Financial operations & reporting
The month-end grind — automated end to end, with the controls left intact.
AI & Automation
Increase output
without adding headcount.
AI advisory, implementation and managed services for founders automating finance and operations — with governance, data protection and cyber-aware execution built in from the start, not bolted on after something goes wrong.
Before anything gets automated
You can't automate your way
out of bad numbers
Automation makes a good finance function faster. It makes a bad one wrong more quickly — at a scale nobody notices until the board does.
So before a single workflow gets built, the fundamentals have to hold: a chart of accounts that reflects how the business actually works, processes someone can describe out loud, controls that catch errors, and a clear view of what should be measured in the first place. Most of what arrives looking like an AI problem is a finance-fundamentals problem wearing a different hat.
That is what the fractional CFO layer is for, and it's why we don't sell automation on its own.
What gets built
Workflows your team can actually run
Built for technical and non-technical founders alike. Everything is documented and handed over — if it only works while we're in the room, it wasn't built properly.
Reconciliation & forecasting
Matching, variance and rolling forecasts that update themselves.
Board reporting
Board packs assembled from live data instead of a week of copy-paste.
CRM & onboarding flows
Client and customer onboarding wired to finance, so nothing is rekeyed.
Communications & assistant agents
Agents that handle the correspondence layer around a finance function.
Custom workflows
Whatever is eating your team's week, built and handed over with documentation.
Who this is for
Founders and finance teams, not engineers
AI-curious founders
Wanting to scale operations without adding headcount, and wanting to understand what they're running.
Finance teams drowning in manual work
Where the close, the reconciliation and the reporting eat the month.
Non-technical operators
Who want workflows they can trust, audit and switch off — not a black box.
Done for you
Or learn to do it yourself
Some teams want the workflows built. Others want the capability. We do both, and 114 finance professionals have been through the training.
With a CFO on top
Automation without judgment is just faster mistakes
The workflows matter because someone senior decided what should be measured in the first place.
Let's talk
What's eating your team's week?
Bring us the process. Thirty minutes, and you'll know whether it can be automated and roughly what that takes.