Built for $1M-$5M ARR AI SaaS
Finance help before the hire.
For AI SaaS founders who need clearer books, reporting, and costs before hiring a full-time finance lead.
The problem
Growth made finance messy.
Month-end depends on founder or ops memory.
Billing, costs, and cash do not match without cleanup.
Board or investor reporting takes too much manual cleanup.
Reviews and approvals are informal or missing.
What we fix
Make month-end easier to explain.
The goal is not more transaction entry. It is a monthly routine where close, reporting, AI costs, and billing do not depend on founder memory.
- A cleaner month-end close
- Billing, revenue, and cash review
- AI cost and margin review
- Clear owners and review points
- Board and investor reporting support
Finance Workflow Map
A clear map, not a generic deck.
Current stack
Billing, bank, payroll, accounting, reporting, and the spreadsheets in between.
Where it breaks
Where billing, revenue, cash, and reporting stop agreeing without manual cleanup.
Missing owners
Approvals, review steps, and handoffs that are informal or missing.
Monthly routine
The close, reporting rhythm, and owner model needed before a full-time finance hire.
What we look for
Manual dependencies, unclear owners, and reporting work that depends on founder memory.
Qualified teams can turn the map into ongoing monthly finance help.
How the diagnostic works
Three steps. No sales call required.
Step 1
Submit context
Share your ARR band, billing model, current setup, and where finance feels messy.
Step 2
We find the breaks
We look for spreadsheet dependencies, unclear owners, and places where the numbers stop agreeing.
Step 3
You get the next step
Qualified teams receive a short path toward cleaner monthly finance work.
Start here
Start with a short diagnostic.
Answer three quick questions for an instant readiness signal, then go deeper for your ICP-fit verdict and a personalized workflow map. If it is not a fit, we will point you to a lighter path.
Need deal-ready books fast? See due-diligence readiness.