Automate Your Finance Operations
AI-powered automation for fractional CFOs and accounting firms to increase revenue and eliminate administrative bottlenecks
Built for Visionary Financial Leaders
If you're a fractional CFO or run an accounting firm, you know the challenge: delivering strategic value while drowning in administrative tasks.
Every hour spent on data entry, reconciliation, or repetitive workflows is an hour not spent growing your practice, serving more clients, or closing that next deal.
"The future of finance isn't about working harder—it's about working smarter. AI doesn't replace expertise; it amplifies it."
What You Can Expect
Measurable outcomes that transform your practice from day one
3x Faster Client Onboarding
Automate document collection, data extraction, and initial analysis. Get new clients up and running in days, not weeks.
Eliminate 80% of Admin Work
AI handles reconciliation, data entry, report generation, and routine communications—freeing your team for strategic work.
Win More Deals
Respond to proposals faster with automated financial modeling and instant reporting capabilities that impress prospects.
Scale Without Hiring
Handle 2-3x more clients with your existing team. Our AI assistants work 24/7, never miss a deadline, and scale instantly.
Real-Time Insights
Automated dashboards and alerts keep you and your clients informed with zero manual effort required.
Our Process
From discovery to deployment in 4-6 weeks
Discovery & Audit
We analyze your current workflows, identify bottlenecks, and map opportunities for automation. This typically takes 3-5 days.
Custom AI Implementation
Our team builds and integrates AI workflows tailored to your practice—from client onboarding to financial reporting.
Training & Rollout
We train your team on the new systems, ensure seamless integration, and provide comprehensive documentation.
Optimization & Scale
Continuous monitoring, refinement, and expansion as your practice grows. We evolve the systems with your needs.
Your Results, Guaranteed
We guarantee 2X ROI in 12 months or we'll keep working for free until you get the results you want.
That's how confident we are in our AI-powered automation systems. Your success is our success—and we stand behind every implementation.
Frequently Asked Questions
Everything you need to know about working with us