Transform Your Office of the CFO

We don't sell software. We help you build an AI-enabled, human-in-the-loop modern finance organization.

Strategic Transformation, Not Just Tools

The Big Idea

"Give every person in your finance team their own AI Side-Kick that learns from their feedback."

Not a replacement. Not generic automation. A trained AI partner that learns YOUR way of working through continuous feedback and collaboration. It gets better because YOU teach it.

Think of it like every senior person having a smart junior assistant who learns from every correction, remembers every decision, and gets better at understanding your standards every single day.

Our 4-Phase Methodology

We work alongside your team to systematically transform your finance organization

1

Understand Your Current State

We start by deeply understanding how your finance organization operates today. This isn't a surface-level survey—we map the actual work.

Org Structure Mapping

  • • Current headcount by role
  • • Reporting relationships
  • • Roles & responsibilities
  • • Skill sets and expertise
  • • Planned hires or gaps

Workflow Analysis

  • • Key recurring processes
  • • Monthly close procedures
  • • Revenue recognition workflows
  • • AP/AR processes
  • • Reporting cadences

Time & Capacity Study

  • • Where time is spent
  • • Manual vs. automated tasks
  • • Bottlenecks and pain points
  • • Capacity constraints
  • • Peak load periods

Pain Point Discovery

  • • What keeps you up at night?
  • • Where do errors happen?
  • • What's most frustrating?
  • • Where can't you scale?
  • • What blocks strategic work?
Deliverable: Current State Assessment
Comprehensive report documenting your org structure, workflows, capacity analysis, and transformation opportunities.
2

Design Your AI-Enabled Organization

We create a detailed proposal showing what your finance team looks like with AI Side-Kicks. Every role gets a partner.

Example: Controller Role Transformation

BEFORE
Controller
• Manages 3-person team
• Spends 60% on close process
• 15-day close cycle
• Manual journal entries
• Excel-based reconciliations
• No time for analysis
AFTER
Controller + Close Coordinator Side-Kick
• Side-Kick processes 80% of close tasks
• 5-day close cycle
• Automated journal entries
• Real-time reconciliations
• Controller focuses on analysis
• Strategic planning capacity

Role Pairing Matrix

CFO + Strategy Side-Kick
Controller + Close Coordinator
Revenue Accountant + Contract Wizard
AP Manager + Invoice Magic
FP&A Analyst + Model Builder

Capacity Modeling

• Current vs. projected throughput
• Time savings by role (50-80%)
• Headcount avoidance calculation
• Revenue per FTE improvement
• Close cycle reduction timeline
Deliverable: Transformation Proposal
Detailed org chart with AI Side-Kicks, capacity modeling, ROI projections, and 6-12 month implementation roadmap.
3

Create AI Side-Kicks from Your Work

We build each Side-Kick using actual examples from your team. No generic templates—100% customized to how YOU work.

Gather Examples

We work with your team to collect 10-20 examples of actual work:

  • • Past contracts analyzed
  • • Completed reconciliations
  • • Historical close procedures
  • • Invoice processing workflows
  • • Journal entry patterns

Train on YOUR Data

We train each Side-Kick on your specific:

  • • Company policies
  • • Accounting practices
  • • Approval workflows
  • • Chart of accounts
  • • Exception handling rules

Configure Workflows

We set up the automation:

  • • Data source connections
  • • Integration with your systems
  • • Output formatting
  • • Notification rules
  • • Quality checks

Example: Building Contract Wizard for Revenue Accountant

Week 1:
Revenue accountant provides 15 past contracts with their analysis notes
Week 2:
We train Side-Kick on their specific revenue recognition patterns and ASC 606 interpretation
Week 3:
Configure integration with contract management system and NetSuite
Week 4:
Side-Kick ready for preliminary testing with real contracts
Deliverable: Configured Side-Kicks
Fully trained AI Side-Kicks for each role, configured to your workflows, integrated with your systems, ready for production use.
4

Train & Scale: The Ongoing Partnership

Your team and their Side-Kicks work together daily. Every correction makes the Side-Kick smarter. Every month, capacity increases.

The Continuous Learning Loop

1
Side-Kick Processes
Handles routine tasks automatically
2
Human Reviews
Checks work, catches edge cases
3
Correction Made
Human fixes any mistakes
4
Side-Kick Learns
Gets smarter, makes fewer errors

Typical Learning Curve

Month 1: Initial Training 60%
Heavy review required
Month 2: Improving 85%
Moderate review needed
Month 3: Proficient 95%
Light review, mostly autonomous
Month 6+: Expert 99%
Exceptions only

Ongoing Support

  • • Weekly check-ins during first month
  • • Monthly performance reviews
  • • Dedicated support channel (Slack)
  • • Continuous model improvements
  • • Quarterly strategic reviews
  • • Add new Side-Kicks as you grow
Deliverable: Operating AI-Enabled Organization
Your finance team working seamlessly with their AI Side-Kicks, continuously improving, and scaling capacity without adding headcount.

Human-in-the-Loop, Always

H

Humans Stay in Control

  • • Make all strategic decisions
  • • Handle complex judgment calls
  • • Manage stakeholder relationships
  • • Review and approve work
  • • Train and guide Side-Kicks
AI

AI Handles Grunt Work

  • • Data entry and extraction
  • • Pattern recognition
  • • Routine calculations
  • • Draft documents and memos
  • • Flag anomalies for review
+

Together: Better Results

  • • 3x capacity with same team
  • • Faster, more accurate work
  • • Focus on value-add tasks
  • • Continuous improvement
  • • Scale without hiring

"Your finance team shouldn't be processing transactions. They should be identifying opportunities."

- Carbon Lab

Ready to Transform Your Finance Organization?

Let's start with a conversation about your current state and transformation goals.

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