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Bobbobfrom finance
Meet Bob

Your Forward Deployed CFO. In your corner.

You build.
Bob handles
finance.

You didn’t start a company to chase invoices.
Bob is your Forward Deployed CFO: a CFO-level finance lead deployed inside your company, doing the work instead of advising from outside. We take the weight off, so you can get back to growing.

Let’s meet Bob Sound familiar?

Real people. AI in support.
A team that’s already on it.

Bob taking care of finance so a founder can focus on clients, strategy, product and growth Finance handled. Founder in flow.
a little help goes a long way ↗

MORE TIME FOR WHAT ONLY YOU CAN DO

Talk to customers✳Build the product✳Grow the company

What a Forward Deployed CFO is

A CFO on the inside.
Not advice from outside.

A Forward Deployed CFO sits inside your company and owns the finance work — the close, the cash view, the decisions ahead — instead of sending opinions in from a distance. Bob brings the people and the accountability; AI helps them keep up with the detail.

01 / The founder’s dilemma

Big ambition.
Too much on your plate.

Finance should help you move forward. Somewhere along the way, it became another thing holding you back.

A founder trying to move forward while finance pulls him backA little less weight. A lot more possibility.
Sound familiar?

You started a company. Then finance became another job.

A missing receipt. An overdue invoice. A forecast that needs updating. Each one is small. Together, they pull you away from the work only you can do.

02 / Meet your unfair advantage

A team beside you.
Room ahead of you.

Bob becomes part of how your company works. We bring the people, the financial thinking and the follow-through. AI helps us work through the detail, so we can spend more time helping you see what matters.

Get to know your next team
People first

Someone who knows your business.

A real team to ask, challenge and count on. We learn your context and stay close as it changes.

AI in the background

Less repetitive work. More attention.

Technology supports the research, organization and routine. Human judgement stays at the centre.

Ownership, every day

“We’re on it” means something.

Clear responsibilities, regular communication and work that moves forward without another reminder from you.

03 / Off your desk. On ours.

The numbers.
The follow-ups.
The bigger picture.

From the daily details to your next big decision, we build the finance support your business needs.

01

The everyday, handled.

Books, reconciliations, invoices and payment follow-ups. We own the routine and keep the moving pieces moving.

  • Bookkeeping
  • Receivables & payables
  • Monthly close
02

Know where you stand.

A clear view of cash, runway and performance. Numbers you can understand, with a team you can ask what they mean.

  • Cash flow & runway
  • Forecasts
  • Reporting
03

Make your next move.

A finance partner for the decisions ahead: hiring, growth, fundraising and the conversations that shape your company.

  • Financial planning
  • Investor updates
  • Decision support

04 / A simple beginning

We get to know you.
Then we get to work.

01

Tell us what’s weighing on you.

We listen to your goals, look at your setup and find the finance work that keeps pulling you away.

02

Make a plan together.

We agree priorities, responsibilities and a rhythm that fits your company. You know who owns what.

03

Get your headspace back.

Your team gets embedded. The work gets done. You get clear updates and room to focus on what’s next.

05 / SUPPORT THAT GROWS WITH YOU

Start small. Make room to grow.

Keep things in your hands, or put a finance team in your corner. Choose the support you need today.

Monthly pricing · USD · No annual commitment
Own your books

Self-managed

From $35/ mo

Run your finance in one place.

Start self-managed
  • Finance workspace for your team
  • Core reporting and visibility
A reliable team

Finance Operations

From $600/ mo

A reliable team for the day-to-day.

Set up Operations
  • Payroll and payment coordination
  • Client and vendor workflows
Strategic support

Fractional CFO

From $1,750/ mo

Strategic finance support for founders.

Meet your CFO
  • Monthly reporting and financial analysis
  • Cash-flow planning and decision support
OUR PICK FOR GROWING TEAMS

Full Finance Team

From $2,500/ mo

An embedded team to keep finance moving.

Grow with Bob
  • Reporting, planning, and execution
  • One coordinated team around your business
What’s included in the numbers?

One invoice is one customer invoice; one expense is one supplier bill or expense receipt. Limits apply separately and reset each month; unused allowances don’t roll over. Self-managed has no team services or automatic overage charges. Reach its limits? Talk to us about upgrading. Full Finance Team volumes and extra-work rates are agreed in your proposal.

Prices exclude applicable taxes. Historical cleanup, payroll, tax filings, audits and specialist advice are outside the standard plans and quoted separately. We confirm scope and timing before onboarding. Choosing a plan starts a conversation; it does not charge your card.

A few good questions

Let’s clear
things up.

What exactly is Bob?

Bob is your Forward Deployed CFO: a CFO-level finance lead deployed inside your company, doing the work rather than advising from outside. We work alongside you, take responsibility for the finance work we agree to own, and help you understand the numbers behind your business. AI supports our team’s work; people own the relationship and the decisions.

How does the AI fit in?

AI helps our team organize information, reduce repetitive work and spot things worth a closer look. Our people review the work, bring business context and stay accountable. You have a team to talk to.

Do we need to change our tools?

We start with your existing setup. Together, we identify what works, what needs fixing and where better connections would save time. Any changes are agreed with you.

Can Bob work with our accountant?

Yes. We can coordinate the day-to-day finance work and prepare information for your accountant or other specialist advisers. We agree who owns each responsibility at the start.

How do we get started?

Tell us about your company, your current finance setup and what is taking too much of your time. We’ll discuss the right scope and a practical way to begin.

Bob offering a helping hand

You’ve got a company to build.

Let Bob carry
some of the weight.

Tell us what you’re building. And what finance is keeping you from.

Start a conversation A conversation with a person. That’s where it starts.