AI Agents for Finance Teams

Your FP&A team,
operating at 3x.

Custom AI agents built for finance teams at growth-stage companies. We automate entire workflows end-to-end — variance analysis, board reporting, forecast consolidation — so your team operates like it's three times the size.

Schedule a Technical Audit

We work with finance teams at $50M+ revenue companies.

The Problem

Your senior analysts are doing work that doesn't require a human.

Every month, the same cycle: pull data, reconcile spreadsheets, write commentary, format decks. Your team is too experienced for this. AI agents can handle the entire chain — from data extraction to formatted output.

Variance Reporting

Pulling actuals from the GL, comparing to budget across cost centers, writing commentary for each material variance. Same process, every single month.

15–20 hrs / month

Board Deck Preparation

The week before every board meeting becomes a fire drill — chasing metrics, formatting slides, pulling numbers from five different systems into one deck.

10–15 hrs / quarter

Forecast Consolidation

Rolling forecasts across departments means reconciling spreadsheets with different structures, assumptions, and update cadences. One broken link and you're debugging for hours.

8–12 hrs / month

What We Build

We don't automate tasks.
We automate entire workflows.

A single script that pulls data isn't transformation. We build agent systems that handle end-to-end processes — from data extraction to formatted deliverable — replacing entire workflow chains, not individual steps.

Agent 01

Variance Analysis Agent

Connects to your GL, pulls actuals vs. budget, identifies material variances, generates first-draft commentary with context from prior periods. Output drops into your existing template.

18 hrs → 2 hrs / month

Agent 02

Board Deck Agent

Automated pipeline that pulls KPIs, financial summaries, and department metrics from your systems into your board deck template — formatted and updated before you open the file.

12 hrs → 1 hr / quarter

Agent 03

Forecast Consolidation Agent

Departmental forecasts are automatically ingested, normalized, and consolidated. Discrepancies are flagged. The roll-up is done before your Monday morning meeting.

10 hrs → 1 hr / month

Agent 04

Custom Workflow Agent

Journal entries, accrual calculations, intercompany reconciliation, headcount tracking. If your team does it every month and it follows a pattern, we can build an agent for it.

Scoped during audit

Engagement Model

From audit to production in 4 weeks.

No 6-month discovery phases. No slide decks full of recommendations. We ship working agent systems.

Phase 01

Technical Audit

We map your workflows, identify the highest-ROI automation targets, and spec the agent architecture.

~60 minutes · No commitment

Phase 02

Architecture

System design including data connectors, validation logic, output formats, and human-in-the-loop checkpoints.

Week 1

Phase 03

Development

Build, test, and iterate against your real data. Edge cases handled. Outputs validated against your team's standards.

Weeks 2–3

Phase 04

Deployment

Full handoff with documentation and walkthrough. 30 days of support. Optional retainer for ongoing maintenance.

Week 4

Who's Behind This

Built in banking.
Refined in SaaS FP&A.

I started my career in investment banking, then moved into FP&A at a fast-growing SaaS company where I led AI and automation initiatives for the finance org.

I saw firsthand how much time senior analysts waste on work that AI agents can handle in minutes — so I built the internal systems to fix it. Now I bring that same enterprise-grade approach to finance teams at growth-stage companies.

Investment Banking FP&A SaaS AI / Automation Enterprise Systems

See what 40 hours of
freed-up capacity looks like.

Schedule a technical audit. We'll map your workflows and show you exactly which processes an AI agent can take over.