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Solutions
Whether you need a CFO who builds systems or an automation partner who understands your industry, every engagement is scoped, priced, and proven.
Senior financial leadership with automation built in. Board-ready reporting, rolling forecasts, capital raise readiness, and real-time dashboards.
Custom AI agents, CRM automation, and reporting pipelines scoped to a specific workflow, with measurement agreed before the build.
Generic automation agencies build workflows without understanding your industry. We combine deep professional services experience (Big 4 background, Chartered Accountant (South Africa) training) with AI automation engineering. The result: systems built around billable hours, realization rates, compliance requirements, and the specific operational patterns of your practice.
Packages
Each package includes discovery, build, testing, deployment, and team training.
End-to-end automation for tax season operations. Built around the document, deadline, and review workflows of CPA practices.
Make document status visible and reduce repetitive deadline chasing
Discuss This PackageStreamline new matter opening from first contact to engagement letter. Built around the intake and review workflow of legal practices.
Make intake status visible and reduce repetitive coordination work
Discuss This PackageAutomate the operational backbone of your consulting practice. Designed for boutique firms with 5 to 30 consultants.
Reduce repetitive coordination work and clarify ownership
Discuss This PackageMap and improve your monthly close workflow. Built for growing companies outgrowing manual processes.
Make close status visible and define the measurement baseline
Discuss This PackageTrust & Security
All data encrypted at rest and in transit. No client information passes through unsecured channels.
Granular permissions ensure team members only access what they need. Full audit trails on every action.
Systems designed to meet SOC 2 principles, GDPR requirements, and industry-specific regulations from day one.
These packages cover the most common use cases, but every firm is different. Book a discovery call and we will scope a solution tailored to your specific workflows.