Finance Operations Pod

Monthly close moved from weeks to days.

Finance operations breaks quietly: a reconciliation that takes three days, a close that lands mid-month, cash visibility that arrives too late to act on. The Finance Operations Pod puts a senior operator on the process and an AI layer on the repetitive matching underneath it.

Human layer
  • Finance operations lead — fractional
  • Reconciliation analyst — dedicated to you
AI layer
  • Reconciliation agent — matches ledgers to settlements nightly
  • Variance explainer — drafts the “why” behind every movement
  • Collections agent — schedules and drafts follow-ups

The AI layer does not replace the human layer. It removes the work that never deserved a human in the first place, so senior time goes to decisions.

What we get hired for

The problems this pod solves.

If one of these is live in your business today, this pod is scoped for it. If none of them are, tell us the problem in your words — we will say honestly whether a pod fits.

  • Revenue leakage that only surfaces at quarter-end
  • Daily reconciliation eating a person's entire week
  • Monthly close landing too late to change anything
  • Cash position known by feel rather than by report
First 90 days

What lands, and when.

01

A nightly reconciliation with exceptions surfaced, not buried

02

A close calendar that finishes in days

03

A cash and revenue MIS pack the board can read

04

A collections rhythm with drafted follow-ups

Contracted first outcome

Monthly close moved from weeks to days. It is written into the engagement, reviewed weekly and reported on monthly.

How it starts

Four steps. No hiring cycle.

Step 1

Start with a problem

Not a job description. We scope the business problem and the outcome that proves it solved.

Step 2

Get matched

A named lead and a team shaped to that problem — not a CV pile to filter.

Step 3

Execute from day one

The pod arrives pre-formed with playbooks. Ramp is days, not months.

Step 4

Track weekly

A weekly review, a monthly outcome report, a quarterly re-baseline.

Get started

Start with one problem. Not a hiring plan.

A short sprint tells you more about the work than three rounds of interviews.