Strategic finance for ambitious SMEs
Your finance function,
reimagined.
Code, AI, and a real advisor in place of the headcount you'd otherwise hire. A monthly board pack that tells you what to do — decisions, not dashboards — sized to your own numbers.
The current plan
Your finance function keeps growing. Your decisions don't.
As you scale, the standard playbook is to bolt on headcount. But each hire adds cost and an org chart — not clarity.
Growing SME · ~$5M
Today: it's you and a bookkeeper. The real finance thinking happens after hours — in your head, and a spreadsheet you don't fully trust.
On the current plan → hire a financial controller ($120–160K), then reach for a CFO. Headcount and cost climb before the insight does.
Scaling · ~$15M
Today: a bookkeeper, a finance manager or controller, an external accountant. A finance team is forming — and so is its wage bill.
On the current plan → add a Head of Finance or a CFO ($200K+). The team grows, the salary line grows, the org chart grows.
At the top of both sits a CEO still flying blind — more people, more cost, and still no one turning the numbers into decisions.
The finance function, reshaped
Code. AI. Human expertise.
We replace those layers with three that work together — doing the work of a controller, an analyst, and a CFO, for a fraction of the cost. Each does what the others can't.
Code
Your numbers, always right.
Data pulled and reconciled — from your Xero (live) or your monthly export. Forecasts and KPIs computed by formula — not invented.
AI
Your decisions, in your language.
Every action sized in dollars, traced to your actuals. Plain-English commentary on what the numbers mean — not template fluff.
Human
Your advisor, in your corner.
Every page reviewed and signed before release. Monthly call. Last month's actions graded against this month's data.
The return
Grow the business, not the finance team.
CFO-grade decisions without the CFO hire. Keep your bookkeeper and accountant — we're the decision layer on top, from $30–48K a year.
~$410K
More cash in the business
by getting invoices paid about 10 days sooner
~$150K / year
More profit
from lifting your margin just 1%
~$300K / year
Money saved
by catching overhead creep early (2% of costs)
Illustrative on a $15M business — one targeted move usually covers the year's fee many times over.
Proof, not promise
See a real report.
A monthly board pack built from realistic demo data. Pulse strip, prior-actions tracker, strategic position, cash forecast scenarios, benchmarks, and the decisions for the month ahead.
Download the sample
Is this something your business needs?
A 20-minute discovery call. No prep needed. You'll leave with a straight answer on whether this is the right next step.
Book a discovery call