Applied Intelligence Solutions

CFOInsights Ai

Finance copilot for founders, controllers, and fractional CFOs : connecting directly to QuickBooks and surfacing reasoning, not just dashboards.

Runway, burn, cash conversion, AR aging with action prompts, AP aging with payment optimization, gross-margin trends, customer concentration, and revenue-by-cohort visibility. The system explains what it sees and what it would do next, so decisions land with context attached.

Designed For

Founders, controllers, and fractional CFOs running QuickBooks-based finance functions and wanting reasoning attached to the numbers.

TaxVantage Ai

R&D tax-credit intelligence : guides teams through the four-part test, qualified-expenditure categories, and time-allocation methodology.

Captures evidence as work happens, not at year-end. Output: a complete credit file ready for CPA filing and audit defense. The substantiation work that used to consume weeks of reconstruction at year-end now accumulates continuously as a by-product of the work itself.

Designed For

Companies performing qualified research activity whose substantiation has historically been reconstructed retrospectively rather than captured in real time.

Incubation Ai

Entity setup from idea to incorporation : guided choice-of-entity decision, state filing, EIN registration, BOI compliance, operating agreement, and licensing research.

Post-formation: a living compliance calendar tracking annual reports, franchise tax, state-specific filings, and BOI updates automatically. The recurring filings that catch most founders by surprise become a system that surfaces them on time.

Designed For

New founders moving from idea to incorporation, and operators wanting post-formation compliance handled as a system rather than a memory exercise.

Custom AI Solutions

Custom AI systems built for finance, operations, compliance, customer support, and strategy : reasoning visible, decisions accountable, governance built in from day one.

Discovery phase: process mapping, data inventory, and written diagnostic. From there: system architecture, data pipelines, model selection, human-in-the-loop checkpoints, governance framework, and measurement plan. Phased: diagnostic, design, build, deploy, sustain. Ninety days to eighteen months.

Designed For

Operators ready to deploy AI inside accountable workflows rather than experimental sandboxes, and management teams that want governance designed in rather than retrofitted.

Occams AI Academy

Practical AI education for leaders and operating teams : what AI is and is not, where it fits, and how to question what it tells you.

Where AI fits across finance, operations, compliance, service, and strategy. How to question deployed systems, interpret model output, and make decisions about adoption, governance, and risk. Three formats: executive cohort, in-house corporate program, and self-directed digital modules.

Designed For

Leaders and operating teams responsible for AI adoption, governance, and risk decisions : across executive cohorts, in-house programs, and self-directed learning.