For businesses with 5 to 50 people, no IT team, no CFO
We set up AI that watches two things every day: who gets paid from your accounts, and when your money comes in. In the tools you already use, with you signing off on every step.
You get your three biggest security gaps and your cash picture for the next 12 months. If you're already on top of both, we tell you.
The problem
The accountant does taxes. The IT guy fixes laptops. The bank sends a balance. Nobody looks at the two things that can sink a small business.
It doesn't look like hacking. It looks like a normal invoice in a normal email thread. Same sender, same format, same amount. Only the bank account number changed.
Antivirus doesn't read invoices. A rule does: any change to payment details gets confirmed by phone, on a number you already had.
Most cash crunches look like a good month. The job is done, the money is earned, and it lands two weeks after payroll. Profitable on paper, broke on Friday.
Your bank balance tells you where you are. It doesn't tell you where you'll be in March.
Both have the same cause: nobody watches the money going in and out. That used to take a CFO and a security person. Today AI can do the watching, if someone sets it up and puts rules around it.
What we set up
A fake invoice or a fake call hits a rule, not a person.
You see the crunch weeks before it hits, and money comes in sooner.
How it works
A short form and one call. We look at who can move money out of your accounts and when money comes in.
You get: a one-page list of what to fix first and what it costs if you don't.
Callback rule, two-person sign-off, password manager, MFA. Set up in your accounts, not in a new tool.
You get: the basics insurers now ask for.
We connect QuickBooks and your bank feed, fix what's messy and build your 12-month cash view.
You get: one screen that answers "are we fine in March?"
Odd payments flagged, reminders drafted, runway updated. Nothing leaves your accounts without your OK.
You get: your evenings back, and we hand everything over.
| Option | What happens | Cost | Time |
|---|---|---|---|
| Do nothing | Fine until the first fake invoice or the first cash crunch | nothing, until it costs | until it happens |
| Cheap IT guy or MSP | Laptops fixed. Payments and cash untouched. Bills you can't read. | monthly | ongoing |
| Hire IT in-house | One person doing everything | $70,000+ a year | months to hire |
| Fractional CFO | Good numbers, no security | monthly retainer | weeks |
| Enterprise software | Big license, long rollout, still nobody owns it | six figures | months |
| GooodLife | Payment rules, security basics, cash dashboard with AI. Set up in your tools, handed over. | check is free, fixed price after | first rule in days |
What would one wrong payment cost you? The average small business is owed $17,500 in unpaid invoices alone.
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.
Business email compromise took $2.77 billion from US businesses in 2024. It hits whoever pays invoices by email, and small firms have the fewest checks.
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 payment and reminder. Your data stays in your own accounts. [Data path to be confirmed by the team.]
We set up the basics once and hand them over. No yearly license from us.
No. Nobody can. We make sure a fake invoice hits a rule before it hits your bank account.
We look at who gets paid from your accounts and when your money comes in. You leave with your three biggest gaps, written down.
