AI Planning Adviser
Your own AI-assisted financial planning layer. Monthly planning notes, scenario modelling, and strategic questions — reviewed by a real NVH adviser before delivery. The closest thing to a part-time CFO at a fraction of the cost.
What It Does
Proactive financial planning, delivered monthly
Monthly intelligence briefing from your live accounting data covering the decisions that matter most — cash timing, cost control, and operational planning insights. Reviewed by a qualified adviser before delivery.
Getting Started
Active within 48 hours
Book an onboarding call
A 30-minute call to understand your business goals, financial priorities, and what you want the planning briefings to focus on. This shapes the first three months of output.
Share read-only accounting access
We connect to your finance software (Xero, QuickBooks, Sage, FreeAgent) or work from a shared spreadsheet. Read-only. Secure. No changes made to your books.
We build your first planning model
NVH builds your initial planning model and scenario framework. This is reviewed by an adviser before being finalised — not automated output sent without human review.
First planning briefing within 48 hours
Your first monthly planning briefing is delivered within 48 hours of activation. Monthly thereafter, with your quarterly video review scheduled during onboarding.
Ideal For
Who benefits most from AI Planning Adviser?
Growth-Stage Businesses
Businesses actively growing who need to make strategic financial decisions monthly — hiring, pricing, investment, financing — but can't justify a full-time CFO.
Business Owners Without a Finance Director
Owner-managed businesses that rely solely on reactive compliance services, but lack any proactive financial planning support.
Businesses at a Decision Point
Businesses considering a major change — new hire, new product, new market, restructuring, or sale — who need proper scenario analysis before committing.
Live Demo
Try the NVH AI Adviser — live demo
Ask a question as if this were your business. The demo uses a fictional business profile — your live NVH AI connects to your actual Xero or QuickBooks data for personalised answers.
Client Profile
AI connected to Xero ●Maple Street Retail Ltd
Limited company
Sarah Chen
3 part-time
Xero (connected)
31 March 2026
Key Figures
£90,600
£84,200
Standard rated
£16,000
£18,400
In your live NVH account, this profile shows your real figures updated from your finance software. The AI reads this data to answer your questions accurately.
This is a demo with pre-written responses. Your live NVH AI uses your actual accounting data for real-time answers.
Demo only — Maple Street Retail Ltd is a fictional business created by NVH Intelligence Consultants for illustration. All figures are invented.
Cost savings and efficiency gains vary by business. Book a free review to understand what may be available in your situation.
48hrs
Average time from signup to first AI report
Get your own AI adviser connected to your real accounting data
Start with a free 20-minute review to confirm which add-ons are right for your business.
Book free review — £59/monthwas £99/month · launch pricing
AI Planning Adviser
Scoped to your requirements
exc. VAT · No lock-in · Cancel anytime · Active in 48 hrs
Includes quarterly video review with NVH adviser — no extra charge
Book a Free Onboarding Call ← View all AI Add-Ons