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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.

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