Finance Engineers · Fractional CFO Services

We run your finance function with senior operators who fix the process, then automate it.

We go inside your systems, redesign what's broken, and automate what should never have been manual, whether we're leading your finance function end to end or reinforcing the one you've already got.

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Delivered by senior operators On your existing stack Built to run without us
THE PROBLEM

Growing companies all hit the same wall.

The finance setup that got you here stops working somewhere along the way. The tools, the processes, the routines: none of them were designed for today's volume, complexity, or pace. And fixing that is nobody's job.

Big calls made on gut feel

You can't say today what your cash position looks like in 60 days. Reports disagree with each other. So pricing, hiring, and expansion decisions get made on instinct, because the model that should back them doesn't exist.

A finance function stuck in reactive mode

Month-end takes weeks. The team spends its time on reconciliations and cleanup, and the cleanup is never really done. Finance runs behind the business instead of ahead of it.

Tools that weren't built for how you work

Your CRM closes deals your accounting system never sees. Billing and contracts live in different worlds. Three systems, three islands, and nobody owns the handoffs. Finance pays for it in manual work and errors.

WHERE WE FIT

The question isn't your size. It's who owns your finance function.

You don't have a CFO

We become your finance function. A fractional CFO who leads your numbers end to end: monthly close, cash, reporting, forecasting, and the systems underneath, delivered by one embedded team. You get the judgment and the hands.

See plans →

You already have one

We become your CFO's execution capacity. They own the strategy. We embed on the initiative that never gets dedicated attention: an ERP migration, a multi-entity consolidation, getting the books ready for a capital event. And we stay on it until it runs.

Talk to us →
WHAT WE ARE

Finance Engineers. Not the fractional CFO you've met before.

Most fractional CFOs sell judgment: a seasoned advisor, a monthly call, a plan. That's real value, and it's half the job. The other half is execution, and it usually lands back on your team.

A Finance Engineer asks a different question. Not "how do I get this work done," but "how do I build the system so this work doesn't need to be done manually at all": better data, faster closes, lower DSO, processes that run themselves. Finance operations expertise plus the technical skill to build what needs building, not just describe it.

The best finance systems are built by people who understand how finance actually works: how contracts are structured, how revenue is recognized, where billing errors hide in edge cases no engineer would think to check. Finance Engineers build the layer between what your tools do and what your finance function needs.

"The best people positioned to write accounting software in the next few years will be accountants."
Boris Cherny, creator of Claude Code · Sequoia Capital event, 2025
15+ years across finance operations Big 4 due diligence, both sides of the table Multi-country finance operations QBO ProAdvisor certified Make.com & n8n automation specialists Microsoft AI for Finance certified
WHY NOW

The window to fix this before it compounds is now.

25 days

DSO gap between companies with automated collections vs. manual

APQC
6.4 days

median close for top-performing teams. Bottom quartile: 10+ days

APQC / Ledge, 2025
12%

of companies have data of sufficient quality for AI

Informatica CDO Insights, 2025
60%

of AI projects will be abandoned through 2026, most because the data underneath them was never ready

Gartner, Feb 2025

The companies getting real returns from AI investments fixed the data and process layer first. The ones burning budget skipped it.

UNDER THE HOOD

Code. Prompt. Workflow. Output.

This is a real pipeline from inside a client engagement: contract-to-billing reconciliation. Raw documents go in. An auditable picture of what was sold, what was delivered, and what was billed comes out.

01 Extraction logic contract-billing.blueprint.json
{ "module": "json:CreateJSON", "mapper": { "model": "claude-sonnet-4-6", "temperature": 0, "max_tokens": 8192, "system": "<role> You are a forensic accountant… </role>", "document": { "type": "base64", "source": "{{2.data}}" }, "output": { "format": "json", "schema": "contract_terms", "confidence": "required" } }, "filter": "conf >= medium", "retries": 2, "onError": "route_to_review", "next": "reconcile_engine" }
02 The AI layer claude-sonnet-4-6 · temp 0
<role> You are a forensic accountant specializing in revenue assurance. You only extract what is explicitly stated in the document. </role> <critical_constraints> - If a value is not present, output null. Do NOT infer, estimate, or calculate. - Every value must cite a direct quote from source. </critical_constraints> <extraction_priorities> 1. Variable fees above a base threshold 2. Rate escalators and trigger dates 3. SLA bonuses and penalties </extraction_priorities>
03 The automation Success · 67 ops · 6 min
Intake Classify Contracts $ Invoices Deliveries Reconcile Route Findings Exceptions
51 modules · 9 document types
04 The output 5 gaps · 3 currencies
OPEXI · CONTRACT-TO-BILLING RECONCILIATION
Aurora Mobility Group · H1 2025
≈ USD 54,300in billing gaps USD 15,000AR at risk

March retainer never invoiced

BILLING_GAPUSD 20,600

Q2 take-or-pay shortfall unbilled

TAKE_OR_PAYEUR 12,000

80 advisory hours never invoiced

UNBILLED_T&MEUR 8,000

Six months at the wrong hourly rate

RATE_ERRORARS 14,200,000

45+ days past due, no follow-up

OVERDUE_ARUSD 15,000
Next: corrected invoices + collection follow-up

Sample data. Real production pipeline. Contract-to-billing reconciliation is one application: the same engineering runs behind everything we operate.

Most alternatives advise without executing, or automate without cleaning first.

vs.

A traditional fractional CFO

Real judgment: a seasoned advisor, a monthly call, a plan. What's missing is hands. The execution lands on the same overloaded team that made you look for help in the first place. We bring the judgment and build the machine: inside your systems, documented, running.

vs.

A bookkeeper / accounting firm

They record the past. Compliance keeps you legal; it doesn't fix the billing process, build the forecast, or run collections. We run the function forward, not just close it backward.

vs.

Finance AI tools

Every finance AI tool assumes clean, connected, structured data. Automate on a broken foundation and you get bad data processed at scale: false confidence, at cost. We build the foundation those tools need to actually work.

vs.

Building the team in-house

A CFO, a controller, an analyst. Real roles, long searches, senior salaries. And when one person leaves, the knowledge leaves with them. We are the system, not the person: every engagement hardens playbooks and controls that stay with you.

vs.

An automation studio

They build what you describe. We know what to build, because we come from inside the finance function. There's a difference between automation built by someone who has run a collections cycle and automation built by someone who's only heard one described.

Every engagement starts with a conversation. What happens next depends on what we find.

Step 1

We talk

You tell us what's broken, slow, or invisible. No forms, no scoping documents upfront. We'll tell you honestly whether we can help and where we'd start.

Step 2

We assess

A focused diagnostic of your finance function: close process, cash visibility, data quality, systems. You get a written picture of what's solid, what's fragile, and what it's costing you.

Step 3

We build

Scoped upfront, priced before we start. Either we step in as your fractional CFO on one of our plans, or we embed on the specific initiative your team can't get to.

Step 4

We stay

For most clients, that's the point: a finance function that runs every month without drama. Everything we build is documented, so if you ever want to take it in-house, you can. You're never hostage to us.

We work on top of what you have. We bring the layer that makes it work better.

For most engagements, we work directly with your existing systems: no new tools required on your side. For more complex environments, we bring in and orchestrate additional automation and data tooling on top. Either way, nothing changes for you operationally. The complexity is ours to manage.

Systems we work inside
QuickBooks
QuickBooks
Accounting
Xero
Xero
Accounting
Sage Intacct
Sage Intacct
Accounting
NetSuite
NetSuite
Cloud ERP
Business Central
Business Central
Mid-market ERP
HubSpot
HubSpot
CRM
Salesforce
Salesforce
CRM
Stripe
Stripe
Billing
What we layer on top
Make.com
Make.com
Automation
n8n
n8n
Automation
SaasAnt
SaasAnt
Data Import
Synder
Synder
Payment Reconciliation
dbt
dbt
Data Transformation
BigQuery
BigQuery
Data Warehouse
Claude
Claude
AI · Anthropic
ChatGPT
ChatGPT
AI · OpenAI
Gemini
Gemini
AI · Google
Make.com
Make.com
Automation
n8n
n8n
Automation
SaasAnt
SaasAnt
Data Import
Synder
Synder
Payment Reconciliation
dbt
dbt
Data Transformation
BigQuery
BigQuery
Data Warehouse
Claude
Claude
AI · Anthropic
ChatGPT
ChatGPT
AI · OpenAI
Gemini
Gemini
AI · Google

Built by operators. Not advisors.

Before Opexi, each of us did this work from the inside: not as consultants handing over roadmaps, but as operators running finance, building systems, and closing books under real pressure. Shared Services Centers built from scratch. Finance ops that survived Big 4 due diligence from both sides of the table. Multi-country finance operations. M&A transactions with books that held up under scrutiny.

We built Opexi because the gap between what finance needs and what technology actually delivers has always been filled by people doing manual work. We're closing that gap.

Meet the founders →

Let's talk about what's not working.

Whether you need someone to own your numbers, or extra hands for the initiative that never starts, we'll look at what you have and tell you where we'd begin.

A real assessment, not a pitch deck No commitment to start the conversation
Book a call Send a message
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