Profit is not cash.
Most cash crunches look like a good month. The job is done, the money is earned, and it lands two weeks after payroll and parts.
Your bank balance tells you where you are. It doesn't tell you where you'll be.
Cash for businesses with 5 to 50 people and no CFO
Your accountant does your taxes. Who watches your cash? We connect QuickBooks and your bank feed to one dashboard with AI, so you see the crunch weeks before it hits, and late invoices get chased without you.
You get a first picture of your cash for the next 12 months. If you're already on top of it, we tell you.
The problem
The accountant does last year's taxes. The bank shows today's balance. Nobody shows you where you'll be in March.
Most cash crunches look like a good month. The job is done, the money is earned, and it lands two weeks after payroll and parts.
Your bank balance tells you where you are. It doesn't tell you where you'll be.
Invoices go out when there's time. Reminders go out when it hurts. The books get fixed in April, for the tax return.
Three or four late invoices stack up and a good business feels broke.
What we set up
How it works
A short form and one call. How money comes in, what's outstanding, what your books look like.
You get: a first picture of the next 12 months.
We connect QuickBooks and your bank feed and fix what's messy, together with your accountant.
You get: numbers you can trust.
One screen with cash today, cash in 12 months and the weeks that get tight.
You get: "are we fine in March?" answered.
Reminders on a schedule, drafted by AI, approved by you. Then we hand it over.
You get: money in sooner, your evenings back.
| Option | What happens | Cost | Time |
|---|---|---|---|
| Do nothing | Fine until the first cash crunch in a good year | nothing, until it costs | until it happens |
| Your accountant | Taxes done. The next 12 months still unknown. | yearly | once a year |
| Fractional CFO | Good numbers, often a monthly retainer | monthly retainer | weeks |
| Enterprise software | Big license, long rollout, still nobody looks | six figures | months |
| GooodLife | Dashboard with AI on your own tools, invoice chasing, handed over | check is free, fixed price after | first view in days |
The average small business is owed $17,500 in unpaid invoices. What's yours?
Why us
Chris sold his last company and runs Erler Ventures on his own AI setup, with agents that do his bookkeeping and invoicing. Mike builds automations for consultants and product companies.
No customer stories here yet for this offer. We'd rather show you nothing than make one up.
They wanted to get on top of inventory, finances and forecasts. Instead: one week on site, connecting the spreadsheets they already had.
Does your accountant show you the next 12 months, or last year's taxes? We work next to your accountant, not instead of them.
Fair. You see every step and approve every reminder. AI reads your numbers, it never moves money. Your data stays in your own accounts. [Data path to be confirmed by the team.]
That's normal, and it's why we clean first. AI on a messy ledger only makes the mess faster.
Tell us what you use in the check. Spreadsheets work too. [Team: list of supported tools.]
Also on your plate
Our security package sets up payment rules so a fake invoice hits a rule, not a person.
We look at how money comes in, what's outstanding and what your books can tell you. You leave with a first 12-month cash picture.