Let's talk about your finance function.
Share a few details and we will come back to you within one business day — usually with a couple of questions and a suggested time to talk.
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Before you write
Questions we are usually asked first
What happens after I send this form?
One of us reads it — not a sales team. You will get a reply within one business day, normally with a couple of clarifying questions and some times for a 30-minute call. There is no cost and no obligation attached to that conversation.
How small is too small?
We work with businesses that have outgrown spreadsheets and a part-time bookkeeper, up to multi-entity groups with a finance team in place. If we are not the right fit, we will say so early and point you somewhere better.
Do we have to change our accounting software to work with you?
No. A good part of our work is making the platform you already own do what it was bought to do. We only recommend a change when the current system genuinely cannot support where the business is heading.
Can we use AI CFO on our existing systems?
In most cases yes — it reads from your ledger and connected sub-systems. What matters more than the platform is the quality of the underlying data and chart of accounts, which we will assess before recommending it.
How do you handle confidentiality?
We are happy to sign an NDA before any detailed discussion. Client financial data is treated as confidential by default, with access limited to the named team on your engagement.