Three ways to work together

1

Finance and operations automation

Closing the books, accounts payable and reporting, with AI used only where it earns its place.

• Intercompany entries and reconciliations prepared automatically; exceptions flagged when numbers don't tie.
• Consolidation and close checklists tracked to the day, with variance commentary drafted for review.
• Payroll checks before anything posts; labor accruals and allocations without rework.
• Calculations and matching rules run as tested code. AI reads documents and drafts; it doesn't do the math.

2

Data clarity

Dashboards and KPIs an owner can read in five minutes.

• One consistent view of the numbers across every company and system you run.
• Automated pulls from each accounting system, mapped to one common chart of accounts.
• Cash, margin and cost-to-serve by customer, product line or plant.
• Built on the systems you already own; it carries through any future system change.

3

Fractional CFO

A senior finance head, part-time.

• 13-week cash flow forecasting and working-capital discipline.
• Lender, bank and board reporting that holds up to scrutiny.
• Sale readiness: quality of earnings, clean controls and credible numbers.
• Pricing and margin work, budgets and GAAP governance.

Built in

Controls from day one

• A person approves anything before it posts to the general ledger, pays anyone or leaves the company.
• Every action is logged for audit, and any workflow can be switched off instantly.
• Runs on accounts you own, with your data kept in your environment.
• An AI use policy written for your business, updated as the rollout grows.