Services
Engage us for a single deliverable or the full monthly cycle — for businesses, nonprofits, and higher-education finance offices. Every service is AI-accelerated and reviewed by a finance professional before it reaches you.
Consistent, board-ready monthly reporting so you always know where the business stands. We turn your raw ledger into clear statements with plain-English commentary on what changed and why.
Purpose-built for college and university finance offices. Upload your trial balance and our AI maps it into board- and audit-ready statements — FASB (ASC 958) for private colleges, GASB 34/35 for public universities — with the net-asset roll-forwards, functional-expense matrix, and tie-outs done automatically. You review and approve every number, and the full board package exports in one click. It doesn't change your close; it compresses the reporting last mile from days to minutes.
Forward-looking models that show where you are headed under different assumptions — so hiring, pricing, and funding decisions are made with numbers instead of instinct.
We build the budget with you, then track it every month. Variance reporting highlights what drifted, by how much, and which line items need attention next quarter.
A weekly or monthly view of cash in, cash out, and months of runway remaining — plus scenario levers showing how pricing, collections, or headcount changes move the date.
Our AI turns your finished numbers into a polished written update — executive summary, key drivers, risks, and next steps — then a human reviews every word before it reaches you.
Reporting built for mission-driven organizations and the people who fund them: functional expense splits, restricted fund tracking, and board packets that are easy to read.