AI for Operations & Finance.
Your CFO's job, automated. Your time, freed.
Operations and finance is where SMBs lose the most time to busywork. AI now handles bookkeeping reconciliation, expense categorization, invoice processing, cash flow forecasting, and inventory planning — at a fraction of an FTE's cost. Most clients reclaim 10-15 hours per week within 60 days.
Real numbers from real deployments.
What we measure across ai for operations & finance engagements. Numbers reflect median performance after 90 days.
Built for lean SMB ops that need enterprise output.
You're not too small for AI infrastructure. You're exactly the right size — your scale is what makes leverage matter.
Common SMB challenges, solved with AI.
Bookkeeping is always 2-3 weeks behind
AI bookkeeping (Digits, Pilot AI, QBO Live) categorizes transactions in real-time
Cash flow surprises hit at month-end
AI forecasting predicts cash flow 90 days ahead with 90%+ accuracy
Inventory planning is guesswork
AI demand forecasting (Inventory Planner, Cogsy) factors seasonality, promotions, lead times
Expense reports take days to process
AI receipt OCR + auto-categorization (Ramp, Brex, Expensify AI)
What we actually wire together.
What we actually ship.
Done-for-you deployment. We pick the tools, integrate them with your stack, train your team, and stay on as the operator.
Start a projectAI ops/finance stack assembly tailored to your size
Bookkeeping automation setup with audit trail
Cash flow forecast model trained on your data
Inventory planning system if applicable
Expense and AP automation rollout
Monthly executive dashboard: cash, runway, key ops metrics
How we ship this engagement.
No mystery. No "AI magic". A defined 4-phase build that ships in 60-90 days with measurable ROI by week 8.
Audit
14 daysWe map your current ops, find the highest-leverage AI workflows, and benchmark time-spend per role. Output: a 90-day AI roadmap with concrete revenue and time-saving targets.
- →Current-state map
- →AI opportunity scorecard
- →90-day roadmap
Build
21-30 daysWe pick the tools, build the integrations, write the prompts, and connect everything to your CRM, ad platform, and analytics. No off-the-shelf bloat — only tools that ship to your specific workflow.
- →Tool stack live
- →CRM + analytics integration
- →Brand-voice prompt library
Train
7-14 daysWe train your team on every deployed tool — 30-60 min per tool, recorded for replay. SOPs, escalation paths, and quality-check workflows go live so AI augments your team instead of confusing it.
- →Team trained
- →SOPs + escalation docs
- →Quality control loop
Compound
OngoingQuarterly stack reviews. We retire underperforming tools, swap in new releases, and keep your AI stack at the frontier. Most clients see ROI compound 2-3× over the first year as workflows mature.
- →Quarterly stack reviews
- →Performance dashboards
- →Continuous optimization
Audit
14 daysWe map your current ops, find the highest-leverage AI workflows, and benchmark time-spend per role. Output: a 90-day AI roadmap with concrete revenue and time-saving targets.
Build
21-30 daysWe pick the tools, build the integrations, write the prompts, and connect everything to your CRM, ad platform, and analytics. No off-the-shelf bloat — only tools that ship to your specific workflow.
Train
7-14 daysWe train your team on every deployed tool — 30-60 min per tool, recorded for replay. SOPs, escalation paths, and quality-check workflows go live so AI augments your team instead of confusing it.
Compound
OngoingQuarterly stack reviews. We retire underperforming tools, swap in new releases, and keep your AI stack at the frontier. Most clients see ROI compound 2-3× over the first year as workflows mature.
Calculators built for ai for operations & finance
Customer LTV Calculator
Cohort-based LTV with retention decay + DCF + LTV:CAC ratio.
Shopify Pricing Calculator
True cost per order on Shopify Basic, Shopify, Advanced.
Channel Profit Comparator
Multi-channel net profit with attribution adjustment — find your real winners.
Deep dives on ai for operations & finance.
AI Bookkeeping for SMBs: Real-Time Books Without Hiring an Accountant
Bookkeeping is where most SMBs lose 5-10 hours a week to nothing. AI bookkeeping platforms now handle 95% of categorization automatically. Here is what works in 2026, what to avoid, and the real cost.
AI Cash Flow Forecasting for SMBs: Predict Runway 90 Days Out
Cash flow surprises are the #1 way SMBs fail. AI forecasting tools now predict cash flow 90 days ahead with 90%+ accuracy. Here is the stack — Fathom, Float, Reach — and the implementation playbook.
AI Marketing Automation for SMBs: The 2026 Stack That Actually Works
Most "AI marketing" pitches are vapor. Here is the actual SMB stack — 6 tools, 4 workflows, 60-90 day payback — that we deploy for businesses doing $500K-$10M and want enterprise output without enterprise headcount.
The full AI services hub.
AI Marketing Automation
Run a 10-person marketing team with 2 people and AI.
AI Customer Support
Cut support costs 50% while raising CSAT.
AI Sales Acceleration
Your reps spend more time selling, less time researching.
AI Data & Analytics
Real-time insights without hiring a data team.
AI SEO & GEO Optimization
Win Google AI Overviews and ChatGPT citations.
AI Content Operations
Ship 50-100 content pieces a month with 1-2 people.
AI Creative Production
30+ ad creatives a week from one designer.
AI Personalization & Lifecycle
Right message, right person, right time — automatically.
Book a free 30-min ops audit — we will map every manual process to an AI tool and tell you which ones are worth automating first.
Book a free 30-min ops audit — we will map every manual process to an AI tool and tell you which ones are worth automating first.