Built for $1M-$5M ARR AI SaaS
Controller-led finance ops for AI SaaS companies.
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.
The problem
Your finance workflows are carrying more than they were designed to hold.
Month-end depends on founder or ops memory.
Usage revenue, AI costs, and cash do not reconcile cleanly.
Board or investor reporting takes too much manual cleanup.
Controls are informal, inconsistent, or missing.
Controller-led finance ops
Build the finance operating system before hiring the controller.
The goal is not more bookkeeping. It is a monthly finance cadence where the close, reporting, AI costs, billing, and controls run without founder memory as the control system.
- Monthly close and reporting cadence
- Billing, revenue, and cash tie-outs
- AI cost and gross margin review
- Workflow automation and control points
- Board and investor reporting support
Finance Workflow Map
The output is a working map, not a generic recommendation deck.
Current stack
Billing, bank, payroll, accounting, reporting, and the spreadsheets holding it together.
Broken handoffs
Where usage, revenue, cash, and reporting stop agreeing without manual cleanup.
Control gaps
Approvals, reconciliations, review steps, and ownership that are informal or missing.
Operating cadence
The monthly close, reporting rhythm, and finance owner model needed before a full-time controller.
What we look for
Manual dependencies, unclear owners, missing controls, and reporting work that depends on founder memory.
Qualified teams can turn the map into a monthly finance ops retainer.
How the diagnostic works
Three steps, no Calendly requirement.
Step 1
Submit context
Share your ARR band, billing model, current finance setup, and the workflows that are breaking.
Step 2
We map the workflow
We look for handoffs, spreadsheet dependencies, missing controls, and places where the numbers stop agreeing.
Step 3
You get the next step
Qualified teams receive a path toward a finance workflow map and, if appropriate, monthly finance ops.
Request the map
Send the workflow context first.
The form is short because the work starts with the map. If your context is a fit, we will send the next step. If not, we will point you to a lighter path.
Need deal-ready books fast? See due-diligence readiness.Finance Ops Diagnostic
Get a finance workflow map.
Tell us where finance is breaking. We will review the context and respond with the next step for mapping your close, reporting, billing, controls, and monthly cadence.