One platform.Three ways to operate your finance.
SME, accounting firm, or independent CFO: the same agents, configured around how you operate.
01 · SMEs & startups
Move finance forward without weighing down the team.
Slow close, fragmented cash visibility, and a finance team consumed by production make every decision arrive too late.
- Agents handle accounting, close, AP, and AR within your rules.
- Your team keeps final approval and control over exceptions.
- Cash, margin, and compliance feed one shared steering layer.
Typical setup
One company workspace · team seats · agents activated as needed.
Continuous production, better-prepared decisions, and a team focused on steering.
02 · Accounting firms
Industrialize production. Keep the signature.
Staff workload, file volume, seasonality, and recruiting pressure limit the firm's capacity.
- Deploy agents across multiple files from one operator workspace.
- Your staff keeps review, approval, and the client relationship.
- Standardize bookkeeping, review, and close without offshoring production.
Typical setup
One multi-file workspace · staff seats · agents deployed by portfolio.
More files served with the same organization, consistent quality, and full traceability.
03 · Independent CFOs
Serve more clients without diluting your advice.
Billable time is split across collection, production, reporting, and advice — capacity tops out before demand does.
- Create a separate, traceable operating foundation for every client.
- Agents prepare recurring cycles between your interventions.
- You keep the trade-offs, scenarios, and founder relationship.
Typical setup
One foundation per client · operator seats · agents activated by engagement.
More client capacity, consistent production, and more time devoted to advice.