Off-the-shelf AI products solve generic problems. PE portfolio companies have specific ones — especially in finance and the operating workflows around it. Our Forward Deployed Finance Engineers embed in your business and build the AI that does that work, on the frontier of what these models can do today.
We build the AI that takes real work off your finance and operations team. Being embedded is what makes it work: our engineers sit inside the business with access to your data, your workflows, and your people — so the value compounds with use instead of disappearing on the next platform pivot.
The capability frontier moves every few months, and most of what was impossible last year is now a build decision. We stay on that edge deliberately — agents that run multi-step work end to end, systems built in weeks that used to take a year, software written for one company because writing it is now cheaper than licensing something that almost fits. We build model-agnostic, so your system gets better as the frontier moves instead of freezing at whatever was best the quarter we shipped it.
Our engineers embed inside the portfolio company, write the code, and stay until the system is running in production. Not consultants with slide decks — engineers in the seat.
Autonomous agents that own real finance work — AP coding, account reconciliations, journal entries, variance commentary, treasury operations — at portfolio-company scale.
Not one assistant answering questions. Fleets of specialized agents that hand work to each other, run on a schedule, and close out a multi-step process overnight — with a human approving the exceptions, not the routine.
Bespoke agents, tools, and internal applications for the operating side of the business — pricing, scheduling, customer expediting, lead scoring, pipeline triage. Writing software for one company is now cheaper than licensing a platform that almost fits.
The systems with no API — legacy ERPs, bank portals, carrier and payer sites, vendor extranets. Computer-using agents operate them the way a person would, which is how work gets automated in businesses that can’t rip and replace.
The unglamorous work that makes everything else possible — pulling data out of ERPs, CRMs, and operational systems and shaping it, with the tool interfaces and retrieval an agent needs to be right. The reason most pilots never reach production.
Natural-language interfaces over your ERP, CRM, and operational data — so leadership can ask a question and get the answer with its lineage, instead of waiting on a report.
Customer contracts, leases, vendor agreements, and CIMs parsed into structured data your team can actually query — at a reliability bar spreadsheets and offshore abstraction teams never hit.
We build against the frontier and keep the model layer swappable. When a stronger model ships, your system inherits the gain in a day — no rebuild, no vendor lock, no system frozen at last year’s capability.
We don’t ship agents into production without an eval harness, output guardrails, and monitoring that catches drift. The discipline that turns a working demo into a working system.
Approval gates, audit trails, and segregation of duties designed in from the start — so an agent touching the ledger survives your auditors, your sponsor, and your own internal controls review.
A fast, scoped diagnostic that names the highest-EBITDA-impact use cases, the order to build them in, and the integration work each one actually requires. Weeks to a first system in production, not a roadmap deck.
Our engineers embed alongside your team, map the workflows, walk the data, and identify the use cases with the largest EBITDA impact and the cleanest path to production. Days of work, not a six-week assessment.
We don’t ship pilots. Our engineers write the code, integrate it into your systems, and put it through real workflows with real users in the first weeks — iterating until the system is doing the work it was built for.
We stay until the system is running in production with evals, monitoring, and guardrails in place. Then we transition to your team with full source, documentation, and training. The IP stays with the business.
Tell us which process is eating your team’s week and we’ll scope the system that takes it over.
CONNECT WITH US