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CFO Office & Strategic Finance

Structured Finance Execution For Smarter Scaling

An expert-led, AI-enabled finance execution layer that scales your client delivery without adding headcount or overhead.

Connect with a Strategic Finance Expert View Our Client Success Stories

Expert-led finance leadership enhanced by AI-enabled workflow for faster, accurate, more reliable reporting and flexible finance execution.

Interoperability

Integrates with your Financial Stack

A specialized execution layer integrates seamlessly into your existing finance stack, enabling faster execution, cleaner data flow, and consistent delivery across forecasting, reporting, and transaction workflows without disrupting current tools.

Excel
Bloomberg
Stripe
Salesforce
Slack

Strategic Execution Partner for Financial Leaders

A specialized execution layer for CFO advisors helps scale client delivery capacity without compromising quality.

CFOs, Finance Directors, and leadership teams looking for execution resources and strategic insights.

🌍

CPAs and accounting firms that need outsourced finance execution for reporting, forecasting, and complex operations support.

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🤝

PE portfolio companies looking for CFO-level financial modeling, forecasting, and performance reporting to scale with clarity.

📋

SMEs & mid-sized firms with revenue of $2M to $50M seeking CFO-grade execution without hiring a full-time finance department.

Why Choose Us?

Trusted Execution with Proven Impact

Scales client delivery with institutional-grade execution without increasing headcount or overhead, thereby reducing hiring costs and payroll burden.

Flexible TaaS (Team-as-a-Service) Model

Your on-demand finance specialists that scale modelling, reporting, and execution fast and flexibly.

Trigger
Agent A
Agent B
Output

Smart Execution

TaaS-structured finance execution layer helps you scale delivery capacity and serve end clients more effectively.

500+
Integrations
99.9%
Uptime
2ms
Avg Latency
Workflows

AI-Enabled Workforce

AI-driven offshore finance execution delivering improved models, quick forecasting, and investor-ready reporting

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SOC 2 audit passed
RBAC configured
Sequential Delivery Model

Direct Support to Clients

Five simple steps from setup to full automation.

01

Evaluate

TAG evaluates clients' actual financial landscape to identify reporting gaps, forecast issues, and calculate equity positioning.

02

Set Up

Provide inventory-ready finance reporting templates that match leadership and investor requirements.

03

Execute

TaaS model supplies ongoing CFO-led reporting, FP&A, and investor-ready meeting support.

04

Optimize

Improves forecasting accuracy, automates reporting, and enables faster, data-driven financial decisions.

AI Transformation

Key Strategic Finance Competencies

We has transformed from a traditional, lengthy manual process of bookkeeping and accounting to an AI-driven approach.

Budgeting and Forecasting Services

We forecast and create practical budgets aligned with business needs and not assumptions. It includes:

  • Annual budget planning and periodic forecasts
  • Department-specific planning

Cash Flow Forecasting Service

Cash flow clarity is the foundation of financial stability. TAG offers this critical function through structured forecasting, including the highly demanded:

  • 13-week cash flow forecasting service (for weekly runway planning)
  • Monthly cash flow forecasting

Financial Planning and Analysis Services

TAG offers CFO-grade FP&A services with AI assistance for smarter decision-making. It Includes:

  • Variance analysis and performance reporting
  • Cost optimization analysis

KPI Dashboard Services

Leadership teams demand performance tracking in real time. TAG sets up CFO-ready dashboards that keep track of:

  • Revenue and growth pattern
  • Gross margin and contribution margin

Strategic Finance Consulting

TAG promotes high-impact financial decision-making through structured analysis and CFO guidance. It Includes:

  • Pricing strategy modeling
  • Expansion feasibility modeling

Investor Readiness Services

Fundraising is more than just a pitch deck; it's also about financial credibility. TAG promotes businesses with investor readiness services that include:

  • Investor-grade financial modeling enhanced by AI
  • Forecasting reports in line with growth strategy
AI Transformation

From Manual to Smart Automation

We has transformed from a traditional, lengthy manual process of bookkeeping and accounting to an AI-driven approach.

Seamless Integration

AI-driven connectors sync with your legacy tech stack without requiring a total overhaul.

Rapid Deployment

Automated onboarding workflows reduce setup time from months to mere days.

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Predictive Analysis

Harness machine learning to identify growth opportunities before they appear on the balance sheet.

Smart Automation

Free your team from repetitive tasks with intelligent, self-learning business workflows.

Pricing

Fair Pricing.
No Punny Business.

Hobby

Perfect for individuals exploring automation for the first time.

$0/mo
3 AI Agents
500 runs / month
Basic integrations (5)
Community support
Advanced analytics
Custom logic blocks
Scale

Enterprise-grade automation for large teams and complex needs.

$Custom
Everything in Growth
Unlimited runs
SSO / SAML
Dedicated agent infra
SLA + uptime guarantee
White-label option

Planning to Set Up a Scalable CFO Office?

Whether you are a fractional CFO, a CFO advisory firm, or an accounting CPA practice, TAG supports you in expanding your finance delivery capacity through structured reporting, forecasting risks, and execution-driven finance operations required to scale confidently without adding an internal workforce.

Get a CFO Office Plan
Social Proof

Don't Just Take
Our Word For It

"A strategic advisory firm lacked dedicated finance resources and had fragmented bookkeeping with unclear bank/card tracking. TAG implemented structured bookkeeping, weekly reconciliations, cash flow summaries, and expense tracking by delivering faster reporting, stronger coverage, and clear financial visibility without adding headcount."
M
Accounting and Bookkeeping Support
Manhattan Beach, USA
★★★★★

"We went from 2-day report cycles to real-time dashboards. The agent that auto-generates our weekly reports saves 6 hours every Friday."

S
Sarah Okonkwo
Head of Analytics, GlobalBank
★★★★★

"NexusAI's multi-agent setup handles our entire lead qualification pipeline. Conversion rate up 34% in 60 days."

R
Ravi Patel
Growth Lead, Spark Ventures
★★★★★

"Setup took 20 minutes. Within a week, we'd automated customer onboarding, billing alerts, and support triage. Incredible."

L
Lauren Marsh
CTO, Forma Labs