Since the spring of 2024, CFOx has served as an outsourced controller for a founder-owned AI automation company operating in the rapidly growing artificial intelligence and automation space. As the company scaled its technology and customer base, CFOx provided hands on accounting leadership to help build a strong financial foundation to support growth.

CFOx supported the business by implementing accounting software and related financial systems, designing a scalable Chart of Accounts, and establishing a structured and repeatable month end close process tailored to a fast moving, innovation driven environment. In addition, CFOx managed monthly reconciliations and prepared comprehensive monthly financial reporting packages to give leadership clear financial visibility and support data driven decision making.

By the end of the engagement, the company had a scalable accounting framework and consistent financial reporting in place to support its next stage of growth in the AI automation market.

If you would like to learn more about our CFO Services, please reach out via email (info@cfoxadvisory.com) or schedule a call directly on our Contact Us page.

Services Provided:

• Accounting Processes and Procedures
• Interim Staffing
• System Implementation