Downstream options
Once the data is fixed, here is what you can build on top of it.
Clean finance data is the foundation every intelligent system needs. Most mid-market companies do not have it. The ones that do can automate workflows, build reliable reporting, and connect AI tools that actually work.
The Opportunity
The AI revolution in finance is real. It just requires clean data to work.
The promise of AI finance tools is real: autonomous collections, predictive forecasting, real-time anomaly detection, close acceleration. The reason most companies cannot capture it is not the AI — it is the data underneath.
Duplicate vendors. Unreconciled GL entries. AR aging that does not tie. Fiscal periods with missing records. The AI finds the mess and stops — or worse, it confidently produces wrong answers from corrupted inputs.
Once the data is clean, here is the full range of what becomes available.
Built by us. Proven in production.
Downstream AI tools built for your industry.
For some clients, Data Rehab is the end goal — clean books, reliable close, no more manual repair work. For others, it is the first step toward purpose-built AI finance tools that need clean data to function correctly.
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 MoreOwen 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
Learn MoreDon'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 TeamConnect 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
ERP & Accounting AI
Automation & Workflow
BI & Analytics
Specialized Finance AI
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.
We'll route your request to the right person within 1 business day.
Not sure where to start?
The Free Score is the lowest-friction first step. If you already know the data is a problem, book a Data Autopsy and we will show you exactly where it breaks.