The CFO Dots

The agents

Meet the team that connects the dots.

Each agent has one job. Each one works with a human approval step. You can start with one.

Close Agent

Dottie

Pilot available

Keeps your month-end close on track.

  • Tracks every close task and its status
  • Reminds the person who owns each task
  • Sends a morning summary of blockers
Reconciliation Agent

Sam

Custom build

Matches what your bank says to what your books say.

  • Compares bank and ledger entries
  • Lists unmatched items for a person to review
  • Keeps a record of what was matched
Journal Entry Agent

Penny

Custom build

Prepares the repeating entries so your team can review them.

  • Drafts recurring entries and supporting schedules
  • Flags entries that look unusual
  • Nothing is posted without approval
Reporting Agent

Remi

Custom build

Gets the monthly reporting pack ready for your review.

  • Collects the numbers for your pack
  • Drafts notes on what changed and why
  • You edit and approve the final version

The agent names are friendly labels for different workflows. Dottie is the one I run as a fixed two-week pilot today. The others are built around your systems after we talk.

Ways to work together

Start small. Expand only if it works.

Start here

Month-End Close Pilot

Two weeks, fixed scope, on one close, with Dottie.

Fixed price. Reach out for details.

Leadership

Fractional CFO or Controller

Experienced finance leadership for the hours you need: priorities, controls and reporting.

Reach out to discuss scope.

Custom

Custom agents

Sam, Penny, Remi or a new agent, built around your systems, approvals and controls.

Scoped after the pilot.

Request a 20-minute call →

Questions people ask

Who approves the work?

You do. Agents prepare and flag. A person on your team reviews and approves anything that matters.

What happens to my company's data?

Before anything is connected, I explain in writing what information the agent would see and where it would be stored. You decide whether to proceed.

Is The CFO Dots an accounting firm?

No. The CFO Dots designs AI agents and offers fractional finance leadership. Manoj Solanki is a CPA (Ontario).