AI-Powered Finance & Advisory Services for SMBs
Strategic Finance & Advisory
Get the CFO-level intelligence you need to plan confidently and grow strategically.
AI-Powered Virtual CFO for SMBs
What if you had a world-class CFO working for your business around the clock without the full-time salary? Our AI-powered Virtual CFO service does exactly that.
We integrate directly with your bookkeeping software, including QuickBooks and Xero, to deliver real-time cash flow forecasting, automated budget-to-actual variance analysis, and intelligent anomaly detection. No more waiting for end-of-month reports to find out how you're tracking. Know your financial position, live.
What you get:
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Real-time cash flow dashboards and forecasts
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Automated alerts when spending drifts off budget
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Month-end and year-end variance reporting automated
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Seamless integration with QuickBooks, Xero, and more
Ideal for:
Growing businesses that need CFO-level insight without CFO-level overhead.
Agentic FP&A Advisory
The difference between a good business decision and a great one is often a single question: "What if?" Our Agentic FP&A service gives you the power to model any scenario instantly.
Our AI runs multi-variable scenario modeling on demand. Want to know the financial impact of a 10% increase in raw material costs? A new product line launch? Expanding to a second location? Get data-backed answers in minutes, not days.
What you get:
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On-demand scenario modeling for any business variable
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Management alerts surfaced automatically when KPIs shift
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Actionable insights presented in plain language not just data
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Forward-looking financial planning aligned to your goals
ESG Reporting Assistant
Environmental, Social, and Governance (ESG) reporting is no longer just for large corporations - regulatory requirements are expanding, and investors, partners, and customers are paying attention. Staying ahead means starting now.
Our AI-powered ESG Reporting Assistant automatically extracts relevant data from your operational logs and financial records, maps it to the appropriate reporting standards, and generates compliance-ready reports without the manual headache.
What you get:
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Automated ESG data collection from operational sources
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Alignment with current and emerging ESG reporting frameworks
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Audit-ready reports generated on schedule
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Proactive monitoring as regulations evolve
Operational Finance & Automation
Eliminate costly invoice errors, uncover hidden spending waste, and keep your tax strategy optimized year-round.
AI Invoice-to-Contract Compliance
Margin leakage is one of the most common and most preventable threats to SMB profitability. Invoices processed without proper verification against contract terms can result in overpayments, missed discounts, and value quietly walking out the door.
Our AI Invoice-to-Contract Compliance system automatically cross-references every invoice against your contract terms, catching discrepancies in tiered pricing, early payment discounts, and billing errors before they impact your bottom line.
What you get:
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Automated matching of invoices to contract terms
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Real-time flags for pricing discrepancies and missed discounts
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Detailed audit trails for every processed invoice
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Measurable reduction in accounts payable errors and overpayments
Automated Expense Optimization
Most businesses are paying for more than they realize - unused SaaS subscriptions, redundant vendor contracts, negotiated rates that were never applied. Our Automated Expense Optimization service uses AI to do a full forensic analysis of your corporate spending and identify exactly where money is being wasted.
We don't just surface the problem; we help solve it. Our AI can automatically flag unused licenses for cancellation and identify opportunities to renegotiate vendor contracts for better terms.
What you get:
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Full spend analysis across all categories and vendors
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Identification of unused or underutilized SaaS licenses
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Vendor benchmarking and renegotiation recommendations
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Ongoing monitoring to catch new waste before it accumulates
AI-Powered Tax Planning
Tax planning shouldn't be a once-a-year scramble. With our AI-Powered Tax Planning service, your tax strategy runs year-round, continuously categorizing transactions, modeling different tax scenarios, and surfacing deduction opportunities as they arise.
By the time tax season arrives, you'll already have a clear picture of your liability and a strategy to minimize it.
What you get:
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Continuous, automated transaction categorization for tax purposes
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Year-round tax scenario modeling and liability simulation
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Proactive identification of deductions and credits
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Reduced tax prep time and fewer year-end surprises
Specialized AI Implementation Consultancy
Move beyond manual processes to building lasting in-house Agentic capabilities.
AI Implementation for Business Owners and Finance Teams
Knowing that AI can transform your finance function is one thing, knowing how to actually make it happen is another. Our AI Implementation Consulting service bridges that gap, guiding business owners and finance teams through the practical, hands-on process of adopting agentic AI across their core workflows.
We help you re-engineer the processes that are slowing you down - invoice matching, account reconciliation, financial reporting - and replace manual, error-prone steps with intelligent, automated systems. We then train your team to build, query, and manage AI agents themselves, so the capability stays with your business long after the engagement ends.
What you get:
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End-to-end process assessment and AI opportunity mapping
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Implementation of AI agents for invoice matching, reconciliation, and reporting
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Team training on managing and querying AI systems
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Ongoing support and optimization post-implementation
Ideal for:
Business owners and finance teams ready to make AI a core part of how they operate, not just a buzzword.
