From day one,
to fully agentic finance.
Five stages. Each one builds on the last. From connecting your existing systems through to running a global finance function at scale — same platform, same team, evolving capability.
Design your group. Pick what matters.
Day zero. We map your entities, jurisdictions, currencies and ownership structure. Then we walk through what you actually need from finance — what matters most, what’s nice-to-have, what we leave for later. The service is shaped around you, not the other way around.
- Entity structure & ownership mapped — holdcos, trading subs, dormants
- Jurisdictions & currencies declared — SG, AU, NZ, beyond
- Intercompany relationships drawn — trading, loans, allocations
- What you need prioritised — control, reporting, CFO, compliance
- Service tier proposed, confirmed, and locked in
We plug into the systems you already run.
With the structure mapped, we connect to your existing stack: accounting, banking, CRM, payroll, and the half-dozen spreadsheets where the real numbers actually live. No rip-and-replace. We meet your stack where it is.
- Bank feeds (Akahu, Plaid, direct bank) — every account, every currency
- Accounting platforms (Xero, QuickBooks, MYOB) — migrated cleanly
- CRM (HubSpot, Salesforce, Pipedrive) — revenue context flows in
- Spreadsheets & ad-hoc systems — modelled and integrated where they matter
- Tax, compliance and payroll APIs — across SG, AU, NZ, and beyond
Our agents and team unify your data.
Raw data is messy. Different charts of accounts. Duplicate customer records. Currencies on the wrong side. Our agents do the heavy lift — translating, dedup’ing, normalising. Our team handles the judgement calls. Everything lands in one unified financial model.
- Charts of accounts harmonised across every entity
- Customer & vendor records de-duplicated and matched
- Currencies normalised, historical FX baselined
- Transactions classified consistently across the group
- Anomalies and gaps flagged with you for resolution
One clear view of your finances. For everyone who needs one.
Your data lands in one place — clean, normalised, real-time. Then we layer the views your different stakeholders actually need. The owner sees runway and growth. The board sees performance and strategy. The finance team sees the working layer.
- Owner view — cash, runway, growth, what needs your attention
- Board view — KPIs, narrative, variance, strategic asks
- Finance view — full ledger, controls, audit trail, working tools
- Roll-ups across entities, regions and currencies
- Live, not stale — the same data your agents work from
Agents go to work. Your CFO and team start delivering.
The orchestrator starts routing work to the right specialist. Bookkeeping, reconciliation, close, reports — agents pick it up and execute. Your dedicated CFO and controller layer in: judgement, sign-off, the conversations only humans should have. Progress updates flow back to you.
- Daily bank feed categorisation and reconciliation — automatic
- Month-end close run by the agents, reviewed by your controller
- Weekly KPI snapshot, monthly board pack, quarterly review
- Proactive signals: cash flagged, margins watched, deadlines tracked
- You talk to your CFO anytime — strategy, scenarios, decisions
Projections, opportunities, decisions — surfaced for you.
Once the engine is running, the system starts moving from execution to insight. Live forecasts. Scenarios on tap. Opportunities to cut cost. Risks before they hit. You stop asking finance for numbers — finance starts bringing decisions to you.
- Live 3-way forecast (P&L, cash, balance sheet) updated every close
- Scenario modeling — hire, expand, raise, pivot — answered in minutes
- Cost-saving opportunities detected (SaaS bloat, vendor consolidation, FX leak)
- Customer concentration, runway, margin drift — flagged before they bite
- Board pack drafted automatically. You edit. You don’t assemble.
New entities, new countries, new scale. Same finance function.
You add a subsidiary. You enter a new market. You acquire a competitor. The finance function doesn’t need to be rebuilt. New entities snap into the group. New jurisdictions pick up the right tax and statutory rules. Consolidation happens automatically.
- Multi-entity consolidation — intercompany eliminations native
- Multi-country statutory — ACRA, ASIC, Companies Office, IRS, HMRC
- Multi-currency — FX revaluation, hedging support, presentation currency
- M&A support — diligence packs, opening balances, integration plans
- Investor & board readiness — always on, never scrambled
Agents do the work.
You see it all.
Humans are on the hook.
The five stages are the journey. The model underneath stays the same: agents execute, you see and steer, accountable humans sign off.
The platform runs the work. See who's in it.
Agents do the volume. Humans own the outcome. Mid-market is who it's built for. The close is where it all shows up.
Meet the agents
Orchestrator + nine specialists. Always on. Always proactive.
Meet the humans
Senior CFOs, controllers, FP&A, tax. The bench behind every agent.
Month-end magic
20 steps. 18 run by agents. Closed by the 1st.
Built for mid-market
$5–50m. Multi-entity. Multi-country. On rails.
Curious what stage you're in?
Book a 30-minute demo. We'll walk you through your current finance function, identify where you are in the journey, and show what changes.