Metrics Inc. Officially Releases "AI CFO," an AI Agent for SME Management. Accelerating Decision-Making with Simultaneous Launch of 3 Functions: Business Analysis, Budget Planning, and Dashboard Visualization.
Metrics Inc. has officially released "AI CFO," an AI agent for SME management, in May 2026. It offers three functions—business analysis, budget management, and dashboard construction—to accelerate management decision-making as an "Agentic SaaS" leveraging AI.
📋 Article Processing Timeline
- 📰 Published: May 11, 2026 at 20:34
- 🔍 Collected: May 11, 2026 at 12:01
- 🤖 AI Analyzed: May 11, 2026 at 12:08 (6 min after Collected)
Kobe, Hyogo – Metrics Inc. (Headquarters: Kobe, Hyogo; Representative Director: Hiroto Oh), provider of the business analysis cloud "metrics," officially released "AI CFO," an AI agent specializing in SME management, in May 2026.
This release simultaneously unveils three functions: "Business Analysis," "Budget Management," and "Dashboard Construction." The AI agent supports analysis, proposals, and creation across a wide range of management tasks, from daily performance tracking to budget planning, forecast adjustments, and monthly reviews. This evolution transforms metrics into an "Agentic SaaS" that advances management operations alongside AI.
Currently, metrics is provided through tax and accounting firms nationwide, and is already being utilized in many management settings, including by the clients of these firms, which are SMEs. Plans to offer services to general corporations will commence in June 2026.
Background of the Release – Evolution to "Agentic SaaS" in the "SaaS is Dead" Era
General-purpose AI, exemplified by ChatGPT and Claude, is rapidly evolving, and our company is also developing while leveraging its benefits. In recent years, we have heard voices suggesting that "Claude is sufficient, and SaaS will become unnecessary." Indeed, for engineers, we are entering an era where many business tools can be self-made by combining Claude Code and various APIs.
However, there are still challenges to overcome to introduce general-purpose AI directly into practical business operations and provide it stably to many users. Especially in the field of management, there remains a "last mile for practical AI utilization," such as:
Mechanisms for securely handling management data
An environment is needed where highly confidential data can be handled with peace of mind, including settings to control its use for AI learning.
Quality design for stable and reproducible results
If the composition of management dashboards and reports changes every time AI outputs, it becomes difficult to use it continuously in practice.
Environment for centralized management of AI connector settings and operations
If employees individually set up AI connectors, management and training costs will increase.
Screen design and user experience tailored to actual business workflows
While natural language operations are effective in some situations, not all tasks can be completed solely through chat.
Metrics' "AI CFO" is an Agentic SaaS specialized in management, developed to solve these challenges. It integrates API linkages with freee and Money Forward, company-specific knowledge management, and dedicated UIs for tax accountants and managers, providing an experience that naturally integrates into the practicalities of management, which general-purpose AI alone cannot fully address.
We believe that instead of AI evolution making SaaS unnecessary, SaaS will evolve into "Agentic SaaS," utilizing general-purpose AI in a business-appropriate manner. Based on this idea, AI CFO enables tax accountants and managers to safely and smoothly access the information necessary for daily management decisions.
Three Key Functions of AI CFO
(1) Business Analysis
AI CFO comprehensively analyzes management conditions by referencing financial data such as profit and loss statements, cash flow statements, and balance sheets, as well as company-specific knowledge and daily journal entries.
By simply inputting instructions like "Compare with the previous period" or "Analyze by business partner," the AI actively explores relevant data, organizes management issues, and identifies points to be checked. It supports analysis that goes beyond high-level financial figures, delving into the underlying transactions and company-specific circumstances.
Cross-sectional analysis of financial data, company knowledge, and journal entries
AI explores relevant data and extracts anomalies or noteworthy changes
One-click access from気になる数値 to journal entry details
(2) Budget Creation
AI CFO assists in budget creation based on past performance and business plans.
What is important in budget management is not merely putting numbers into a table, but considering "how to foresee the future and under what assumptions to proceed with the business." AI CFO, through dialogue with managers and management support providers, organizes future expectations, past challenges, and business assumptions to consider the ideal budget structure.
Furthermore, AI assists with manual tasks such as creating budget drafts, reflecting numbers, and making adjustments. This allows users to spend more time on future policies and decision-making rather than on the tasks themselves.
Organize business assumptions and challenges through dialogue with AI CFO
Assist in creating budget drafts based on past performance and business plans
Reduce manual tasks such as numerical input and adjustments
(3) Dash
This release simultaneously unveils three functions: "Business Analysis," "Budget Management," and "Dashboard Construction." The AI agent supports analysis, proposals, and creation across a wide range of management tasks, from daily performance tracking to budget planning, forecast adjustments, and monthly reviews. This evolution transforms metrics into an "Agentic SaaS" that advances management operations alongside AI.
Currently, metrics is provided through tax and accounting firms nationwide, and is already being utilized in many management settings, including by the clients of these firms, which are SMEs. Plans to offer services to general corporations will commence in June 2026.
Background of the Release – Evolution to "Agentic SaaS" in the "SaaS is Dead" Era
General-purpose AI, exemplified by ChatGPT and Claude, is rapidly evolving, and our company is also developing while leveraging its benefits. In recent years, we have heard voices suggesting that "Claude is sufficient, and SaaS will become unnecessary." Indeed, for engineers, we are entering an era where many business tools can be self-made by combining Claude Code and various APIs.
However, there are still challenges to overcome to introduce general-purpose AI directly into practical business operations and provide it stably to many users. Especially in the field of management, there remains a "last mile for practical AI utilization," such as:
Mechanisms for securely handling management data
An environment is needed where highly confidential data can be handled with peace of mind, including settings to control its use for AI learning.
Quality design for stable and reproducible results
If the composition of management dashboards and reports changes every time AI outputs, it becomes difficult to use it continuously in practice.
Environment for centralized management of AI connector settings and operations
If employees individually set up AI connectors, management and training costs will increase.
Screen design and user experience tailored to actual business workflows
While natural language operations are effective in some situations, not all tasks can be completed solely through chat.
Metrics' "AI CFO" is an Agentic SaaS specialized in management, developed to solve these challenges. It integrates API linkages with freee and Money Forward, company-specific knowledge management, and dedicated UIs for tax accountants and managers, providing an experience that naturally integrates into the practicalities of management, which general-purpose AI alone cannot fully address.
We believe that instead of AI evolution making SaaS unnecessary, SaaS will evolve into "Agentic SaaS," utilizing general-purpose AI in a business-appropriate manner. Based on this idea, AI CFO enables tax accountants and managers to safely and smoothly access the information necessary for daily management decisions.
Three Key Functions of AI CFO
(1) Business Analysis
AI CFO comprehensively analyzes management conditions by referencing financial data such as profit and loss statements, cash flow statements, and balance sheets, as well as company-specific knowledge and daily journal entries.
By simply inputting instructions like "Compare with the previous period" or "Analyze by business partner," the AI actively explores relevant data, organizes management issues, and identifies points to be checked. It supports analysis that goes beyond high-level financial figures, delving into the underlying transactions and company-specific circumstances.
Cross-sectional analysis of financial data, company knowledge, and journal entries
AI explores relevant data and extracts anomalies or noteworthy changes
One-click access from気になる数値 to journal entry details
(2) Budget Creation
AI CFO assists in budget creation based on past performance and business plans.
What is important in budget management is not merely putting numbers into a table, but considering "how to foresee the future and under what assumptions to proceed with the business." AI CFO, through dialogue with managers and management support providers, organizes future expectations, past challenges, and business assumptions to consider the ideal budget structure.
Furthermore, AI assists with manual tasks such as creating budget drafts, reflecting numbers, and making adjustments. This allows users to spend more time on future policies and decision-making rather than on the tasks themselves.
Organize business assumptions and challenges through dialogue with AI CFO
Assist in creating budget drafts based on past performance and business plans
Reduce manual tasks such as numerical input and adjustments
(3) Dash