Here’s how I’m using AI in my fractional SaaS CFO practice.
Here’s how I’m using AI in my fractional SaaS CFO practice. And no, this is not a comment "CFO" for the magic AI button. I have also not revolutionized services overnight. There’s a ton of AI content right now that sounds like: “Connect your bank + Stripe + QuickBooks… and AI runs your business.” You’ve got an AI CFO. I’ve tried enough tools to know the truth: - AI doesn’t fix a messy process. - AI exposes it. So I’m taking a two-pronged approach with my services practice 1) Automate the finance engine (client-facing) I built SoftwareMetrics.ai to automate pieces of my financial process. Not “AI does my close.” There’s a ton of funding going into that. Instead: - Standardize the chart of accounts + mapping - Define the source data structure - Build repeatable monthly outputs (MRR, GTM efficiency, burn, runway) - Overlay AI for better analysis 2) Automate internal ops (my side of the house) I built AgencyChief.ai (a new app I coded) to automate internal operations. Not because I love tools. Because my time gets eaten by operational drag: - intake + onboarding - recurring requests - task management - status updates - deliverable tracking - follow-ups + handoffs I found that traditional project management tools were way too complex and cumbersome. Here’s the part that people skip in their social media posts. None of this is “perfect” yet. Because AI only works after you do the hard work: - break the workflow into steps - label the inputs/outputs - decide where judgment happens - automate the repeatable parts - keep the CFO thinking as the final layer I’m auditing every step of my process right now and asking one question: Is this a human judgment step… or just a repeatable system step pretending to be “work”? With AI, there's no excuse now to NOT improve your process. #SaaS