AI-Enhanced CFO Services
Comprehensive financial advisory services powered by AI insights. From
automated reporting to strategic guidance, we handle your finances so you
can focus on growth.
Our Service Pillars
Four core areas that transform your financial operations and unlock
hidden cash flow
Financial Forecasting
AI-powered predictive models that help you see around corners. Get 13-week cash flow forecasts, scenario planning, and early warning systems for potential issues.
13-week rolling cash flow forecasts
Scenario planning & stress testing
Budget vs. actual variance analysis
KPI Dashboards
Real-time visibility into your business performance with custom dashboards tailored to your industry. Track what matters most with automated data collection and insights.
Real-time performance tracking
Industry-specific metrics
Automated alerts & notifications
CFO Sessions
Strategic guidance from experienced CFOs who understand your industry. Monthly or quarterly sessions focused on growth planning, fundraising, and operational optimization.
Strategic planning & guidanc
Fundraising & investor relations
Operational efficiency reviews
AI Integrations
Seamless connections to your existing tools and platforms. We integrate with 20+ popular business tools to create a unified financial data ecosystem.
20+ platform integrations
Automated data synchronization
Custom API connections
Integration Stack
Connect your existing tools for seamless data flow and automated
insights
Our Process
A proven methodology that delivers results in 90 days or less
1. Discovery & Audit
Comprehensive review of your current financial setup, systems, and processes. We identify gaps,
inefficiencies, and opportunities for improvement.
Financial systems audit
Process documentation
Opportunity identification
2. Integration & Setup
Connect your systems, build custom dashboards, and establish automated reporting workflows.
This is where the magic happens.
Platform integrations
Dashboard development
Automated reporting setup
3. Optimization & Training
Fine-tune systems based on real data, train your team on new processes, and begin strategic
advisory sessions.
System optimization
Team training sessions
Strategic planning sessions
4. Results & Ongoing Support
Measure results, celebrate wins, and transition to ongoing advisory relationship. This is where you
see the $50K-$100K/year impact.
Results measurement
Ongoing advisory support
Continuous optimization
Ready to Transform Your Finances?
Join hundreds of ecommerce and SaaS businesses that have unlocked
$50K-$100K/year in free cash flow with our AI-enhanced CFO
services.
AI-enhanced fractional CFO services for ecommerce & SaaS businesses.
Services
Company
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