Finance sees everything through dollars — every department, every decision, every system eventually shows up in the numbers. That's why we start there. We pair you with Cai, an AI co-founder that connects to your entire stack, encodes your organizational knowledge, and gets sharper every month. Three months of hands-on build, then you run it yourself. No SaaS fees. No vendor lock-in.
Why Finance First
At $5–50M ARR, finance complexity has outgrown the bookkeeper but a full-time CFO hire doesn't make sense yet. The founder is already thinking about systems, not just spreadsheets. That gap is the opportunity.
You have a bookkeeper who closes the books and a CPA who files taxes. Nobody is connecting financial data to business decisions — modeling scenarios, flagging risks early, or telling you what the numbers actually mean. You're running a $10M+ company on rearview-mirror reporting.
The default answer: hire a CFO, buy Runway or Fathom, subscribe to a dashboard. Now you're paying $20K+ per year for tools that only see your ERP, can't adapt to your business model, and lock your data inside someone else's product. You're renting intelligence instead of building it.
Most finance solutions create dependency — on a person, a vendor, or both. The fractional CFO leaves? The consulting engagement ends? You're back to square one with no infrastructure. The system should get smarter over time, not disappear when the contract does.
How It Works
We connect to your full tool stack, define your business logic once, and build a system that gets sharper every month — because it's learning from your actual decisions and context.
Read-only integration with your existing tools — ERP, billing, expense management, banking, HR, CRM, product analytics, customer support, and more. We plug into your stack, not replace it. Unlike FP&A tools that only connect to your accounting system, we connect to everything.
Raw data from dozens of tools is normalized into a unified financial model. Business meaning is defined once, in code — your chart of accounts, revenue classifications, fiscal calendar, and business unit structure. This is what FP&A platforms charge $20K+ per year for, except ours adapts to your business, not the other way around.
Code-first, tokens second. Maximum determinism and efficiency — by design. Automated, version-controlled transformations turn raw data into financial intelligence: P&L, balance sheet, cash flow, SaaS metrics, cohort analysis, unit economics. Production-grade code pipelines, not spreadsheet formulas. Every calculation is reproducible and auditable.
Every financial output passes through a multi-step verification system. Source citations required on every figure. A dedicated verification agent independently checks completeness and accuracy. Financial calculations run as deterministic code — no AI hallucination risk on the numbers.
Executive reports, budget variance analyses, runway forecasts, headcount plans, SaaS metrics dashboards, month-end packages — produced in minutes, not weeks. Every deliverable traces back through the verification layer to your source data. The human CFO reviews everything before it goes out.
Why Different
Three approaches to finance at the growth stage.
Only one builds infrastructure the founder keeps.
| Traditional CFO | CFO + FP&A Tools | SliceCFO | |
|---|---|---|---|
| Data visibility | 1 tool (the ERP) | ERP + limited integrations | 12 categories, 70+ tools |
| Month-end close | Day +10–15 | Day +5–10 | Day +1–2 (targeting Day 0) |
| Executive report | 5–7 hours manual | 2–3 hours with templates | Minutes |
| Insight depth | “Here's what happened” | “Here's what happened, with charts” | “Here's why, and here's what to do” |
| Annual tool cost | $0 (just the CFO) | $20K+/yr in SaaS fees | $0 — you own the infrastructure |
| Vendor lock-in | N/A | Yes — data, dashboards, logic | None — open-source, version-controlled |
| Adapts to your business | Manually | When the vendor ships it | Immediately — code-level control |
| Availability | Business hours | Dashboard always on, no analysis | Always-on monitoring + AI analysis |
Services
Core finance workflows, defined in code and reused like software.
Versioned, extendable, and owned by the founder.
Connect your tool stack, define your semantic layer, deploy the analytical models. You own the infrastructure when we're done.
MRR/ARR, retention, LTV, CAC, burn multiple, Rule of 40, revenue per FTE by function, code-to-token ratio by workflow — traced dynamically, with AI surfacing patterns you wouldn't see otherwise.
3–5 year models with scenario analysis. Revenue build-ups, expense planning, and cash runway — monitored with up-to-date inputs across the business, not a stale spreadsheet.
Track planned vs. actuals with drill-downs by team, cost center, or project. Variances flagged automatically, not discovered at month-end.
Connect spend to revenue across channels with consistent attribution logic. Know which dollars are working and which aren't.
Plan hiring and costs across teams with assumptions that stay in sync. Model scenarios for timing, comp, and utilization against your budget.
Automated reconciliation, journal entry prep, and financial statement generation. Close in days, not weeks.
Cap table modeling, scenario analysis for dilution and valuation, data room preparation, financial narrative, and investor Q&A prep. Built by someone who's been on both sides of the table.
Leadership dashboards, KPI snapshots, and strategic reviews compiled from your live data layer — always current, always sourced. Ready when you need them, not two weeks after close.
Trust & Security
Financial data demands the highest standard of care.
Every layer of our system is designed with accuracy and security as non-negotiable requirements.
Financial calculations run as code — deterministic, reproducible, and auditable. No AI hallucination risk on the numbers. The AI handles synthesis and narrative; the math layer is pure computation with 100% fidelity.
Each client's data lives in its own isolated environment, enforced at the architecture level. No shared database, no co-mingled storage, no cross-client access path. Your data is physically separated from every other client's data.
Personally identifiable information is automatically stripped at the point of data ingestion. We analyze financial patterns, not personal data. What we don't store, we can't leak.
Every data input is sanitized before it reaches the analytical engine. Defensive guards block unauthorized access, prevent cross-client data leaks, and reject any attempt to manipulate the system through crafted inputs.
The Team
Founder
A decade in institutional finance — investment banking at Houlihan Lokey and William Blair, then a relative value hedge fund. Left because he wanted to build things, not move numbers between Bloomberg screens. Two startups later, he landed as CFO at a tech company in Miami. Built the finance function from scratch, upgraded the stack, automated reporting and investor relations.
That's when it clicked: finance is the function that sees everything through dollars. It's the natural entry point for building intelligence infrastructure across an entire company. So he built Cai — an AI co-founder — and started deploying the same system for other growth-stage founders.
AI Co-Founder
Not a chatbot, not a dashboard — a second brain built on real data, real decisions, and real context. Connected to the founder's entire tool stack, always on, getting sharper every month.
Cai handles the data assembly, pattern recognition, monitoring, and first-draft analysis. Ty handles the judgment, relationships, and strategic decisions. Together, they deliver what would normally require a CFO plus a $20K+ FP&A platform — without the SaaS fees or vendor lock-in.
Before We Start
Before any infrastructure gets built, Cai runs a structured intake to understand your business.
Not every company is the right fit — and that's by design.
$5–50M ARR, finance complexity outgrowing the spreadsheets, a founder who thinks in systems? Start a conversation with Cai. If it's a match, Cai will set up a call with Ty.