Accessible financial intelligence
What if Financial Planning was as intuitive as ChatGPT?
Turn data chaos into an intelligent FP&A platform, powered by Cortena Agents and designed to make financial planning accessible to every business.
Say hello to Cortena, a new era of financial intelligence for SMBs.
Cortena helps finance leaders focus on what matters most - driving strategic value.
Foundation
Unify disconnected tools and data into one finance-ready source of truth - powered by AI agents that connect, normalise and cleanse your data.
Planning
Generate models with just a prompt. Transform data into financial goals, budgets, forecasts, and models tailored to the business context - using natural language.
Monitoring
AI-generated alerts and insights. Performance tracking, variance explanation, trends, risks and suggested actions - powered by internal and external signals.
Talk to your data. AI-generate reports and financial stories with tailored narratives for any stakeholder.
Financial planning isn’t built for most of us.
We didn’t set out to build just another finance company. After fifteen years guiding global teams through billion-euro bets and streamlined operations, we saw exactly what big organizations enjoy: experts, processes, and deep financial intelligence.
Then we stepped into the shoes of small and mid-sized business owners, confronting critical decisions armed only with duct-taped spreadsheets, no CFO on speed dial, and zero margin for error.
That’s when we realized:
Financial planning isn’t built for most of us.
So we flipped the script. We’re on a mission to make planning, forecasting, and scenario-building accessible, intuitive, and powerful, no excel-skills required. We’re not dumbing it down either; we’re designing for real life, where finance leaders juggle multiple roles and strategy happens between meetings, not in month-long cycles.
Our guiding principles:
・Access, not privilege. Financial clarity shouldn't be a luxury.
・Simplicity with teeth. Strip friction, not power.
・Insight over noise. The right signal, at the right time, changes everything.
・Trust by default. No black boxes. Just clear, transparent intelligence.
・Time back, powered by AI. Focus on what matters.
We exist for (fractional) heads of finance running lean, for owners making mission-critical decisions, and for seasoned professionals who demand the very best, every day. With the right product, we believe we can transform finance from a cost center into a strategic powerhouse.
That’s the future we’re building. So every business can plan like a fortune 500 company, no matter its size.
Bruno and Sebastian
Founder with 15+ years in consulting and business development, combining experience in global enterprises and SMEs. Passion for financial management rooted in firsthand struggles with financial processes while running a small business.
Founder of five ventures in gaming and fintech, with deep expertise in AI and automation. Builds lean, remote tech teams and delivers results through hands-on leadership, fast iteration, and scalable architecture.
