Custom Projects & AI Automation
Finance work that doesn’t fit a standard package.
Custom finance projects and AI automation for small businesses in Logan, Cache Valley, and Northern Utah. If it involves your numbers, tell us what you need.
Not every finance need is a forecast, a model, or a monthly retainer. Custom projects cover the rest: a one‑time analysis, a report or dashboard built around how you run, a cleanup of messy data, or automating the repetitive finance work that eats your week. Available on its own or added to any of our services.
Is it a fit?
Signs this is for you.
- You have a specific question about your numbers that doesn’t fit a forecast or a decision model.
- Someone on your team spends hours every month building the same report by hand.
- Your data lives in several systems and never quite lines up.
- You want a dashboard or KPI report built around how your business actually runs.
- You’ve heard AI could save time on financial admin and want an honest read on where.
What we build
Scoped to the problem you have.
- One‑time analysisPricing, job or product profitability, or a question you need answered once.
- Reports & dashboardsKPIs that refresh from your accounting data instead of a monthly copy‑paste.
- AI automationRecurring reports that build themselves, and alerts when a number moves outside its normal range.
- Data cleanupCategorizing, matching, and reshaping exports so they’re ready to analyze.
- Tools & templatesWorkbooks and processes your team can keep running after handoff.
How it works
From the problem to a finished tool.
- 1Tell us what’s going onThe problem, what you’ve tried, and what a good outcome looks like.
- 2Scope itWhat we’ll build, the tools it uses, and a delivery date, in a written proposal.
- 3We build and testUsing the tools you already have wherever we can.
- 4HandoffA walkthrough so you and your team can use it and keep it running.
How we use AI in our own work.
AI isn’t an add‑on here. It’s how we deliver everything else. It does the data pulls and first drafts, which leaves our time for checking the work, finding what matters, and talking it through with you. That’s what keeps our work consistent and our pricing competitive.
How it’s priced
Fixed project price
Set in a written proposal with a delivery date before any work starts. Available on its own or alongside any of our other services.
Get a quoteQuestions
Common questions.
What kinds of projects fit here?
Anything involving your numbers that isn’t an ongoing CFO partnership, a cash flow forecast, or a decision model: a one‑time analysis, a custom report or dashboard, a data cleanup, or automating finance work your team repeats every month. If you’re not sure, describe it and we’ll tell you.
What does AI actually do in my finance work?
It handles the repetitive parts: pulling data from your accounting system, building recurring reports, refreshing dashboards, and flagging numbers that moved. People still do the analysis and the judgment calls.
Do I need to buy new software?
Usually not. We start with the tools you already use, like QuickBooks, Xero, Excel, and Google Sheets, and only suggest something new if it clearly saves time.
Is my data safe?
Your financial data is used only for your work, isn’t shared or sold, and we choose tools and settings that keep it private. We’ll walk you through exactly what touches your data before anything is set up.
Can you help outside of finance?
Often, yes. If something repetitive is eating your week in another part of the business, tell us about it and we’ll tell you honestly whether AI can help.
Not sure where to start?
Tell us what you're trying to figure out. One short call is enough to know whether we're the right fit, and there's no cost or commitment to have it.