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After the Rehab

You just got the most valuable thing in modern finance: data you can trust.

Clean, certified, AI-ready financial data is the foundation every intelligent system needs — and almost no mid-market company has. You do now. Here's everything that just became possible.

The Opportunity

The AI revolution in finance is real. It just requires clean data to work.

Every major technology company on earth is racing to build AI financial tools. The promise is genuine: autonomous collections, predictive forecasting, real-time anomaly detection, instant audit preparation, intelligent close acceleration. CFOs who adopt early will have an operational advantage that compounds every quarter.

The reason most companies can't capture this value isn't the AI. It's the data underneath it.

Duplicate vendors. Unreconciled GL entries. AR aging that doesn't tie. Fiscal periods with missing records. The AI finds the mess and stops. Or worse — it confidently produces wrong answers from corrupted inputs. You just eliminated that problem. Here's what's now within reach.

Agentic AI WorkflowsLarge Language Model FinanceAutonomous AR CollectionsReal-Time Anomaly DetectionPredictive Cash ForecastingAI-Powered Close AccelerationNatural Language GL QueriesIntelligent AP AutomationML Job Cost PredictionVector Similarity MatchingRAG-Powered Audit PrepSemantic Account Mapping13-Week Cash IntelligenceLien & Compliance MonitoringAutomated PBC GenerationAI Variance ExplanationsGPT-4 Financial NarrativesCopilot ERP IntegrationReal-Time Margin IntelligenceAutonomous Subledger ReconciliationEmbeddings-Based Vendor MatchPredictive DSO ReductionAI Board Report GenerationContinuous Control Monitoring

Built by us. Proven in production.

We don't just clean your data. We build the AI that runs on it.

We have a growing stable of vertical AI CFOs — purpose-built for specific industries, trained on real financial workflows, and ready to connect to your certified database on day one.

J
Live — Construction

Jake CFO

The AI CFO built for construction finance.

18 specialized agents running every corner of construction finance. AR collections. AP automation. Job costing with ML accuracy. Anomaly detection across 48 rules. Lien monitoring. Close acceleration. Cash forecasting. Jake doesn't report — he acts.

18

Specialized Agents

85.3%

ML Job Cost Accuracy

48

Anomaly Detection Rules

13-wk

Cash Forecast Horizon

Best for: General contractors, specialty subs, construction CFOs $10M–$500M

Learn More
O
Live — Property Management

Owen CFO

The AI CFO built for property management finance.

Purpose-built for property managers, REITs, and real estate operators. Rent roll intelligence. CAM reconciliation automation. NOI forecasting. Tenant AR aging. Lease-level GL allocation. Owen handles the financial complexity that generic tools can't touch.

P&L

Property-Level Intelligence

Auto

CAM Reconciliation

Live

Lease Portfolio AR Tracking

AI

NOI Forecasting Engine

Best for: Property managers, real estate operators, asset managers

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Custom Build

Don't See Your Industry?

We build vertical AI CFOs on demand.

Jake and Owen are two products in a growing stable. We've built the infrastructure — the data pipeline, the agent framework, the certification layer, the deployment stack. Building a new vertical AI CFO is a fraction of the work it used to be. If your industry isn't covered, talk to us. We've probably already built half of what you need.

Talk to Our Team

Connect Anything

Your certified database connects to every major AI platform on earth.

We don't lock you in. Your clean data is yours — in a standard PostgreSQL database with documented schemas and full mapping documentation. Every major AI platform can connect to it.

AI Platforms

Microsoft Copilot
ChatGPT / OpenAI
Google Gemini
Anthropic Claude

ERP & Accounting AI

QuickBooks AI
NetSuite SuiteAnalytics
Sage Intacct AI
Xero Analytics

Automation & Workflow

Power Automate
Zapier AI
Make (Integromat)
UiPath Finance

BI & Analytics

Power BI
Tableau
Looker
Sigma Computing

Specialized Finance AI

Vic.ai (AP)
AppZen
Stampli
Bill.com Intelligence

Platform compatibility depends on your certified schema configuration. Our team documents connection requirements for each platform during delivery.

We Build It For You

Tell us what you need. We'll build it.

We have a team of financial AI engineers who've built production systems for construction CFOs, property managers, and mid-market finance teams.

We're not a consulting firm that recommends tools. We're builders who've already shipped them.

If you have a use case — collections automation, audit prep acceleration, job cost intelligence, cash forecasting, anomaly detection — we've either built it already or we know exactly how to build it for your industry.

Engagements start with your clean data. Which you now have.

What we build:

  • Vertical AI CFO products (full agent suites)
  • Single-purpose financial agents (one workflow, done right)
  • Custom ERP connectors and sync pipelines
  • Audit preparation automation
  • Board-ready financial narrative generation
  • White-label AI finance products for accounting firms

Let's talk about what you need.

Tell us your industry and what workflow you want to automate. We'll tell you what we can build.

Start the Conversation

We'll route your request to the right person within 1 business day.

Your data is clean.
The only question is what you do with it.

Start with the free diagnostic. Everything else follows.