Most companies stay put
For most startups, QuickBooks connected through Claude to your billing, banking, payroll, and spend tools covers what you need. We build the automation around it.
Fractional CFO + accounting, automated with Claude
You don't need new software. You need it wired up.
We run your startup's accounting and month-end close as financial engineers, automating the work with Claude on the tools you already have. Then we sit in the room as your CFO for the decisions that need one.
Our view on systems
Skip the AI reporting tool. Keep the stack you have.
The market keeps telling startups to buy an AI-powered reporting tool, an AI-powered ERP, an AI-powered everything. In practice, most of what you need can be built around the tools you already use, connected through Claude.
We only recommend new software when your business has outgrown what you have.
Keep
Cut
Stop paying twice
Overlapping subscriptions and point tools add cost without adding capability. We find where one system can do the job of two, and consolidate.
Upgrade
When complexity demands it
Multiple entities, multiple currencies, or audit-grade controls can justify a move. That upgrade is no longer NetSuite. It's a modern ERP like Rillet or Campfire.
Financial engineering
We handle your accounting and automate the manual work
We take on the finance and accounting work and engineer it to run with as little manual effort as possible. Here's what that covers.
Record
Transactions & operations
- Transaction categorization and coding
- Bank, card, and payment processor reconciliations
- Bill capture, coding, approval routing, and payment runs
- Invoicing, collection reminders, and cash application
- Expense policy checks and receipt matching
- Sales commission calculations
Close
Month-end close
- Close checklist run and tracked automatically
- Revenue recognition and deferred revenue schedules
- Prepaid, accrual, and depreciation schedules
- Payroll journal entries
- Intercompany and currency revaluation, where needed
- Flux and variance analysis with drafted commentary
Report
Financial & management reporting
- Financial statements and monthly management packs
- Budget versus actuals
- SaaS metrics from billing data: MRR, churn, cohorts
- Cash forecast that refreshes itself every week
- Board and investor KPI reporting
Prepare
Compliance & readiness
- Audit request lists and supporting documents pulled
- Sales tax and 1099 data prepared for filing
- Cap table reconciled to the books
- Due diligence data room kept current
- Software and vendor spend audits
Automation designed by a CFO, so it gets right the things that have to be right.
CFO advisory
Some work shouldn't be automated
Finance used to earn its seat by producing the data. That part is now automatic. What's left is the part that always mattered: being a partner in the room when decisions get made.
Automate
The mechanics of budgeting
Pulling actuals, populating templates, and updating the model should happen on their own. Nobody's time is well spent there.
Keep human
The process of budgeting
Pressure testing assumptions with the people who own them, and aligning the team on where the company is going, is where the value comes from.
Plan
Budgeting & forecasting
An annual plan and regular reforecasts built with your team, so the numbers are ones everyone believes and can be held to.
Decide
Launches & ad hoc decisions
Finance in the room for product line launches, pricing changes, hiring plans, and the one-off questions that come up every week.
Govern
Board management
Board materials, the narrative behind the numbers, and preparation for the questions that will come up.
Raise
Fundraising & prep
Models, data rooms, diligence responses, and pro forma cap tables, prepared well before the first investor meeting.
Transact
M&A
Buy-side or sell-side support: diligence, valuation inputs, deal modeling, and integration planning.
Represent
External relationships
Your finance point of contact for banks, lenders, auditors, tax advisors, and investors.
How it works
From first call to running
01 — Assess
Map systems and workflows
We review your tools, costs, and every place someone copies, pastes, or rekeys numbers, then decide what to keep, cut, or upgrade.
02 — Engineer
Wire it up
We connect your systems and automate the highest-effort work first, with checks built in so errors surface early.
03 — Run & advise
Operate month to month
We run the close and reporting, maintain the automations, and partner with you on planning and decisions.
Pricing
A monthly retainer, not an hourly bill
You pay for outcomes: books that close, reports that arrive, and a CFO who picks up the phone. Pricing scales with complexity, not hours.
Financial Engineering
Starting at$3,500/ month
Replaces bookkeeper + controller
We handle your accounting and automate the manual work, so your books close cleanly every month.
- Record, close, report, and prepare
- Automations built and maintained
- Systems review: keep, cut, or upgrade
Full finance function
Engineering + Advisory
Starting at$7,500/ month
Financial Engineering + CFO Advisory
We handle and automate your accounting, and partner with you as your CFO on the decisions that matter.
- Everything in Financial Engineering
- Everything in CFO Advisory
- Fundraising and M&A support included
CFO Advisory
Starting at$5,000/ month
For teams with accounting covered
Senior finance judgment for planning, decisions, and capital.
- Budgeting and forecasting
- Board, investor, and lender management
- Fundraising and M&A support
What moves the priceNumber of entities and currencies, transaction volume, and revenue complexity.
No setup feesImplementation is included. No setup fees and no markups. Straightforward, transparent pricing.
Three-month minimumWe ask for a three-month commitment to get the work started.
Who it's for
A good fit looks like this
- Startups from pre-seed through Series B, and small teams with a lean finance function
- Being pitched new finance software and unsure whether you need it
- Good tools in place that don't talk to each other
- A founder or ops lead doing finance by hand
- Raising or expecting M&A in the next 12 months
How we work
Operators first, automation second
Deployed Finance is run by finance operators who have closed books, built models, and sat through board meetings and diligence at venture-backed startups from Seed through Series D.
Every client close, reconciliation, and cash forecast runs through Claude, connected to the client's own QuickBooks, bank, card, and payroll accounts. Claude proposes; a person reviews every entry before the books close.
Questions
Running finance on Claude: common questions
Can Claude connect to QuickBooks and my other finance tools?
Yes. Claude connects to QuickBooks Online, Ramp, Mercury, Stripe, payroll tools and Google Drive through connectors. We set those up under your accounts and build the close, reconciliation and reporting workflows on top of them.
Do I need to buy new finance software?
Usually not. Most startups through Series B can run on QuickBooks plus the billing, banking, payroll and spend tools they already have. We recommend a modern ERP only when entities, currencies or audit requirements call for it.
How is this different from a typical fractional CFO firm?
Most firms bill for hours, so manual work is profitable for them. We automate the repeatable work with Claude and charge a flat monthly retainer, so our time goes to planning, board work and decisions.
Is my financial data safe?
We work inside your own accounts with permissions you control, on Anthropic's commercial plans, which do not use your data to train models by default. Every automated entry is reviewed before the books close.
Can you set this up for our in-house finance team instead?
Yes. We can connect your systems to Claude, build the close and reporting workflows, and train your team to run them, as a fixed-scope project.
Playbooks
How we run finance on Claude, step by step
How the work actually runs for clients, with real results and client details anonymized.
- Playbook · Oct 15, 2026How we run a startup month-end close in Claude with QuickBooksHow we run a startup's month-end close on Claude with QuickBooks, the bank and payroll. What Claude handles, what a person decides, and what it caught in a real September close.
- Comparison · Oct 15, 2026QuickBooks + Claude vs. Rillet vs. Campfire: when it's time to upgradeA decision guide for Seed to Series B founders. When QuickBooks connected to Claude is enough, the signals that mean you've outgrown it, and how Rillet and Campfire position themselves.
Contact
Start with a conversation
Thirty minutes, no deck. Tell us where the company is, the tools you use, your goals, and what's keeping you up.
Pick a timeOr use the form, or write to jason@deployedfinance.com