Years of reconciliations, done in under a week.
Six years of history reconciled in about a week instead of months of manual work, and the places where cash was trapped in the collection cycle shown up.
Advisory/AI Operations
A CFO who builds with AI.
Cash, collections and subscription metrics on one dashboard that updates itself, built on your own accounting and billing data.
01 / What it produces
What AI does in my CFO work.
AI-CFO dashboards.
A live view of cash, receivables, revenue and runway that refreshes itself, with a plain-English note on what moved and why.
Accounting and CRM, connected.
The P&L linked to the CRM and the accounting tools, so sales, billing and cash finally tell one story.
A command centre for the business.
Leads, proposals, contracts, invoicing, scheduling and the books on one page. My own business now runs on three days a week instead of five.
02 / Clean first
Clean first, then automate.
AI should automate a manual process that is already clean and running, or you end up automating chaos.
- 01Clean the reporting files
- 02Build one verified layer of data
- 03Connect the systems through AI
- 04A dashboard that refreshes itself, in your own environment
03 / Tools
Built with the tools you already use.
AI
- Claude
- Gemini
- Grok
- MCP integrations
Reporting
- Power BI
- Tableau
- Google Sheets
- Excel
Accounting and ERP
- QuickBooks
- NetSuite
- SAP
- Oracle
Delivered into your own environment, and it keeps working after we finish.
Not sure where the gap is?
That is usually the right place to begin. A short call, no pitch. We work out whether it is a numbers problem, an AI problem, or the bit in between, and where starting would help you most.