Ecommerce & retail
Alderway Home B.V.. Fictional demonstration.
- Channel contribution & product margins
- Inventory, purchase orders & settlements
- Returns, advertising economics & cash
Fractional CFO services for startups & SMEs
Your fractional CFO.
Your full finance department.
AI and automation, built into your finance function.
Built for your next stage.
Make decisions with current numbers and a finance team that follows through. We manage your daily accounting, reporting and forecasting, with a full weekly CFO review and AI and automation built into the work.
AI, automation & your finance team
From transaction.
To decision.
AI reads and assists. Your systems calculate. Your finance team validates. Your CFO leads.
Ecommerce & retail
Orders, refunds, settlement reports, marketplace fees, stock movements and purchase orders join bank, payroll and supplier records.
The financial question
Alderway Home B.V.. Fictional demonstration.
Explore this industry’s finance pack ↗
Workflow exampleMake.com & authorised APIs.
Triggers & schedulesValidation & routingControlled workbook updatesError alerts
Green: accounting & reporting flowPurple: reviewed business data, assumptions & AI contributions
CFO oversight throughout. Accounting policies, approval limits and reporting requirements guide every stage.
Explore the workflow
Choose a stage to inspect its inputs, outputs and review responsibilities.
Back to the full workflow ↑From source records to decisions you can act on.
Your business systems supply the records. Make and authorised connections route them through validation, accounting, reporting and analysis. Claude assists inside the reporting process; your finance team validates the numbers and your CFO approves the interpretation before delivery.
- Input
- Industry systems, source documents and approved assumptions.
- Work
- Connect → validate → reconcile → model → review → deliver.
- Output
- An approved management pack, current forecasts and a record of actions.
- Ownership
- Accountant validates records; CFO reviews the model and recommendations; client approves business decisions.
Your business model determines the inputs.
Select an industry above to see its sources and financial questions. Structured data can enter through authorised connections without document extraction. Source references remain attached so the reported numbers can be traced.
- Input
- Orders, contracts, settlements, time, usage, stock, payroll and bank records.
- Work
- Capture through agreed connections; check completeness and cut-off.
- Output
- Source records ready for validation, with missing information identified.
- Ownership
- Finance team and the owners of each source system.
AI reads the document. Your rules give it context.
Claude assists with unstructured invoices, bills and supporting documents. Accounting policies and approved mappings guide the suggested treatment. Structured data follows the direct route.
- Input
- Documents and the relevant accounting rules.
- Work
- Extract fields; suggest coding and allocation; flag uncertainty.
- Output
- Proposed structured records linked to their source documents.
- Ownership
- Your accountant checks the treatment before posting.
Validation before posting.
Configured checks cover required fields, arithmetic, duplicates and allocations. Exceptions remain visible until resolved. Payment preparation and payment authorisation are separate responsibilities.
- Input
- Proposed entries and connected records.
- Work
- Validate, check accounting treatment and resolve exceptions.
- Output
- Approved entries or a clear request for correction.
- Ownership
- Accountant reviews; authorised client approvers retain payment authority.
The accounting record stays central.
Approved transactions are recorded in the selected accounting system. Reconciliations, reporting mappings, entity, currency and cut-off are checked before data feeds the models.
- Input
- Approved entries, bank feeds and reconciliations.
- Work
- Post, reconcile and maintain reporting mappings.
- Output
- Validated ledger data and clearly identified open items.
- Ownership
- Finance team maintains the books; CFO oversees policies and close.
A model you can trace, with AI assistance inside it.
Accounting data flows into Google Sheets or Excel through authorised connections. Reviewed operational drivers also feed the model directly; usage, capacity and cohort records do not have to become ledger entries. Claude can help prepare schedules, formulas and commentary in the workbook through the configured integration. Changes are tested and reviewed; controlled formulas and model assumptions calculate the figures.
- Input
- Validated ledger data, operational drivers and approved assumptions.
- Work
- Update the workbook; reconcile statements; test schedules and scenarios.
- Output
- Linked financial statements, budget comparisons, forecasts and supporting schedules.
- Ownership
- Accountant checks reconciliation; CFO approves model logic and assumptions.
Claude contributes to the workbook and the explanation.
Claude uses authorised accounting and model data to investigate movements, prepare supporting analysis and draft commentary. The integration can return proposed schedules and updates to Sheets or Excel. Findings refer back to the supporting records, with review before acceptance.
- Input
- Ledger data, workbook outputs and source evidence.
- Work
- Investigate drivers; propose model updates; draft evidence-based commentary.
- Output
- Reviewed contributions returned to the workbook and draft report.
- Ownership
- Finance professionals validate calculations, evidence and proposed changes.
Bring the financial picture together.
The workbook and reviewed analysis feed a draft management pack. It brings the financial statements, budget variances, KPIs, working capital, cash scenarios and commentary into one reviewable record.
- Input
- Reconciled model outputs and supporting commentary.
- Work
- Assemble the report; cross-check numbers; identify decisions and open issues.
- Output
- Draft management report and financial model, ready for CFO validation.
- Ownership
- Finance team prepares; the draft remains subject to CFO review.
Your CFO connects the numbers to what happens next.
The CFO challenges assumptions, checks the explanation against the evidence and connects performance, cash and risk to the decisions ahead. Matters needing further work stay visible.
- Input
- Draft pack, financial model, exceptions and business context.
- Work
- Validate, challenge, interpret and recommend.
- Output
- Approved financial pack and clear proposed actions.
- Ownership
- CFO approves reporting and advice; management decides on commitments.
A report, a conversation and follow-through.
Closed accounts and the full management pack follow month-end close. Weekly calls or Loom reviews use current information and forecasts, distinguishing provisional data from closed actuals. Agreed actions are tracked in ClickUp and discussed through your preferred channel.
- Input
- Approved pack, updated forecasts and agreed decisions.
- Work
- Review with management; assign owners and dates; track completion.
- Output
- Shared financial visibility and accountable actions.
- Ownership
- CFO and finance team carry the work forward with your decision-makers.
DailyBookkeeping & reconciliation
WeeklyCFO performance call or Loom
MonthlyClosed accounts & management report
Finance packs
Alderway Home B.V.
FICTIONAL DEMONSTRATION. Every company, person and number in these packs is invented for demonstration.
Explore the finance packs ↗Your fractional CFO & finance department
The leadership.
The team.
The follow-through.
When reporting arrives late, cash commitments are scattered and finance depends on the founder to keep moving, decisions lose their financial context.
BriQs takes responsibility for the complete finance function. Your fractional CFO leads financial performance, planning and control. Your accountant manages the daily work, supported by finance management where needed. AI and automation connect the information and reduce repetitive administration.
You receive current financial visibility, a full weekly performance review and a team that carries the agreed actions forward.
Explore the complete serviceIndustries we work with
Finance built around
your business model.
Trace the financial questions that matter in your industry, then inspect a detailed fictional example of the reporting behind the decisions.
Construction & renovation
Tarnlea Build & Retrofit Ltd. Fictional demonstration.
- Project margin & cost to complete
- Progress billing, variations & retentions
- Committed spend & project cash
Agencies
Kaldmere Studio OÜ. Fictional demonstration.
- Retainer & project contribution
- Team capacity and delivery economics
- Client funds, collections & cash
Professional services
Selmberg Consulting GmbH. Fictional demonstration.
- Engagement profitability & realisation
- Capacity and utilisation by grade
- Unbilled work, debtors & collections
SaaS
Turnoval Software S.L.. Fictional demonstration.
- MRR bridge, churn & retention
- Customer cohorts & acquisition payback
- Deferred revenue, growth & runway
AI businesses
Serennix AI SAS. Fictional demonstration.
- Usage revenue & inference economics
- Provider cost, caching & gross margin
- Enterprise commitments & funding
IT services
Quelvora Sistemas, Lda. Fictional demonstration.
- Managed-service & project profitability
- Support capacity, renewals & utilisation
- Hardware, licence resale & working capital
We also work with healthcare and consumer-health businesses, connecting service and product revenue, recurring billing, supplier costs and financial controls. Discuss your finance function ↗
The BriQs approach
A finance department.
Built as we run it.
We take responsibility for the work and develop the finance function as our understanding of the business deepens.
- 01
Review & agree.
A free review of the finance structure, records, systems and controls. A proposal explains the approach, responsibilities, priorities and price.
- 02
Take over & establish control.
Your accountant and CFO begin the work. We reconcile the starting position, organise approvals and establish the reporting calendar.
- 03
Run, review & improve.
Daily accounting, weekly CFO reviews and a full monthly management pack. Automation develops alongside the processes and controls.
One complete service
The CFO involvement
your business needs.
Both levels include the finance department, daily operations, a weekly CFO review, and AI and automation. The strategic scope grows with the decisions ahead.
Financial control & operating clarity
CFO Core
From €1,850/ month
A complete finance department with CFO leadership for businesses building reliable reporting, cash visibility and financial control.
- Daily bookkeeping and reconciliation
- Full weekly CFO performance review
- Monthly close and management reporting
- Cash forecasting, budgeting and financial controls
- AI and automation embedded in the function
Growth, capital & complexity
Strategic CFO
From €3,000/ month
Everything in CFO Core, with deeper strategic involvement for scaling, fundraising, acquisitions and more complex financial decisions.
- Advanced modelling and scenario analysis
- Unit economics and pricing strategy
- Fundraising preparation and investor reporting
- Board packs and strategic finance support
- Defined growth, funding and capital-allocation workstreams
Starting monthly fees in EUR, excluding applicable VAT. Scope and final fees are confirmed in your proposal.
Compare scope & see how pricing works
Meet the founder
Meet Sanad Abuharb.
ACCA-qualified accountant, ex Big Four accounting firms, Xero and QuickBooks Partner
He developed BriQs’ own methodology for startups and SMEs: the discipline of rigorous financial work, adapted to the pace and resources of a growing business, with AI and automation embedded in delivery.
Meet Sanad & explore the BriQs methodologyA few practical details
Before we
get started.
Does the CFO come with a finance team?
Yes. Both CFO Core and Strategic CFO include a complete finance department, with daily accounting, CFO leadership, reporting, controls, and embedded AI and automation.
How is the weekly CFO review delivered?
The full financial performance review takes place every week through a call or a Loom video, depending on your availability. It covers performance, cash, commitments, risks and agreed actions. You have direct access to your CFO during the agreed business hours, with an initial response within 0-2 working hours.
How do we contact our CFO and follow the work?
Use Slack Connect, Microsoft Teams or another agreed channel. You can join your ClickUp project to see requests, task owners, due dates and progress. Your CFO is available during the agreed business hours, with an initial response within 0-2 working hours.
What is included in the free review?
We review the current finance structure, records, processes, reporting, systems and controls. Our proposal explains the priorities, the approach we would follow, the team, scope and pricing.
Will we need to change accounting software?
We first review your existing systems and the connections they support. We recommend changes when there is a clear reason, and agree the platform, workflows and responsibilities with you.
Who approves payments and AI-assisted work?
Your accountant reviews AI-assisted accounting work. Your CFO reviews financial analysis and advice. Payments follow the bank permissions and approval matrix agreed with your authorised decision-makers.
Start with a conversation
Build the finance function
your next stage needs.
Tell us where the business stands. We’ll show you how we would run the finance function, the priorities we would address and the team behind the work.
Book a free introductionExplore the engagement and pricing