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.
Disconnected systems, manual reports and lagging insights mean decisions come too late. ROKA eliminates this — connecting every business signal into one financial reality.
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.
Real-time 13-week and 3-way projections with automated data ingestion and anomaly detection.
Run what-if simulations on hiring, pricing, or marketing to instantly see P&L and runway impact.
Drag-and-drop AI automations that alert, recommend, and even push approved actions to ERPs or Slack.
Product walkthrough
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Ask anything — get answers with reasoning & actions
Predicts cashflow, profit & runway in real-time
Test hiring, pricing, expenses, growth models instantly
Links finance → sales → inventory → HR decisions
Shows why numbers moved — not just the numbers
From insight to action (alerts, workflows, automations)
Companies using ROKA make faster decisions and extend runway by 6-12 months on average
less time spent on forecasting
& reporting
faster decision cycles
working capital unlocked
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.
ROKA augments your finance team's capabilities at every level
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.
Join 25 founding customers getting priority access and lifetime discounts
Book a demo and we'll show you how ROKA transforms your finance operations