Creo by ZenStatement – AI platform built for finance teams to streamline core workflows

Summary: Creo is an AI platform hosting specialized finance agents designed to execute core finance workflows. Its first agent, the AI Finance Analyst, processes structured financial data to flag mismatches, visualize trends, and produce audit-ready outputs through plain English queries, eliminating reliance on SQL or dashboards.

What it does

Creo provides finance-native AI agents trained in financial logic to analyze, reconcile, and interpret financial data. Users upload files and ask questions in natural language to receive detailed, transparent results without needing technical skills or data teams.

Who it's for

It targets finance professionals such as CFOs, controllers, analysts, and operations leaders who face bottlenecks in reconciliation, data analysis, and audit preparation.

Why it matters

Creo addresses the dependency on SQL, dashboards, and data teams by offering a finance-specific AI layer that understands complex financial schemas and controls, speeding up decision-making and reducing workflow delays.