# CFOsquared

> CFOsquared helps finance leaders adopt AI. We set up your company brain, then build agents on it inside your systems. Start with the free GAAPx Score.

CFOsquared helps finance leaders adopt AI. We set up your company brain, then build agents on it inside your systems. Start with the free GAAPx Score.

Start here: https://www.cfosquared.com/for-agents (facts we have confirmed, and what is not stated).
Book a working session: https://calendar.app.google/d3QbyT66TKxrVkjs6

## Pages

- [Home](https://www.cfosquared.com/index.md): Finance people inside your company, the GAAPx Score, how an engagement runs, and the FAQ.
- [Products](https://www.cfosquared.com/products.md): Products from CFOsquared and GAAPx: take the free Score, build your Company Brain, create agents, and design the workflows your team runs.
- [Products: GAAPx Score](https://www.cfosquared.com/products/score.md): Take the free GAAPx Score: 36 questions across nine finance areas show your stage, from Manual to Agentic. Self-assessed.
- [Products: Company Brain](https://www.cfosquared.com/products/company-brain.md): The Company Brain is your policies, use cases and know-how, the way you work, in one place, so agents work from your rules.
- [Products: Workflows](https://www.cfosquared.com/products/workflows.md): Workflows we design with your team: close, order to cash, revenue recognition, payables and reporting. GAAPx Revenue, at gaapx.ai, is for revenue accounting.
- [Products: Agents](https://www.cfosquared.com/products/agents.md): CFOsquared accountants and engineers build agents with your team, inside your systems, one process at a time. GAAPx has three agents of its own.
- [Products: Use cases](https://www.cfosquared.com/products/use-cases.md): Browse finance AI agent use cases by area and complexity. Build one yourself, work with us, or have us build it.
- [Contact](https://www.cfosquared.com/contact.md): Tell us which finance process is slowing your team down. Name, work email, company and one short note. Your request goes to our team.
- [Strategic alliances](https://www.cfosquared.com/alliances.md): Consulting, advisory and systems firms and technology companies: tell us what you want to explore with CFOsquared in finance and operations.
- [Alliances FAQ](https://www.cfosquared.com/alliances/faq.md): Answers about working with CFOsquared: who we work with, how we could work together and what we look for.
- [About us](https://www.cfosquared.com/about-us.md): CFOsquared is a small team of accountants and engineers. We help finance teams adopt AI, set up the company brain and create agents inside your systems.
- [Create the agents](https://www.cfosquared.com/capabilities/ai.md): We set up your company brain first, then our accountants and engineers build agents on it, inside your systems. The aim is a lighter close for your team.
- [Finance transformation](https://www.cfosquared.com/capabilities/digital.md): Start with the GAAPx Score, then change how your finance work runs, one process at a time. Accountants and engineers, working with you.
- [Finance operations](https://www.cfosquared.com/capabilities/finance-operations.md): We map how your finance work runs, remove steps that exist only from habit, and rebuild the rest with your team so the week goes to finance.
- [Start here](https://www.cfosquared.com/capabilities/first-process.md): Take the GAAPx Score, pick one finance process, and we redesign it with your team before you commit to more.
- [Fractional CFO](https://www.cfosquared.com/capabilities/fractional.md): A senior finance leader for the close, reporting, controls and AI adoption, from a small team that also builds the agents. Part time.
- [Salesforce](https://www.cfosquared.com/capabilities/salesforce.md): We configure and connect Salesforce so deal, billing and revenue data reaches the books clean. Implementation, integration, migration, support.
- [First audit, statements](https://www.cfosquared.com/cfo-advisory/audit-readiness.md): We prepare the books, the PBC list and the support for your first audit, and structure and draft your financial statements and footnotes.
- [Any transaction](https://www.cfosquared.com/cfo-advisory/ipo-readiness.md): We help your finance department get ready for a transaction such as an IPO or an acquisition: readiness review, technical accounting, audit prep.
- [Technical accounting](https://www.cfosquared.com/cfo-advisory/technical-accounting.md): ASC 606, ASC 842, equity, business combinations and SEC reporting questions answered in writing for your reviewer and your auditor, with AI to speed the work.
- [For agents](https://www.cfosquared.com/for-agents.md): Plain-language facts about CFOsquared for AI agents, assistants, and search tools. What we do, who it is for, how to reach us, and what is not stated.
- [Any transaction](https://www.cfosquared.com/get-ipo-and-mergers-and-acquisition-ready.md): A working session to name the gaps in your close, first audit readiness and technical accounting before a buyer or an auditor does.
- [Industries](https://www.cfosquared.com/industries.md): CFOsquared works with finance teams in SaaS and technology, life sciences, construction and real estate, and nonprofits, and with other businesses.
- [Construction, real estate](https://www.cfosquared.com/industries/construction-and-real-estate.md): Project and sales data in one place, so finance sees status without a rebuild. We set up project data, analytics, CRM and reporting.
- [Life sciences](https://www.cfosquared.com/industries/life-sciences.md): Cloud accounting and Salesforce set up so data moves cleanly between finance, sales and operations. Includes reporting that draws from both.
- [Nonprofits](https://www.cfosquared.com/industries/nonprofits.md): Donor, program and reporting data in one system your team can run. Nonprofit Cloud, reporting for funders, training and support.
- [SaaS, technology](https://www.cfosquared.com/industries/saas-technology.md): Revenue reporting and metrics you can support, from contract to cash: ASC 606, MRR and ARR definitions, Salesforce to billing to the ledger.
- [Salesforce](https://www.cfosquared.com/salesforce-land.md): One working session on the Salesforce work that affects revenue reporting: implementation, process design, managed services and training.
- [Services](https://www.cfosquared.com/services.md): Create the agents for your finance work, get ready for an audit or any transaction, bring in a fractional CFO, and fix Salesforce data, from one team.
- [Salesforce solutions](https://www.cfosquared.com/solutions.md): Revenue Cloud and CPQ, Nonprofit Cloud, Agentforce optimizer, CRM Analytics and Experience Cloud work, each tied to a finance outcome.
- [Agentforce](https://www.cfosquared.com/solutions/agentforce-agent-performance-optimizer.md): We review your Agentforce agents, find the bottleneck in data, logic or integrations, fix it and set up feedback loops so the agents improve.
- [CRM Analytics](https://www.cfosquared.com/solutions/crm-analytics.md): Dashboards and predictions where your people already work, using data from Salesforce and outside sources. Access follows Salesforce sharing rules.
- [Experience Cloud](https://www.cfosquared.com/solutions/experience-cloud.md): Your Salesforce data behind branded portals for customers, partners and employees. Who it suits, what a portal shows, and how we build and support it.
- [Nonprofit Cloud](https://www.cfosquared.com/solutions/nonprofit-cloud.md): Salesforce Nonprofit Cloud set up so donor, volunteer and program data lives in one record, with reporting your board and funders can use.
- [Revenue Cloud, CPQ](https://www.cfosquared.com/solutions/revenue-cloud-and-cpq.md): Quotes, pricing and billing that flow into accounting, so finance can trace every revenue number to its source. Handoff to ASC 606 revenue.

## Other

- [Insights](https://www.cfosquared.com/blog): Notes from CFOsquared's accountants and engineers on AI in finance, the company brain, audit and transaction readiness, and Salesforce.
- [Insights feed](https://www.cfosquared.com/blog/rss.xml): RSS feed of the posts.
- [llms-full.txt](https://www.cfosquared.com/llms-full.txt): The same content in one file.
- [sitemap.xml](https://www.cfosquared.com/sitemap.xml)