Three functions. Fully managed.
Your accounting department
without the department.
We do more than prepare a strategic report: we run the underlying operations, uncover the opportunity, forecast where the business is heading, help leadership execute the recommendation and keep a measured record of what happened when each action was accepted, rejected, delayed or ignored.
What we attack
01
Understand
Your Business
We try to understand who you are as a business and the details of your business that the accounting system cannot tell us, in your own words,
02
Offense
Opportunities
Opportunity cards with baseline, why it matters, cohort evidence, published-source comparison and PDF.
03
Health
Indicators
Top 10 indicidators to depict the end to end health of your business
04
Budget/Forecast
vs Actuals
Rolling estimates for next month, 12 months and full year; drill-down by customer, vendor, category, department; highlights explain the variance; numbers labelled system-generated estimates until the client approves the baseline.
05
Offense
Results
Every decision recorded — accepted, rejected, delayed, ignored — actual vs expected, attribution stated as directly attributable / strongly associated / partially attributable / insufficient evidence.
06
Aging Reports -
Receivables, Payables, Expenses
What customers owe you, what you owe supplies, what you owe your employees
Every plan includes
No hidden fees. No add-ons.
Everything needed to run a managed accounting function is included at the flat monthly rate.
Custom build
Your digital worker is built to your exact processes, not a generic template. Includes unlimited modifications after go-live.
Hosting & infrastructure
All hosting, compute, and infrastructure is covered. No cloud bills, no API costs, no additional vendor relationships.
CPA human oversight
A CPA reviews every exception and edge case daily. You get accurate output — not just automated output.
Process dashboard
See every invoice, payment, and exception in real time. Complete visibility without managing the work.
Exception alerts
High-risk accounts, payment mismatches, or approval holds surfaced to you immediately — before they become problems.
16h/day support
SLA-backed support from 7am–11pm ET. We're accountable for the output, so we stay available to back it up.
Customisation
Built around how your business actually operates.
Not how a software template assumes it does. Every engagement is configured to your exact environment.
Your accounting system
QuickBooks Online, Xero, Zoho Books and FreshBooks — connected directly, not bridged through middleware.
Your approval structure
Who approves what, at what threshold, with what exceptions — mapped exactly to your authorization matrix.
Your GL coding logic
Mapped to your chart of accounts, not a generic default. Vendor, category, and rule-based coding built to your spec.
Your invoice formats
PDF, word doc, spreadsheet, image — any format your suppliers send. No standardisation requirements imposed on your vendors.
Your payment terms & schedule
Reminder timing and payment terms built to your commercial and internal relationships, not a preset cadence.
Your compliance requirements
SOC2, ISO27001, HIPAA, GDPR where applicable — compliance requirements factored into build and governance from day one.
What we attack
Understand Your Business
We try to understand who you are as a business and the details of your business that the accounting system cannot tell us, in your own words.
Offense Opportunities
Opportunity cards with baseline, why it matters, cohort evidence, published-source comparison and PDF.
Health Indicators
Top 10 indicidators to depict the end to end health of your business
Budget/Forecast vs Actuals
Rolling estimates for next month, 12 months and full year; drill-down by customer, vendor, category, department; highlights explain the variance; numbers labelled system-generated estimates until the client approves the baseline.
Offense Results
Every decision recorded — accepted, rejected, delayed, ignored — actual vs expected, attribution stated as directly attributable / strongly associated / partially attributable / insufficient evidence.
Aging Reports - Receivables, Payables, Expenses
What customers owe you, what you owe supplies, what you owe your employees
Platforms supported
Runs on QuickBooks Online, Xero, Zoho Books and FreshBooks. Fit is simple: a supported platform and $500K+ annual revenue.