The Good CFO
AI and automation systems for agencies — The Good CFO
AI & Systems Automation

AI & systems automation, done for you.

We design, build, and run the systems that capture your leads, coach your sales team, automate your paperwork, and tell you the moment anything breaks — so your team spends its hours on clients, not copy-paste.

Book an Automation Audit
50+Automations in production
12+Businesses served
6Industries
99.9%Uptime

We build and run the systems — you keep the client hours.

We don’t just advise. We build and operate the automations, with monitoring attached — for the marketing, creative, media, and professional-services firms we serve on the finance and HR side, plus a few adjacent industries we know well.

Creative agenciesMarketing firmsAdvertising agenciesMedia & entertainmentEvents businessesLaw firms & professional services

We build on the tools you already run.

Our automations connect the systems agencies actually use — across accounting, time tracking, project management, and CRM. We're fluent in these, so you don't switch tools to get the benefit.

Accounting

QuickBooks OnlineQuickBooks DesktopXeroNetSuiteSage IntacctFreshBooksBill.comSpreadsheet / Manual

Time Tracking

HarvestTeamworkTogglClockifyTempoEverhourFloatClickUpMonday.comSpreadsheet / Manual

Project Management

AsanaMonday.comClickUpTrelloJiraBasecampWrikeNotionSpreadsheet / Manual

CRM

HubSpotSalesforcePipedriveZohoCopperInsightlyMonday.comSpreadsheet / Manual

Seven service families, each end-to-end.

Each line item is something we have already shipped — the amber figures are real results from live systems.

01 · Funnels

Lead-Gen & Sales Funnel Automation

Marketing firms · creative agencies · events · media & entertainment
Webinar & event funnel engine
Opt-in → auto-registration → smart reminders that adapt to late sign-ups → booking → payment alerts in Slack.
▸ Join-link automation verified at 100%
Lead qualification & routing
Survey answers send each lead to the right calendar and team member — qualified to closers, the rest to nurture.
▸ Fixed a funnel misrouting 2 of 3 unqualified leads
Lifecycle email & SMS sequences
No-show rebooking, cart recovery, and long nurture journeys — with carrier compliance (A2P 10DLC) and international routing built in.
▸ 23,000+ SMS running compliantly
Funnel email QA audit
Every live template checked for dead links, empty merge fields, broken CTAs — before customers see them.
▸ 45 templates → 0 dead links
02 · Sales AI

AI Sales Intelligence & Coaching

Agencies and professional-services firms with a sales team
Sales-call intelligence pipeline
Every call transcribed and AI-analyzed: scoring, deal-acceleration cues, coaching notes — delivered automatically.
▸ 30–60 calls/week in production
Rep scorecards & coaching engine
Letter-graded, peer-benchmarked coaching that scores behaviors — with “what your best rep would have done here.”
▸ Found the real top closer at 72.6% win rate
Deal-outcome prediction
Open deals classified likely-won / at-risk / likely-lost from behavioral signals, refreshed automatically.
▸ 84.5% accuracy on decided deals
Competitor battlecards from calls
Rival mentions auto-extracted into living battlecards, with Slack alerts on open deals.
▸ 3,964 mentions extracted from 13,500+ calls
Marketing copy from customer voice
Ads, emails, and SMS written from what customers actually said — with a no-fabricated-claims guardrail.
▸ Grounded in 800+ real customer statements
03 · Dashboards

Executive Dashboards & Live Reporting

Agency and firm owners and managing directors
Multi-source command desk
One live screen for jobs, invoicing, calls, payroll, ads, e-commerce — pipeline, receivables, utilization.
▸ 3-brand group · 10+ systems unified
Spreadsheet → live dashboard
Your critical Excel model rebuilt as an interactive dashboard with drill-downs and a board presentation mode.
▸ 13-week projections, live
Customer geo-analytics
Customers on a live map with insight cards — where revenue clusters, where to expand next.
▸ 18,000+ contacts mapped
“Ask your data” Slack assistant
Plain-English questions answered from live inventory, pricing, and sales data — inside Slack.
▸ Live in production
04 · Back Office

Back-Office & Document Automation

Agency operations · professional services · law firms · events ops
Instant estimate & SOW automation
A scoping brief becomes a fully priced, itemized estimate or SOW in your project system — guards refuse to write if a rate or line item is missing.
▸ “Takes me forever” → same-day, across a 3-brand group
System-to-system document bridges
A won deal auto-creates the project, sends the correct MSA or SOW for signature, notifies the client, and logs an audit note.
▸ Legally binding docs, fully audited
AI document proofreading
Compliance-sensitive reports proofread against your glossary — a human approves every change.
▸ ~45 hours/month recovered
Invoice & timesheet workflows
Submissions flow to invoices with AI as quality-check and re-run-safe design that can never double-bill.
▸ Human approval gate before anything touches money
Legacy document data recovery
Years of PDFs and scans mined into a clean, deduplicated customer database.
▸ 19,365 docs · 15 years scoped
SOP & process systemization
Messy process docs become a phased, searchable SOP library with an on-brand AI generator.
▸ 65-entry SOP hub restructured
05 · Knowledge AI

AI Knowledge Bases & Assistants

Law firms · regulated services · agencies with support load
AI assistant on a compliance-grounded knowledge base
One source-of-truth doc — brand voice, never-say list, escalation rules — grounds an AI that answers routine questions and hands pricing, frustration, or buying signals to a human.
▸ Live at a regulated financial-services firm
Internal knowledge AI (RAG)
Your documents and expertise become an assistant that answers from your content only — nothing from the open internet.
▸ Production system in healthcare education
Internal AI enablement
Copilot, Power Automate, or Claude workspaces set up properly — context, skills, guardrails, onboarding.
▸ Rolled out across professional-services teams
06 · Commerce

E-commerce & Pricing Intelligence

Media & entertainment commerce · events merch · product businesses
Catalog & price-list consolidation
Every supplier’s messy price list merged into one clean catalog with best-price selection.
▸ Weekly refresh across 4–7 supplier feeds
Competitor price monitoring
Rival storefronts scraped and matched to your SKUs, with undercut alerts and sanity guards.
▸ Live monitors, human review queues
Restock & deal scoring
Every product scored buy/watch/skip; velocity tiers drive restock alerts and dead-stock flags.
▸ Daily scoring in production
AI catalog QA
Product data and images verified before publishing — vision checks read the label on every photo.
▸ 22-point weekly automated audit
07 · Reliability

Automation Rescue, Monitoring & Reliability

Anyone who already has automations — especially agencies
CRM rescue & pipeline audit
Diagnosis-first repair of misrouted leads, duplicate deals, and broken tags — no risky rebuild.
▸ Root-caused ~12 leaky workflows, zero downtime
24/7 automation health monitoring
Every workflow checked on a schedule; errored, silent, or healthy — silence counts as failure.
▸ Every automation reports in, every 3 hours
Website content-integrity monitoring
Catches error pages hiding behind a “healthy” HTTP 200, every 15 minutes.
▸ Live across 3 marketing sites
AI cost audit & right-sizing
Measured — never guessed — reduction of AI run costs: batching, model bake-offs, waste gates.
▸ ~$700/month saved at zero quality cost
Zapier → managed migration
Fragile consumer zaps replaced with monitored, version-controlled workflows.
▸ Every replacement ships with alerting

Land and expand — start small, prove it, scale it.

Step 1Fixed fee

Automation Audit

We map your funnel, CRM, and back office; find what’s broken, duplicated, or manual; and deliver a prioritized fix list. Bring your messiest process, leave with a plan.

Step 2Project

First Automation in 30 Days

One high-impact workflow — a quote engine, a webinar funnel, a document bridge — built, tested with human-approval gates, and live with monitoring attached.

Step 3Retainer

Automation Partner

Ongoing builds plus 24/7 health monitoring. Every automation reports its own status, so the system keeps earning its keep long after launch.

Every automation reports its own health.

Every production automation self-reports its health, sweeps on a schedule, and surfaces problems before your customers ever notice. You hear about issues first.

Healthy — running as expectedSilent — hasn’t reported in; flagged for reviewErrored — caught and escalated

Automation that respects your data.

These systems touch sensitive financial and client data, so we build to the standard we hold everywhere: keep only what the work requires, never train AI on your data, sell it, or use it for ads, and encrypt everything with role-based access. Anything beyond delivering your service takes your written consent.

Let's Talk

Book an automation audit.

Bring your messiest process and leave with a plan. Now onboarding — limited build slots each quarter.

Book an Automation Audit