How it works

You are working with finance colleagues, not using software

We work through the same channels you already use: email and shared Google files. You do not need to know finance, you do need to tell us what to do - we take ownership and do the work. We follow up when something is missing and bring back required actions.

How we work day to day

We work like humans do.

We communicate in the same rhythm as a human finance team: you get the next step, the work gets done, follow-ups arrive when something is missing.

Alan is the manager of the team, giving your communication a clear point of contact while the team handles the work behind the scenes.

We run monitoring and control in the background, we alert you immediately when something needs your attention, decision or action.

Runway monitoring and management

We watch what is true now, not what was said last week

When the runway gets short, you get a clear alert based on actual bank data. The timing is made explicit, so you know immediately how much time is left.

Example runway alert email — A runway alert based on current bank data and the latest forecast, showing clearly when cash runs out if nothing changes.

Looks at all real current numbers

Cash in bank, current inflows, current outflows, and the latest forecast are pulled into one view so the team reacts to what is true now.

Quantifies the gap to the target runway

You see how far the company is from the runway target, not just that there is a problem.

Updates the forecast once you decide

When you choose the course of action, the team reflects it in the forecast so the plan becomes operational immediately.

CFO-level judgement

Not just analysis. A recommendation you can act on.

We do not stop at showing the problem. We narrow the discussion to the few levers that actually move the runway and recommends a course of action.

Example runway recommendation email — A recommendation that connects the runway gap to the specific cost levers that can realistically close it.

Points to the few levers that actually matter

Instead of listing every possible cut, we highlight the small number of actions that materially change the runway.

Recommends a course of action, not just analysis

You get a concrete recommendation tied to the numbers, so the next decision is clear and practical.

Forecasting

Plain-English forecasting

You do not need to know how the model should be structured. The team takes care of the structure, keeps an eye on completeness and consistency, and moves the work forward through clear follow-ups.

Example forecasting setup email — We ask for inputs in plain English and guides the next setup step without making you speak in finance-model language.

Example forecasting follow-up email — Once inputs arrive, we turn them into structured finance outputs and keeps the model moving forward.

We ask for the right inputs in plain English

You are not forced into finance templates first. We explain what is needed and collects it through normal email exchanges.

We take care of proper structure

The budget and forecast are put into a structure that is usable, reviewable, and easy to keep current.

We keep an eye on completeness and consistency

If something is missing, inconsistent, or unclear, you get a follow-up before the issue turns into a broken forecast.

FinOps

We keep finance work moving in the background

This is not only about one-off outputs. The team follows through on the operational layer of finance work so you do not have to manage every step yourself.

Invoice handling

Invoices are collected, checked, organised, and turned into payment and cash views that are ready to use.

Cash updates

We keep expected inflows and outflows current so decisions are based on live finance reality, not outdated assumptions.

Follow-ups

If something is missing, we follow up instead of leaving the workflow half-done.

Ready-for-action outputs

Raw invoice and planning information is turned into updated inflow views, cash views, and practical next steps.

Example setup email — We get the working environment ready and moves you to the next practical step.

Example budget and runway email — We prepare the budget and runway model so planning work starts from a usable structure.

Example weekly inflows email — You receive an inflows view that is already organised for the next decision.

Example finance dashboard — The shared finance view stays current so you can see the numbers without building reports yourself.

A typical working rhythm

The goal is to reduce back-and-forth and make finance execution feel steady and predictable.

01 Start with a simple instruction

A founder or finance lead sends an email or completes the agreed setup step.

02 The team prepares the work

Shared files, models, and working structures are created or updated without you having to manage the mechanics.

03 The team follows through

Missing items are highlighted, invoice flows are organised, and cash-related views are kept moving.

04 You get a usable outcome

A clear email, a ready sheet, or an updated dashboard arrives in a form that supports an immediate decision.

Why this matters for startups

For founders

You do not need to build a finance stack around yourself just to keep control of cash and planning.
You get proactive follow-through without hiring a full team too early.
You can stay in normal communication patterns and still have finance work progressing in the background.

For finance managers and CFOs

You gain dependable execution capacity for the repetitive layer of finance work.
You can keep standards high without personally chasing every document and every update.
You receive outputs that are already organised for review, not fragmented inputs.

Security that supports trust

We organise the work in a way that you can feel comfortable delegating work that is operationally sensitive. The experience feels human, but the boundaries remain disciplined.

Stays close to your working environment

The team works through familiar channels such as email and shared Google files, so important information remains where your business already operates.

Security by design

Your work is handled on your own Google Drive, so finance operations stay contained and organised.

Designed for controlled access

We keep access deliberate and limited, so sensitive finance work is handled with care.