The CFO Dots

Demo & book

See an agent at work. Then talk to me.

A made-up close, tracked by Dottie. Every name and figure is invented.

October close · Day 3 of 6Sample data
TaskOwnerStatus
Bank reconciliationsOwner ADone
Accounts payable cut-offOwner BDone
Payroll accrualOwner CIn progress
Intercompany balancesOwner DBlocked
Prepaid amortizationOwner BNot started
Management reporting packOwner AWaiting

The agent tracks, reminds and flags. People still do the accounting and approve the results.

Book a call

Twenty minutes. No pitch deck.

01

Talk

Tell me where your close or reporting gets stuck.

02

Map

We list the tasks, owners and deadlines.

03

Pilot

Two weeks with Dottie on one close.

04

Decide

Stop, extend or expand. Your call.

Tell me where it gets stuck.

Send a short note. I reply personally and we set up a 20-minute call.

Request a 20-minute call →hello@thecfodots.ca