AI Powered Interim CFO - your strategic financial partner

Empower your decision-making with real-time financial insight — without new systems, integrations, or costly subscriptions.
AI-driven agents connect securely to your ERP and CRM environments, automatically updating financial reports immediately after each monthly close.
An experienced Interim CFO oversees the process, ensuring accuracy, compliance, and reliability — combining human judgment with AI efficiency.
Together, they deliver the capabilities of a full finance team at a fraction of the cost of a full-time CFO — providing trusted, real-time insight for confident strategic decisions.

AI-Powered Financial Due Diligence

We offer comprehensive financial due diligence to help investors, owners, and executives make informed choices. Our team combines 20+ years of financial expertise with advanced AI tools to deliver:

• Deeper analysis of complex data, revealing patterns, risks, and opportunities.

• Accurate forecasting through AI-driven models that test multiple scenarios.

• Efficient reporting with clear, actionable insights delivered quickly.

By integrating AI with proven practices, we reduce risks, identify value drivers, and support confident investment decisions.

AI-Powered Vendor Due Diligence

We help business owners and management teams prepare for a successful sale with clear, independent vendor due diligence. Combining decades of financial expertise with advanced AI tools, we deliver reliable, transparent insights for potential buyers. Our AI-enhanced analysis enables you to:

• Anticipate buyer questions by identifying issues and opportunities in advance.

• Accelerate the process with faster, consistent reporting.

• Strengthen credibility with data-backed financial information.

By integrating AI with proven practices, we ensure smoother transactions, fewer surprises, and maximum value for sellers.