Solutions

Clean data. Proven AI. Real results.

We don't sell you a platform and walk away. We fix your data first, prove the agents work on your actual numbers, then hand you the keys. Every solution starts with the same question: what's wrong with your data right now?

How Every Engagement Works

Data Rehab → AI Trial → Agent Platform

Stage 1

Free AI Readiness Diagnostic

We analyze your ERP data and show you what's broken — GL integrity, AR aging gaps, duplicate vendors, stale sync. Plain-English report, no commitment.

Learn about the Diagnostic
Stage 2

Data Rehab

We normalize your ERP, close reconciliation gaps, and certify your data AI-ready. Flat fee, invoiced on delivery — not kickoff.

See how Rehab works
Stage 3

1-Week Agent Trial

Seven days running AR, cash, anomaly detection, and close acceleration on your real numbers. You see the value before you commit.

See the live demo
Stage 4

Full 18-Agent Platform

Monitoring, Operational, or CFO Intelligence pack — all built on your clean data layer with live ERP sync, trust governance, and SOC 2–aligned controls.

See pricing
By Company Type

Built for how construction actually works.

Generic finance AI doesn't understand retainage, AIA billing, mechanic's liens, or WIP. We do. And we start by fixing the data problems that are unique to your type of company.

🏗️

General Contractors

Manage billing cycles, subcontractor compliance, lien rights, and job-level margins across hundreds of active projects. Jake handles the paperwork while you run the work.

Key agents
AIA BillingSubPayLien MonitorJob CostingCFO InsightsReconciliation Engine
Data problems we fix first
  • Job cost GL accounts not tied to project codes
  • Subcontractor compliance records in spreadsheets
  • AIA billing prep taking 2+ days per month
🔧

Specialty Subcontractors

Get paid faster, protect your lien rights, and finally have real-time visibility into which jobs are making money and which are eating it. Stop flying blind on margins.

Key agents
AR CollectionsLien MonitorJob CostingCash OpsAP Assistant
Data problems we fix first
  • AR aging doesn't match GL — nobody knows why
  • Lien deadlines tracked in a shared calendar
  • Job costing done in Excel after the fact
🏢

Multi-Entity Organizations

Consolidate financial operations across entities. One CFO intelligence layer, one control plane, full visibility — without six different ERP logins and a monthly consolidation spreadsheet.

Key agents
CFO ManagerCFO InsightsClose & AuditAnomaly DetectionAP OrchestratorERP Integration
Data problems we fix first
  • Intercompany eliminations done manually
  • Each entity on a different chart of accounts
  • Consolidated reporting takes a week every month
📊

Controllers & Finance Teams

Automate the work that doesn't require a human — reconciliation, close tasks, AP processing, AR follow-up — so your team can focus on the analysis that actually matters.

Key agents
Close & AuditAP AssistantAR CollectionsCash OpsAnomaly DetectionFinancial Controls
Data problems we fix first
  • Month-end close takes 10+ business days
  • AP invoices sit in email for days before processing
  • Reconciliations done by hand every period
📈

PE-Backed Platforms

Bolt a CFO intelligence layer across every portfolio company. Standardize financial operations, surface risk earlier, and compress the data room prep cycle from weeks to days.

Key agents
CFO ManagerData TrustFinancial ControlsAnomaly DetectionERP IntegrationClose & Audit
Data problems we fix first
  • Each portco on a different ERP with different schemas
  • No standardized chart of accounts across the platform
  • Audit prep and data room take months
Proof It Works

Real companies. Real results.

$300k

Reconciliation gap closed

Regional GC ($180M)

5 days

Month-end close reduced to

Multi-Entity GC

99.2%

Invoice processing accuracy

PE-Backed Portfolio

Start with the free diagnostic.

One call and a data export. We deliver your full AI Readiness report in 5 business days. You see exactly what's broken — before spending a dollar.