Most virtual CFOs advise. We build.
AI-native finance transformation: the planning platforms, forecasts, dashboards and governed AI workflows your finance team runs on — implemented by people who have sat in the seat for 18+ years.
Five pillars. One finance engine.
Most virtual CFOs offer only the fourth pillar. We start with the first — and increasingly, finish with the fifth.
Financial Systems Implementation
Planning, ERP and accounting platforms selected, designed and taken live — with the PMO discipline of an enterprise rollout. Clean, connected, trustworthy data from day one.
- Solution design, entity & dimension architecture
- PMO, integration, SSO and row-level security
- UAT, go-live and hypercare
FP&A
From reporting history to planning the future — budgets and forecasts that turn plans into accountability, and models lenders and boards can rely on.
- AOP, rolling forecasts, driver-based scenarios
- Variance analysis; P&L by business, service line and project
- Bench & utilization costing; 3-statement and DSCR lender-ready models
BI & Reporting
Stop running the business on manual Excel. KPI frameworks and dashboards drillable from board summary to transaction.
- Tableau, Power BI, Zoho Analytics
- Revenue bridges & concentration risk
- SQL, Python ETL, Databricks pipelines
CFO Advisory & Virtual CFO
The strategic wrapper around the systems — leadership for cash, capital and growth decisions, fractionally.
- Board packs, business cases & ROI
- Cost allocation & revenue recognition
- Controls and month-end close
AI Finance Transformation
Finance AI agents and enterprise AI, deployed with an ROI case and governance — not as a demo.
- Variance-analysis agents (e.g. Databricks Genie)
- Five-pillar AI ROI framework
- Governed AI FP&A workflows
Ask your P&L a question. Get an answer you can audit.
We build AI agents that sit on governed finance data — tracing revenue to gross profit by customer, cluster and project, and explaining the variance in plain language. Every answer is grounded in the same numbers your controllers sign off.
And before any agent is built, we size the return: a five-pillar AI ROI framework that tells you where AI pays back first.
Close, reconciliations, journals.
Billing accuracy, leakage, collections.
Forecasting, variance, scenarios.
Self-serve insight, data quality.
Controls, policy, audit trail.
Deliverables you can see, not advice you have to imagine.
Illustrative examples of the working tools we build and hand over.
Rolling Cash & P&L Forecast
A 13-week cash view and rolling twelve-month P&L, driver-based and refreshed as you trade.
Margin & Profitability Dashboard
Margin by customer, service line or project — drillable from board summary to transaction.
Integrated Planning Model
One connected model from source systems to plan — budget, actuals and variance in a single automated flow.
Lender-Ready 3-Statement Model
Integrated P&L, balance sheet and cash flow with DSCR — built to survive a credit committee.
CFO Executive Dashboard
Insight strip, revenue bridge waterfall and concentration-risk panel — the month in one screen.
Board Pack & Business Case
Decision-ready cases with costs, options and ROI — the format C-suites actually sign.
The old way vs. the Tusker Minds way.
A clear path from chaos to clarity.
Root cause before software. A defined sequence with deliverables you can see.
Diagnose
A Financial Systems Review maps how your finance function runs today and the three highest-impact gaps.
Build
We implement the system, integrate your data and remove the manual work choking your team.
Illuminate
Forecasts and dashboards go live — margins, cash and utilization visible as you trade.
Partner
We stay on as your fractional CFO, running FP&A and MIS and guiding the decisions that follow.
We speak the language of your business.
The same engine, tuned to where your money actually hides.
Billable time, real margin
- Project & service-line P&L
- Utilization & bench cost
- DSO & revenue recognition
Make hidden cost visible
- Cost-per-unit & product-line P&L
- Inventory & working capital
- Plant / SKU-level margin
No room for blind spots
- Gross margin per deal / product
- Cash conversion cycle
- GST & compliance visibility
Know what each job earns
- Job costing & WIP
- Percentage-of-completion rev rec
- Phased MIS on Zoho
Platform-fluent. Vendor-neutral.
We recommend based on your business, not a reseller relationship.
Planning & EPM
Anaplan
Vena
Excel models
ERP & accounting
NetSuite · Workday
Zoho Books / Inventory
Tally · QuickBooks
BI & analytics
Tableau · Power BI
Zoho Analytics
Salesforce data
Data & AI
SQL Server · Python
Databricks · AWS
Claude / enterprise AI
Project to land. Retainer to retain.
Fixed-fee projects with defined deliverables. A monthly retainer only once you’ve seen the value.
CFO Diagnostic
Root-cause review of close, reporting, systems and controls — with a prioritised fix list.
Reporting Rebuild
KPI framework, data model and dashboards in Tableau, Power BI or Zoho Analytics.
Systems Implementation
Design, PMO, integration, UAT, go-live and hypercare for your EPM or ERP.
AI Finance Transformation
ROI framework, use-case selection and a governed agent in production.
Virtual / Fractional CFO + MIS
We run FP&A, maintain the reporting and sit beside you for the decisions that matter — the continuity of an in-house CFO, fractionally.
Before you book.
How is this different from hiring an accountant?
Accountants record what already happened. We build the systems and forecasts that tell you what’s coming — then run the analysis so you can act on it. Compliance is the floor; we operate above it.
We already use Tally / Zoho / Excel. Do we have to switch?
Not necessarily. We start by assessing what you have. Sometimes the fix is better use of existing tools; sometimes it’s a new platform. We recommend based on your business, not a vendor relationship.
Can you replace our legacy EPM or Excel planning?
Yes — that is our flagship work. We handle design, PMO, integration, SSO and security, UAT, go-live and hypercare, including reconciliation after go-live.
Is AI in finance safe to adopt?
When it is governed. We start with an ROI case, build on controlled data with access rules, and keep a human sign-off in the loop for anything that reaches a board or lender.
Do we have to commit to a long retainer?
No. Most engagements start with a fixed-fee project. Many clients continue on a monthly Virtual CFO retainer afterward — but that’s a choice you make once you’ve seen the value.
Can you work alongside our existing accountant?
Yes — and we usually do. Your accountant keeps compliance and statutory work; we build and run the systems, forecasting and reporting layer above it.
Let’s see what your numbers are hiding.
Book a 30-minute Financial Systems Review. We’ll identify the three highest-impact fixes — a system, a forecast or a dashboard.