Your finance department's operating system.

We scale your department, or run it for you, with specialists and agents.

Finance OS dashboard
Agents 2:14 AMBooks reconciled overnight. Two variances flagged.
Christian Sanford
Christian Finance lead · 8:47 AMChecked both. One is just timing. The other needs your sign-off.
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The problem

Finance is stretched thin.

Finance should be focused on strategy, growth, and targets.Instead, it's stuck in busywork: building spreadsheets, cleaning data, reconciling numbers.

What's at stake

46%of FP&A time spent collecting and validating data, not analyzing it
$250K to $500Kall-in for one senior finance hire, growth stage to mid-market
1.8xmore likely to report outperforming on revenue growth when finance influences strategy

46%: FP&A Trends Survey 2025. $250K to $500K: QuantFi estimate. 1.8x: McKinsey Global Survey.

The solution

The whole finance department, live on one operating system.

Agents handle the repeatable work.
Specialists build the system and can run it.

Monday morning

Open one screen. Everything reconciled overnight.

  • Cash, runway, revenue and pipeline, current as of this morning
  • Every balance tied back to the bank, not a stale export
  • Everything waiting on your approval, in one queue
Dashboard on Monday morning
Wednesday, ops review

Someone asks why compute ran over. The answer is already written.

  • The variance already sized, and the driver behind it named
  • Commentary written for you, linked to the transactions underneath
  • The alert already went to the team that owns the budget, not your inbox
Actuals vs plan with drafted commentary
Thursday afternoon

Reporting runs itself. The afternoon is for decisions.

  • Rerun the hiring plan against three revenue cases
  • Price a new contract against what it actually costs to deliver
  • See what each case does to runway, side by side
Scenarios with live levers
Board week

The board pack is done before board week starts.

  • Cash in and cash out, broken out by month
  • Signed revenue and weighted pipeline, never blended into one number
  • Last month's forecast against what actually happened
Cash waterfall by contract and month
How it works

Scale past the busywork.

Every engagement moves through the same three steps.

Phase 1

Embed

A finance lead is deployed on your team and learns the work.

  • Runs the first month alongside you
  • Writes down what the system needs to do
  • Builds as they go, in your cloud
Phase 2

Codify

Decisions become rules, models, and automations.

  • Tailored to how you make money
  • Written record and first tests in place
  • Weekly brief on schedule
Phase 3

Operate

Two ways to run it, depending on the finance team you already have.

  • We support Finance OSYour team uses Finance OS day to day. We maintain and improve it.
  • or
  • We run the departmentOur specialists fill the human-critical gaps in finance and accounting.
Integrations

Built on the stack you already have.

  • Reads from the systems you already run. Accounting, bank, cards, payroll, CRM, cloud spend, Slack.
  • No new ERP, CRM, or payroll. Nothing to migrate or re-key.
  • Add a tool later. One new connector. Nothing rebuilt.
Connectors: sources online, last refresh, tie-out to the bank
The team

Specialists, deployed in your business.

A bench of 100+ finance & accounting operators, matched by function, industry, and company maturity.

Strategic FinanceFP&A, forecasting, board reporting
ControllershipMonth-end close, compliance, audit readiness
Financial OperationsReconciling the books against CRM, billing, and payroll data
SystemsAccounting setup, integrations, reporting
EngineeringAgents, data pipelines, Finance OS in your cloud
Corporate DevelopmentM&A, diligence, capital raises
Brain: the written record of how the business works
The brain

The knowledge stays with the company.

  • A written record of how your business works, kept in your environment.
  • Every forecast and board narrative reads from it.
  • Every correction becomes a test the next change has to pass.
  • When someone leaves, the knowledge doesn't.
Before you book

The questions we get.

How much engineering time?

One afternoon to grant access. After that, none.

How do I know the AI is right?

You label what it flags. You can see how often it's right. Each label becomes a test every change has to pass.

Where does our data live?

Your cloud account. No copy leaves. Never used to train anything.

Do we need our own finance team?

No. Without one, we run the department for you. With one, your team uses Finance OS and we support it. Either way, specialists embed first and cover what's missing.

What do specialists do that agents don't?

They build the system and can run it. Agents handle the repeatable work: reconciling, drafting, flagging. Specialists lead strategic finance and controllership, and engineers keep the agents and the OS running.

What does it cost?

Priced against the senior hire you'd otherwise make. We give you the figure on the call.

Next step

See what we'd build for your business before you commit to anything.

  1. 01
    We build a preview for your business. For Finance OS, a demo. For specialists, the human-critical gaps we'd fill, the team we'd propose, and a game plan.
  2. 02
    Bring whoever owns finance today, even if that's you. Twenty minutes shows which fits: we support Finance OS, or we run the department.
  3. 03
    Decide with the preview in front of you. If it's not a fit, we'll say so.

Request received.

We'll email you within one business day to get a call on the calendar.

If you asked for a demo, it is built before that first call, from public information about your business. Nothing for you to prepare or send.

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