For fractional CFO firms
Monty owns and delivers the monthly bookkeeping beneath your advisory work – using AI to keep the close moving 24/7 and trained bookkeepers to protect accuracy – so your team can start advising earlier in the month.
One client. One monthly close. Free. No set client minimum if you continue.
AI available 24/7
Every close human-reviewed
Close sooner. Advise sooner.
First client close free
Where firms get stuck
You do not offer bookkeeping today
01You can own the forecast, the board pack, and the strategic plan – but when the books arrive late or need to be rebuilt, the CFO work waits. Every day the close slips is a day your team cannot spend advising. Bringing bookkeeping in-house means creating a department you never wanted to run.
You already outsource bookkeeping
02Your team still coordinates deadlines, answers questions, checks quality, translates client context, and takes the call when something is wrong. Every new client adds another workflow for someone senior to manage.
The management tax
The problem is not where people sit. It is an operating model that leaves your firm holding the context, coordination, quality control, and client accountability.
When working hours barely overlap, a missing answer can stop the close until tomorrow.
Early calls, late messages, and constant follow-up become the hidden cost of keeping work moving.
The client explains it once, your team translates it, and someone else still has to interpret it.
A coding error or missed reconciliation creates another round of investigation, correction, and review – consuming senior time and pushing the close back.
More clients mean more staffing, more training, more coordination, and another person to supervise.
When the books close halfway through the month, the highest-value work begins after half the period it was meant to influence has already passed.
Bookkeeping should be the dependable foundation beneath the CFO relationship. Close sooner and the firm can advise sooner; spend half the month closing and bookkeeping becomes the thing that caps how many clients the firm can serve.
Close
Current books when the advisory work begins
Capacity
Growth without another delivery team
Focus
Senior time returned to the client
A different operating model
Transaction coding, support collection, reconciliations, accruals, draft entries, and close coordination move through one operating layer.
Monty can reason over the work already completed, resolve routine context instantly, and keep the bookkeeping moving without waiting for the next shift or handoff.
A trained bookkeeper checks every client file so mistakes are caught before they create another correction cycle and delay the finished close.
Inspect every step, focus only on exceptions, or review the finished close. Monty adapts to how your firm wants to operate.
Always on. Already in the conversation.
Monty works through email, Slack, SMS, and WhatsApp. Its AI can respond instantly using the bookkeeping context already gathered, keeping the close moving with human judgment built into every reviewed file.
What changes
Capacity
01Bookkeeping capacity expands one client at a time instead of one hire, contractor, or offshore team at a time.
Advisory
02A faster close gives your team more of the month to interpret the numbers, advise the client, and influence what happens next.
Bandwidth
03Human review catches issues before delivery, reducing the correction cycles and bookkeeping questions that quietly consume partner and CFO capacity.
Economics
04Flat monthly pricing per client, based on complexity, gives the firm a predictable operating model with no set minimum.
How it works
AI moves recurring work forward throughout the month while human review protects accuracy. Give Monty one real client and judge how much earlier your team can begin the advisory work.
Start with a client whose books reflect the work your team regularly encounters. Monty runs the first close free.
QuickBooks and the systems feeding the close stay in place. There is no ledger migration and no new portal for the client to learn.
Recurring bookkeeping is prepared continuously while missing context is gathered through email, Slack, SMS, or WhatsApp – instead of accumulating at month-end.
Coding, support, reconciliations, accruals, draft entries, and exceptions are checked before delivery so mistakes do not create another round of rework.
Receive human-reviewed closed books earlier, review as much or as little as you want, and move into the advisory conversation while more of the month remains.
Proof before promises
The first close is free so your firm can see whether AI compresses the waiting, chasing, and rework that make closes slow – without giving up the questions, evidence, and human review your team needs to trust the books.
Transactions coded with client-specific context
Receipts and supporting documents gathered
Bank and credit-card accounts reconciled
Accruals and draft journal entries prepared
Open questions and exceptions clearly surfaced
A human-reviewed monthly close delivered in QuickBooks
Fit and boundaries
Strong fit
Fit review
Highly specialized inventory, complex consolidations, or unusual industry accounting may need a closer review before a pilot begins.
We would rather identify that early than force a client into an operating model that does not suit the books.
AI keeps recurring work moving around the clock, surfaces exceptions as they occur, and resolves routine context without waiting for another handoff. A trained bookkeeper still reviews every client file, reducing the mistakes and correction cycles that make traditional closes drag on.
No. Monty is designed to own the bookkeeping operation rather than give your firm another group of people to coordinate. The AI keeps context and communication moving around the clock, while trained bookkeepers review every client file.
The AI is available 24/7 and can reason over the bookkeeping work already completed. That means routine questions do not need to wait for a person in another time zone to begin their day.
Monty works in the channels firms and clients already use: email, Slack, SMS, and WhatsApp. The goal is to remove another portal and keep context close to the work.
As much as you want. Your team can inspect the workflow, concentrate on exceptions, or review the completed close. Monty is there to expand the firm’s capacity, not take control away from it.
Pricing is a flat monthly amount per client based on bookkeeping complexity. There is no set client minimum, so the relationship can grow one client at a time.
Highly specialized inventory, complex consolidations, or unusual industry accounting may need a closer fit review before the pilot begins.
Start from proof
Give Monty one representative client. We will own and deliver the monthly close so you can judge the finished work, how much sooner the books are ready, and the advisory bandwidth it gives back before paying us anything.
Free first close
Human-reviewed
AI available 24/7
Continue on flat monthly pricing per client, based on complexity. No set minimum.
