A finance director for your company, without a finance director's salary.

Projected cash, tax planning and monthly steering meetings for companies invoicing between CLP $400M and $2,400M a year. It is a stand-alone service: you can hire it even if another team keeps your books.

Book your free Assessment

Is it for you?

It is, if:

  • Your company grew and the numbers no longer fit in your head or a spreadsheet.
  • The bank asks for information that takes weeks to produce.
  • You pay the taxes that come out, not the ones proper planning would produce.
  • You have a bookkeeper, but nobody tells you what to do with the numbers.

It is not, if:

  • You want to outsource the operation (accounting, payroll, payments and taxes): that's what our outsourced processes are for, from UF 9.
  • Your company already justifies a full-time, in-house CFO.
  • You expect results from one month to the next — financial leadership is built in quarters, not weeks.
  • You only want to pay the bare minimum to stay compliant, without using your numbers to grow.

What you get every month

AI-driven

How we apply AI to financial leadership

The information you need to decide builds itself; the meeting is spent deciding. A few examples:

  • Custom softwareA projected cash flow dashboard connected to your banks and your books.
  • ScriptCompares budget against actuals every month and flags relevant deviations.
  • PromptDrafts the management report for the monthly steering meeting.
See how we work →

Three plans, by company size

All start with the same free assessment and a 6-month initial commitment.

Essential CFO

CLP $400–1,000M/year
UF 25 /month
  • 90-day projected cash flow
  • Monthly management report
  • Monthly steering meeting
  • Annual tax planning
  • KPI dashboard
  • Board participation
Start with the assessment
Most popular

Integral CFO

CLP $1,000–2,400M/year
UF 40 /month
  • Everything in Essential
  • Ongoing tax planning
  • Online KPI dashboard
  • Annual budget and tracking
  • Profitability by business line
  • Bank financing support
Start with the assessment

Board CFO

Above CLP $2,400M/year
UF 60 /month
  • Everything in Integral
  • Monthly board participation
  • Investment appraisal
  • Corporate & tax structure
  • Banks & investor relations
Start with the assessment

Frequently asked questions

Does this replace my accountant?

No, it directs and empowers them. Your accountant records; we project, plan and help you decide. In fact, we work alongside the accountants of several clients. If you also want to outsource accounting with us, the combined plan has preferential pricing.

Is there a minimum commitment?

We work with an initial 6-month commitment: financial leadership shows results in quarters, not weeks. After that, month to month.

Is it in person or online?

Online by default, with in-person meetings in Santiago depending on plan and need.

What if my company is smaller than the Essential plan's range?

You are probably better off starting by outsourcing Accounting (with Payroll if you have employees), and adding financial leadership as the company grows. The free assessment tells you exactly where to start.

Everything starts with the assessment.

30 minutes reviewing cash, taxes and margins. If there is a real opportunity, we recommend the right plan. If there isn't, we tell you that too.

Book your free Assessment