A boutique practice run by a practicing CFO. Enterprise-grade AI systems for finance and operations — live within 24 hours of kickoff, not six months. No bloated team. No Big 4 invoice. No juniors staffed to your account.
Contract signed Monday morning. Something is running in your environment Tuesday morning. You will not find that turnaround anywhere else in this market — and we put it in writing.
The problem isn't that AI doesn't work. The problem is that almost nobody building AI tools has ever been a CFO.
Every CFO and operator we talk to has the same story: overpriced firms, deck-ware roadmaps, and pilot projects that never make it to production. You don't need another slide deck. You need someone who's done this work, in the trenches, with real P&L on the line.
Big 4 firms charge enterprise rates for generic frameworks you could pull from a YouTube tutorial. You're paying for the logo and a partner who shows up for the kickoff and the bill.
Most "AI advisors" have read about it. They haven't deployed Copilot across a 500-person finance team, wired Power BI to a live ERP, or watched their own automation break at month-end.
By the time the discovery phase wraps, the tools have changed twice and your team has lost interest. Real AI implementation moves in weeks, not quarters.
Outcome-focused engagements. We start with the business problem, not the tool — then deploy the right stack to fix it.
Where to start. What to automate. What to leave alone. A clear, opinionated 90-day plan based on what's actually shipping in your industry.
Power BI dashboards connected to your live data. Board-ready outputs that build themselves. Month-end close measured in hours, not days.
Email triage, approval chains, document processing, vendor onboarding. The high-volume, low-judgment work that drains your team — gone.
Dynamic pricing tools, pipeline analytics, churn prediction, customer intelligence. AI applied where it actually moves revenue.
OpenAI, Claude, Microsoft Copilot stack. Connectors, custom GPTs, internal agents — wired into your existing tools, not bolted on.
Get your leadership team fluent — without the fear and without the hype. Workshops, sandbox sessions, and decision frameworks that stick.
Four live, clickable dashboards using the same patterns we deploy for clients — plugged into placeholder data for demonstration. Same logic, same layouts, same look.
We do our best work for a specific kind of business. If you're not on the left side of this list, we'll tell you up front — and often point you somewhere good.
Most consulting firms hide their timelines because they're embarrassing. Here's ours, in writing.
An evenings-and-weekends practice. By design. Async-first, deeply focused, no meeting-juggling. It's exactly why the bench stays small, the prices stay honest, and the turnaround stays tight. You still get something live within 24 hours of kickoff — we're just not trying to be your 9-to-5 vendor.
A 30-minute working call. Where the pain is, where the data lives, what you've already tried. By the end you'll know if there's a fit; we'll know what to scope.
A fixed-scope, fixed-fee proposal in your inbox within two business days. No hourly billing. No change orders. No surprises later.
Engagement signed Monday morning. Something is live and running in your environment by Tuesday. You will not find that turnaround anywhere else in this market.
Full build to production in four to six weeks. Documentation your team can actually use. A 30-day transition window included in every engagement.
Anonymized for confidentiality. Every number was measured before and after deployment.
Reduced month-end close cycle through automated reconciliation and reporting.
SaaS · 200 staffAnnualized margin uplift from a dynamic pricing tool deployed in 9 weeks.
Distribution · mid-marketDrop in manual invoice processing time after an AP automation rollout.
Services · enterpriseFrom kickoff to live Power BI executive dashboard for a private equity portco.
PE-backed · <100 staffThree engagement models, depending on the shape of the work. Project builds for one-time deliverables, retainers for continuous work, and a fractional CFO option when you need leverage at the leadership level. All fixed-scope, all fixed-fee, no hourly billing.
Dashboards, automation, Power BI & AI implementations, workshops and training. Fixed scope, fixed fee, delivered in weeks not quarters. Most clients start here.
Continuous tuning, support, and expansion of what we've already shipped — or net-new small builds as you need them. The natural step after a successful project.
Board-level finance leadership with AI implementation baked in by default. Books, dashboards, analytics, board prep, investor & M&A support — for teams not ready for a full-time CFO.
Email goes straight to the practice. We respond within 24 hours — often the same evening — and if there's a fit, you'll have a scoped proposal in hand within 48 hours of that first call.