Controller-ledfinance ops forAI SaaS companies.usage-based revenue.AI cost visibility.monthly finance cadence.
For founder-led B2B AI SaaS teams whose finance workflows are breaking. We build and run the monthly close, reporting, automation, controls, and finance cadence you need before hiring a full-time controller.
Finance workflows
The books are not the only thing breaking.
AI SaaS finance gets messy when billing, usage, infrastructure costs, cash, and reporting live in separate systems. We map the handoffs first, then build the monthly cadence around them.
Month-end close depends on founder or ops memory.
Usage revenue, AI costs, and cash do not reconcile cleanly.
Board reporting takes manual cleanup every month.
Controls are informal until someone asks for them.
Controller-led finance ops
Built for the stage before your first full-time controller.
Best fit: founder-led B2B AI SaaS teams around $1M-$5M ARR where revenue, AI costs, reporting, and controls have outgrown founder-managed spreadsheets.
What the Finance Workflow Map covers
- Monthly close cadence
- Reporting package
- Finance workflow map
- Automation and controls
- AI cost and gross margin review
Not a fit: companies primarily looking for fundraising strategy, tax prep, or generic bookkeeping without a finance workflow problem.
150+ founders have made this call. Here’s what happened next.
Average close time drops from 21 days to 5 days. Book accuracy lands at 99.8%. Clients recover an average of $47,000 in missed revenue and duplicated expenses inside the first engagement.
From first call to first month’s close in five business days.
No onboarding slide decks. No implementation invoices. A 15-minute call, a document checklist, and a dedicated controller on your accounts by the end of the week.
The 15-minute call.
A senior controller looks at your current close, your transaction volume, and your next investor milestone, then tells you what's broken and what it takes to fix.
- No slide deck, no discovery questionnaire
- Read on your QuickBooks or Xero, live on the call
- Fixed scope and fixed fee quoted before you hang up
- Tier recommendation with a plain-English rationale
Connect the accounts.
Read-only access to your general ledger, bank feeds, and payroll. No switching software, no re-implementing your stack, no onboarding invoices.
- Read-only QuickBooks Online or Xero access
- Bank feeds and credit card connections verified
- Trailing 12 months of books pulled and reviewed
- Chart of accounts reconciled to your current state
First close on your books.
By the end of the first week a named controller is running your close. The 5-day close clock starts on the following month-end.
- Dedicated controller introduced by name
- First month-end close delivered on the 15th
- Investor-ready P&L, balance sheet, and cash flow
- Weekly Slack channel open for questions
What you’ll send us on day one.
Three items. That’s the full requirements list. If you don’t have them organized, we’ll work from what you have.
- Trailing 12 months
- Bank and credit card statements for the last twelve months. We pull them from the feed once connected.
- Current books
- Read-only access to your QuickBooks Online, Xero, or general ledger. We start from what you have.
- Point of contact
- One person on your side who can answer questions in Slack. Usually the founder or a part-time bookkeeper.
What founders actually ask before signing on.
Twenty-one questions we hear on every intro call, answered in plain English. If yours isn’t here, the 15-minute call is the fastest way to get a real answer.
Four guarantees in plain English. No asterisks.
We run every engagement against these four commitments. If we miss any of them, the recovery is on us — not in the fine print.
30-day money-back guarantee.
If the first month’s close doesn’t meet the brief, we refund it. No forms, no call, no hidden conditions.
Delivered by the 15th or we eat the late fee.
Monthly financials on your desk by the 15th of the following month. If we miss it, next month is on us.
99.8% accuracy across every engagement.
If we miss a reconciliation or mislabel an account, we fix it at no charge and run the root-cause check for free.
Month-to-month. No lock-in.
Cancel with 30 days’ notice. No annual contracts. We earn the next month every month.
Get the finance workflow map before you hire the controller.
We will review the close, reporting, billing, AI cost, and control workflows that are carrying too much manual work. If it looks like a fit, the next step is a scoped workflow map. 150+ founder-led companies have trusted the team behind this work.
Ongoing finance ops engagements can still start from $2,500/month. Need deal-ready books fast? See due-diligence readiness.