Alliances FAQ

Who we work with, how we could work together, and what we look for.

  • Finance depth on your engagement

    Our team is finance and accounting people who build. Your client gets that knowledge when the work reaches close, revenue or controls.

  • A starting point for your clients

    The GAAPx Score is free to take. A client can see where their finance team stands across nine areas before anyone writes a scope.

  • Built on the tools they run

    We work with Claude and OpenAI models and connect to Google Cloud, Databricks, Snowflake and Microsoft. Your client keeps its own stack.

  • The client runs what we build

    When we build an agent with a client, the client runs it afterwards. Each company's policies stay behind its own login.

Who we work with

Two kinds of firms. Both are welcome.

Consulting, advisory and systems integration firms

You lead finance, operations or transformation work for clients. You may want a team that builds agents and the knowledge behind them, or you may have a client that needs the finance depth we bring. We can join your engagement, or you can join ours.

Technology companies

You make software or data products that finance and operations teams use. You may want to see how agents work on top of your product, or you may know clients who need help getting there. Tell us what you have in mind.

How we could work together

We are early in working with other firms, so there is no fixed program. Tell us what you would like to explore and we will work out the rest together.

Something else. You have a different idea. Tell us.

What we look for

  1. Work in finance or operations, or technology that finance and operations teams use.
  2. A real client situation, or a clear idea, to start with.
  3. Plain talk about who does what, and who owns the client relationship.
  4. Respect for client data and each client's own rules.
  5. A wish to help finance teams do more with fewer manual steps.

Common questions

Is there a partner program?

Not at the moment. We are early in working with other firms, so we start with a conversation.

Which technologies do you build on?

We work with Claude and OpenAI models and connect to Google Cloud, Databricks, Snowflake and Microsoft, and to accounting systems such as QuickBooks and NetSuite. Product names belong to their owners. Building on a technology is not a partnership, and we do not speak for any of these companies.

What would we agree on, and on what terms?

We decide that together after we talk. Nothing on this page is an offer of terms.

Can my clients try your work before we talk?

Yes. Take the free GAAPx Score at gaapx.com.

Who reads my inquiry?

Our team reads it.

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