Three pillars of financial transformation

We integrate as basic or as custom as your business process allows. Accounting is cyclical by nature — there's no reason it can't be automated.

01

The foundation of your financial intelligence

AI Bookkeeping & Strategic Oversight

We take in your historical data and build a custom AI transformation framework specific to your business. Then we deploy a bookkeeping stack that runs continuously — and provide monthly strategic oversight so you always know where you stand.

Outcome

Your books are always current. No surprises. No scramble.

What's Included

  • Historical data ingestion and AI model training
  • Custom automated bookkeeping framework
  • Context-aware transaction categorization
  • Monthly strategic financial oversight sessions
  • Bank feed integration and real-time sync
  • Continuous reconciliation — no month-end backlog
02

See tomorrow's numbers today

Rolling Forecasts & Real-Time Dashboards

Weekly AI-driven rolling forecasts, scenario planning, and live financial dashboards. Your leadership team gets yesterday's P&L, real-time cash position, updated burn rate, and customer acquisition costs — every single morning.

Outcome

3x faster decisions. Leadership sees actuals, not estimates.

What's Included

  • Weekly AI-driven rolling forecasts
  • Multi-scenario planning and stress testing
  • Real-time P&L dashboard (daily actuals)
  • Live cash position and burn rate tracking
  • Customer acquisition cost monitoring
  • Executive-ready reporting in minutes, not days
03

100% audit-ready, every day

Autonomous AP/AR & Month-End Close

Fully autonomous accounts payable and receivable systems, plus a continuous month-end close process. AI catches duplicate payments, vendor overcharges, and anomalies the day they happen. Your books are always audit-ready.

Outcome

60–70% reduction in finance headcount growth. Always audit-ready.

What's Included

  • Fully autonomous accounts payable processing
  • Automated accounts receivable and collections
  • Continuous month-end close (no 8-day scramble)
  • Real-time anomaly detection and fraud alerts
  • Duplicate payment prevention
  • Always audit-ready — zero close-time prep

Expand your stack as you grow

ERP Integration

Connect your existing ERP and tech stack seamlessly

Custom AI Models

Industry-specific AI trained on your transaction patterns

Multi-Entity Consolidation

Automated intercompany eliminations and consolidation

Tax Readiness Package

Year-round tax prep with organized, categorized data

CFO Advisory

Strategic financial guidance from your AI-powered data

Team Training

Onboard your team to work alongside AI systems

Ready to eliminate the month-end close?

Book a free 15-minute Financial Strategy Call to see a live demo tailored to your business.