CFOBeyond is your AI-first finance academy.
Learn corporate finance, treasury, FP&A and valuation the way top CFOs think — through structured lessons, practical tools, and an integrated AI copilot that works at your pace.
How the CFOBeyond AI platform helps you
CFOBeyond combines structured learning, tools and an AI copilot (powered by Kera AI) to accelerate your growth as a finance leader.
1. Educate
Bite-sized lessons on WACC, capital structure, securitization, FX risk, working capital and more — explained in plain English with real-company examples.
2. Empower
Use calculators, dashboards and templates to apply concepts immediately to your company, your interview, or your case study.
3. Elevate
Leverage the AI copilot to turn your understanding into board-ready talking points, CFO narratives and promotion-ready stories.
CFOBeyond AI vs a generic chatbot
Purpose-built for finance careers — not a general chatbot that happens to know some finance.
| Feature | CFOBeyond AI (powered by Kera) | Generic AI chatbot |
|---|---|---|
| Domain focus | Corporate finance, treasury, FP&A, valuation, telecom & large-cap examples. | All topics, shallow specialization. |
| Output style | CFO / board-ready explanations, structured like real internal memos and decks. | General answers, often not presentation-ready. |
| Learning integration | Tied to modules, tools and CFOSkill pathways. | One-off replies, no learning roadmap. |
| Skill development | Maps your answers to a CFO skill model and suggests what to study next. | No explicit skill model or score. |
| Use at work | Designed for interviews, internal decks, rating agency / bank prep. | Needs heavy editing to be usable. |
Where CFOBeyond fits into your career
Turn high-pressure finance moments into opportunities to show leadership and clarity.
Interview & promotion prep
Use structured modules plus the AI copilot to rehearse technical questions and build crisp answers for WACC, leverage, working capital, or M&A cases.
CFO / Board & rating agency prep
Craft narratives around capital structure, refinancing, securitization, and coverage ratios — and stress-test them with the AI before you are in the room.
Treasury & liquidity strategy
Explore “what if” scenarios on rate moves, leverage levels, and debt mix, then convert them into talking points and slide outlines in minutes.
Onboarding new team members
Give new hires a guided path through your key metrics, debt profile, and valuation frameworks so they ramp faster.
CFOSkill – Assess Your CFO Readiness
CFOSkill is a free, AI-informed assessment that measures the capabilities you need to grow into a modern CFO: corporate finance, FP&A, treasury, valuation, communication, and executive presence.
How it works
- Enter your email (phone optional) to start – no subscription required.
- Complete a 10–20 minute CFOSkill assessment.
- Get your CFO Skill Score and sub-dimension breakdown by email.
- Receive a recommended pathway across CFOBeyond learning modules and tools.
Who it’s for
- Analysts, managers, and directors aiming for CFO roles.
- Finance professionals preparing for interviews or promotions.
- Leaders who want an honest view of their finance leadership skill set.
Coming soon: Take the CFOSkill test here and unlock your personalized CFO learning pathway inside CFOBeyond.
Tools & quick sheets
Learn the concept and immediately apply it with calculators, dashboards and one-pagers.
WACC & capital structure toolkit
Web calculator + Excel template + AI-guided explanation of assumptions, formulas, and rating thresholds.
Leverage & coverage dashboard
Quickly assess net debt / EBITDA, interest coverage and headroom vs target ratings with commentary from the AI copilot.
AI Copilot – Powered by Kera AI
Ask the copilot anything about corporate finance, treasury, FP&A, valuation, or CFO career paths.
Access CFOBeyond at your pace
Start free. Upgrade when you’re ready to have the full platform and AI copilot in your corner every day.
Free
- Selected learning modules
- Limited AI copilot questions per day
- Sample tools & one-pagers
Pro
- Full learning library & CFOSkill pathways
- Extended AI copilot usage
- All tools, dashboards & playbooks