Fractional AI advisory for finance teams
We are AI implementation experts with backgrounds in private equity. We build new AI workflows for your team, fix the ones you already have, manage the API keys and subscriptions they run on, and lead the decisions about what comes next.
For accounting and CAS firms, fractional CFOs, M&A advisors and private equity.
A call with Owen about fit and scope. It does not start a paid engagement.
Across FP&A.
See the FP&A resultsUpdating the portfolio’s cash forecast.
Covenant reports, once accounting closed the month.
From Project Falcon, one private equity portfolio. Results from one engagement.
What we do
Where AI prepares the work, plain code does the math and a person on your team approves it. We built Falcon’s platform that way, and we build yours the same way.
We build AI workflows for the work your team repeats every month: cash forecasts, reporting packs, covenant schedules, models. Before we build one, we agree what it prepares, who approves it and what it must never do.
In Project Falcon, an hour of forecast updating became an instant refresh.
A tool that is right most of the time still needs someone to check every output, which can make it slower than the work it replaced. We find where it goes wrong, write the tests that catch it, and tell you plainly when a tool does not earn its place.
An API key nobody owns is a company card with no cardholder. We bring your AI accounts under the controls finance already runs: a named owner for each key, access removed when someone leaves, spend you can see by person and workflow, and no surprise renewals.
In Project Falcon, each firm had its own keys, and the usage log recorded counts and costs, never what was sent.
When your team has the tools but nobody deciding what to fix, build or stop, we act as its fractional AI officer. We set the priorities with you, name an owner for each decision, and agree the controls before use widens.
Results
We built a finance and accounting platform for a private equity portfolio’s finance team. It ran in production on live QuickBooks Online books, and every change to the books went through one approval queue.
Read the case studyThese are results from one engagement, not a time-savings promise for another firm.
From Project Falcon
Per portfolio company, across FP&A.
Updating the portfolio’s 13-week cash forecast used to take an hour; the automated refresh made it instantaneous.
Covenant and reporting-package reports used to take the finance team hours at month-end; once accounting closed the month, they were generated with a click.
Within 60 days, accounting was closing the books about 40% faster.
How it works
A scope call does not give anyone permission to connect your accounts or use client data.
Choose a time in Owen’s calendar. We talk about what your team does, the tools you have and where you want help. The call does not start a paid engagement.
We agree the priorities, what stays with your team, who reviews outputs and who can approve changes.
Fees are agreed before work starts. There is no fixed package price.
Who it’s for
Clients, lenders, sponsors and buyers. The work changes from firm to firm; the need for sources and sign-off does not.
Many client books, one review standard. Workflows that prepare the work and leave the sign-off with the people who sign.
One person across several companies. The forecasts, board packs and lender reporting you rebuild every month, built once and checked every time.
Diligence, models and comparables on deal timelines, under NDA, where every number has to trace back to its source.
Portfolio reporting across companies that share no chart of accounts. It is the problem Project Falcon was built for.
A useful place to start
Free tools to work through one question about your team. No email needed to use them. Sharing a Diagnostic result with Owen is optional.
Who we are
Owen Byram is an experienced private equity finance and accounting professional who has been developing AI workflows for years. He built the platform behind Project Falcon, for a private equity portfolio’s finance team.
“Everyone builds the demo. Few build the part under it.”
Clean data. An owner for every key. A record of what happened that you can walk someone through. We build that part first.
Where to start
Book a scope call with Owen. Bring one piece of recurring work, or one AI tool that is not earning its place, and we will talk through what it would take.
The call is about fit and scope; it does not start a paid engagement. Leave client names, documents, passwords, keys and other confidential information out of the booking.