An accounting firm where the staff are agents.
Bookkeeping, accounting and fractional CFO work for SMBs and startups — run by a fleet of specialized agents orchestrated by Kai, reviewed and signed by a licensed CPA. Flat monthly fee. No hourly billing, ever.
QuickBooks · Xero · NetSuite · Stripe · Ramp · Gusto
Connects to the stack you already run
Traditional firms sell hours.
We sell a closed month.
When time is the product, a slow close is a feature. We took the opposite position: the deliverable is clean, current, defensible books — and the fleet works them every night, not in a panic on the 12th.
The firm you have now
- Your controller is a shared inbox and a monthly call.
- Reconciliation starts after the month ends — so does the waiting.
- The close slips when one person takes a vacation.
- You learn about the cash problem in week six of the quarter.
- Every question about your own numbers becomes a billable event.
- Scope grows, the rate card grows, the close does not get faster.
Fin[AI]gents
- A named accountant, a licensed CPA, and a fleet that never sleeps.
- Feeds reconcile nightly, so month-end is a review — not an excavation.
- Kai holds your entity's full history and context, permanently.
- Cash, burn and runway refresh every morning before you open the laptop.
- Ask anything, any hour. Answers are grounded in your actual ledger.
- Flat monthly fee. Scope is set up front and priced up front.
Three engagements. One intelligence underneath.
Start where you are. Every tier runs on the same Quantum Kai fleet and the same ledger — moving up a tier adds scope and people, never a migration.
Bookkeeping
Your ledger, categorized and reconciled continuously. Monthly financials that arrive without you chasing them.
- Nightly bank, card and merchant reconciliation
- Transaction categorization with rules you can see
- Receipt and document capture, matched automatically
- Monthly P&L, balance sheet and cash flow
- 1099 tracking and year-end contractor filing
- Quarterly review with your named accountant
Accounting & close
Full accrual accounting, an audit-ready close on a fixed calendar, and workpapers that survive diligence.
- Everything in Bookkeeping
- Accrual basis, revenue recognition, deferred revenue
- AR, AP, collections and approval-gated bill pay
- Payroll, benefits and equity comp tie-out
- Sales tax nexus tracking and filing
- Audit-ready workpapers and a tax-ready package
- CPA-reviewed statements every single month
Fractional CFO
A named CFO plus the forecasting fleet. Board-grade reporting, live runway, and a model that stays true.
- Everything in Accounting & close
- 13-week cash forecast, refreshed daily
- Budget vs. actual with variance narrative
- Scenario and hiring-plan modelling
- Board pack and monthly investor update, drafted
- Fundraise support: data room, diligence, metrics
- Weekly working session with your CFO
One orchestrator. Nine specialists. Your entire back office.
Fin[AI]gents runs on ALIENTELLIGENCE Quantum Kai — an agentic architecture with open-source roots in which a persistent orchestrator coordinates a fleet of purpose-built specialists. No black box, and no vendor lock.
Kai holds the memory, the context and the judgment calls.
Kai is the persistent core — the layer that remembers your business across every task and every month. It knows how a Stripe payout ties to a deferred revenue schedule, how that schedule moves a board metric, and which specialist should act next. It does not forget in January what it learned in July.
The difference between a tool you operate and a colleague who already knows the file.
Posts every transaction to the right account under a rule you can read, and keeps your chart of accounts from sprawling into 400 lines.
Matches bank, card, merchant and gateway feeds nightly. Breaks surface the next morning — not on the 14th of next month.
Chases receivables on your terms, schedules payables, and routes every disbursement through your own approval rails.
Ties payroll, benefits, PTO accrual and contractor spend to the ledger, and preps 1099s and W-2 reconciliations.
Tracks SAFEs, notes, option grants and stock comp expense — and keeps the cap table and the ledger telling the same story.
Runs continuous duplicate-payment, fraud and policy-violation sweeps. Flags what looks wrong while it can still be stopped.
Maintains the 13-week cash forecast, budget-vs-actual, runway and scenario models off live ledger data, not a stale spreadsheet.
Drafts the board pack, the investor update and the KPI dashboard in your voice, with every figure traceable to its source.
Handles sales tax nexus and filings, franchise tax, and assembles R&D credit and income tax packages for CPA sign-off.
Month-end should be a review, not an excavation.
Because the fleet works your ledger continuously, the close is mostly already done when the month ends. Here is the whole calendar.
Feeds & coding
Transactions land, Recon matches them, Ledger posts them. Nothing queues up waiting for a month to end.
Cutoff & accruals
The period locks. Accruals, prepaids, depreciation and revenue schedules post. Intercompany eliminates.
Exceptions to you
One list, in plain English — usually under ten items. You answer from your phone in a few minutes.
CPA review & signature
A licensed CPA reviews the workpapers and the statements, resolves open questions, and signs.
Reporting ships
Brief sends the board pack and investor update. Forecast rebases runway. Your dashboard is current.
Intelligence prepares. A CPA signs.
Quantum Kai does the work of a large accounting staff at machine speed. It does not hold a license, and it does not sign your financial statements. Every statement, every filing and every piece of advice that leaves this firm is reviewed and approved by a licensed CPA — accountable under professional standards, independence rules, and a duty of care to you.
The fleet does
- Ingest, code and reconcile every transaction
- Build schedules, accruals and workpapers
- Surface exceptions, anomalies and open questions
- Draft statements, forecasts and reporting
Your CPA does
- Review the workpapers and test the judgments
- Approve treatment on anything material or novel
- Sign the financial statements and the filings
- Own the advice, and answer for it
Never happens
- An agent signs or issues a statement
- An agent moves money without your approval
- Your data trains a model, ours or anyone's
- A material judgment ships without human review
Built for the two hardest sets of books to keep clean.
Startups outgrow their bookkeeper every nine months. Owner-operated SMBs never had the budget for a controller. Both problems have the same shape — and the same answer.
Startups
- Investor-grade statements from month one, not month twelve
- Burn, runway and default-alive math refreshed every morning
- SAFE, note and option accounting that survives diligence
- R&D credit captured from your very first payroll run
- Data room, diligence support and metrics when you raise
- 409A, audit and tax coordination handled end to end
Small & mid-sized business
- Multi-entity and multi-location consolidation without the headache
- Inventory, COGS and margin by SKU, location or job
- Sales tax nexus tracked across every state you touch
- Owner distributions, basis and S-corp reasonable comp
- Job costing built for trades, agencies and contractors
- Lender packages and covenant reporting on schedule
Your ledger. Your name on it. Your data, never ours.
Financial data is the most sensitive thing a company has. The architecture reflects that — and so does the exit path.
Read-only money rails
Bank and card feeds connect read-only. The fleet cannot move your money. Bill pay runs through your own approval rails, with your signatories.
Your ledger stays yours
QuickBooks, Xero or NetSuite remains in your ownership, under your subscription. We work inside your instance — we do not hold your books hostage.
Never used for training
Your financial data is never used to train models, and it is never pooled across clients. Kai's memory is scoped strictly to your entity.
Every action is logged
Each posting carries its source document, the rule applied, the agent that acted and the human who reviewed it. Auditors get a trail, not a shrug.
Open-source roots
The Quantum Kai architecture descends from openly published models and frameworks. No black box, and no vendor lock-in by design.
A one-week exit
If you leave, you keep everything: ledger, workpapers, schedules, models and history. We hand off inside a week. No ransom, no re-keying.
Flat monthly. Scoped up front. No hourly billing.
You should never hesitate to ask your accountant a question because of what it costs. Pick a tier, and the fee is the fee.
Books
Clean, current, reconciled books and monthly financials that arrive without you asking twice.
- Up to 300 transactions / month
- Up to 3 financial accounts
- Nightly reconciliation
- Monthly P&L, balance sheet, cash flow
- 1099 tracking and filing
- Named accountant, quarterly review
Close
Full accrual accounting with a CPA-signed close on a fixed calendar, and workpapers that survive diligence.
- Everything in Books
- Accrual basis and revenue recognition
- AR, AP and approval-gated bill pay
- Payroll and equity comp tie-out
- Sales tax nexus and filings
- Audit-ready workpapers, tax-ready package
- CPA-reviewed statements, every month
CFO
A named fractional CFO plus the forecasting fleet — board-grade reporting and a model that stays true.
- Everything in Close
- 13-week cash forecast, daily refresh
- Budget vs. actual with variance narrative
- Scenario and hiring-plan modelling
- Board pack and investor update, drafted
- Fundraise and diligence support
- Weekly working session with your CFO
Every engagement is scoped after a free books review — typically within two business days.
The things founders and owners actually ask.
Do you replace my bookkeeper, or work alongside them?
Who actually signs off on my financial statements?
Do you file my taxes?
Where does my data live, and do you train on it?
My books are a mess. Can you still take me on?
Can I actually talk to a human?
What happens if I want to leave?
Is “quantum” literal?
Find out what your books
are actually hiding.
A free books review: we connect read-only, run the fleet across your last twelve months, and hand you a written diagnostic — what is miscoded, what is unreconciled, what is exposed, and what a clean close would cost. No obligation, and you keep the diagnostic either way.
Typically scoped within two business days · [email protected]