AI-First Fractional CFO Services
ApexCFO combines decades of financial leadership experience with cutting-edge AI to deliver strategic CFO services that scale with your business.
The ApexCFO Approach
Traditional fractional CFO firms rely on spreadsheets and manual reporting. At ApexCFO, every engagement is powered by our proprietary AI platform — giving you real-time visibility into your financial health, automated anomaly detection, and board-ready reporting at a fraction of the cost.
Founded by Alan Pousard, ApexCFO serves high-growth companies (Series A through pre-IPO) across SaaS, e-commerce, healthcare, and professional services. Every client gets a dedicated CFO backed by AI-powered dashboards, automated FP&A, and strategic financial guidance.
We believe the future of finance is human expertise amplified by AI — not replaced by it. Our platform handles the data crunching so we can focus on what matters: strategy, decision-making, and helping you build a stronger business.
AI-Powered Insights
Real-time P&L, cash flow, and KPI dashboards with AI-generated narratives. No more waiting weeks for monthly reports.
Strategic Partnership
Board meeting preparation, investor relations, fundraising support, and hands-on financial leadership — not just number-crunching.
Seamless Integration
Direct connections to QuickBooks, Xero, and your existing tools. We work with your stack, not against it.
What We Do
Financial Strategy
Unit economics, pricing optimization, growth modeling, and capital allocation guidance.
Board & Investor Reporting
Board decks, investor updates, and financial packages — generated automatically, reviewed by your CFO.
Cash Flow Management
13-week rolling forecasts, runway analysis, and scenario planning to keep you ahead of cash needs.
Budget & Variance Analysis
Automated budget vs. actual tracking with AI commentary on material variances.
Fundraising Support
Financial models, data room preparation, and due diligence support for your next round.
Month-End Close
Streamlined close process, reconciliation oversight, and timely financial statements.
Ready to upgrade your finance function?
Get started with a free consultation to see how ApexCFO can help.
Get in touch