Strategicfinance leadership,on demand.
For CFOs and finance leaders who need outsourced finance leadership that flexes, operated by specialized AI agents and validated by senior finance experts.
One agent, several subagents.
Activate the subagents you need, one per task. Our agents operate, your experts validate.
Subagent 1
FP&A & forecasting
Subagent 2
Cash & treasury
Subagent 3
Board & investors
Finance leadership that matches your tempo
Activate only the expertise you need, when you need it. No headcount commitment, no oversizing upfront.
Monthly executive reporting
Dashboards, sector KPIs, annotated budget variance. Ready on first read.
12-week rolling cash forecast
Scenario-based cash, alert thresholds, quantified recommendations. Refreshed every Monday.
Quarterly board packs
VC, PE or banker formats. Dashboards, narrative, assumptions. Signed off by your finance lead before sending.
What this module ships with
Pre-configured agents
The Strategist: monthly reporting, budget vs actuals, 3-month forecast, sector KPIs.
Ready-to-run workflows
Quarterly board pack, rolling cash forecast, executive dashboards, monthly budget variance.
Audit-grade proof
Every published indicator is traced: who computed it, on which data, when. Verifiable from your browser.
What this agent operates for you
Board pack ready on first read for VC/PE
Standard format expected by your investor ecosystem. Dashboards, narrative, quantified assumptions, verifiable sources.
12-week rolling cash forecast refreshed every Monday
Stressed scenarios, alert thresholds, trade-off recommendations. You decide with fresh data, not a 3-week-old spreadsheet.
Monthly budget variance annotated for executive committee
Variances identified, causes contextualized, corrective actions suggested. Ready to present without rework.
Questions we are often asked.
How are agents different from a classic fractional CFO?
Agents operate continuously, not in days/months. Your indicators are fresh every week, not every quarter. Your CFO keeps strategic decision-making, while agents handle production.
How do agents connect to my existing tools?
Read-only connection to your accounting tool, CRM, HRIS. No migration, no replacement. The control layer sits on top of your current stack.
How long until my first board pack?
7-minute diagnostic, 2-4 weeks integration depending on source data quality, first operational board pack within 6 weeks on average.