You decide on today's numbers.
When reconciliation runs every day, cash, receivables and margin are current. You stop making this month's decisions on last month's close.
AI automation and finance systems
I build AI systems that run your business and tie to the books.
Most back-office work in a growing company is done by hand because nobody had time to build it properly. Deposits get matched in a spreadsheet. The CRM and the ledger disagree. You run the business on numbers that are a month old. I build the systems that end that, and I check every one against the books.
Free intro call · Fixed fee, scoped in writing
- Accounting
- CRM
- Billing
- Payroll
- Inventory
- Bank
One data layerA reconciled copy of your dataTied to the ledger
- ReconcileBank, billing and ledgerExceptions to a person
- PostEntries, proposed for approvalExceptions to a person
- ChaseReceivables follow-upExceptions to a person
- ReportThe monthly packageExceptions to a person
Why build this now.
You grow without adding back-office headcount.
Matching, coding and chasing grow with volume, and agents do that work well. Your team handles the exceptions and the judgment.
Your AI has something true to work from.
AI tools are only as good as the data under them. With one reconciled layer in place, each new agent is a small project and its output can be checked.
The business stops depending on one person's spreadsheet.
The logic lives in software with a log, so a resignation or a vacation doesn't stop the close.
At a solar installer, a broken connection between Salesforce and QuickBooks left revenue unrecorded and receivables unreliable. I fixed the connection and set up a reconciliation between the two systems. It took two weeks.
AI agents, integrations, migrations
What I build.
AI agents for the close, reconciliation and receivables.
Reconciling deposits, matching invoices, chasing receivables and the rest of the month-end close all follow rules a person can explain. People still do them by hand, late, and the numbers are stale by the time anyone reads them.
I build agents that do these jobs every day. Each one reads from your systems, proposes the entry or the email, and records what it did and why. Your team reviews the exceptions. The close stops being a monthly event.
The close runs daily, and your team's hours go to exceptions.
Custom integrations between your CRM and your ledger.
Sales lives in the CRM. Cash lives in the bank. The ledger is supposed to match both and rarely does. Off-the-shelf connectors move records across and leave the differences for someone to find later.
I build the connection around how your business books revenue, so a deal in Salesforce or HubSpot becomes the right invoice, the right revenue entry and the right receivable in QuickBooks, Xero or NetSuite. A reconciliation runs alongside it and tells you the day the two drift.
Revenue and receivables you can trust without a month-end hunt.
Accounting system migrations that carry the history across.
Most migrations bring over closing balances and leave the detail behind. A year later nobody can answer a question about last year without opening the old system.
I move the transactions, map the old chart of accounts to the new one, and prove the result by tying both systems out period by period before cutover. Reporting stays continuous through the change.
You can answer a question about last year from the new system.
Finance systems implementation, set up for how you run the company.
A new accounting system, CRM or inventory tool arrives with defaults that fit nobody. Whoever configures it decides what you can report on for years.
I set it up from the reports backward. I start with the decisions you need to make, work out the data those decisions need, and configure the system to capture it.
The reports you need exist from the first month.
I've built these for solar installers,consumer brands andSaaS companies.
Recognize one of these? Bring it to the call.
Book an intro callWhy a CFO should lead this.
Every system in your business ends in the ledger. If the build is right, the books are right, and you can check. I've signed off on the numbers for 15 years, so I know what an auditor, a lender and a buyer will ask of them. I also know which report you'll want in two years, and I build for it now.
- 15 years as a CFO
- $250M+ raised in equity and debt
- Founded and sold Open Water Power to L-3
- Cornell engineering and MBA
- Earlier, a career at Intel
I wrote the financial platform that other fractional CFOs run their practices on. Your build sits on the same foundation.
Engineering standards for AI in finance
How I engineer it.
AI is easy to demo and hard to trust. These are the standards every build meets.
- One clean data layer first.
- Agents read from a single reconciled copy of your data. They never work from exports or screen scrapes.
- Every action is logged.
- You can trace any entry back to the agent, the rule and the source transaction.
- A person approves what posts.
- Agents propose. Anything outside the rules goes to a named person.
- It reconciles before it ships.
- Each build is tested against the bank and the ledger across real periods.
- It runs as software.
- Version control, monitoring and an alert when something fails.
| Time | Agent | Action | Source | Status |
|---|---|---|---|---|
| 07:02 | Reconcile | Matched a $48,210.00 deposit to 14 invoices | Bank feed | Approved, posted |
| 07:02 | Reconcile | A $3,150.00 deposit has no matching invoice | Bank feed | Sent to review |
| 08:30 | Post | Proposed the revenue entry for INV-1042 | CRM | Approved, posted |
| 09:15 | Chase | Drafted a reminder for INV-0987, 45 days past due | Ledger | Approved, sent |
Each row traces to the agent, the rule and the source transaction.
How an engagement runs.
Scope
One call, then a written scope with a fixed fee.
Build
You see working software every week.
Prove
You and I tie it to the books together before anything goes live.
After the build
Three ways it continues. I keep the system running for a monthly fee. I stay on as your fractional CFO, from $3,000 a month. Or your team takes it over with full documentation.
The scope, the fee and the timeline are in writing before anything starts.
Book an intro callQuestions about AI and systems work.
What can AI safely automate in finance and operations?
Work that follows rules a person can state. Reconciliation, transaction coding, invoice matching, receivables follow-up and recurring reports all qualify. Judgment calls stay with people, and the agent routes those to them.
How is this different from connecting tools with Zapier?
A connector moves a record from one system to another. I build the accounting logic around the move, test it against your ledger, log every action and alert a person when something falls outside the rules.
Who should lead an accounting system migration?
Someone who owns the financial statements. A migration changes how your statements are built, so the chart of accounts and the mapping are finance decisions. I make those decisions and do the technical work.
Do we have to change accounting systems?
No. Most of my builds sit on top of the systems you already run.
Which systems do you work with?
QuickBooks, Xero, NetSuite and Zoho for the ledger. Salesforce, HubSpot and Copper for CRM. Shopify, Stripe and Chargebee for sales, billing and payments. Payroll and inventory systems that offer an API or a reliable export.
What happens when the project ends?
The system keeps running. You can have me keep it running for a monthly fee, keep me as your fractional CFO, or have your team take it over with documentation. Nothing is locked to me.
Can you migrate us from QuickBooks to NetSuite?
Yes. I move the transactions, map the chart of accounts and tie both systems out period by period before cutover. I also tell you first whether the move is worth making.
Do you build Salesforce to QuickBooks integrations?
Yes. I build the connection around how you book revenue, so a closed deal becomes the right invoice and the right revenue entry, and a reconciliation flags the day the two systems drift. I do the same with HubSpot, Xero and NetSuite.
What does an AI automation project cost?
Each project is a fixed fee, set in writing after the first call. The fee depends on how many systems are involved and how clean the data is.
Is our data secure?
I connect to your systems through each provider's own sign-in, so I never see or store your passwords, and you can revoke access at any time. The AI runs on Anthropic's commercial Claude API, where your data is not used to train models, and it goes to no other AI vendor. Agents propose changes and nothing posts until a person approves it. Alpyne is not SOC 2 certified, and I won't imply otherwise.
Anything not answered here, ask me directly.
Book an intro callTell me what your team still does by hand.
Thirty minutes. I'll tell you straight whether it can be automated and what it would take.
Book an intro callFree introductory call