The work
Three capabilities, one function.
Each one stands alone. Together they are a finance function that closes on time, reports from one source of truth, and runs without a spreadsheet holding it up.
Data
Finance runs on data that lives in a dozen places. We bring it into one place and make it trustworthy.
What is included
- Nightly connectors to the general ledger, payroll, billing, time tracking, point of sale, CRM, and bank.
- A governed warehouse with a single definition of every metric: revenue, margin, utilization, headcount, covenant ratios. Every deliverable reads from it.
- Full lineage. Every figure on every report traces to its source record.
- Reporting views that feed the close, the board deck, and the lender package directly. No re-keying, no second spreadsheet, no two versions of a number.
Who it is for
Companies whose reporting is right but slow, or fast but argued over. Multi-entity groups. Anyone who has watched two decks disagree.
The seat
A named finance lead with the judgment and the accountability. Not a report, and not a bench.
What is included
- Monthly close and financial statements, reconciled, reviewed, and locked.
- Board and investor reporting.
- Lender reporting, covenant calculations, and compliance certificates.
- Thirteen-week cash forecasting and working-capital management.
- Budgeting, forecasting, and planning. Driver-based models tied to actuals.
- The audit end to end, through issuance, and the outside providers who touch tax and statutory filings.
- Transaction support: diligence readiness, lender packages, quality-of-earnings preparation.
Who it is for
Sponsor-backed and founder-led companies from roughly $5M to $100M in revenue that need a finance leader's judgment on a fractional footprint, and the infrastructure to back it.
Automation
The work that does not need a human, done by agents we build, inside a system your lead supervises.
What is included
- Agent-run month-end close: accruals, prepaid and fixed-asset schedules, reconciliations, and journal entries, each with a full audit trail and an attached workpaper.
- Invoicing and receivables follow-up drafted by the system, approved by a person.
- Recurring reporting packs, monthly, board, and lender, generated from the warehouse rather than rebuilt by hand.
- Document intake: invoices, statements, and notices routed, filed, and logged.
- Every step logged. Anything that moves money waits for an operator's approval.
Who it is for
Companies that want the close to take hours rather than weeks, and want to own the system that does it.
Two ways to engage.
In your tenant
We build the stack inside your own Microsoft 365 or Azure environment. Your data stays on your plane. The system is documented and turnover-ready from day one.
- Your governance, your data residency
- Built for regulated and portfolio settings
- You own the asset
On our platform
We connect your systems to our warehouse and run the full stack. A lead, a close, and reporting from one source of truth, without standing anything up.
- Fastest start
- Operated and maintained by us
- Best for companies without an IT function
Which comes first depends on where it hurts.
A thirty-minute conversation is enough to tell you what we would build first.