AI-nativefinancialleadership.
We combine deep financial expertise with AI automation to modernize your finance department — for smarter decisions and sustainable growth.
The CFO role is evolving.
We help growing businesses move from manual, reactive finance to AI-native systems that are proactive, automated, and built for scale.
- Manual reporting & data pulls
- Reactive forecasting
- Siloed systems
- High operational overhead
- Limited real-time visibility
- Spreadsheets & manual models
- Autonomous reporting
- AI-driven forecasting
- Integrated intelligent systems
- Scalable operational infrastructure
- Real-time visibility & insights
- AI-supervised workflows
- AI Monitoring
- Anomaly Detection
- Workflow Intelligence
- Decision Support
- Outcome Optimization
Most companies don't have a finance problem. They have a systems problem.
More accountants won't fix it. More dashboards won't fix it. The function needs to be rebuilt as software — operated by AI, supervised by a CFO who actually runs the numbers.
Packages that meet you where you are.
Flexible engagements designed to meet your business where it is today — and take it where you want to go. Start lean and scale up as your needs grow.
- Monthly financial review
- KPI dashboard (up to 10 KPIs)
- Monthly executive summary
- 30-min monthly strategy call
- Email support
Businesses that need clear financials and visibility.
- Cash flow forecasting
- Budget vs. actual analysis
- AI opportunity assessment
- Process improvement recommendations
- Two strategy calls per month
- Priority email & chat support
Growing businesses ready to improve performance and profitability.
- Full fractional CFO support
- AI implementation roadmap
- Advanced KPI dashboards
- Board & investor reporting
- Weekly or on-demand support
- Strategic planning & scenario modeling
Scaling companies that need executive-level financial leadership.
Every engagement is scoped to your business. Pricing shared on the call.
What we run for you.
A complete finance function — strategy, systems, and automation — delivered as one integrated service rather than a stack of disconnected tools and contractors.
Fractional CFO Services
Executive-level financial leadership without the full-time cost.
Financial Reporting & Dashboards
Real-time visibility into performance, cash flow, and key KPIs.
Cash Flow & Forecasting
AI-powered forecasting to improve planning and decision-making.
AI Automation & Integration
Automate repetitive workflows and integrate intelligent systems.
Process Improvement & Efficiency
Streamline operations and reduce manual work across finance.
Strategic Planning & Advisory
Align financial strategy with business goals and growth initiatives.
Eight systems. One intelligent layer.
Each capability runs autonomously and feeds the others — so reporting, forecasting, and close all draw from the same live, reconciled source of truth.
AI Reporting
Real-time financial reporting.
Forecasting & Modeling
AI-driven forecasting & scenario modeling.
Dashboards & Analytics
Executive insights & operational intelligence.
Treasury & Cash Management
Intelligent cash forecasting & treasury workflows.
Commissions Systems
Automated commission calculations & tracking.
KPI Intelligence
AI-powered KPI monitoring & performance insights.
Close Acceleration
Automated close workflows & reconciliation.
Portfolio Visibility
Enterprise visibility across all portfolio entities.
Results that compound.
Healthcare & wellness company
Manual reporting, delayed close, limited visibility into performance.
Implemented reporting dashboards, cash flow forecasting, and AI-driven automations across key workflows.
- Close cycle reduced from 15 days to 3 days
- 60% reduction in manual work
- Real-time KPI visibility across the business
- Better cash flow management and decisions
AI Finance Audit.
See the opportunity. Then automate it.
We analyze your current finance processes end to end — your close, reporting, forecasting, and data flows — and identify high-impact AI automation opportunities that save time, reduce costs, and improve accuracy.
You walk away with a clear, prioritized roadmap — whether or not we work together afterward. Most engagements start here.
- Current state assessment
- Process map & workflow review
- AI opportunities & impact analysis
- Cost savings estimate
- Implementation roadmap
Identify high-impact automation opportunities before you commit to a full engagement. Pricing shared on the call.
Built for serious operators.
We work with leaders who treat finance as a competitive advantage, not a back-office cost center — across these profiles.
Private Equity Firms
Drive value through portfolio finance and reporting.
Portfolio Companies
Modernize finance operations and improve performance.
Founder-Led Businesses
Build scalable financial infrastructure from the ground up.
Middle-Market Operators
Strengthen visibility, controls, and decision-making.
Family Offices
Enhance reporting across entities and investments.
Professional Services & Agencies
Improve profitability and operational efficiency.
Stop flying blind.
30-minute call. We'll walk through your finance function and show you where we'd start. If it's a fit, we begin with an AI Finance Audit. If not, you leave with clarity.