We find it, automate it on Claude, and leave it running inside the tools you already use. Start with the function where it is costing you the most.
Every engagement opens with a free Snapshot that puts a dollar figure on the opportunity. Most teams start in finance and accounting, where the return is clearest.
FP&A, driver-based forecasting, board and investor reporting, and variance commentary. The analytical work, not the transactional close.
Month-end close, reconciliations, accruals, AP/AR, and revenue recognition. The transactional engine, automated.
Order-to-cash, procurement, vendor and customer onboarding, and the messy handoffs between the systems you already run.
CRM updates, pipeline hygiene, quoting, and revenue reporting. The admin load around the deal, not the selling.
Campaign operations, content production, lead enrichment, and performance reporting.
We map your highest-value AI opportunities, automate one task live, and hand you a measured figure from your own numbers.
Get my free Snapshot ›Your top two or three close processes, automated in your accounts, with a baseline and an after. The floor is the smallest build.
See Close Sprint ›Automations monitored, one new workflow a month, and a response if something breaks.
See retainers ›A written roadmap for the finance function. Credited toward your first quarter.
See finance leadership ›Most teams start in finance or accounting, where hours and recoverable dollars are clearest. The free Snapshot ranks your heaviest processes across functions so you do not have to guess.
No. Function pages are about automating repetitive work on Claude. Fractional CFO / strategic finance is a separate leadership practice — start with the Finance Diagnostic when you need the seat.
Yes. Builds run in your Claude accounts and the CRM, ERP, and accounting systems you already use. You own the automations outright.
We map your heaviest processes across functions and rank them by recoverable dollars, free, on your own numbers.