Your financial planner charges 1% of assets to rebalance a portfolio once a quarter. Dew does it daily.
Dewx replaces your financial planner with AI-powered financial modeling, cash flow forecasting, and strategic planning — giving your business continuous financial intelligence without the retainer fees and quarterly check-ins.
What's wrong with your current financial planner
Paying $2K–$8K/mo or 1% of assets for financial advice that boils down to generic allocation models
Quarterly reviews are outdated the moment they happen — your business changes faster than the reports
Financial plans created once a year gather dust while market conditions shift dramatically
Your planner manages hundreds of clients and your business gets maybe 2 hours of attention per month
What Dew does instead
Build dynamic financial models that update in real time as your revenue, expenses, and market conditions change
Forecast cash flow 30, 60, and 90 days ahead with scenario planning for best and worst cases
Analyze spending patterns and identify cost reduction opportunities automatically
Track financial KPIs and alert you when metrics deviate from your targets
Generate investor-ready financial reports and projections on demand
Model the financial impact of business decisions before you make them
Side by side
Traditional Financial Planner
Quarterly reviews based on last quarter's data
With Dew
Real-time financial intelligence updated continuously
Traditional Financial Planner
Static annual financial plans
With Dew
Dynamic models that adapt as your business evolves
Traditional Financial Planner
Generic advice applied to hundreds of clients
With Dew
Analysis tailored specifically to your business data and goals
Traditional Financial Planner
2 hours of attention per month for $2K–$8K
With Dew
24/7 financial monitoring and instant answers to any financial question
Frequently Asked Questions
Can Dewx replace a CFO-level financial strategist?
Dewx handles the analytical heavy lifting that consumes most of a financial planner's time: modeling, forecasting, reporting, and scenario analysis. For high-stakes strategic decisions like fundraising strategy or M&A, Dewx provides data-driven recommendations that inform your decision-making.
How does Dewx handle financial forecasting?
Dewx analyzes your historical financial data, seasonal patterns, pipeline data, and market trends to generate accurate cash flow forecasts. It continuously refines predictions as new data comes in, so your forecasts get more accurate over time rather than more stale.
Does Dewx provide personal financial planning or business financial planning?
Dewx focuses on business financial planning: cash flow management, revenue forecasting, expense optimization, budget planning, and financial reporting. For personal investment advice, you would still work with a licensed financial advisor.
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Replace your financial planner today.
Stop paying $2K–$8K/mo for what AI can do better, faster, and cheaper.
Start For $49/mo