Finance Controller: someone always watching the finances.
An AI finance director that watches your money and prepares the filings on time.
Small firms rarely have a full-time finance director. Fees, costs, cash and deadlines are checked when someone has time, and filing dates are remembered at the last minute.
The Finance Controller oversees the firm's finances every day. It tracks cash, costs and commitments, prepares the financial reports the firm must file and warns you well before every deadline.
What it does
Watches cash and costs
Tracks cash, fees, expenses and capital calls against the budget, and flags anything out of line.
Keeps the calendar
Holds every reporting and filing date and warns early.
Prepares the filings
Drafts the financial reports your firm must file, ready for the responsible person to review and submit.
Reports to partners
Sends a short finance summary every month, in plain words.
What you get
A finance function that never forgets a date, with monthly summaries and filings prepared ahead of time.
What we need from you
Access to bank, accounting and administrator data, and the person who signs and submits the filings.
Venture funds · Private equity · Family offices · Private investors
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