Your Fractional AI-as-a-Service
AI ENGINES

Finance-led AI engines.
Managed around your workflow.

Review, Resolve, Forecast, and Advisor power the workflows we build and manage. Finance and accounting experience shapes the inputs, exceptions, and approval steps from the start.

Finance-led expertise. AI workflows built and managed for your firm.

THE ENGINE BEHIND THE SERVICE

Four modules. One managed workflow.

You bring the operational problem. We select and configure the capabilities around it.

STRATCFO SERVICE LAYER

We build, implement, and manage it for your firm.

Workflow design · Integration · Testing · Training · Ongoing support

01 / CORE MODULE

Review

Document processing & tax intake

Turn the document chase into a review-ready intake.

  • Organize PDFs, W-2s, 1099s, and receipts
  • Extract key fields for your team to validate
  • Prepare approved data for an agreed export or integration
Explore Review
02 / CORE MODULE

Resolve

Reconciliation & exception management

Give every unmatched item a clear next action.

  • Compare ledger records with statement data
  • Flag unmatched entries for investigation
  • Prepare missing-document reminders for approval
Explore Resolve
03 / CORE MODULE

Forecast

Cash-flow & capacity analytics

See the pressure points before the next planning meeting.

  • Compare cash-flow scenarios and assumptions
  • Explore workload and staffing capacity
  • Prepare planning views for a human decision
Explore Forecast
04 / CORE MODULE

Advisor

Client insights & executive packages

Spend more of the meeting discussing what matters.

  • Prepare draft client advisory reports
  • Bring practice metrics into a clear narrative
  • Create consistent executive reporting packages
Explore Advisor

Modules are configured within an agreed engagement. Examples illustrate intended workflows; supported inputs, connections, and availability are confirmed during discovery.

REVIEW

Document processing & tax intake

The problem

Client files arrive in mixed formats, and missing items trigger another round of chasing.

How StratCFO helps

Organize PDFs, W-2s, 1099s, and receipts. Extract key fields for your team to validate. Prepare approved data for an agreed export or integration. We configure the workflow, integrations, and approval steps around your practice.

Practice outcomes

Turn the document chase into a review-ready intake. A defined pilot helps assess the effect on preparation time, follow-up effort, and review quality.

See an illustrative workflow ↗
RESOLVE

Reconciliation & exception management

The problem

Manual ledger matching and scattered follow-ups slow the close.

How StratCFO helps

Compare ledger records with statement data. Flag unmatched entries for investigation. Prepare missing-document reminders for approval. We configure the workflow, integrations, and approval steps around your practice.

Practice outcomes

Give every unmatched item a clear next action. A defined pilot helps assess the effect on preparation time, follow-up effort, and review quality.

See an illustrative workflow ↗
FORECAST

Cash-flow & capacity analytics

The problem

Cash and workload assumptions sit in disconnected spreadsheets.

How StratCFO helps

Compare cash-flow scenarios and assumptions. Explore workload and staffing capacity. Prepare planning views for a human decision. We configure the workflow, integrations, and approval steps around your practice.

Practice outcomes

See the pressure points before the next planning meeting. A defined pilot helps assess the effect on preparation time, follow-up effort, and review quality.

See an illustrative workflow ↗
ADVISOR

Client insights & executive packages

The problem

Recurring client reporting takes time before the advisory conversation can begin.

How StratCFO helps

Prepare draft client advisory reports. Bring practice metrics into a clear narrative. Create consistent executive reporting packages. We configure the workflow, integrations, and approval steps around your practice.

Practice outcomes

Spend more of the meeting discussing what matters. A defined pilot helps assess the effect on preparation time, follow-up effort, and review quality.

See an illustrative workflow ↗
FROM CAPABILITY TO IMPLEMENTATION

See how the pieces become a working process.

We start with the bottleneck, confirm the scope, and build around the people who use it.

How implementation works