We help Ecommerce & SaaS founders unlock trapped cash, gain clarity with AI-powered insights, and scale smarter — without adding new staff or tools.
Trusted integrations with your existing tools




Three core outcomes that transform your business operations and
profitability

Reclaim 15-20 hours per month with automated reporting and AI-powered insights. Focus on growth, not spreadsheets.

Identify and unlock $50K–$100K/year in free cash flow through optimized operations and strategic financial planning.

Get crystal-clear visibility into your business performance with real-time dashboards and actionable insights.
Four simple steps to transform your financial operations

We audit and optimize your existing bookkeeping setup

Custom dashboards with real-time insights and automated reporting

Strategic CFO guidance and monthly optimization sessions

Measurable improvements in cash flow and operational efficiency
Flat-rate pricing with transparent value. Typically unlocks $50K–
$100K/yr in free cash flow.
Monthly financial reports
Basic KPI dashboard
Quarterly CFO sessions
Everything in Lite
Advanced AI dashboards
Monthly CFO sessions
Priority integrations
Total Value: $9,000
Your Price: $3,000
You Save: $6,000
Everything in Full
AI Dashboard Setup ($3K value)
Board-Ready Reports ($2K value)
Priority AI Integrations ($1K value)
Real outcomes from real businesses
Annual cash flow improvement
"ClearLedger identified inefficiencies we never saw coming. The ROI was immediate."
— Sarah Chen, SaaS Founder
Saved per month on reporting
"The AI dashboards eliminated our manual reporting completely. Game changer."
— Mike Rodriguez, Ecommerce CEO
Faster financial decisions
"Real-time insights mean we can pivot quickly when opportunities arise."
— Lisa Park, D2C Brand
Choose your guarantee:
30-day no measurable improvement, no pay. We're confident in our results.
Pay upfront & get $3K dashboard setup included. Lock in your savings.