Clear expectations.
Before an engagement.

Website information

StratCFO provides information about managed AI services and custom workflow automation. Website descriptions and examples help explain possible engagements; they do not establish a client relationship or replace an agreed service scope.

Proposals & engagements

Services begin under a separately accepted written proposal or agreement. That document defines deliverables, fees, payment arrangements, responsibilities, timelines, acceptance criteria, support, confidentiality, and any data-processing terms.

Engagement options shown on this website are indicative. Availability, integrations, costs, and support coverage are confirmed before work begins. A website inquiry does not purchase a service or commit either party to a project.

The introductory workflow discussion

The introductory 20-minute workflow discussion is free. Its purpose is to understand bottlenecks and explore potential next steps. It is not an audit opinion, completed technical assessment, security certification, or professional tax, legal, or investment advice.

The inquiry form prepares an email draft for you to review and send. It does not instantly book a meeting; a time is confirmed by email.

AI examples & professional judgment

Review, Resolve, Forecast, and Advisor illustrate capabilities that can be configured within an engagement. Examples and animations are not a demonstration of live client data processing or a promise of a particular result.

AI-generated information can contain errors. Your team remains responsible for appropriate validation, professional judgment, and approval of postings, reports, and client communications under the agreed workflow. This website does not promise specific savings, accuracy levels, deployment dates, or compliance outcomes.

Responsible use & third parties

Do not use the website or inquiry channel to send credentials, unauthorized client information, harmful code, or unlawful material. Use agreed secure channels for client documents once an engagement is established.

Third-party tools, integrations, and external websites are subject to their own availability, permissions, licenses, and terms. References to software do not imply a partnership or endorsement.

Questions & changes

For questions about this website or a proposed engagement, contact stratcfoai@gmail.com. Any change to an active engagement should follow its written agreement. Website content and these website terms may be updated; the date above identifies this version.