Your
Spreadsheets
Called.
They Want an
AI Upgrade.
Financial modelling, finance workflow automation, and critical decision support for founders who need sharper capital visibility.
Financial Hygiene Starts on Day 1 —
But Most Founders Ignore It…
By the time they need a loan, investor, or major hire, their numbers are messy, their history is unreliable, and there is no clear view of whether the business works as it should be.
Built in a Panic
Over 60% of founders build their first financial model only when a lender or investor demands it — causing immense stress.
No Clean History
Without a financial history, it's impossible to spot trends, plan scenarios, or evaluate the business objectively.
Too Little, Too Late
By the time you desperately need the numbers, it's already too late to build the track record required for trust.
Drowning in AI Progress.
Starving for Applied Intelligence.
The frontier AI labs ship model updates weekly. Founders still decide quarterly. Every release forces the same question — which breakthroughs matter, which are hype, and how to apply them before competitors do?
ControlFi turns frontier lab AI capability into an applied finance intelligence layer you can act on this week — not next quarter.
We Don't Sell Templates.
We Install a
Decision System.
ControlFi is the strategic finance partner for founders who need a decision-grade financial model — not creative storytelling.
CASH
Know your runway, your burn, and your exact survival threshold.
DECISION-MAKING
Hire, invest, cut, or hold — with numbers that actually justify it.
FUNDRAISING
Lender and investor-ready financials, built from day one for extreme scrutiny.
CREDIT ANALYSIS
Debt capacity, coverage ratios, and collateral analysis.
FINANCIAL CONTROL
Monthly actuals vs. forecast, KPI ownership, and absolutely no surprises.
SCENARIO TESTING
See the upside, base case, and downside before you commit capital.
The Five Questions
Your Financial Model Must Answer
How much cash runway do we really have?
Can we afford the next hire?
What happens if revenue misses plan?
How much debt can the business safely support?
What is the business worth today?
If your current model can't answer these, you don't have a model —
you have a spreadsheet.
Services & Packages
Financial Decision Intelligence Beyond Basic Accounting
We build AI-enabled finance systems that improve decision speed, reduce manual work, and improve financial visibility across your business.
Financial Foundation
Replace spreadsheet guesswork with an AI-enabled financial model you can trust
Best for:Bootstrapped founders with messy spreadsheets, limited visibility, and near-term decisions to make.
- Dynamic 3-statement financial model built around your business
- AI-assisted model structuring and logic
- Monthly budget and forecast
- Short-term cash flow forecast
- Base and downside scenarios
- Key assumptions register
- Management-ready summary outputs
- 30-day Q&A and refinement window
Decision-ready model, clear runway, confidence in your numbers.
Strategic Finance System
Fully fledged financial decision system + capital strategy analysis
Best for:Founders making high-stakes decisions around hiring, spend, pricing, growth, or capital allocation.
- Base, upside, and downside scenarios
- Sensitivity analysis on critical levers
- Runway visibility across decision paths
- AI-assisted scenario and capital strategy analysis
- Valuation module (DCF, comparables, and precedent transactions)
- Management / board discussion materials
- Everything in Financial Foundation
Know the financial impact of your next move before you make it.
Embedded CFO Partner
C-level finance leadership, workflow automation, and operating visibility
Best for:Companies that need strategic finance leadership beyond bookkeeping and dashboards.
- Strategic finance advisory
- CFO-level financial leadership
- KPI and margin review
- Hiring, pricing, and spend planning
- Finance process automation
- AI-assisted reporting workflows
- Ongoing system improvement as the business scales
Finance becomes an operating advantage, not a back-office function.
Deep Domain & Industry Expertise
Our moat is superior intake-to-decision workflow, proven track record, and absolute trust and auditability of our financial decision systems.
AI
E-commerce
FinTech
Logistics
MarTech
Software / SaaS
4 Steps From Financial Chaos to Decision-Ready Control
A structured finance process combining CFO-level expertise with AI-assisted anomaly checks, consistency testing, assumption review, and output verification.
AI Integrity Audit
Identify the gaps in your financial data, visibility, assumptions, reporting, and decision-making.
Input Mapping
Map the financial, liquidity, headcount, debt, and pricing inputs that drive your business.
Finance System Building
Create the model, scenarios, and reporting outputs using structured AI-assisted workflows.
Decision Support
Turn the system into clear decisions around liquidity, hiring, pricing, growth, and capital.
AI Integrity Audit
Identify the gaps in your financial data, visibility, assumptions, reporting, and decision-making.
Input Mapping
Map the financial, liquidity, headcount, debt, and pricing inputs that drive your business.
Finance System Building
Create the model, scenarios, and reporting outputs using structured AI-assisted workflows.
Decision Support
Turn the system into clear decisions around liquidity, hiring, pricing, growth, and capital.
Why Founders Choose ControlFi
Over a Fractional CFO
Strong financials lead to sound business decisions, better control, and more confidence in your future growth.
Superior Workflow
From raw data to decision-ready model, faster. We've eliminated the friction in onboarding.
Industry Expertise
Not a generalist. Built specifically for the nuances and KPIs of your industry.
Trust & Auditability
Every number is defensible. Every assumption documented. Built for lender scrutiny.
Results Focus
We don't deliver reports. We build financial operating systems that drive business decisions.
Frequently Asked Questions
Start with a Free
Finance Review Call
We'll assess your situation, recommend the right package, and outline exactly what we'd build for your business.