# What we do

We create the agents for your finance work, and help with the finance and Salesforce work around them.

Your finance team rebuilds the same entries every month, an audit or a deal is on the calendar, or the Salesforce data needs fixing before anyone trusts it. Pick the group that matches.

## Create the agents

Start here if repeat work crowds out the work only your people can do. We set up your company brain first, then build agents on top of it inside your systems, one process at a time. The aim is a close that is faster, nearly automatic, or continuous.

- [AI implementation](https://www.cfosquared.com/capabilities/ai). Company brain setup, then agents built with you for your close, payables, billing and reporting.
- [Finance transformation](https://www.cfosquared.com/capabilities/digital). We reorganize the finance department around the new way of working, so your people spend more of the week on finance operations.

## Accounting and finance

- [First audit](https://www.cfosquared.com/cfo-advisory/audit-readiness#first-audit). Books, policies and support in shape for an auditor's first request.
- [Financial statement structure](https://www.cfosquared.com/cfo-advisory/audit-readiness#statements). How your statements are laid out, footnoted and supported.
- [Readiness for any transaction](https://www.cfosquared.com/cfo-advisory/ipo-readiness). Finance prepared for an IPO, an acquisition or another deal.
- [Fractional CFO](https://www.cfosquared.com/capabilities/fractional). Senior finance leadership when a full-time hire is not the answer.
- [Technical accounting](https://www.cfosquared.com/cfo-advisory/technical-accounting). Hard accounting questions answered in writing, including AI-assisted work.

## Salesforce

- [Salesforce](https://www.cfosquared.com/capabilities/salesforce). Implementation, integration, data migration, support and training.
- [Revenue Cloud and CPQ](https://www.cfosquared.com/solutions/revenue-cloud-and-cpq). Quotes, pricing and billing that reach the books.
- [Nonprofit Cloud](https://www.cfosquared.com/solutions/nonprofit-cloud). One record for donors, volunteers and programs.
- [Agentforce optimizer](https://www.cfosquared.com/solutions/agentforce-agent-performance-optimizer). A review of the Salesforce agents you already run.
- [CRM Analytics](https://www.cfosquared.com/solutions/crm-analytics). Dashboards inside the Salesforce screens your team uses.
- [Experience Cloud](https://www.cfosquared.com/solutions/experience-cloud). Portals for customers, partners and employees.

## How an engagement runs

1. Talk. You tell us where the work is slow or risky.
2. Scope. We write down what we do, what your team keeps, and how we review it with you.
3. Build and run. Accountants and engineers work together in your process. Your people check the output.
4. Document. You get written steps for what we built.

**We scope it with you.** A scoping conversation usually takes less than a day. A pilot typically runs from two days to a week, and up to a couple of weeks, depending on what you want to test.

## Industries

We work with [SaaS and technology](https://www.cfosquared.com/industries/saas-technology), [life sciences](https://www.cfosquared.com/industries/life-sciences), [construction and real estate](https://www.cfosquared.com/industries/construction-and-real-estate) and [nonprofits](https://www.cfosquared.com/industries/nonprofits), and with businesses outside those four.

## Where to start if you are unsure

Take the free GAAPx Score, a self-assessment across nine finance areas. The Company Brain is the next piece: your policies and the way you work, in one place. If your bottleneck is revenue accounting, see GAAPx Revenue.

[See GAAPx Revenue](https://www.gaapx.ai)

[Book a working session](https://www.cfosquared.com/contact)

[Take the GAAPx Score](https://www.gaapx.com)

gaapx.com and gaapx.ai are owned by CFOsquared Inc. Contracts are with CFOsquared Inc.

Source: https://www.cfosquared.com/services