Agentic AI for owner-led and mid-market companies
Finance, strategy and analytics, run for you on one cloud platform.
Your numbers in one working environment. AI agents do the analysis. Answers, not decks.
Built for leaders who own the outcome. Home ground: owner-led and mid-market companies; we can also deploy inside a department of a larger one. English and Spanish.
How it works
Your numbers are scattered. Your decisions shouldn't be.
Every company we meet has the same setup: plenty of numbers, no single place where they work together.
Your numbers already exist. They live in an ERP, an accounting file, distributor and vendor statements, a dozen spreadsheets, shared folders, and your last consultant's final deck. Every question starts with chasing them down again.
The data exists. Nobody is turning it into value.
We bring them into one connected system, in whatever shape they arrive: exports, statements, PDFs, spreadsheets. Strategy sits at the center and orchestrates: where you are, where you are going and how you get there. Finance and every other area run from the same record, so a change in one updates the others. Everything is reconciled to the cent against your books.
Then the agents go to work, each in its own area: finance, analytics, and more areas as they follow. They research your market, read the filings, test the assumptions and build the analysis, in days instead of quarters. Strategy checks every result against the plan and says what is working and what to change. Experienced executives and experts in each field judge every output before it reaches you. We train our agents on our methods, never on your data.
One connected system with strategy at the center: it sets the plan and checks everything against it. Not a consultant plus Excel plus a dashboard.
Your environment is separate: scoped access for your team only, encrypted in transit and at rest.
Four ways in
Start where it helps most.
Four ways in, one connected system underneath.
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Fractional (Strategy, CFO)
The front door. Strategy first: direction, pricing and revenue growth, and the plan finance runs against. A senior executive leads, agents do the work, and you live on the system from month one.
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Builds
One tool for one concrete problem in how your brand runs. It stays on the system as part of your monthly fee. The first is underway.
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ValuationProject
What your company is worth and what moves it. Fixed scope, decision-ready.
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AI at Work for Finance, with AbzuLaunching soon
Short lessons where Abzu teaches finance people to finish one real task with AI. A standalone subscription.
- Free$0The lessons, audio and video
- Insider$5/monthFree plus lesson packs, transcripts, early access
- Partner$10/monthInsider plus in-depth deep-dive videos and the skill and template library
Cancel anytime in one click; you keep access to the end of the billing period you paid for; no refunds, except where the law requires.
One connected system. Strategy at the center. Finance and every other area run from the same record, so a change in one updates the others.
Executives and experts. Built by Armando, an executive who ran consumer-brand finance, revenue growth management and M&A at global spirits brands. Experts in each field judge the work.
Proof, without invention
Early, and already in the field.
Early-stage, and we say so plainly. Live work with a real client today, on real numbers.
The client stays anonymous until they agree to be named. No logos we haven't earned.
The engine
- Evidence we build
- Models, valuations and forecasts built on cited sources, including public-company filings.
- Research first
- Agents research your market before a model exists. Assumptions arrive with their evidence attached.
- Approval gates
- Nothing leaves the engine on its own. Experienced executives and experts review every output before it reaches you.
- Weeks to days
- Analyst-weeks of research and modeling compress into days. The time saved goes into judgment.
The standards
- Reconciled to the cent
- Vendor and distributor statements reconciled against your books, so every answer traces to one agreed source.
- Anchored to filings
- Valuation databases anchored to public-company SEC filings, never to defaults.
- Your data trains nothing
- Engagements begin under NDA. We train our agents on our methods, never on your data.
ProvenanceOur agents run on OpenClaw, an open-source runtime, and Anthropic's Claude: third-party software, not built by us. The agents, the instructions that make them ours, and the approval gate every output passes are ours.
Start here
Tell us what you need.
Three fields. We read every message and reply in person.
- Confidential from the first line. We sign your NDA before the first substantive conversation.
- Engagements start with a working baseline month: real output on your real numbers.
- Want to start small? The AI at Work for Finance subscription is launching soon.
Book a 30-minute call Pick a time; the invite lands in your inbox.
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