Fractional CAIO & systems
AI, automation, and systems leadership under one accountable partner.
Strategy and builds where ROI is clear — plus ERP selection, implementation oversight, and integration architecture when your stack needs to scale with the business.
Use Cases
12 identified- 01AP automationHigh
- 02Close summaryHigh
- 03AR follow-upHigh
- 04Contract intakeMed
- 05Payroll flagsMed
Priority Matrix
Impact vs. Effort
Active Sprint
- AP automationBuilding
- Close summaryLive
- AR follow-upLive
Time Reclaimed · Avg.
32 hrs/mo
across active workflows
When this matters
You should not have to guess which AI ideas are real — or bet a migration you cannot inspect.
Boards ask about AI, vendors pitch shiny tools, and your team is already underwater on manual work. The hard part is knowing what to ignore, what to pilot, and what to operationalize, with sensible data boundaries.
When QuickBooks or duct-taped integrations are blocking margin, inventory, or close quality, the failure mode is familiar: rushed scoping, optimistic timelines, and a go-live where reports no longer reconcile. Company Vitals brings a finance-grade lens — we care that systems and automation produce trustworthy outputs, not just screens and pilots.
Who this is for
When you need Fractional CAIO & systems
Strong fit when:
- Repetitive finance or ops work is consuming senior time (close, AP, reporting handoffs)
- You have data but lack reliable ways to query, summarize, or act on it in workflow
- Leadership needs an AI narrative and guardrails stakeholders can actually follow
- QuickBooks or starter ERP is blocking inventory, multi-entity, or project costing clarity
- You are comparing NetSuite, Business Central, Odoo, or adjacent platforms and need owner-side decision support
- An implementation is late, over budget, or live but adoption and reporting failed
What's included
What is included
Your first 90 days
AI & automation engagement
Discovery
- AI readiness audit
- Use-case prioritization
- Governance framework
- Tool stack assessment
First Wins
- 2–3 automations live (invoice, reporting, or data entry)
- AI assistant scoped
- Integration map
Scale
- Automation ROI baseline
- 6-month roadmap finalized
- Team training complete
- Second-wave workflows
Timelines are representative. Exact sequencing adjusted for your starting point.
Systems & ERP track
When the stack needs to scale
Many clients sequence systems work after finance pain surfaces bad data or broken process — or bring us in mid-migration. Same bench, same relationship.
Assessment
- Current-state architecture map
- Pain point prioritization
- Requirements document
- Vendor shortlist
Selection
- ERP/system selected
- Contract negotiated
- Data migration plan
- Integration spec
Momentum
- Configuration underway
- Parallel-run plan
- Go-live checklist
- Reporting requirements locked
Timelines are representative. Exact sequencing adjusted for your starting point.
Differentiators you can test in conversation
- Vendor-neutral: we sharpen what you own before recommending new tools.
- ERP-aware: we speak the systems that generate your financial truth.
- Measured ops impact: hours and dollars tied to workflows we touch.
For a self-serve starting point, see the AI Readiness Checklist on our resources hub. QuickBooks file cleanup remains a practical entry point via QuickBooks company file services.
Our process
From discovery to delivery
A simple, four-step path designed to minimize disruption.
Discovery call
We learn about your business, priorities, and constraints in about 30 minutes.
Deep-dive review
We assess your current state, financials, systems, or AI maturity as relevant.
Proposal
You receive a scoped plan with deliverables and investment options (often three tiers).
Onboarding
We integrate with your team and aim to deliver measurable value in the first 30 days.
FAQ
Common questions
Get Started Today
Ready to Take the Next Step?
Book a free, no-pressure discovery call. You will speak directly with a member of our leadership team, not a salesperson.