AI TRANSFORMATION
Make your finance function run itself.
Most firms sell you their hours. We sell you leverage. We map how your finance back office actually works, automate the manual parts, and manage the whole build — so your team runs on systems, not busywork.
WHAT WE DO
From manual back office to managed system.
Finance Ops Audit
We map every manual workflow — AP, AR, payroll, expenses, reporting, approvals — and rank them by hours saved.
Automation Build
We design and build the pipelines: automated capture, categorization, reconciliation, reminders, and the integrations that connect your stack.
Live Dashboards
Your numbers, current as of right now — revenue, burn, AR aging, runway — not a PDF three weeks late.
Team Enablement
We don't create dependency. You get documentation, training, and SOPs so your team owns the system.
HOW IT WORKS
We own the outcome, end to end.
Assess
We start with a finance ops assessment and hand you a prioritized automation roadmap — ranked by time saved and ease of build.
Build & manage
Simple work we handle in-house. For anything complex, we bring in and direct the right specialists — you get one point of accountability, not a vendor to manage.
Hand off
We document everything and train your team, so the system keeps running long after we're done.
WHO IT'S FOR
If your finance team is drowning in manual work.
Founders who want a modern back office without building one
Finance teams buried in repetitive manual work
Companies heading into diligence, audit, or a raise
Businesses scaling faster than their processes can keep up
Start with a free finance ops assessment — we'll tell you exactly what to automate first, whether or not you hire us to build it.
Ready to meet your financial team?
Free 20-minute strategy call. No obligation, no sales pitch — a straight conversation about where you are and what to fix first.
Bookkeeping from $399/mo · Tax from $2,150/yr