Meet Archie: The First CFO Agent for Technology Companies

nick-lombardo.jpeg

Nick Lombardo

Co-Founder & CEO

Innovation moves fast, but finance has struggled to keep up. Too often, founders and finance teams are stuck with reactive tools, fragmented data, and reporting cycles that lag behind the business.

At Arc, our mission is to fuel innovation through intelligent financial products. Archie is the latest step toward that objective: an AI-powered CFO agent built directly into the platform where companies already manage their cash. With Archie, finance evolves from a bottleneck into a strategic advantage.

Why Build Archie

Business banking, even with neobanks, is still highly manual. Teams juggle spreadsheets, fragmented alerts, and late insights. Meanwhile, general-purpose AI tools can’t securely access live transaction data or reason over complex financial structures. Banks aren’t AI-native, and AI apps don’t have banking-grade trust, data, or workflows.

Archie closes that gap. It brings agentic AI into the heart of your finance stack: ingesting unstructured data, running complex calculations with transparent logic, and delivering clear recommendations – all inside a unified, secure platform. The result is strategy and execution for finance teams, delivered in real time.

Archie Today & Over Time

Today, Archie lives as an in-app agent connected to your accounting system. You can ask questions about your financials and receive real-time analysis, all without leaving the platform. Early adopters are already using Archie to understand runway, growth trends, and expense drivers in seconds.

And this is just the beginning. Over the coming months, we’re expanding data coverage, automating anomaly detection, and adding custom reports – moving steadily toward a world where finance runs on autopilot.

How We Built Archie

Archie stands on years of AI work at Arc. The foundation was first proven through Arc’s Capital Markets business, where our Arc Intelligence AI infrastructure has helped review thousands of companies and process billions of dollars in transaction volume across private credit. That same core AI technology now directly powers Arc's company-facing cash management workflows through Archie.

For Archie, we combined that expertise with our enterprise-grade infrastructure and security, including:

  • Financial integrations and data processing that unify disparate information sources.
  • Guardrailed reasoning for accuracy and transparency, with every output citing its source data and methodology.
  • Privacy and security architecture embedded in Arc’s existing compliance stack.

The result is a CFO-grade AI agent that meets finance’s accuracy, reliability, and security standards.

FAQs

Who can access Archie today?

Archie is available now for all Arc cash management customers. Log into the app and click “CFO Agent” in the sidebar to connect your accounting data.

How is Archie different from generalist AI tools and LLMs?

Archie is purpose-built for finance. It combines enterprise-grade infrastructure, domain-specific reasoning, and secure, live access to your company’s financial data to deliver CFO-level accuracy.

What’s next for Archie?

Through year-end, we plan on releasing monitoring & alert features and custom reports.

How secure is our data?

Security and privacy are foundational. Archie runs inside Arc’s existing enterprise-grade infrastructure, where we enforce strict data-protection protocols. Only your company admins have access to Archie, and we never train AI models with your proprietary data – which can also be disconnected at any time.

How does this fit into Arc’s broader vision?

Arc is focused on building intelligent products for technology companies. Archie is the cornerstone of that strategy: uniting cash management and AI to give every business a financial edge.

The Future of Finance, on Autopilot

AI is reshaping how companies manage their finances. With Archie, finance teams gain speed, clarity, and precision, turning financial operations from a barrier into a superpower.

This is just the start.

👉 Access Archie today: joinarc.com/archie

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