Byram Advisory builds the automation that lets your firm close faster, report tighter, and take on more clients — through Peregrine, our close-and-FP&A platform, or custom workflows built for your firm and your clients.
Built by a PE-experienced finance team, for the firms doing the work.
Every engagement comes down to one thing: help your firm serve more clients — without adding headcount or letting quality slip. Your name is on the work, so nothing goes out (or posts) without your approval.
Our close-and-FP&A platform for your clients' books. Bank and card reconciliations, tie-out schedules, reporting, and forecasting on QuickBooks Online — the recurring work that eats your month, handled. You review and approve; nothing posts without your sign-off.
See the platform →When Peregrine isn't the right fit, we connect the tools your firm already uses and build AI-enabled workflows around them — for your firm and your clients. Fewer manual handoffs, more capacity, no new hires.
See how it works →Peregrine is an AI workflow platform for fractional CFOs and accounting teams — it cuts the manual work out of the close, tightens reporting, and keeps a reliable monthly cadence across all your clients, with a live line into QuickBooks Online. Built by a finance team that has run the close itself, so it works the way you actually close.
"What's this client's runway if revenue stays flat and burn holds?"
At $2.74M cash and a trailing net burn of $182K/mo, they have roughly 15 months of runway. Two levers move it most:
The problem is rarely any single tool — it's the work that gets stuck between them. We connect the systems your firm already runs on, automate the handoffs your team does by hand, and pull the information that matters into one place.
The outcome: fewer manual handoffs, fewer dropped balls, and real capacity for your firm — without new hires, another spreadsheet, or one more status meeting.
Every so often a client raises capital, takes on a loan, or gets an offer — and suddenly their books need to stand up to outside scrutiny. Byram Advisory does that lift behind you: clean, documented, buyer-ready financials your client can hand to a lender or investor.
You deliver it under your firm; we do the work.
Private equity · close & FP&A · finance systems · AI-enabled workflow design
"The work that quietly eats your month is the work that should be automated first."
Owen Byram founded Byram Advisory Group to build the tooling he wanted while doing the work. The team behind it comes out of private equity and portfolio-company finance — building FP&A systems, tightening reporting cadences, running month-end close, and cutting manual finance work out of the calendar.
It's why we build tools instead of decks. Firms serving growing companies rarely need more strategy; they need cleaner reporting, fewer manual handoffs, and systems that let a small team hold the same cadence across every client — the tenth one as reliably as the first.
The private-equity side of that background earns its keep too. It's how we know what a lender or investor looks at first, and it's what lets us take the buyer-ready lift off your desk when one of your clients needs it. But the everyday job is simpler than that: give your firm back the hours the close keeps taking, without putting your name at risk. Nothing we build posts, sends, or files without your approval.
Four focused, no-cost sessions for firm owners and fractional CFOs. Each one leaves you with something practical: where your firm's hours are going, and what can come off the plate.
A working session on where your firm's capacity is going — and the practical ways to get some of it back.
BookSee Peregrine on a real close workflow — reconciliations, tie-outs, reporting — and how much of it runs before you review.
BookFor when a client is raising, borrowing, or fielding an offer. We look at what their books need to hold up — and what we'd take on behind you.
BookA focused look at the repetitive work and manual handoffs across your client base — and where a custom build would pay for itself.
BookThe close, the reporting, the follow-up — tell us what's eating your firm's hours and we'll show you what can come off the plate.
Sign up to stay up to date on all things AI.