Outsourced finance for growth-stage companies

You build the company. We run the numbers. Worry-free finance.

Bookkeeping, bills, invoices, planning, fractional CFO and strategic finance. From a combination of a senior team and the latest finance software. Built by founders who've been in your seat.

Book a call See what we handle
Cash on hand$2.4M
MRR$486K
Net margin18%

Daniel, your CFOPayroll on the 15th is covered. $340K left after, even with the Acme invoice a week late.

Our operators built this inside

For founders who need to scale.

Finance feels like a maze most founders were never trained for, and it's growth, product, and customers that end up paying for it. We make sure that trade never has to happen.

Here's what happens instead.

Five things you get with us.

Built to scale with you

A new country, a new entity, a new product line. We absorb the complexity so your headcount doesn't have to grow with it.

One team, the whole stack

  • Bookkeeping
  • Payables
  • Receivables
  • Financial Planning & Analysis
  • Fractional CFO
  • Fundraise & M&A

Software for automation. People for the big calls.

The repeat work runs on software. The judgment calls, like a hire or a price, come from a real person.

Fundraise and M&A ready

Clean books, a defensible structure, nothing to explain away. When a term sheet or a buyer shows up, you move immediately, not after weeks of cleanup.

Startup pace

No three-week email chains, no waiting on a partner's calendar. You get answers at the speed you're already moving.

WHAT WE DO

Everything your finance function needs, in one place.

01BookkeepingYour books, done right and done on time.
  • Bank and card reconciliation every month
  • Transactions categorized the way you actually run the business
  • Month-end close on a fixed date, checked before it reaches you
  • Financial statements you can hand to anyone

02PayablesBills get approved, paid, and recorded, without you touching them.
  • Bills tracked and routed for approval
  • Payments scheduled and made on time
  • Every payment matched back to the books
  • You keep the bank access, we never touch the money directly

03ReceivablesInvoices go out, and someone chases what's owed.
  • Invoices sent and tracked
  • Follow-up on late payments, so you don't have to
  • Every job matched three ways: sold, delivered, invoiced

04Financial Planning & AnalysisA forecast you can actually trust, updated as things change.
  • Cash flow forecast, updated monthly
  • Scenario modeling before a hire or a big call
  • Board-ready reporting, on the date you need it

05Fractional CFOSomeone senior making the calls with you, not just reporting on them.
  • A named CFO-level owner on your account
  • Strategic guidance on pricing, hiring, and runway
  • Direct line, not a ticket queue

06Fundraise & M&AReady the day a term sheet or a buyer shows up.
  • Data room built and maintained
  • A financial model investors can push on
  • Due diligence support, start to finish
Money in and outthis month
Money in$486.0K+$12.0K
People and contractors$284.0K+$6.0K
Software and cloud$69.8K+$5.9K
Marketing, office and travel$44.7K−$2.8K
Money out$398.5K+$9.1K
Left over$87.5K+$2.9K
Software and cloud is up $5.9K. Most of it is one renewal that repriced. The rest is two tools nobody cancelled. You keep 18 cents of every dollar that comes in.

If any of this sounds familiar, let's talk.

One call.

Book a call
WHO THIS IS FOR

Four moments when you need the numbers. One of them is yours.

Every one is the same problem. You need an answer. Finance was never built to give it to you.

Here's what that sounds like:

JUST RAISED

“The money landed six weeks ago. I still can't tell you our runway without losing a Sunday to a spreadsheet.”

GROWING FAST

“We doubled headcount across two countries and two currencies. Our one finance person spends the whole month on payroll and invoices. Nobody touches the forecast.”

REPORTING TO A BOARD

“The board deck goes out Thursday. Last month's numbers still aren't final. Stripe and the books don't agree on what we sold.”

HEADING INTO DILIGENCE

“Due diligence starts next quarter. The answers are spread across two sets of books and four spreadsheets.”

SELECTED WORK

Four companies. Four different kinds of broken.

Each one started with a single urgent problem. Each one turned into a job we still do every month.

Raising money with no numbers to show.

The problem

Great science. A strong sales team. Nobody on the numbers. No books. No model. No projections an investor could push on. They were about to pitch with a story they could not back.

What we built

We got them ready to raise. We gathered every financial record they already had. We built a two-year cash flow. It covers the money coming in, the money raised or borrowed, and the money invested. We set out what the new money would be spent on. We built the projections, plus the burn and growth numbers investors ask for. We wrote every financial document that went into the data room. The founders kept the pitch and the investor relationships.

The result

They walked into pitch meetings with numbers that held up, and closed the round. We still run their finance function today.

A small team at a workbench in a research lab.

BIOTECH · SEED

$2.5M
raised in a seed round

Work they delivered and never billed.

The problem

More than a hundred people. All of finance sat with one person. It all ran on spreadsheets. Nobody had reason to doubt the numbers. Nobody could check them either.

What we built

We moved them off spreadsheets and into QuickBooks. We rebuilt how the accounts are organised. We redesigned how bills and invoices get handled. We put two countries into one set of books. Then something showed up. Work had been signed, delivered, and never invoiced. So we built a check. Every job is now matched three ways: what was sold, what was delivered, what was invoiced.

The result

Work they had already done finally got invoiced. Three points of net margin, on revenue they had earned and written off. The books have closed on time every month since.

Two colleagues reviewing figures together at a desk.

SOFTWARE · 100+ PEOPLE

3 pts
of net margin recovered

Closing the books took a whole month.

The problem

Closing the books took more than thirty days. Last month's picture arrived as this month was ending. Every step was done by hand, across QuickBooks and spreadsheets. Almost none of it was written down. The finance team was several times the size a company that size usually has. It still could not close on time.

What we built

We rebuilt how the company uses QuickBooks. We got the team off spreadsheets. We designed the month-end steps from scratch. Then we automated the parts that never needed a person.

The result

The month now closes in five days, not thirty. A much smaller team runs it. Nobody lost a job. The people it freed up moved to work that needed them, and the close has held at five days since.

A finance team working through a month-end at a shared table.

SAAS · SCALE-UP

30 → 5
days to close the month

The board saw real numbers twice a year.

The problem

Several companies, one owner. Money moved between them all the time. Before the group's numbers mean anything, all that internal movement has to come out. Doing that by hand was so heavy they only faced it twice a year. The board and the investors were reading numbers that were months old.

What we built

We rebuilt the process from scratch. We designed one method for adding the companies together. Their own team can run it. Same structure, same definitions, same order, every month.

The result

The numbers now come together every month, not twice a year. The board and the investors get reporting on that same rhythm, and their own team runs it without us in the room.

An office corridor connecting several working areas.

COMMUNICATIONS · GROUP OF COMPANIES

2 → 12
group closes a year

The questions you'd ask on a call. Answered first.

Do I need to understand finance myself?

No. You need to read your numbers and ask good questions. Building them is our job, not yours. We write it in plain English: what came in, what went out, what it means for your cash.

We already have a bookkeeper. Does that have to change?

No. If the bookkeeping is working, keep it. We set the structure, check the books every month, and build everything above that. If nobody is doing the books, or they aren't getting done properly, we do them.

Who actually works on our account?

A team, not one person fitting you in between clients. You get one senior owner who knows your business and answers for your month. Behind them, the team the work needs: someone closing the books, someone building the reporting, automation for the parts that repeat. You have one name to call.

Your team is in Latin America. Is that going to be a problem?

No, and we'd rather say it up front. Opexi AI LLC is a US company. The people doing the work are in Latin America, on US East Coast hours. A senior finance team costs less to run there. That saving shows up in your price, not in who you get. Ask something in the morning and you get an answer that morning.

There are no prices on the site. So what does this cost?

It depends on how much of the finance function you need. One number on the page would be wrong for almost everyone. You get a fixed fee for an agreed scope, in writing before we start. No hourly billing. Ongoing work is billed monthly, with no minimum term and thirty days' notice to stop.

Is this actually cheaper than hiring in the US?

Yes. The main reason is scope. You're not buying a salary. You're buying the whole function: the person who owns it, the monthly books, the reporting, the automation. One hire covers one of those. And if they quit, what they knew walks out with them. Bring the number you have in mind to the call and we'll run it against a real scope.

Do you do our taxes?

No. We aren't a tax firm, we don't file returns, and we don't do legal work. Your CPA files and your auditor signs. We hand them books that are already right.

Will we have to move off the tools we already use?

No. We work in your systems, never ours. Your books stay in your own QuickBooks, Xero or NetSuite account. We've merged four separate QuickBooks files into one, and moved a group off an old system onto a new one. If you've outgrown what you're on, we'll say so and we'll run the move.

What happens to everything you build if we stop working together?

It stays. Everything we build is documented inside your systems, not ours. You can take it in-house or hand it to someone else. There is nothing to unwind.

WHERE TO START

Start where it hurts. There are three ways in.

A call. A written diagnostic. Or just the detail, at your own pace. Pick by how urgent this is, not by how ready you feel.

If something is already breaking

Book a call

The numbers are late. The board is asking. You leave the call knowing where we'd start and what the first month covers.

Book a call

If you want the real picture first

Get the written diagnostic

We spend two to three weeks inside your numbers. You get a written report: what works, what doesn't, what it's costing you. The scope and the fixed price both come out of it.

Tell us what's going on

If you want the detail first

See what's in each service

The same six services, written out in full. What is included, what you get back, and what we do not do. Nobody chases you for reading a page.

See what each service covers

All three end in the same conversation. Some just take longer. Either way, we tell you straight if this isn't a job for us.

A real assessment, not a pitch deck Nothing to sign to start talking

Whichever one you pick, the first step is the same. We look at your real numbers before we tell you what to do.