The 1st emotionally intelligent financial copilot
that stacks insights on top of your operations.

40,000+ finance teams have saved millions of hours with us

JHU logo UMD logo UMBC logo Kapow logo AJM logo Mega logo Kusshi logo JHU logo UMD logo UMBC logo Kapow logo AJM logo Mega logo Kusshi logo

CoStac Product Suite

Get to know CoStac

Replace fragile spreadsheets with an intelligent finance copilot that blends behavioral finance with automation— using bias-aware nudges, smart defaults, and gentle friction-reduction to help teams act on the right numbers with confidence.

CoStac Intelligence

Put CoStac AI to work for you.

Behavioral Finance Coach

Bias-aware nudges with real-time sentiment analysis to time and tailor tone, channel, and next steps.

Cashflow Copilot

Future cash-flow forecasting and runway projections with proactive alerts.

Scenario Planner

Pricing, hiring, and burn “what-ifs” in seconds.

Live Expert Consultant

QuickBooks accounting setup, AI integration, and a human-eye audit for extra support.

Close Automation

Faster reconciliations and budget-vs-actuals; one-click investor packs.

1.2k+

AI Interactions

Smart Coaching Moments

100+

Waitlist

Early Adopters

4

Countries Reached

Global Reach

500+

Financial Insights Delivered

Auto-generated reports

40+ / mo

Time Saved

Ops hours returned

$4M+

Data Under Management

Cash-flow patterns learned from real books

HOW DOES IT WORK?

Pioneering behavioral finance so that you can lead like a CFO (calm, clear, confident)

Connect & Import

Secure Copilot Space — Link QuickBooks (read-only) and upload your key financial documents. Everything lands in your private, secure CoStac copilot workspace for analysis—set up in minutes.

Automate FP&A

Actionable Insights — CoStac turns raw numbers into a CFO-grade dashboard that doesn’t just tell you what happened, but what to do next.

See the Story & Plan Ahead

Real-Time Visibility — Get a boardroom-ready narrative of your finances—in real time—so you always know what changed, why, and the next 1–3 moves. Run future cash-flow forecasts and runway projections to plan hires, pricing, and spend with confidence.

Expert Review & Execute

Live Expert Consultant for QuickBooks accounting setup, AI integration, and a human-eye audit with annotated recommendations—extra support whenever you want it.