Accounting as-a-Service: Supervised Autopilot for Confident Decisions in Accounting & Finance

Overview

Make finance your strategic advantage. Our Supervised Autopilot pairs intelligent automation with CFO-level guidance and human-in-the-loop quality control—so your books stay clean, reporting stays timely, and cash flow stays predictable.

What You Get

• Intelligent Bookkeeping: Automated transaction ingestion and reconciliation across banks, cards, and payment processors, with rules that learn vendor patterns and revenue recognition—reviewed by experts for accuracy.

• Expense Categorization: Smart classification aligned to your chart of accounts and budgets. Policy-based tagging for reimbursables, subscriptions, and projects; exception handling by humans for edge cases.

• Financial Reporting: GAAP-friendly monthly closes and executive-ready dashboards—P&L, balance sheet, and cohort insights—connected to your operational metrics for a true view of unit economics.

• Cash Flow Forecasting: Forward-looking models that blend historicals, pipeline, payables/receivables, seasonality, and scenario planning to anticipate gaps and opportunities.

• CFO Guidance: Fractional leadership to set financial strategy—pricing and margin analysis, budget planning, KPI design, fundraising prep, and board-ready narratives.

How It Works

1. Assess: We audit your chart of accounts, workflows, integrations, and reporting needs to pinpoint high-ROI automation and control improvements.

2. Architect: We design an integrated finance stack—bank feeds, invoicing, AP/AR, payroll, and forecasting—mapped to governance and decision cadence.

3. Execute: Automation handles scale and speed; humans ensure compliance, accuracy, and judgment. We document processes for reliable monthly close.

4. Optimize: Ongoing variance analysis, KPI tuning, and scenario modeling improve cash conversion cycles, margins, and planning confidence.

CFO-Level Strategy, Human-in-the-Loop

• Operating Plan & Budget: Align spend with growth goals; set guardrails and approvals.

• Pricing & Profitability: Analyze contribution margins by product, channel, and cohort.

• Controls & Compliance: Close discipline, audit trails, vendor/policy governance, and risk management.

• Board & Investor Readiness: Clear narratives, metrics, and forecasts that withstand scrutiny.

Outcomes to Expect

• Faster Close, Clearer Signals: Timely books and dashboards that inform weekly decisions.

• Predictable Cash Flow: Fewer surprises via rolling forecasts and scenario planning.

• Higher Confidence: Clean data, strong controls, and CFO oversight reduce risk.

• Better ROI: Insight-driven allocation of spend to the highest-return initiatives.

What’s Included

• Integrated bookkeeping and reporting, configured to your systems

• Automated categorization with human exception handling

• Executive dashboards and monthly close package

• Cash flow forecasting and scenario models

• Dedicated team with fractional CFO oversight and human QA

Get Started 

Put a supervised autopilot under your finance engine. Request a strategy audit to map your highest-ROI improvements and build a decision-ready financial system. Get Your Strategy Audit