For finance and accounting teams
AI that does real work in your finance systems. A person you name says yes. You keep the code.
We build the part under the AI: the controls, the records, and the links to your systems. Your team puts AI to work on real finance tasks — the close first. AI drafts. Code checks. A person you name says yes.
45 minutes on your real close. No access. No install. Five a month.
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 works with QuickBooks Online, Xero, NetSuite or Sage Intacct. We link it to yours during the 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 keep the code.
The code stays with you. Change it, move it, or leave us. You still have it.
We build the track. Your AI is the car.
Cars keep getting faster. The 24 Hours of Le Mans has been raced for more than 100 years. The cars keep changing. The track changes far less, and it is still raced.
AI works the same way. A better model comes out every few months. The track it runs on should not have to change each time. That track is what we build, and you keep it.
Many new AI companies do it the other way. As we see it, they rent you the car and the track. The AI they buy is priced low today. We do not think it will stay that low. That can end two ways. The company runs out of money, and your tools go with it. Or the bill goes up, a lot, or your use gets metered and capped. Either way, the work you built on it is stuck.
So we are not SaaS. On purpose. Your track uses your keys and your AI account, in your name. You keep the code. If we vanish tomorrow, you still have it, and it can run on your own servers.
What we mean by the trackThe controls, the records, the links to your systems, and the spend limits. The part your AI runs on. Not the AI itself. You pick the model. You hold the account.
No vendor can take it away.
The code is yours to run on your own servers. It does not need us.
Your AI bill is yours.
You hold the account. You see each cost. The stop lives in your own code.
Swap the car. Keep the track.
The controls do not care which model drafted the entry. When a better one comes, test it and switch.
Leave any time.
Because you keep the code, leaving is always an option. That is the point.
The right model for each job.
Not every job needs the top model. Think of a long book. War and Peace is about 587,000 words. A small AI model can read all of it for about four cents. A top model costs about $3.91 to read the same words. That is about 100 times as much, for the same book.
Finance work is like that. A lot of it is sorting and matching. A small model often does that about as well as a big one. The way to know is to test it on your own work. The hard calls go to a bigger model, and a person you name still says yes. We suggest the model for each job. You make the final call, and you can switch as prices move.
We also send only the part a job needs. You do not need the whole book to ask about one battle in it. You do not need the whole trial balance to check one account. If the whole book sits in a chat, each new question sends it again. You pay for it again each time.
The price to read the book once, at OpenAI list prices for input, checked September 2026: GPT-5 Nano and GPT-5.6 Sol. The book is about 780,000 tokens. These are costs you pay the AI firm, on your own account. They are not our prices. Prices change.
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.
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Close teardown
Free · 45 minutes · five a month
Bring your close — the checklist, the calendar, the client you argue with most. We go through it with you. No access, no passwords, nothing installed.
One page. Where the hours go. Which books do not tie. The AI questions you cannot answer yet.
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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.
The code and the plan are yours. Your team builds from them.
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The Bootcamp
$5,000 · four live weeks · small group
The Sprint is included. We build your first workflow with you, live, and make the judgment calls in the file. Your team builds the rest.
The Sprint, plus your first workflow, done.
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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.
Working software, on your systems. And the code that made it.
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Running it
Monthly · two plans · quoted for your firm
Base. We run the software for you. We host it. 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 45 minutes on your real close. You leave with one written page. Free, five a month.
| 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.
Bring your close. Leave with one page about it.
45 minutes, live, on the close you really run. Not a demo. Not a sales call. You get the page whether or not you buy a thing.
No access, no passwords, nothing installed. You share a screen and we talk.