Services ·01 · Fractional CFO

Fractional CFO for AI companies.

Name: Fractional CFO for AI and technology companies
Brand: Amafi Advisory

Amafi Advisory provides ongoing finance leadership for U.S. AI and technology companies. On a monthly retainer, a partner maintains the forecast and cash view, connects product economics to pricing and margin, and prepares management and board reporting.

Engagement

Monthly retainer

Lead

Partner team

Cadence

Agreed with scope

Best fit

Recurring finance decisions

Choose the right scope

When a fractional CFO fits.

The choice depends on how often senior finance decisions recur and who will own the work between reporting cycles.

Use a monthly retainer

Management needs a maintained forecast, cash review, pricing analysis, and board reporting, with a finance partner accountable for updating the view as decisions change.

See the operating role →

Use a defined project

The company needs a model, reporting design, or fundraising preparation deliverable and has an internal owner who can maintain it after handover.

Explore corporate finance projects →

Plan for a permanent CFO

Finance requires daily executive availability, direct management of a growing team, and continuous ownership across functions. A fractional arrangement can help prepare the transition.

Compare the two models →

An accountant or controller may still own the close and financial records. Compare the controller role if accounting capacity is the immediate question.

How the retainer works

A current view for recurring decisions.

The first reporting cycle establishes which numbers management can use, who supplies each input, and which decisions need a finance owner. We agree on a review cadence that fits the company's close and planning cycle.

Check the starting record

Review closed accounts, cash, contracts, commitments, headcount, and product usage. Record missing reconciliations and name the accounting or operating owner who will resolve each gap.

At the outset

Connect actuals to the plan

Link revenue, delivery costs, hiring, and cash timing in a forecast. Agree on metric definitions, input owners, a reporting date, and the management decisions the first pack must support.

First agreed cycle

Maintain the decision rhythm

Update the forecast and cash view as assumptions change. Explain material variances, bring pricing and resource choices to management, and track the actions agreed at each review.

Ongoing

What you get

Deliverables, named.

Integrated financial model

Revenue, usage, delivery costs, headcount, cash, balance sheet, and scenarios in one maintained management model. Read the insight →

Cash and runway plan

Base and downside views, decision dates, commitments, and actions tied to explicit management triggers. Read the insight →

Monthly management pack

Actual versus plan, drivers, variance explanation, commercial pipeline, cash, risks, and decisions requiring attention. Read the insight →

AI unit economics

Model, cloud, data, human-review, implementation, and support costs connected to customers and successful workflows. Read the insight →

Board and investor readiness

A coherent performance narrative, model ownership, KPI definitions, and materials that management can defend. Read the insight →

Finance roadmap

The systems, controls, accounting support, team design, and milestones toward the right permanent finance function. Read the insight →

KPI architecture

Make the numbers repeatable.

A fractional CFO can maintain the metric definitions behind the monthly pack, not just assemble the next report. The starting measures depend on the company's contracts and decisions. Our AI startup financial KPI guide shows a practical starting scorecard and the source checks behind it.

Define the measure

Document the calculation, customer population, period, and owner. Keep contracted revenue separate from variable usage so a consumption spike is not presented as a customer commitment.

Reconcile the source

Trace a sample from contract and product records through billing and the finance records. Name gaps and the person responsible for resolving them before a metric enters the pack.

Use the result

Refresh the definition register with the reporting cycle, explain changes in method or source data, and connect material movement to a pricing, spending, or cash decision.

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02 · Corporate finance

Solve a defined finance problem.

Models, fundraising readiness, investor materials, reporting, pricing, or diligence preparation.

Read service

Insight

When does an AI company need a fractional CFO?

Compare recurring ownership with accounting, a defined project, and a full-time hire.

Read insight

Fractional CFO support starts here.

Use the contact form to describe the recurring decision, your current reporting cycle, and who owns the financial records. We can scope the retainer from there.