For finance and accounting teams
AI for the repeatable work in your finance team. You own what we build.
Start with the close. We build the controls, records and connections that put your chosen AI model to work in your finance systems. AI drafts. Code checks. A person you name approves.
Free, 20 minutes. For accounting and CAS firm owners. No access or install.
More done. The same team. A name on each number.
Your team has more work than hands. AI can take a real share of it: the close, the bills, the reports, the cash. We build the part that makes that safe. Then we build the first workflow with you. For most firms, that is the close.
The books you keep nowIt plugs into QuickBooks Online today. For Xero, NetSuite or Sage Intacct, we build the link during your build. Nothing gets ripped out.
More work, not more hires.
Each workflow runs the same way, every time. So one person can run more of them.
Less time on busywork.
The routine work runs on a timer. Your team checks it. They do not redo it.
A name on each number.
Nothing posts to the books until a person you name says yes. Every step is written down.
You own the build.
The system we build for your firm is yours when paid for. You keep the code and control where it runs.
You choose the AI. We build what makes it useful.
A model can draft an answer. To do the work in your firm, it needs access rules, approval, records and connections to your finance systems. We build that infrastructure, then the work that runs on it. The close comes first.
Your infrastructureBuilt by us, for your firm to own. It runs in accounts you control. The model can change; the system and its records stay with you.
Two ways to build. Both put the code in your hands.
The asset and its running costs. The build is the purchase of an asset for your firm. Your AI usage, hosting and any ongoing support are separate costs. You can buy the build or the Sprint without buying a monthly service from us.
CapEx vs. OpEx: own the build. Pay to run it.
The work sets the treatment, not the billing cycle. Ownership alone does not make every cost CapEx. Training and routine upkeep are usually expensed. New features and setup costs need their own review, even within a monthly plan. Your accountant applies your firm’s reporting rules; tax treatment may differ. Read the CapEx and OpEx FAQ →
Your model choice stays yours.
Case study: Project Falcon
We built this platform for a finance team inside a private equity portfolio. They ran their month-end on it, with real books and real deadlines. The case study shows what we built, the five rules that came first, and what we chose not to build. Four of the controls in section 05 were checked against the source code, not a slide deck.
A case study is not a promise for your firm. We still look at your close, your controls and your baseline before a build starts.
The controls are the same. What they do for you is not.
You close the books for more than one client. Someone above you will ask how you got the number. What sits on top of that depends on whose close it is.
Fractional CFO firms
More clients should not mean more hires.
- The same reports, the same day, for each client
- Check the odd items, not the whole ledger
- Handoff packs made from live data
- Cost tracked per client, since you bill per client
PE-backed roll-ups
The sponsor asks on a schedule.
- A close dashboard, locked each month
- Loan terms checked between report dates
- One close across each firm you bought
- New firms brought on the same way. An evidence file for diligence.
Accounting firms and CAS
Your name is on the number.
- Coding that learns from your fixes
- Bank recs, schedules, leases and revenue
- One prepares. One approves. Per client.
- Your AI rules, in writing, with the AI Register under them
AI drafts. Code checks. A person you name says yes.
Every finance tool with AI in it gets the same question. It comes from an auditor, a sponsor or a partner. Who approved this, and on what basis? Most answer with a sales pitch. Ours answers with a test that fails the build.
Why this mattersIf you cannot show how a number was made, you end up defending it by hand. The proof is the product.
- 1
AI writes the first draft.
It reads the books and writes up what it thinks should post. It shows its work.
- 2
Code checks the math.
Plain code, not AI, does the sums and the checks. Same answer every time.
- 3
A person says yes.
Nothing posts until a person you name approves it. Every step is kept as a record you can walk back through.
- Four levels of risk
- Every action gets a risk level. If it touches the books or a client, a person must approve it first. If the system does not know an action, it treats it as the riskiest kind.
- Two people, two jobs
- The one who prepares is never the one who approves. You set who can approve what, per client and per amount.
- Plain proposals
- Before, after, the source, the risk, who must approve, and when it expires. All on one screen.
- One record
- The prompt, the run, each step, the proposal, the yes or no, and the post. One chain. You can walk it backwards.
- A circuit breaker
- If a task starts to get things wrong, the system takes away that task’s freedom and tells you. It can only step down. It can never step itself up.
- Answers show their source
- Every answer says the period, the basis, the source, and when the data was synced. If it could not check a thing, it says so.
Start free. Stop at any step.
No one has to buy the whole thing. You stop where it stops being worth it. You keep the code.
On priceThe Sprint and the Bootcamp have set prices. The build and the run are quoted for each firm. The build is for firms with 15 or more client sets of books. Below that, start with the Sprint or the Bootcamp.
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Close teardown
Free · 20 minutes · accounting and CAS firms
For accounting and CAS firm owners. We start with your client and team numbers, then walk one typical close to find the work that repeats and what is not worth building.
A one-page map on request, sent within 48 hours. Yours to keep, with no purchase required.
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The Sprint
$2,000 · one payment · one firm · yours for good
The tested controls we use, set up for your own servers. Your own workspace builds from them. Buy the Bootcamp later and the $2,000 comes off the seat.
Yours under a perpetual licence. Your whole firm can run, change and build on it.
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The Bootcamp
$5,000 · four live weeks · small group
The Sprint is included. Your team learns to build and test one starter workflow with non-production data, then plans the next build.
The Sprint, a tested starter workflow, and a next-build plan.
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The build
Four weeks · quoted for your firm
We build one month-end close that runs for every client. We move the first clients onto it. Week one is the check-up: read-only access, a map of what does not match, and the plan. The build is an asset your firm buys. The system we build for you is yours to own when it is paid for.
Your system and its source code. AI, hosting and optional support are separate.
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Running it
Monthly · two plans · quoted for your firm
Base. We run the software for you. It runs in your own cloud account. We manage who can sign in, on your say. We look after your APIs, the links to your AI and your other tools. We can get in and fix them. We do not control them. The accounts stay in your name, and you pay for them.
Plus. Everything in Base. And 20 hours a month to build new features you ask for.
You keep the code. So you can leave any time.
Or try a free tool first. None ask for your email.
Each one runs in your browser and takes a few minutes. You end with a page about your firm, not a brochure about ours. Nothing you type is sent anywhere.
Or just talkA close teardown is a free, 20-minute diagnosis for accounting and CAS firm owners. Ask for a one-page map and we send it within 48 hours, with no purchase required.
| Tool | For | What you get | Time |
|---|---|---|---|
| The Evidence Test | PE-backed · corporate | Seven controls the 2026 rules expect. The ones you cannot prove yet, in the order to fix them. | 4 min |
| The AI Register | Firms · CAS teams | Every AI tool that touches client work. Does client data go in? Has anyone read the terms? Can you trace the cost? | 90 sec |
| The Handover Test | Fractional CFOs | What a client could not do without you, in the order worth fixing. It is the same list that blocks your next client. | 3 min |
| The Control Diagnostic | Any close | Twelve questions on six layers of control. It names the layer least ready for AI. No score, no badge. | 6 min |
We ran the close. We did not just read about it.
Byram Advisory Group comes out of private equity and company finance. We built the planning systems. We ran month-end. We cut the hand work out of the calendar.
We saw the same thing every time. Everyone builds the demo. Few build the part under it: clean data, keys kept where keys belong, and a record of what happened that you can walk someone through. So we build the boring half first. And we teach it the same way.
“Most people building with AI right now are popcorn builders. It looks impressive, it goes up fast, and it’s mostly air.”
Owen Byram, founder
Workflow builds
The problem is rarely one tool. It is the work stuck between them. We link the systems you use, automate the handoffs, and put what matters in one place. Quoted per job.
Books a buyer can trust
You raise money, take a loan, or get an offer. Now the books must answer to a lender, an investor or a sponsor. For a firm, we work behind you, under your name. For a finance team, beside you. Quoted per job.
Find the work your close repeats.
A free, 20-minute diagnosis for accounting and CAS firm owners, typically with 30–80 recurring clients and a delivery team. We walk one typical close, name the work that repeats, and say what is not worth building. If you want a one-page map, we send it within 48 hours. You keep it whether or not anything follows.
No access, no passwords, nothing installed. We talk through one typical client close.