For sponsors and the companies they back
A finance function that arrives already built.
Acta CFO puts a named finance lead in the seat, a CFO or Controller who has held it inside operating companies, and deploys the platform under them in your tenant. Close, reporting, cash, and the routine underneath them. Documented, automated, and kept sharp for whoever holds the seat next.
What a portfolio gets.
The same function, the same standard, every company. One relationship, as many deployments as you have companies.
Consistency
One reporting standard across every company: the same monthly package, the same definitions, the same close calendar. A number means the same thing in every board book.
A named lead, not a bench
The person in the seat is named in the engagement and not substituted without your agreement. The platform under them is why one lead covers what used to take a team, and why the work is the same on their day off.
A seat that stays sharp
The platform is ours and it stays. When a permanent hire takes the seat, we hand them the tool, teach them to wield it, and keep them sharp. The interim lead is a bridge. The platform and the people who run it are not.
The seat.
What the named lead owns from the first month.
- Close review and sign-off, with a calendar that has preparer and reviewer segregation built in.
- Day-to-day direction of the accounting team. You keep line management.
- Technical accounting positions, statutory and tax compliance, and the outside providers who touch them.
- The audit, end to end, through issuance. Planning, fieldwork, memos, disclosures.
- Board, owner, and lender reporting: the monthly package, whatever your capital structure requires, and a rolling cash forecast.
- The rebuild of whatever is broken underneath, sequenced so it happens inside the close rather than on top of it.
The platform.
The reason a named lead can carry a whole function.
One data layer, in your tenant
Ledger, payroll, billing, point of sale, bank, time. Pulled nightly into one governed warehouse inside your own Microsoft or cloud environment. One definition of every metric. Your data never leaves your tenant.
Every process, written down
The close, invoicing, reconciliations, the reporting pack: each captured from the person who does it, documented to a standard, and confirmed by them before anything is automated.
Agents do the work, people sign
The month-end, the packages, the reconciliations run on schedule. The lead reviews and approves. Anything unexpected stops and tells someone. How the platform works →
The CFO agent.
What the platform does for the person in the seat, every month, without being asked twice. Built in production for operating companies; the same agent deploys to yours.
Closes the books
Pulls every source, posts the recurring entries, reconciles the accounts, and stops on anything it cannot explain. The lead reviews and locks. Month-end becomes a review, not a build.
Builds the package
Financial statements, the board deck, the owner or lender package, and whatever compliance calculation your capital structure requires. One definition of every number, so every page agrees with every other page.
Watches the cash
A rolling forecast rebuilt from live bank, receivables, payables, and payroll. It says what is coming, what can wait, and when to make the call.
Runs the routine
Invoicing, collections follow-up, vendor bills, payroll tie-outs, filings. Each one captured from the person who does it today, documented, and then done on schedule with the evidence filed.
Tells you what changed
Variances, exceptions, a customer that stopped paying, a contract that stopped billing. Surfaced to the lead the day they happen, not discovered at quarter end.
Keeps the record
Every process written down, every run logged, every artifact filed where the humans look. The audit trail is a by-product, not a project.
How it continues.
The seat is a bridge. The platform is not.
Phased, with a review at every milestone. You commit to the first phase. Each one after that is a decision, not a term. If the permanent search runs long, coverage continues. If it closes early, the next phase starts.
The permanent hire inherits a working function. A defined shadow period with the incoming lead, joint sign-off, and then they own the seat. What they get is not a manual and a goodbye. It is the tool, the training to use it, and us behind it.
We keep the seat sharp. The platform stays ours and stays running. We monitor it, tune it, extend it as the business changes, and keep whoever holds the seat current on what it can do. That is the ongoing relationship, and it is the part that compounds.