Your Fractional AI-as-a-Service

Your Fractional AI-as-a-Service

Managed AI.
Built for financial firms.

We build, deploy, and manage custom AI workflows.
More capacity for your practice. No engineering team to hire.

Discuss Your Workflow
Built on 20+ years of finance & operations experience
FROM BOTTLENECK TO WORKFLOW

See the work move.

Choose the work that slows you down.
See where managed AI can help.

THE STRATCFO WORKFLOW EXPERIENCEDesigned around your firm

The document chase, organized.

ILLUSTRATIVE WORKFLOW / 01
01 / THE INPUT

Work arrives.

PDFClient tax forms
IMGReceipts & invoices
DOCIntake checklist
02 / STRATCFO ENGINE
REVIEW

Classify. Extract. Check.

  • Organize incoming documents
  • Extract fields for validation
  • Flag missing information
Built, configured & managed for you
03 / HUMAN REVIEW

A review-ready intake

PreparedStructured document summary
FlaggedMissing-item checklist
Next stepYour team validates the data

From scattered files to a clear review queue.

Discuss this workflow

Illustration only. No live client data or AI processing.

AI prepares. Your team approves.
YOU BRING THE WORKFLOW.

We design it. We build it. We keep it moving.

How we work
01 / A FRACTIONAL PARTNER

Finance expertise.
Your managed AI partner.

Backed by 20+ years in finance, accounting, and operations. We understand the ledger, the handoffs, and the review standards before we build the AI workflow. We implement and manage it; your team retains professional judgment.

Explore the engines behind the service
YOUR FIRM + STRATCFOManaged together

Your workflow.
Our responsibility to deliver.

  • Built around finance.Intake, reconciliation, reporting, and the review steps in between.
  • No technical overhead.We handle configuration, testing, documentation, and agreed maintenance.
  • Your judgment stays central.Your team approves outputs, postings, and client communications.
REVIEWRESOLVEFORECASTADVISOR
02 / THE OPERATIONAL DIFFERENCE

Less repetitive work.
More room for your expertise.

01

Reclaim
Billable Hours

Reduce manual data entry and document sorting. Give your team more capacity for review and client work.

FROM PREPARATION TO JUDGMENT
02

Predictable,
Fixed Investment

Agree the fee, deliverables, and support scope before work starts. Changes are scoped before they are built.

DEFINED SCOPE. CLEAR COSTS.
03

Seamless
Integration

Design around the tools you already use, including QuickBooks Online where suitable access and connections are available.

YOUR PROCESS, BETTER CONNECTED

Connections, data permissions, and expected outcomes are assessed during discovery. Every workflow includes agreed review controls.

03 / THE ENGAGEMENT PATH

One workflow.
A practical place to start.

See how we get started
  1. 01

    Workflow Audit

    A 20-minute discussion to pinpoint friction in intake, reconciliation, or reporting.

    OUTCOME / A focused starting point
  2. 02

    Custom Deployment

    We build and configure your AI engines, test representative examples, and train your team.

    OUTCOME / A workflow ready for review
  3. 03

    Managed Retainer

    Keep the workflow supported with monitoring, optimization, and changes within an agreed scope.

    OUTCOME / An ongoing operational partner

The introductory discussion is free. Build fees, milestones, and monthly support are agreed separately.

View engagement options ↗
YOUR NEXT STEP

Bring the bottleneck.
We’ll bring a way forward.

Let’s spend 20 minutes on the work that slows your firm down.
No technical brief required.

Discuss Your Workflow Free introductory discussion · Time confirmed by email