Meet Julia
Hire Julia.
Your AI Chief Financial Officer.
Get CFO-level financial intelligence, forecasting, recommendations, and decision support — without hiring a full-time CFO.
Demo is read-only and resets every hour. No signup required.
What Julia does as your CFO
Julia works the way a chief financial officer works — she studies your numbers continuously and turns them into decisions you can act on.
- Analyzes your financial performance
- Forecasts cash flow
- Identifies risk before it becomes a crisis
- Finds opportunities in your numbers
- Evaluates ROI on what you spend
- Reviews payroll and expenses
- Supports hiring and investment decisions
- Delivers executive recommendations
- Answers financial questions in your business context
CFO intelligence most businesses have never had
Most small and midsize businesses have an accountant or a bookkeeper. Very few have ongoing CFO-level guidance — someone watching cash, risk, and opportunity every day and telling you what it means.
Your accountant may tell you what happened. Julia helps you decide what to do next.
Keep your current accountant
You do not have to replace your accountant, bookkeeper, QuickBooks, or any of your existing financial relationships to begin using Julia.
Julia works alongside your current financial setup from day one — she connects to your accounts, learns your business, and adds the executive intelligence layer on top of what you already have.
Let Julia prove herself
Experience Julia's intelligence first. See her briefings, forecasts, and recommendations against your real numbers.
When you're ready, expand her finance department to take on more of the day-to-day work — on your timeline, not ours.
Expand Julia's team when you're ready
Every plan includes Julia's full CFO intelligence. Higher tiers add operational capacity — an AI finance workforce that executes — not a smarter Julia.
Hire Julia
Julia CFO
Start with CFO-level intelligence: forecasting, analysis, recommendations, and executive decision support.
Add Julia's Finance Department
Julia CFO + Finance Department
When you're ready, Julia's AI finance workers take on routine operations — bookkeeping, reconciliation, close, receivables, CPA exports.
Add Julia's Executive Office
Julia CFO + Finance Department + Executive Office
Add AP automation, tax-document workflows, board reporting, and advanced finance-office execution around Julia.
What Julia delivers
- Greater financial clarity
- Better-informed decisions
- Earlier risk detection
- Stronger cash-flow awareness
- Clearer ROI on your spending
- More confident planning
- Consistent executive reporting
Accountability
The people behind Julia
JuliaCFO is a product of Dryvn, led by a team with experience in business operations, technology, and commercial strategy. Meet the people responsible for building and operating the company behind Julia.
Stanley McDaniel
CEO & Founder, Dryvn
Sets Dryvn's technical thesis and capital strategy.
Keith Perret
President & Founder, Dryvn
Leads commercial strategy and external partnerships.
Chrystalyn McDaniel
COO, Dryvn
Owns studio operations, financial controls, and shared operating systems.
Jennifer Mills
VP of Operations, Dryvn
Runs day-to-day execution, cadence, and vendor relationships.
Your information. Clear boundaries.
Understand what you’re trusting Julia with.
Before you connect a business account, understand how information is used, what permissions apply, and where human judgment still matters.
How does Julia connect to my bank?
Bank connections use Plaid. You authorize the connection through Plaid’s connection flow; JuliaCFO receives an access token rather than asking you to enter your bank password into Julia’s chat. Do not put bank passwords or other credentials in chat or uploaded documents.
Does understanding my business mean Julia can take any action?
No. Access to information and permission to act are different. Available actions depend on your plan, account role, and the feature you use. Many consequential or bulk changes proposed in chat require an explicit confirmation. Review the proposed action and its scope before approving it.
How should I evaluate Julia’s answers?
Consider the underlying information, its date, and any assumptions or missing context. AI-generated answers can be incomplete or incorrect. Do not assume a member of our leadership team has reviewed an answer; seek qualified professional advice when a decision requires it.
Is my information sent to AI providers?
AI features can send relevant financial context to Anthropic, directly or through Replit’s AI service. This can include transaction descriptions, merchant names, and amounts. Our Privacy Policy and Sub-Processors page explain the information involved. We do not promise zero provider retention or make an unverified claim about training exclusions.
Does disconnecting a bank delete my entire account?
No. Owners and administrators can manage connections in Connections. Disconnecting a bank and requesting deletion of your account are separate actions. Other records may remain. See the Privacy Policy for retention limitations, and contact support to request deletion or discuss your data.
Who handles my payment?
Payment is completed on Stripe-hosted Checkout. JuliaCFO does not receive your full payment-card details. You review the subscription terms before continuing to payment. Using Stripe for payments is not a certification of JuliaCFO’s broader security practices.