Do the work only a fractional CFO can do. Hand off the rest.

Too much of your week is consumed by work that doesn't need your judgment.

Chasing down data from three different systems, reconciling bank feeds, building board decks, formatting cash flow projections — real work, just not your work.

But you don't have to do it alone.

You are the strategic advisor.
AI is your tireless finance manager.

Tireless, encyclopedic, and fast — but it doesn't know your clients' business models or your strategic insight. You guide it with your expertise.

Direct it. Review it. Sign off.

• Assign the first pass. Data consolidation, variance calculations, board deck formatting, KPI dashboards — the work that needs elbow grease, not strategic insight.
• Review, don't draft. Let AI produce the first version of monthly reporting, cash flow projections, scenario models. You apply judgment, refine the narrative, sign off.
• Build institutional knowledge. Teach AI each client's chart of accounts, reporting cadence, and board priorities. It becomes your institutional memory across five clients.

For fractional CFOs whose time is the bottleneck.

Multi-client portfolio management

Switching context between five clients daily. AI maintains continuity.

Board reporting and decks

Narrative summaries and visual formatting consuming strategic prep time.

Cash flow projections and scenarios

Building the model before you can advise on the decision.

Systems scattered across clients

QuickBooks, NetSuite, spreadsheets, bank portals — normalizing it all manually.

Monthly close and variance analysis

Reconciliation and commentary before the actual strategic conversation.

Fundraising support

Data rooms, financial narratives, and investor materials displacing advisory time.

Your time is the constraint. Your judgment is the value.

How we work with you.

Workshops

We teach your team the method.

One-on-one coaching

We take you from curious to confident. Personal guidance applied to your practice.

Custom workflow design

Built around how you already work.

Team

Chris Parles — Builds and teaches. Background in software, product, and operations.

Justin Feldstein — Builds and teaches. Background in software, product, and operations.

Tell us what's eating your week.

Three short steps. We reply within one business day.

Email: [email protected]