We automate the FP&A grind on Claude: board packs, rolling forecasts, variance commentary, and scenario models built from your source data, not rebuilt by hand each period.
Prefer a ballpark first? Close Cycle Lab or the team calculator.
Systems we meet you in: NetSuite, Sage Intacct, QuickBooks, Xero, Excel / Sheets, and your warehouse of truth.
Every model assumption, exception review, and final sign-off stays with your finance team. We automate the data gathering and first-draft work; your people control what goes out the door.
Automation handles the grind. Our fractional CFO, strategic finance, and FP&A engagements add the senior judgment on top: a forecast you can defend, a board narrative that holds up, and a peer in the room for hiring, pricing, and capital calls.
We map close, flux, bank rec, or reporting grind — automate one live task on Claude and hand you a measured hours figure.
Get my free Snapshot ›Flux packs, bank-rec exceptions, or board tables in your own GL — documented and owned by you.
See automation services ›A standing finance automation partner: new workflows each month, monitored through close cycles.
See how retainers work ›Need the leader, not just the bots — a written roadmap credited toward your first quarter.
See finance leadership ›Repeatable close, flux, bank-rec, AP, and reporting work — hours and dollars from your own processes, plus one live automation on Claude. Labs are illustrative; the Snapshot replaces them with a measured figure.
No. Automation handles the grind; judgment stays with your team. We work alongside your controller and CPA — tax and audit opinions stay with them.
When you need the leader, not just the bots — forecast, board narrative, and hiring/pricing judgment. Start with a Finance Diagnostic; it credits toward the first quarter.
We trace every repeatable step in your finance cycle, convert it to hours and recoverable dollars, and hand you the findings. No pitch, no obligation.