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Finance & Operations team at work

Finance & Operations · AI Department

A clean close, a live model, and no surprises in the runway.

The numbers and the plumbing. This department owns the model, the close, and the operating processes that keep cash and contracts under control.

Hire this teamMeet Fiona, your lead →

Runs this unit

Fiona · CFO

Live cash board

sample
JanFebMarAprMayJun

Net this month

+$31k

Runway

14.2 mo

The numbers it moves

North star · capital efficiency
±5%±5%

Headline result

Forecast accuracy

today ±18%

3

Days to monthly close

from 12

5%

Budget vs actuals variance

from 14%

24 mo

Cash runway

from 14 mo

100%

Reporting automated

from 40%

Illustrative targets — once hired, the team runs this scoreboard on your own numbers.

A week with Fiona

A normal busy week — every task scheduled, assigned to a specialist, and routed to you to review before it ships.

Fiona · This week

18 tasks3 need your review
Mon4
Cash

Reconcile Stripe payouts

FionaFiona
Model

Load last month’s actuals

FionaFiona
Model

Model a senior hire

FionaFiona
Report

Flag a variance

FionaFiona
Tue4
Cash

Pull Mercury statements

FionaFiona
Model

Refresh the forecast

FionaFiona
Cash

Approve the AP run

FionaFiona
Close

Tag uncategorized txns

FionaFiona
Wed4
Close

Categorize expenses

FionaFiona
Report

Budget vs actuals review

FionaFiona
Cash

Check cash position

FionaFiona
Model

Update the runway model

FionaFiona
Thu3
Close

Reconcile accounts

FionaFiona
Report

Runway readout to founder

FionaFiona
Close

Review a vendor contract

FionaFiona
Fri3
Close

Draft the close pack

FionaFiona
Cash

Flag unused subscriptions

FionaFiona
Model

Write a scenario memo

FionaFiona
PlannedReviewShippedFiona schedules the week and assigns every task — drafts route to you before they ship.

Tools are optional — the skill is built in

Fiona brings the competency. Connect your tools to point it at your data — pick one per need, add power-ups any time. Nothing here is required to start.

Banking & cash

pick one
MMercuryBrex

Payments

pick one
StripePaddleCChargebee

Ledger & books

pick one
QuickBooksXero

Payroll

pick one
Gusto

Optional power-ups

RRampBrexNotionSSlack

A day of Fiona on the job

A representative day in your stack — every action lands in your review queue.

  1. 08:02Reconciled 142 Stripe payouts against the Mercury ledger

    $0 unmatched

  2. 09:15Flagged 3 unused SaaS subscriptions for cancellation

    saves $1,240/mo

  3. 11:40Pulled last month’s actuals into the model

    runway 14.2 mo

  4. 14:20Drafted the monthly close pack for your review

    day 3 of 5

  5. 16:05Modeled the cost of a senior hire before you commit

    −1.3 mo runway

What it owns

Live financial model

Keeps a model you can trust to the dollar — runway, never a surprise.

Fast monthly close

Runs a clean, audit-ready close in days, not weeks.

Decision costing

Models what a hire, a price, or a spend actually costs before you commit.

Operations & vendors

Owns the operating stack and contracts that keep the company running.

Lands on your desk:

Live financial model & forecast Monthly close pack Scenario & decision memos Runway readout

The team that delivers it

Fiona leads. You can hire or create new specialists into this department anytime.

Fiona

CFO

Lead

Add to this unit

Spin up these specialists when you need them — or brief one yourself and Fiona will design it.

FP&A Analyst

Budget vs. actuals

Builds the budget, tracks actuals against it, and flags variance before it compounds.

Bookkeeper / Controller

Close & reconciliation

Runs the monthly close, reconciles accounts, and keeps the books audit-ready.

BizOps Lead

Tooling & process

Owns the operating stack, vendor contracts, and the processes that keep the company running.

Put Finance & Operations to work.

Install Fiona and the team in one click. Every draft comes to you for review.

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