Named engagements. Shaped outcomes.
Six engagements, each scoped to your stack and the outcome you need shipped.
Managed Books & Close
The close eats the month.
What we deploy
We deploy the Ledger with reconciliation agents and run the close end to end — categorization, reconciliation, review, and close, on your books.
The outcome
Close-ready books every month, with an audit trail on every number.
Capital Readiness
The raise — or the debt — stalls on the numbers.
What we deploy
We clean the historicals, build the 13-week cash model, and prepare the financials institutional investors expect. Built by people who have sat on the other side of the table.
The outcome
A defensible data room and a path to funding.
QoE & Due Diligence
M&A scrutiny finds what monthly bookkeeping missed.
What we deploy
We rebuild revenue and margin quality from the ledger up — the same rigor a buyer's diligence team applies, run before they do.
The outcome
Institutional-grade quality-of-earnings support.
CFO Advisory
Board-grade reporting without a full-time CFO.
What we deploy
We deploy the CFO portal — Weekly Pulse, managerial P&L, unit economics, flux, board decks — and stand behind the numbers in the room.
The outcome
Investor-grade reporting on a live ledger.
Integration Engineering
Your stack doesn't talk to your books.
What we deploy
Our engineers build and run the connectors your operation actually needs — commerce, banking, payments, internal systems — on the platform's API, webhooks, and MCP surface.
The outcome
Books that update from live feeds, not exports.
Firm Enablement
For advisory firms: one client's playbook doesn't scale to the whole book.
What we deploy
We deploy the multi-client workspace, client portal, and close playbooks across your book of business.
The outcome
Your firm runs more clients with the same team — your playbook, enforced everywhere.
Not sure which one fits?
Tell us the outcome you need. We'll tell you which engagement gets you there.