Finance Automation · San Francisco
We Get Your Finance
Team to a 5 Day Close.
Using AI and automation, we fix your accounting operations, get you to a 5 day close, and rebuild your financial reporting the way you want it. It's yours when you want it or we keep the trains running as long as you need.
In house team stuck in a slow, manual close?
We will revamp the process by leading with AI and automation, enabling your team to achieve a 5 day close with systems to sustain it, including custom built financial reporting that you will love to see.
Outside bookkeepers not getting the job done?
We take it over, automate it end to end, and run things way more efficiently. It's yours when the time comes to bring things in house, giving you AI led best in class foundation allowing you to scale properly without the painful "cleanup" that never really gets fixed.
Background
EY
Instawork
(Benchmark, Craft, Greylock)
clearer.io
(PSG, Silversmith)
Results
18 → 5
Days month end close
45 → 17
Days DSO reduction
21%
SaaS cost savings
How It Works
01
Understand your close
Review your current process end to end documentation, SOPs, or a recorded walkthrough. If nothing exists, we start from observations and team conversations.
02
Fix the outstanding issues and build the plan
Identify what's broken, what's slow, and what's manual. Sequence the fixes, prioritize by impact, and agree on the approach before work begins.
03
Automate and execute
AI assisted journal entry automation, rolling close for AP/AR, revenue on Day 1, and financial reporting rebuilt the way you want it all pulling from your source systems. No new software needed.
04
Hand off or keep the trains running
Everything is documented and built so your team can take it over easily when ready. Or we stay on as long as you need. Either way, it's yours.
What We Cover
Month-End Close Automation
Systematically reduce your close timeline to 5 days or fewer. We identify bottlenecks, eliminate dependencies, and implement a structured close process that runs predictably every month.
Journal entry automation
We build AI assisted workflows that automate repetitive journal entries directly from your source systems reducing manual work and improving accuracy.
Revenue Day 1
Revenue is recognized and visible immediately. We implement automation that connects your source systems directly to reporting, so your numbers are ready from day one
AP / AR / Cash matching
We implement a rolling close approach across payables, receivables, and cash keeping everything continuously up to date instead of piling up at month end.
Financial reporting
We rebuild your reporting from the ground up tailored to how you and your stakeholders actually want to see the business. Automated, accurate, and board ready.
Debt covenants
We track and automate covenant calculations directly from your accounting system ensuring visibility and eliminating last minute surprises.
ERP and systems implementation
We help you select, implement, and integrate a modern finance stack designed for clean data, scalability, and real time reporting.
Best In Class Accounting
Drawing on years of building elite finance teams at high-growth Bay Area startups and private equity portfolio companies, we deliver your books at the highest level the way you actually want it done.
Ready to talk?
Book a 20 minute call or send a note. No pitch, just a conversation about where your finance operations are and where they could be