We work alongside you to build the AI your finance work runs on, so the numbers come out right and the same way every month. Start fresh with us, or bring what you've already built.
A finance team member from day one.
As the company grows, finance tends to get held together in Excel, pulling from systems that don't talk to each other, and now the business wants AI on top of it. We come in alongside your team, start on the deliverable that matters most, and build the systems behind it, so the reporting comes out right every month and you get time back for the strategic side.
See how it worksGrow your practice without your work slipping.
Most fractional CFOs we talk to want to grow, but keeping every client's work consistent gets hard as the book fills up. We partner with you on the client work and build agents that do it your way, so every client gets the same quality as you add more. Bring what you've already built with AI, or start fresh with us.
See how it worksA lot of finance teams are already using ChatGPT or Claude. Where it tends to fall down is consistency: fine one month, off the next, and no way to tell where a mistake came from. We build it the way an engineer would. The math runs on fixed formulas so the AI isn't guessing at numbers, the checks can actually fail, and every figure ties back to source before anyone reads it. When a check fails, the work stops there instead of ending up in front of your client or your board.
Your format and your story, not a template.
The package only moves when the master check reads zero.
We do the work by hand, your way, and the agent learns to do it the same way. When something needs a judgment call, it stops and asks.
A few quick questions, then a call. We look at how your finance work runs today. If you've already built with AI, we review it and check the security and token usage. If you haven't, we map out what to build first. You keep it either way.
We come back with what we'd build first and the two ways to start.
A fixed project, or a monthly partnership from day one. Either way, we start on the piece of work that matters most to you and build from there.
We only take on a few engagements at a time, because we go deep on each one.
What we cover: reporting and close support, forecasting and budgeting, cash and treasury, board and investor materials, revenue and sales analytics, and the data and systems underneath. We help with accounting workflows; we don't replace your accountant.
Usually that's auditing and fixing the reporting or forecast model you already use. We align only the data that deliverable needs, so the first win comes fast.
One deliverable at a time, across the finance function, built around how you and your leadership look at the business.
After a project, you own what we built. Run it yourselves with a handoff doc, have us keep it running, or keep us on as part of the team.
You point us at a piece of client work that matters. We do it with you, your way, and train the agent on it as we go, so you get bandwidth back in the first week.
We add one deliverable at a time, across your clients, in the order the work comes up.
You make the calls and own the client relationship. When a judgment call comes up, the agent stops and asks you.
Priced per client, so it grows as your book grows. Want help landing new clients too? Ask us about outreach.
Their sales commissions ran on unstructured SQL code, and pulling the numbers took hours every time. We brought in a third-party data aggregator and rebuilt it, so every report and table they need to look at revenue movement and sales performance for commissions now builds instantly.
A fractional CFO practice specializing in M&A, with six clients, wanted to grow without the work slipping. We started on one deliverable, the owner's DCF modeling, and built underneath it one piece at a time.
CorpFi AI is Austin Camacho and Ephraim Klestzick. Austin has spent six years in corporate finance and FP&A, and does the first round of finance work on every engagement himself. Ephraim is an AI engineer who builds the systems underneath, with the security in place to protect financial data. The finance and the engineering sit in one team, so nothing gets lost translating between the two.
Pick the one that fits you, answer a few quick questions, and we'll set up a call to look at how your finance work runs today. You'll come away with a review of what you've built or a roadmap of what to build first, whether or not we end up working together.
