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Case study · FinTech
An AI workspace fractional CFOs actually opened.
Live integrations, real numbers, and a demo investors didn't have to imagine.
- Industry
- FinTech
- Timeline
- 21 days
- Outcome
- $3M seed
- Stage
- Investor demo
The problem
Two founders out of Brex had a thesis that fractional CFOs were drowning in close work. They had design partners willing to plug in their books, but no product to plug them into.
What we built
Shipped in 21 days as a fixed-price engagement.
- OAuth into QuickBooks with nightly sync
- Natural-language Q&A grounded in the connected ledger
- Variance flags with one-click drilldowns
- Multi-tenant workspaces and role-based access
Stack
Next.jsPostgresOpenAIQuickBooks API
Outcome
5
Design partners live
412
Questions asked in week one
$3M
Raised post-demo
“Investors stopped asking about the roadmap and started asking about hiring. That was the unlock.”
Want a demo like this in 21 days?
Fixed price. Investor-ready. Book a kickoff call and we'll tell you on the call whether we're the right fit.
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