Where a chartered accountant builds your AI
A finance automation firm where the chartered accountant is also the builder. No outsourced devs, no strategy decks — just live systems shipped into your stack with controls and audit trails baked in.
I'm a chartered accountant who got tired of watching finance teams drown in manual work while "AI consultants" sold them strategy decks and six-figure software licenses.
There's a gap: businesses doing $2M–$100M in revenue are too big for DIY tools and too small for Deloitte. They need someone who understands both the accounting and the technology — and who can actually build the thing, not just advise on it.
So I built CFO Catalyst. Every automation is designed with GAAP compliance, audit trails, and internal controls baked in from day one.
I don't hand you a strategy deck. I build the thing.
How we work
Three rules that shape every engagement — from first audit to live deployment.
Implementation over advice
Other firms hand you a roadmap and wish you luck. We build the automations, deploy them in your tools, and make sure they work. Our deliverables are live systems, not slide decks.
Human-in-the-loop, always
AI handles the volume. Humans handle the judgment. Every automation includes review checkpoints, audit trails, and exception handling. Your data stays accurate because a chartered accountant designed the guardrails.
Platform-agnostic
We don't sell software. We work inside your existing stack — QuickBooks, Zoho, Xero, NetSuite, or whatever you're running. No vendor lock-in. No forced migrations. Your tools, supercharged.
Why finance teams trust us
Real credentials, real implementations, real chartered accountant oversight on every engagement.
CA(SA), CGMA, ACMA
Chartered Accountant
10+ Years
Accounting & finance experience
50+ Implementations
AI automations deployed for finance teams
Chartered-Accountant-Led
Every engagement
Who this is for
Being explicit about who we don't serve builds trust with who we do.
Great fit
- SMB & mid-market businesses doing $2M–$100M in revenue
- Teams that have outgrown spreadsheets and manual workflows
- Professional services, e-commerce, SaaS, healthcare, nonprofits
- Finance leaders who want measurable ROI in 90 days
Not a fit
- Enterprise companies with $500M+ revenue (call Deloitte)
- Buyers shopping for off-the-shelf SaaS subscriptions
- Teams without an accounting system or clean baseline data
- Projects without an executive sponsor or budget authority
Ready to see what AI can do for your finance team?
Book a free 30-minute finance automation audit. We'll identify your highest-ROI automation opportunities and give you a clear implementation roadmap — whether you work with us or not.
Book Free Audit