AI automation services for finance teams
Every service is built by a chartered accountant, deployed inside your existing tools, and designed to pay for itself within 90 days.
Chartered-accountant-built & audited
Every workflow respects GAAP, audit trails, and internal controls.
ROI in 60–90 days
We don't take projects where the math doesn't work.
Built into your stack
QuickBooks, Zoho, Xero, NetSuite — no rip-and-replace, no license fees.
Five ways to automate finance
Starting from $5K
Live in 2–4 weeks
AI Bookkeeping Automation
Close the books in days, not weeks.
Automate transaction categorization, bank reconciliation, and month-end close workflows.
- Cut bookkeeping labor by 60–70%
- Daily reconciliation instead of monthly
- chartered-accountant-designed audit trails
Starting from $8K
Live in 3–6 weeks
AP/AR Automation & Cash Flow
Get paid faster. Pay smarter.
Eliminate manual invoice processing, automate collections, and forecast cash flow with AI.
- Reduce DSO by 40%+
- AI-powered invoice capture
- Real-time cash flow visibility
Starting from $15K
Live in 4–8 weeks
AI Agent Integration
Custom agents inside your stack.
Connect AI agents to QuickBooks, Zoho, Xero, or NetSuite. Custom-built for your workflows.
- Custom agents for your stack
- Cross-platform data sync
- Automated journal entries
Starting from $3K/mo
Onboarded in 2 weeks
Fractional CFO + AI Reporting
Strategic finance, AI-amplified.
AI-enhanced dashboards, board reports, and strategic finance — without the full-time CFO cost.
- Real-time financial dashboards
- Automated board reports
- Strategic advisory included
Starting from $3K
Delivered in 2–3 weeks
Finance Process Consulting
Find your highest-ROI automations.
We audit any finance workflow for AI automation potential. Payroll, tax, expense management, and more.
- Full automation roadmap
- Industry-specific solutions
- Low-risk discovery engagement
Not sure which service fits? Let's map it out.
Book a free 30-minute audit. We'll identify your highest-ROI automation opportunities — whether you work with us or not.
Book Free Audit