Your monthly close. Off your plate.
Controller-led close, reporting and workflows for AI SaaS companies.
From billing to board reporting.
| What comes in | The work | What you get |
|---|---|---|
| Billing + usage | Tie invoices, credits and cash | Explained billing exceptions |
| AI infrastructure | Match costs to plan groups | Margin notes |
| Month-end books | Reconcile, review and sign off | Reviewed reporting |
The work
we take on.
- Monthly close
- Reconciliations, review steps, and a close schedule with clear owners.
- Reporting
- Monthly financial statements and commentary on what changed and why.
- Finance workflows
- Map the handoffs between billing, accounting, and reporting—and address the manual cleanup.
- Controls
- Define who prepares, approves, and reviews the work before the numbers go out.
A steady hand behind the numbers.
Good finance support means more than delivering a report.
It means understanding the business, following up on loose ends, and making sure the numbers make sense.
That’s how we approach your close, reporting, and the work behind them.
Serious work.
Straightforward start.
Start with a conversation. We’ll work out the right next step together.
Talk it through.
Tell us how finance works today and where you need help.
Agree on the scope.
Decide what we’ll own, what stays with you, and the fee.
Get the work moving.
Start with named responsibilities and an agreed close and reporting schedule.
Do I need a diagnostic before we work together?
Not always. If the scope is clear, we can agree on the work directly. If we need to investigate your workflows first, we’ll recommend a paid diagnostic and explain its scope and fee before you decide.