Virtual CFO
User journey
From transaction visibility to financial intelligence
Activate CFO-level intelligence within your platform—turning payment data into smarter decisions for your small and medium business customers
VIRTUAL CFO
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Welcome
Meet Alex
Demo
Conclusion
He turns to Virtual CFO to gain clarity, confidence, and direction.
He logs in looking for a more personalized and trusted way to quickly understand where his business stands.
As a bicycle shop owner, every decision has real impact on his growth.
It’s the end of the quarter, and Alex needs a clear view of his financial performance.
Meet Alex
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Welcome
Meet Alex
Demo
Conclusion
Certain features in this demo are illustrative and may differ from the final product. Product capabilities and availability are subject to change.
Once connected, Virtual CFO brings transaction and financial data together to build a more complete picture of the business.
Now part of Alex’s workflow, Virtual CFO can connect to existing tools, such as his ERP, bank account data and uploaded files, to deliver more personalized, data-driven guidance.
Getting started is simple, with a quick, secure verification to confirm access and complete setup.
Enabled by Mastercard’s secure global payments network and transaction intelligence, Virtual CFO is ready to activate within the banking platform Alex already uses.
Alex
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Welcome
Meet Alex
Demo
Conclusion
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From there, Alex can simply ask a question to understand how his business is performing.
Recent performance is instantly analyzed, bringing together cash flow, revenue trends, and seasonality into a clear view of the business.
That view highlights what’s driving results, where performance is strong, and where opportunities exist to improve margins and revenue per customer.
Comparisons to similar businesses put performance into context, revealing where Alex is ahead and where more can be done.
Insights translate into clear, actionable guidance, pinpointing opportunities to strengthen performance outside of peak seasons.
The drivers of cash flow pressure, from timing gaps to seasonal dips, are identified alongside targeted actions Alex can take directly within his workflow.
Actions are prepared for Alex, with tailored customer messages he can review and send to improve cash flow without disrupting relationships.
From understanding performance to actionable recommendations, Virtual CFO continuously guides Alex with insights that drive real business outcomes.
Phone and email verification confirm access and complete setup.
Embed into your existing workflows with SSO and deep integrations—delivering a connected, in-platform experience
Offer a standalone experience immediately via web access, enabling rapid deployment and early value capture without heavy lift
deployed your way
A new layer of intelligence —
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Welcome
Meet Alex
Demo
Conclusion