For FP&A teams at $50M–$150M SaaS companies
Send the GL export after close. Get board-ready commentary back the next day — drivers decomposed, dollar impacts quantified, narrative written in your template. 18 hours of analyst time becomes a 20-minute review.
No software to install · No IT approval needed · Fixed fee per cycle
| ACCOUNT | VAR ($) | VAR (%) |
|---|---|---|
| 4010 · Subscription RevMATERIAL | (82,400) | -3.1% |
| 4020 · Services Rev | +12,150 | +1.8% |
| 6010 · Cloud & HostingWATCH | (24,900) | -4.6% |
| 6210 · Headcount — S&M | +38,300 | +2.9% |
The pilot
Not a software rollout. Not a discovery phase. You hand over one close, we hand back the deliverable your team would have spent 15–20 hours producing.
After close, send your GL export (actuals vs. budget) plus your current commentary template. Any format — NetSuite, QuickBooks, Sage Intacct, or a plain spreadsheet.
Material variances identified against your thresholds. Drivers decomposed. Dollar impacts quantified. Commentary written with period-over-period context — then reviewed by a human who has done this job.
Board-ready commentary lands in your template within 24 hours. Your team's job shrinks to a 20-minute review and sign-off. That's the whole engagement.
If the commentary isn't better than what 18 hours of analyst time produces, don't pay. Fixed fee, scoped on a 20-minute call. You judge the output against your own team's standard — on your real data, not a demo dataset.
Want to see the agent run first? Book the audit — we walk through it live. →
The math
Variance commentary, board deck prep, forecast consolidation — priced at what you actually pay the people doing it.
Count variance analysis, board deck assembly, and forecast roll-ups.
Base salary, USD. We apply a 1.25× loading for benefits and overhead.
We'll map exactly where those hours go — and which ones an agent takes over.
Engagement model
We produce one full cycle of variance commentary from your real GL export. No system access, no integration, no risk. You judge the output.
We automate what you just watched work — connected to your GL, running against your chart of accounts and materiality thresholds, output landing in your templates.
Ongoing maintenance, threshold tuning, new edge cases handled, and additional workflows added as your reporting evolves.
Beyond the pilot
A script that pulls data isn't transformation. Each agent handles the full chain — extraction to formatted deliverable.
Connects to your GL, pulls actuals vs. budget, flags material variances, and writes first-draft commentary with context from prior periods. Output drops into your existing template.
Pulls KPIs, financial summaries, and department metrics from your systems into your board deck template — formatted and updated before you open the file.
Departmental forecasts ingested, normalized to your chart of accounts, and consolidated. Discrepancies flagged before your Monday meeting.
Journal entries, accrual calculations, intercompany reconciliation, headcount tracking. If your team does it every month and it follows a pattern, an agent can run it.
The full build
No 6-month discovery phases. No slide decks full of recommendations. Working systems, shipped.
Data connectors, validation logic, output formats, and human-in-the-loop checkpoints designed around your stack.
The agent produces V1 against your real data. You review actual output, not a status update.
Iteration on your feedback. Reclassifications, one-offs, and odd account structures handled.
Full deployment with documentation and a walkthrough. 30 days of support included.
Who's behind this
Started in investment banking, moved into FP&A at a high-growth SaaS company. Spent years watching senior analysts lose 40+ hours a month to work that doesn't need a human — so I built the agent systems to fix it. Now I build them for other finance teams. Every deliverable is reviewed by someone who has actually closed the books.
Next step
We map your reporting workflows, find where the hours go, and scope the pilot. You get the audit findings within 24 hours — whether or not you move forward.