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● Delivered · Internal AI OS
AI CFO
Our first AI employee with its own job description: categorized P&L, per-client margin views, daily money nudges, and finance Q&A from chat or Telegram.
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● Delivered
Category
Internal AI OS
Outcome
Raw payee lists became margins, P&L, and proactive alerts.
Stack
WiseStripeClaude
About this project
Our first AI employee with its own job description: categorized P&L, per-client margin views, daily money nudges, and finance Q&A from chat or Telegram. Read-only by design.
Outcome
Raw payee lists became margins, P&L, and proactive alerts.
Automation in action
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AI CFO — how it works
Automated Invoice & Payslip System
One click closes the books.
Ops Hub
The operational cockpit: clients, invoicing, retainers, pipeline, proposals, SOPs, hiring, AI chat, and a daily command center — one app on one database.
Data Layer — One Queryable Brain
~20 sync scripts pull banking, payments, hours, meetings, tasks, and spreadsheets into one database with hybrid semantic + keyword search, on 16 monitored scheduled jobs.