AI-powered support for your practice, backed by finance professionals.
You get the capacity to take on more, without the overhead of building a team or the risk of handing judgment to a machine. Experienced finance professionals lead every engagement, using AI tools we’ve built in-house, exclusively for your business.
Hi Sarah, good news: the March close for Northwind wrapped up in just two days this time.
Our reconciliation tool matched all 412 routine transactions, and the team reviewed every remaining entry, so the books are clean and ready for your sign-off.
The report is now on your CFO dashboard. It includes the cash flow analysis we discussed in our last strategy meeting: cash is up 20% on February, driven by faster collections.
*Departures have only followed client-side changes such as acquisition or internal build-out.
AI on its own falls short in finance.
AI is fast at producing numbers, but speed was never the hard part of client work. Accuracy, context and judgment are, and those still come from experienced finance professionals.
What you often get
- ×Output that looks finished and final, but was never actually reconciled back to source.
- ×A variance flagged, but with no clear explanation of what drove it or why.
- ×Assumptions taken at face value and never pressure-tested by anyone who knows better.
- ×Generic output that ignores your templates, your formats and your client preferences entirely.
What you get with our team
- ✓Work reconciled back to source and fully explained before it ever reaches your desk.
- ✓Clear analysis that shows exactly what moved and why it matters to your client.
- ✓Assumptions tested and challenged by experienced professionals who know the client’s business.
- ✓Work delivered in your templates, to your standards, and always under your brand.
Technology sets the pace at TAG, but experienced finance professionals set the standard.
The principles that guide how we use AI.
Built around your work
Every firm operates differently. We first understand your processes, then design workflows and AI agents that fit them, rather than relying on generic tools.
Led by senior experts
Your work is led by experienced finance professionals. Our tools help them move faster, but the judgment and industry knowledge still come from them.
Grows with your practice
When you take on more clients, we add people and extend the workflows. You get the capacity without hiring, and quality stays the same.
Every area running on smarter tools.
- Invoice data extraction and GL coding
- Transaction categorization
- Bank matching and duplicate detection
- Payroll journal preparation
- Recurring entries and task tracking
- Intercompany matching across entities
- Vendor, coding and approval checks
- Unusual and ambiguous transactions
- Reconciliation discrepancies
- Payroll totals and tax liabilities
- Accruals, cut-off and close review
- Intercompany adjustments
Reconciled books and an on-time close, with every exception investigated and explained before it reaches you.
Explore accounting support →- Actuals and account mapping
- Rules-based forecast refreshes
- First-pass variance flags
- Scenario and sensitivity runs
- 13-week cash flow updates
- Board pack assembly
- Mapping review and data accuracy
- Assumption review and stress testing
- Variance drivers and explanations
- Scenario recommendations
- Cash runway and liquidity calls
- Board commentary and sign-off
Forecasts and board packs, prepared to your policies and finance controls, with clear commentary ready to send to the board.
Explore CFO Office support →- Financial and data room extraction
- Large dataset analysis
- Comparable company and deal data
- Diligence and Q&A tracking
- Legal document review
- Company and industry research
- Model logic and integrity
- Output quality and valuation inputs
- Peer selection and valuation judgment
- Diligence findings and buyer responses
- Interpretation of key terms and risks
- Equity story and visual presentation
Models and deal materials on deal timelines, without cutting the depth.
How outsourced modeling works →- Data pulls from source systems
- KPI and dashboard refreshes
- Report pack assembly
- Variance and trend detection
- Rules-based validation checks
- First-draft monthly commentary
- Data mapping and definitions
- Metric selection and KPI design
- Report structure and presentation
- Variance explanations and context
- Controls, audit trail and sign-off
- Insights for leadership decisions
Monthly reports and dashboards, prepared under finance controls, that show leadership what is changing, why, and what to do next.
Explore reporting support →How a piece of work moves through our team.
Scoping
We assess your requirements, processes and quality standards to define the scope of work.
Expert Delivery
Our professionals prepare the initial output manually, establishing an accurate baseline for the process.
Automation
The validated process is replicated through custom workflows and AI agents, reducing turnaround time.
Optimisation
Each cycle is monitored and refined as new variables emerge, improving accuracy over time.
A white-label CFO dashboard for your clients, with AI built in.
Always live, always yours
Numbers sync from the books, under your logo and domain. We stay behind the scenes.
A chatbot for their numbers
Clients ask everyday questions about their own figures in the dashboard, instead of your inbox.
AI-drafted commentary
Monthly reports with draft commentary and benchmarks, reviewed by our team.
For advisors, CFOs and firms who serve finance clients.
Fractional CFOs
Give clients a live CFO dashboard where they explore their own numbers between meetings.
CPA Firms & Controllers
Uncover hidden costs and unusual entries in client books before they become year-end problems.
M&A & Deal Advisors
Spot red flags and hidden risks early in diligence, and enter every negotiation with a stronger, data-backed position.
PE & Investment Teams
Screen more opportunities faster and see portfolio performance before making the next call.
What finance leaders ask us about AI.
Will you put my clients' data into public AI tools?
No. We use AI on client data only with your consent and within your security rules, and we can work entirely inside your systems, under NDA.
What happens if the AI gets something wrong?
That is exactly why a professional reviews everything. AI does the first pass; our finance team checks, corrects and signs off before anything reaches you.
Do I need to change my software or learn new tools?
No. We work in your accounting system, templates and reporting formats. The automation runs on our side.
Will my clients know you're involved?
TAG works white-label, under your brand. What your clients see is faster, more consistent work from your firm.
Your next client shouldn't cost you your weekend.
Every engagement starts with a conversation about your work. We'll identify where time and accuracy are being lost, and show how expert-led workflows and AI agents can raise the quality and speed of what your clients receive.
- Share a few details. It takes two minutes using the form.
- Speak with a senior team member about your practice, your clients and the work you want to scale.
- Get a clear plan for how we would support you, with timelines and no commitment.