Your Fractional AI-as-a-Service
WHO WE HELP

Built around the way
your finance team works.

From corporate FP&A to client advisory and group reporting. We apply finance and accounting experience to the workflows that matter to your team.

Finance-led expertise. AI workflows built and managed for your firm.

Mid-Market Finance

Internal corporate finance teams

Sharper planning.
Less spreadsheet preparation.

Bring forecasting, variance analysis, and recurring management reporting into a workflow your finance team can review. We handle the implementation around your existing systems.

Workflows to explore

  • Cash-flow and FP&A scenario preparation
  • Budget-to-actual commentary for review
  • Recurring management reporting packages

Data sources, refresh frequency, model assumptions, and reviewer ownership are agreed before deployment.

Discuss your workflow
CPA & Advisory Firms

Managing partners & practice leads

More room for advisory.

Reduce the preparation behind client work: intake, reconciliation exceptions, and reporting drafts. Build repeatable workflows around your firm’s methods and review standards.

Workflows to explore

  • Document intake and missing-item follow-up
  • Client reporting and advisory preparation
  • Firm-branded reporting options, scoped separately

Your firm retains client relationships and professional approval. Branding, client-facing use, and any white-label rights require agreement.

Discuss your workflow
Multi-Entity & Holdings

Family offices & portfolio managers

A clearer view across entities.

Explore consolidation preparation and intercompany review across a group. Organize the inputs, surface differences, and keep the supporting evidence alongside the exceptions.

Workflows to explore

  • Entity-level ledger and reporting-pack preparation
  • Intercompany matching and exception queues
  • Consolidation schedules using agreed mappings

Entity access, account mappings, currency treatment, and elimination rules need finance review. Automated preparation does not replace consolidation judgment.

Discuss your workflow
High-Growth VC-Backed

Startup founders & tech CFOs

Keep runway and growth in view.

Prepare burn-rate, runway, and unit-economics views from agreed financial and operating inputs. Give your team a repeatable starting point for board reporting and evidence preparation.

Workflows to explore

  • Burn-rate and runway scenarios
  • Unit-economics reporting using agreed definitions
  • Board-pack drafts and audit-evidence organization

Model outputs depend on data freshness and assumptions. Audit requirements and readiness remain subject to your advisers’ review.

Discuss your workflow
START WITH ONE WORKFLOW

Ready to eliminate manual bottlenecks without adding tech staff?

Bring your biggest bottleneck. Leave with a clearer idea of where AI could help.

Discuss Your Workflow