Transparent, flat-fee pricing designed for high-growth businesses and scaled enterprises. No hidden fees, no surprise hourly bills.
Our flagship service. A fully managed financial infrastructure with seasoned CPAs and strategic operators working as an extension of your team.
Scales with the complexity of your business — scoped in your first consultation.
Automate the mundane with intelligent agents, or deploy secure on-premise LLMs for regulated data.
Cut manual maintenance costs drastically. We build intelligent agents tailored to your folders and workflows.
+ $500/month maintenance
Strict privacy and local deployments for defense, healthcare, and highly regulated industries.
Custom build & implementation
Transaction volume, entity structure, and the depth of CFO involvement you need. We scope it precisely in your first consultation — and the fee stays flat month to month, so you can budget with certainty.
No. Our AI processes interface natively with QuickBooks, Xero, Google Sheets, Excel, and even legacy ledgers. We build around your existing infrastructure rather than forcing a migration.
AI handles roughly 95% of routine categorization and reconciliation. Every edge case and exception is reviewed and approved by our expert U.S.-based CPAs before anything is booked — that's how we guarantee accuracy.
We deploy open models such as Llama 3 or Mistral directly onto your internal hardware or containers. Your proprietary financial data never touches the public cloud — ideal for defense, HIPAA-regulated healthcare, and financial institutions.
Most clients do. The core service establishes clean, audit-ready books; the agent package then automates your specific document flows and reconciliations on top of that foundation.
We begin with a deep-dive audit of your historical data and ledgers. Most engagements are fully operational within the first month, with automation layered in as your workflows are mapped.
Tell us where your finance stack stands today, and we'll show you exactly what it should cost — and save.