AI Automation for Mid-Market Finance

Close Your Books 5 Days Faster and Cut Finance Workload by 60% in Under 90 Days. Without Hiring a Single New Person.

The only AI automation built specifically for mid-market finance teams that runs on your real ledger data, not demo spreadsheets, and goes live in production within 6 weeks of kickoff.

Book Your Free Finance Audit

30 minutes. No pitch. No deck. Walk away with a written priority map of the 3 finance processes that will pay back fastest in your business.

6 wks
From kickoff to production. Not a pilot. Not a sandbox.
19 yrs
In enterprise finance and AI led by a named operator, not a faceless agency.
100%
Of your data stays in your tenant. Nothing trains a public model.

Your finance team is drowning in work software should be doing. Here is what to do about it.

Dear Finance Leader,
  • Are you closing the books later every quarter while volume keeps climbing?
  • Are you watching your best people burn out on three-way matching and dunning emails?
  • Have you sat through 4 AI vendor demos this year and still have nothing in production?

You are not alone. And you are not the problem.

The problem is that every "AI for finance" pitch you have seen was built by people who have never sat in a finance seat. They show you a slick demo on clean data. You sign. The pilot stalls. Your team goes back to the spreadsheet.

— That changes here.

Meanwhile, the real cost compounds quietly. Every quarter you wait.

You do not need another demo. You do not need another pilot. You do not need a 12-month transformation programme run by a Big 4 partner who will hand it off to a junior the moment you sign.

You need software that runs on Monday morning, processes your real invoices, flags your real anomalies, and gives your team their evenings back. That is what we do. Nothing else.

The Cost of Waiting Another Quarter
  • Another 2 headcount you cannot really afford
  • Another month-end that ran 3 days long
  • Another quarter where DSO crept up and nobody caught it
  • Another board meeting where finance is "still catching up"

Built for finance teams that are done waiting for their AI roadmap to deliver something real.

Six things every engagement gives you. No exceptions, no asterisks, no "scope dependent."

i.

Production in 6 weeks, or you do not pay the final invoice

Your AI agent runs on your real data, integrated with your real systems, inside 6 weeks of kickoff. Not a pilot. Not a sandbox. Production.

ii.

Built on your workflow, not a generic template

We map your exact close process, your exact AP exceptions, your exact collections playbook. The agent is built around how your team actually works.

iii.

Your data stays in your tenant. Always.

Nothing trains a public model. Nothing leaves your environment without your sign-off. Built to satisfy the compliance officer who will ask hard questions in week two.

iv.

A finance operator owns your build, not a project manager

Every engagement is led by a senior with 19 years inside finance functions. You will never be handed off to a junior who learned accounting from a YouTube playlist.

v.

Human in the loop where it matters. Automation where it does not.

Your team approves the edge cases. The agent handles the 80% that should never have hit a human desk. You stay in control of every number that touches the GL.

vi.

ROI modelled before you sign. Tracked after you go live.

You see the payback math during the scoping call. After go-live, you see hours saved, exceptions cleared, and DSO moved on a dashboard your board can read.

Three steps from a frustrated finance team to a finance function that runs itself.

i

The 30-Minute Audit

You walk us through your current finance workflows. We tell you which processes will pay back in 90 days, which need 6 months, and which you should not touch yet. You leave with a written priority map. Yours to keep, even if we never work together.

ii

The 6-Week Build

We build the agent on your real data, integrated with your systems. You see working software in week 2. You sign off in week 6. Your team is trained on the way out the door.

iii

The Quiet Months That Follow

The agent runs. Your team focuses on work that actually needs a brain. We stay on a light retainer for tuning and the next process on your list. AI stops being a board topic. It is just how finance works now.

We would rather lose your business in 30 minutes than waste 6 months of it.

Read this before you book the call. If you are not in the left column, we will probably tell you so on the audit.

This is built for you if
  • You run finance at a company doing $10M to $1B in revenue
  • You have 50 to 1,000 employees
  • You have tried AI tools before and watched them die in pilot
  • You are tired of hiring your way out of process problems
  • You can sign a contract without 6 months of procurement
This is not for you if
  • You are under $10M in revenue (the math does not work for either of us, come back when you are ready)
  • You are over $1B with a procurement process longer than our build (talk to us anyway, we will be straight)
  • You want a 50-page strategy deck before you see working software
  • You think AI is a silver bullet, not a tool that takes real work to deploy

Led by a finance operator. Backed by a director-level team you would not normally get at this size.

[ Founder Photo ]

Daniel Sto.

Founder & Principal Solution Architect

19 years inside enterprise finance, AI, and consulting. MBA with distinction (AI research focus), University of Sheffield. External collaborator at the Kempner Institute, Harvard.

Trained 7,000+ finance and operations professionals across 5 continents. Has been building GenAI applications since before ChatGPT was a household name.

Backed by a director-level team covering engineering, regulatory compliance, and process architecture. Full team on the About page.

You can keep firefighting. Or you can have a 30-minute conversation that changes how your finance function runs forever.

Book the audit. Walk away with a written priority map of the 3 finance processes that will pay back fastest in your business. Worst case, you get a free piece of analysis from a finance operator with 19 years in the seat. Best case, you stop dreading month-end.

Book My Free Finance Audit
No deck. No pitch. No follow-up sequence.