From finance signals to real opportunities

You already know what a strong finance prospect looks like. Bernard helps you actually find them.

New CFO appointments, companies raising funding, organisations scaling rapidly, or finance teams reviewing systems and advisors.

Describe the situations, priorities and changes that matter to you, and Bernard builds audiences around real-world context - not rigid filters.

So he understands how you sell

Train Bernard on your accounting, fintech or finance software proposition, who it is relevant for, and how you position it to finance teams.

Share your messaging, examples and positioning, and he learns how to reflect your approach accurately - not in generic AI language.

Finance context always comes first

Before Bernard drafts anything, he researches the organisation, current finance systems and suppliers, leadership structure, recent changes and growth priorities.

That context shapes every suggestion, so outreach feels informed and credible - not automated.

Like your best business development manager on a good day

Bernard helps draft introductions and follow-ups that feel natural, specific and worth the time of a CFO or Finance Director.

You stay in control. You review, refine if needed, and send.

Built for how professional services teams work

Bernard fits straight into how you already work - from targeting and research to outreach and CRM sync.

A research assistant designed specifically to help you start better conversations with senior finance leaders.