01
Implement
Platform implementation through first close.
Outcome: Ledger live, first close done
Services
From first close to agents that keep getting better.
One platform and one partner, from first close to agents that keep getting better.
Service lines
Implement · Build agents · Run and tune
02
Build agents
Fine-tuned agents on the platform for reconciliations, accruals, flux analysis, AR/collections and audit prep.
Outcome: Agents running the close
Agents we build
- Reconciliations
- Accruals
- Flux analysis
- AR/collections
- Audit prep
03
Run and tune
Managed agents that improve after go-live.
Outcome: Agents that keep getting better
Why it matters
Top five challenges and our response
01
Challenge
The trust gap
14% of mid-market CFOs fully trust AI with accounting dataSource: Wakefield Research, Feb 2026
Our answer
A Forward Deployed Consultant beside the team; every change human-approved.
02
Challenge
Fear of switching platforms
Our answer
Strong collaboration between our Forward Deployed Consultant and the client's subject expert. We upskill the client's subject expert to be a builder.
03
Challenge
Stretched finance teams
61% of finance leaders report accounting talent shortagesSource: Controllers Council, 2026
Our answer
Our pod does the build work, so lean teams gain capacity, not more load.
04
Challenge
AI bought, not used
12% of finance teams run AI in core processesSource: insightsoftware, 2026
Our answer
Our pod develops skills and deploys working agents in days.
05
Challenge
Product gaps (client-specific gaps)
Our answer
Real client gaps become product candidates, and our pod is the bridge between them.
Engagement models
How we engage
01
Deployment
A 6–10 week embed per workflow set.
02
Agent subscription
Agents we own and run, for your team.
03
Managed outcome
“Close-as-a-service” and revenue ops.
Scope and terms agreed per engagement.