How it works
A CFO function, stood up in a week.
No new systems to learn, no long ramp. We connect to your books, run the analysis on a real product, and put a named operator in the seat.
- 1
Connect your books
Read-only, scoped, revocable access to QuickBooks, Xero, NetSuite, or Sage — set up in minutes. We work on top of the books you already keep. Nothing is posted back; your numbers stay private.
- 2
We run the analysis
A rigorous analysis process standardizes your financials and produces the deliverables a CFO would build by hand — close support, variance, 13-week cash, covenant and margin review.
- 3
Your CFO owns the judgment
The stack does the data work; the named operator owns the judgment and the narrative. Every package is reviewed, contextualized, and written for your board — not a templated export.
- 4
You get board-ready answers
A designed PDF, a one-screen summary in your portal, and a standing line to your CFO for the board prep, lender calls, and pricing decisions that can't wait for month-end.
< 1 wk
to stand up your finance function
Monthly
board-ready package, every month
13-wk
rolling cash visibility
1
named operator — never a rotating bench
The real product behind it
“Technology-driven” should mean a product, not a tagline. The analysis stack is a working Next.js + Supabase application running Claude-powered models against your live financials — the literal answer to a body shop that claims tech and ships none.
Book a working session.
A 20-minute call, a clear read on your numbers, and a straight answer on whether a fractional CFO is the right call right now.