Practical AI and automation to reduce repetitive work, improve reporting, and support your finance team.
AI Solutions is one offering from Straight Up Numbers, alongside bookkeeping, cash flow forecasting, and fractional CFO support.
I assess the finance workflows that slow your team down, then design and implement a tailored solution using your existing systems where practical. That can mean less manual data handling, more consistent recurring reports, and clearer information for decisions.
You do not need a technical plan. Tell me where work feels slow, repetitive, or unclear. I handle the assessment and build, review the work, and agree any ongoing support with you. Financial judgment and approvals stay with people.
I work with your existing accounting systems and the people already involved in your finances. AI Solutions focuses on practical improvements to finance and accounting workflows, not a fixed software package or a replacement for your team.
The engagement can include workflow assessment, solution design, implementation, and a defined handoff. Maintenance and ongoing support are included only where agreed in the scope.
I check the work against relevant records and assumptions, flag missing information, and keep open items visible. You stay in control of financial decisions and approvals.
1. Start with a conversation
I discuss your needs with you and agree the scope, relevant records and appropriate access before the work begins. You do not need to prepare a project, clean up the books or build a model first.
2. I design, build and set up the solution
With the agreed access in place, I handle discovery and setup, check sources and calculations, and ask for business context or missing information when needed. I review the deliverables and explain how to use them.
3. Agree the ongoing support
For recurring work, I maintain the agreed models, workflows and reporting, review findings and follow up on open items. A focused build can have a defined handoff; ongoing maintenance and support follow the scope and schedule we agree.
Scope and fees are agreed before work begins. Any cleanup, extra analyses or later changes are discussed with you, not treated as a prerequisite for starting a conversation.
Is AI Solutions your whole business?
No. AI Solutions is one offering from Straight Up Numbers. Bookkeeping, cash flow forecasting, and fractional CFO support remain available as separate services. I can discuss how they fit together when you need broader support.
Is this software I manage myself?
No. I assess your workflows, design and implement the agreed solution, and review the deliverables. Any handoff, maintenance, or ongoing support is defined in your engagement.
Can this work with my existing accountant or finance team?
Yes. I agree responsibilities and handoffs so the solution supports your existing team and systems, with clear ownership of reviews, decisions, and open items.
How are accuracy and control handled?
I check the work against agreed records, calculations, and assumptions, and flag missing information or discrepancies. AI supports the workflow; it does not replace professional judgment, financial decisions, or your agreed approvals.
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