Our Services

SaaS platform, Fractional CFO & AI bookkeeping for SMBs

Cash Flow Optimizer offers three connected ways to give small and mid-sized businesses the financial clarity and decision-making leverage that used to require a full finance team.

Whether you need software you log into every day, an experienced CFO in your corner, or hands-off bookkeeping powered by AI — pick the service that fits your stage and stack the rest as you grow.

Available now

Service 01

SaaS Platform

Our flagship business operating platform — cash flow forecasting, CRM, scheduling, social, and operations in one connected workspace with an always-on AI Analyst.

  • 13-week cash flow engine
  • Integrated CRM & pipeline
  • AI Analyst for plain-language insights
Available now

Service 02

Fractional CFO

An experienced CFO on retainer — strategic finance leadership, board-ready reporting, fundraising prep, and operating cadence for a fraction of a full-time hire.

  • Monthly close & KPI reviews
  • Forecasting, modeling & scenarios
  • Investor & lender readiness
Coming soon

Service 03

AI Bookkeeping Support

AI-powered bookkeeping that categorizes transactions, reconciles accounts, and surfaces anomalies — backed by a human reviewer when judgment is needed.

  • Automated categorization & reconciliation
  • Month-end close assistance
  • Human-in-the-loop oversight

Not sure which service fits?

Book a free 20-minute discovery call and we’ll help you choose the right starting point.

Talk to our team

Services FAQ

What services does Cash Flow Optimizer offer?

Three: an AI-powered SaaS business operating platform, Fractional CFO advisory, and AI bookkeeping support (coming soon).

What is a Fractional CFO?

A Fractional CFO is an experienced Chief Financial Officer who works with your business on a part-time, retainer basis — providing strategic finance leadership, forecasting, board reporting, and fundraising support without the cost of a full-time hire.

When will AI Bookkeeping Support be available?

AI Bookkeeping Support is in active development. Join the waitlist on the AI Bookkeeping page and we’ll notify you when early access opens.

Can I combine the SaaS platform with Fractional CFO services?

Yes. Many clients use the platform as their daily operating system and add Fractional CFO services on top, so the strategic work and the daily numbers live in the same workspace.