An AI-native strategic finance function, deployed and run inside your company. After a raise - or when revenue outruns the spreadsheet - finance becomes the signal you steer on.
The problem
Finance is easier to build before complexity compounds - and expensive to repair after. Your product and your pipeline run on live signal. Finance still reports after the fact - and after a raise the lag compounds: the business moves daily, but the number you steer on is last month's - and where the books have gaps, the signal never arrives at all.
The solution
Cai, the company AI, orchestrates and runs the system under one named operator accountable for your numbers - no tool to buy, no extra hire to manage.
Foundation first, then signal. Clean books and closed gaps come first - the signal builds on a sound foundation. One operator and one system carry you the whole way, so you are not hiring for the cleanup now and the strategy later.
The system is built in the sequence a finance function grows through, and the seat steps up with it. Same operator, same system - deeper questions as the company earns them.
The foundation: clean books, a dated close, cash you can see, revenue readable by stream. Every number reconciled to source before anything is built on it.
The operating model: budget vs actual with drivers, unit economics by line of business, pricing and sales comp tied to how the business actually earns, the board pack - run every month.
Capital: the raise and the bridge, the data room, the plan the round is priced on. When the company hires its own CFO, that person inherits a live, diligence-ready system instead of a cleanup project.
The system
Four layers on a verified foundation. The order is not a preference, it is a dependency chain: nothing at a higher layer can be more reliable than the layer beneath it. That is what makes deployment safe rather than disruptive.
Built bottom-up. Read top-down.
| Layer | What it produces | What breaks if it is skipped |
|---|---|---|
| Foundation | Every cash event reconciled to source, with one identity per customer, vendor and contract | Every number above it inherits the ambiguity, and no amount of review upstream removes it |
| Ledger | Revenue and cost readable by stream, not only in total | Five revenue lines land in one number, and neither a lender nor an investor can tell which part is durable |
| Close | A dated monthly close carrying AR, collections and invoicing | The close becomes an event that depends on whoever is holding it - the continuity risk in every handover |
| FP&A | A live model of record, and the decisions framed on it | The model is a file that disagrees with the books, and the disagreement is discovered by the counterparty |
One system, wherever the work already happens - spreadsheet, deck, doc, chat.
Numbers computed in code, traced to source; AI drafts, code decides.
The engagement
The system connects read-only to your books, billing, and bank - mapping each schema into the substrate and loading the context of how money actually moves through your company.
Your finance OS goes live: clean close, live runway, forecast, board-ready numbers - on infrastructure you own.
One named operator runs the function and answers for the numbers. The system compounds - sharper every month it runs.
Ownership
Owning your AI context has become standard advice. The scarce part is operating it as a live finance function: building the backbone, keeping every number deterministic, answering for the output. I run that. The system stays yours.
Who runs it
Twenty-five years across capital markets and the operator seat: investment banking at Houlihan Lokey and William Blair, nine years at a relative-value hedge fund, two startups of my own, then first finance hire at a VC-backed startup - built the function from scratch and ran it from Director of Finance to CFO. The habit that built: take any business apart from the capital side and the operating side at once, and see how the two marry. Now the same build, AI-native, with every AI output reviewed by someone who knows what right looks like. One accountable operator on the hook for the numbers.
Questions
Where this works best: founder-led·async by default·decisions written down
I commit to a small number of deep operating relationships: Cai runs the system, I answer for the numbers, and the function is configured around your company.
Talk to Cai Or email ty@slicecfo.com directly.