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AI-powered Accounting Advisory

and CFO Services for SMEs

We help SMEs become larger and more profitable by using advisory services to address challenges like cash flow issues, poor financial management, and operational inefficiencies.
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How it works

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For SMEs

If you’re an SME facing challenges like poor financial management, limited resources or operational inefficiencies while trying to scale your business, our AI-powered platform will:

  • Prescribe a package of industry-specific advisory services to resolve these problems.
  • Match you with a Specialist Accountant, CFO, or Tax Expert to deliver the services.
  • Provide an AI Copilot paired with a Tax Expert to deliver the advisory services in a faster and more affordable way.

For Accountants, CFO’s and Tax Experts

If you're an Accountant, CFO, or Tax expert seeking higher-paying advisory clients without paying for marketing, or any sales efforts on your part, our platform instantly matches you with SME clients:

  •  You get predictable monthly clients
  • AI productivity tools that help you save time and work less
  • Predictable monthly recurring revenue
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Every business needs a trusted advisor.

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Industry specific packages of Accounting Advisory services

Our Accounting Advisory packages are tailored to help SMEs scale to large businesses by addressing industry-specific challenges. We tackle issues like limited resources, operational inefficiencies, poor financial management, strategic planning, and regulatory compliance.

Packages include services like cash flow management, financial metrics and KPIs, tax planning strategies, and financial clarity to help you make better growth decisions.

Choose between a top 1% Accountant or AI copilot to deliver these services.

Advanced AI/ML matching Algorithm

Our AI/ML algorithm instantly matches SMEs with Specialist Accountants, CFOs, and Tax Experts, based on industry knowledge and expertise. Each expert is rigorously vetted and has a proven track record of helping SMEs grow.

Neural Network
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AI Copilot

Our AI Copilot delivers high-quality Accounting Advisory services to SMEs instantly, on-demand, and at a fraction of the cost of hiring a Big 4 firm or CFO. Pair it with our Tax experts for added support.

Connect Accounting Software 

Our platform integrates with your cloud accounting software (Xero, QuickBooks), transforming your bookkeeping into advanced management reports and financial insights for better growth decisions.

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AI-powered Accounting Advisory

and CFO Services for SMEs

Learn more