Scenario Simulator

Test hiring, pricing, expenses, growth models instantly

Connected Business Layer

Links finance → sales → inventory → HR decisions

Health & Variance Tracking

Shows why numbers moved — not just the numbers

Action Execution

From insight to action (alerts, workflows, automations)

Proven outcomes for finance teams

Companies using ROKA make faster decisions and extend runway by 6-12 months on average

70%

less time spent on forecasting
& reporting

4×

faster decision cycles

£50K–
£250K

working capital unlocked

6–12
months

extension in cash runway (avg)

"

It feels like having a full-time FP&A analyst and CFO strategist built into one system — but without hiring one.

Used by finance leaders in retail, ecommerce, and manufacturing

Secure, GDPR-compliant, role-based permissions

Integrates with Xero, QuickBooks, Excel, ERPs (API stack)

"

ROKA Intelligence gave us real visibility for the first time — forecasts, risks, and scenarios we never had in Excel.

Sarah Mitchell, Finance Director, UK Retail Company

Built for CFOs, not to replace them

ROKA augments your finance team's capabilities at every level

ROLE
WHAT THEY DO
WHAT ROKA SUPPORTS
CFO
Leadership, strategy, capital allocation
Converts decisions into models, insights & execution
FP&A Analyst
Reporting & forecasting
Auto-builds models & variance explanations
Controller
Compliance & controls
Real-time cash & risk alerts
COO/CEO
Business decisions
Scenario-based strategic impact preview

Why We Built This

Finance teams don't need more dashboards —
They need a system that thinks, explains, and acts with them.

We built ROKA after watching CFOs spend more time reconciling data than making decisions. So we built the intelligence layer that handles the manual work, so humans can lead.

Early access program

Join 25 founding customers getting priority access and lifetime discounts

No setup fees — full implementation support included
Lifetime 40% discount locked in at current pricing
Direct access to the founding team for custom workflows

See ROKA with your own data

Book a demo and we'll show you how ROKA transforms your finance operations