How it works
The finance function, rebuilt in three layers.
Code, AI, and human expertise — one pipeline, every month. Together they do the work you'd otherwise hire a controller, an analyst, and a CFO to cover. Each does what the others can't.
Code
Your numbers, always right.
- • Data pulled from your Xero (live) or your monthly export
- • Reconciliation audit refuses to publish if anything doesn't match your source data
- • Forecasts, KPIs, charts: computed by formula, never invented
- • Every formula unit-tested — the maths can't silently drift
AI
Professional judgement, every month.
- • Reads your numbers like a CFO would — interpretation and judgement on what they MEAN, not just what they say
- • Catches what a quick read misses — every section cross-checked against goals, the Decision Ledger, and industry context
- • Compounds month over month — the engine learns your business; guidance sharpens as the relationship develops
- • Financial jargon translated into plain English; industry-specific levers called out by name (construction sees WIP, retention, BIF Act; other industries get their variant)
Human
Your advisor, in your corner.
- • Every page reviewed and signed before it reaches you
- • Monthly call to walk through the decisions for the month ahead
- • Last month's actions graded against this month's data
- • Real signature, professional indemnity insurance, and an engagement letter with clear scope boundaries
The Fahy Advisory way
Code computes. AI interprets. A human signs off.
You get the decisions — every month.
Why not just use AI yourself?
AI can do the job. It just can't be trusted to do it the same way twice.
Claude, ChatGPT, Gemini — remarkable tools. But on their own they're a moving target you can't pin a strategy to. The difference isn't the model; it's the system around it.
AI on its own
- •Ask the same question twice — get two different answers
- •Confident and fluent, even when it's flatly wrong
- •Models change under you; last month's method is gone
- •No one signs it. No one is accountable when it's off
AI inside Fahy Advisory
- •Numbers computed by code and reconciled to ±1% — every time
- •Same method every cycle: consistent, comparable, trustworthy
- •It gets sharper, not stranger — changes are reviewed before they ship
- •A named human reads, decides, and signs every page
That's where the advisor comes in. The AI does the lift — a real person makes it reliable, and puts their name to it.
After you sign
Your first 90 days.
Not a vague retainer — a defined ramp where value shows up in month one and compounds. Part of the early work is getting your numbers clean enough to trust, so don't tidy the books first. Bring them as they are.
Month 0
Connect & set goals
- •Connect Xero, or a one-time export mapping off-Xero
- •1-hour goals workshop — the spine of every report
- •We start tidying messy data so the numbers tie
Plumbing connected, targets set, data you can trust.
Month 1
Your baseline
- •Where you stand — cash, runway, margin, working capital
- •Cash risks named — AR>60, retention, creditor exposure
- •First decisions, sized to your own numbers
The honest picture today + the 2–3 things to act on first.
Month 2
The loop works
- •Last month's decisions checked against the data
- •Forecast tightens on a month of real movement
- •Cleaner data — trends start to mean something
Whether last month's moves worked, and what to do next.
Month 3
Strategic reset
- •Three months of trend against the goals you set
- •Next-quarter priorities from across the report
- •Goals & benchmarks recalibrated to reality
Decisions on clean data — with a quarter of proof it works.
The Month 3 reset is a conversation on the Advisory and Quarterly tiers — a dedicated strategic check-in. On Reporting you get the same reset written into the report; the difference is whether we talk it through on a call.
Interested in this reporting for your business?
That's how it works. For what it costs — and how a single targeted move usually covers the year's fee many times over — see pricing.
Book a discovery call