AI Cockpit for finance teams · Now in private beta

See where your money goes,
and where it should.

Surevio is the AI financial cockpit for growing SMEs. Real-time dashboards, rolling cash forecasts, and automated collections — so you stop guessing and start steering.

Book a 20-min demo → Tour the Cockpit
✓ 20-min discovery call ✓ No card required ✓ EU-hosted · GDPR-ready
surevio.co / cockpit
Good morning, Clara
Mon · 25 May · 09:14 — last sync 2 min ago
Cash on hand
€24,371
↓ tight runway
30-day runway
1.2 mo
needs action
Outstanding AR
€147,200
+6 overdue
DSO
72 days
+27d vs benchmark
The Cockpit

Three instruments. One steady hand.

Every founder runs their business on the same three questions. Surevio answers them continuously — and tells you what to do next.

Real-time dashboard

Bank, billing, payroll and accounting feeds reconciled in minutes — one truth across every account, in every currency.

Cash-flow forecast

A rolling 13-week and 12-month forecast that learns from your seasonality and pipeline. Test scenarios in a click.

Automated collections

Polite, on-brand reminders that escalate on their own — and adjust tone and timing to each customer, so invoices get paid without you lifting a finger.

250+ EU banks via PSD2 aggregators
Read-only banking access
Accounting: Pennylane, QuickBooks, Sage
Trust

EU-hosted. Built for trust.

Banking connections run through PSD2-licensed aggregators — Surevio never sees or stores your credentials, and only accesses read-only data. All data is encrypted in transit and at rest, hosted in EU data centers. Your accountant gets the access they need — nothing more.

EU data residency
Read-only banking access
GDPR-ready
How it works

From scattered numbers to steady cockpit in three short moves.

We deploy and configure everything for you — you're live in 14 days, with no spreadsheet to maintain.

01Days 1–3

We connect everything once.

We plug in your bank, accounting, billing and payroll. Surevio reconciles silently in the background — no spreadsheet to maintain, ever again.

02Within 14 days

Your Cockpit goes live.

You see your real cash position, a 13-week forecast you can trust, and the three actions that would help most this week.

03Ongoing

You steer with confidence.

Test scenarios, share read-only views with your accountant or board, and let Surevio chase the invoices so you don't have to.

Why it matters

Built to compound.

Faster collections

AI reminders that adjust tone and timing to each customer — so invoices get paid without you chasing.

Less spreadsheet time

Live dashboards replace your Sunday-night Excel routine. One source of truth, always up to date.

Forecast you trust

Rolling 13-week projection learns from your seasonality and payment patterns. No more surprises.

Full picture, one view

Bank, billing and payroll reconciled in real time — in every currency, across every account.

"
Why we built Surevio
Most SMEs run on the same paradox: strong revenue, weak visibility. The dashboard you trust shouldn't take a finance team to build. Surevio gives founders the cockpit that grown-up companies have — without the cost or the complexity.
Slimane
Founder, Surevio — former finance controller, CAC40
Pricing

Honest pricing. Premium results.

One deployment fee, one monthly subscription. Invite your accountant, your board and your future CFO at no extra cost.

Most loved
Cockpit
Setup fee
€990 HT
then
€490 /mo · HT
For SMEs who want a real finance function without hiring a CFO. Cancel anytime.
  • Full onboarding & configuration (14 days)
  • Real-time dashboard — bank, billing & accounting
  • 13-week rolling cash forecast
  • Automated AI collections & reminders
  • AI insights & weekly action priorities
  • Accountant & advisor seats included
  • Dedicated support by our team
Book a deployment call →
Self-serve · 2027
From €89 /mo
For solo founders and micro-teams who want to get started on their own.
  • Real-time dashboard
  • 13-week cash forecast
  • Up to 50 invoices auto-chased
  • Email support
Join the waitlist →
FAQ

Answers, before you ask.

Is Surevio a replacement for my accountant?+
No — and we like it that way. Surevio gives you and your accountant a single, live source of truth so they spend more time advising you, less time chasing reconciliations. Most accountants get a free seat.
Which banks and tools do you connect to?+
We support 250+ EU and UK banks via PSD2-licensed aggregators, including BNP Paribas, HSBC, Société Générale, Crédit Agricole, Revolut and N26. Accounting integrations include Pennylane, QuickBooks, Sage and Xero. New integrations are added based on customer needs — if yours isn't listed, ask us.
How accurate is the AI forecast?+
The 13-week forecast typically lands within 3–5% of actuals after two months of history. It learns from your seasonality, pipeline and payment-term patterns — and is fully transparent about which assumptions it changed and why.
Where is my data stored? Is it secure?+
Data is encrypted in transit and at rest, hosted in EU data centers (Paris & Frankfurt). Banking connections go through PSD2-licensed aggregators (Bridge by Bankin', Powens) — Surevio never sees or stores your credentials, and only accesses read-only data. We never touch your money. SOC 2 Type II certification is on our roadmap for 2027.
How long does onboarding take?+
Most teams are live within 14 days. We import your history, connect your stack, and walk you through the Cockpit personally — no DIY setup.
Can I export everything if I leave?+
Yes. One click exports every dashboard, forecast and reconciled ledger as CSV or PDF. We never hold your data hostage.
Take the wheel

See where your money goes,
and where it should.

Book a 20-minute Cockpit walkthrough — we'll show what it would look like on your numbers. No pitch, no pressure.

Book a demo → See pricing
✓ 20-min discovery call ✓ Setup in 14 days ✓ Cancel anytime