We help small and mid-sized companies structure their data, master finance, tax and compliance, and put AI to work inside their finance teams. By the hour, per project, fully adaptable to you.
"This is not about fancy words or fancy designs, it's about practical tools based on deep understanding of financial and business internal processes."
Three disciplines that decide whether a finance function scales — or struggles.
We map and put in place your processes' data flow to build an effective implementation strategy — so information moves cleanly from source to decision.
Masters-level training and field experience. How to process data with privacy and efficiency, and how to build the reports and KPIs your business actually needs.
The fundamentals that are part of everything. How to develop this area healthily and organise it as part of a wider company.
We develop skills and put in place agents so that you start implementing AI automations within your finance team — safely, gradually, and with measurable results.
An anonymised example of a monthly finance pipeline we design and build: messy sources on the left, AI agents doing the heavy lifting in the middle, a human sign-off, and finished reports going out on the right — all inside your own Microsoft 365 or Google Workspace.
Simplified, anonymised example. Every flow we build is shaped around your own tools, entities and controls.
We charge by the hour for defined projects. No retainers, no lock-in — you pay for expertise, not overhead.
We adapt to your tools, your pace and your team's maturity — from first spreadsheet to full BI stack.
We work natively in Microsoft 365 and Google Workspace — no new platforms to buy or learn.
We serve clients worldwide, with a focus on Europe and Mercosur time zones — in English, Spanish and Portuguese.
Small and mid-sized companies from all around the world — mainly Europe and Mercosur.
You want visibility and control over the numbers without building a large finance department.
You need reliable KPIs and a finance function that keeps up with your growth plans.
You want a senior peer to structure data, automate the routine and free your team for analysis.
We are professionals with more than 18 years of experience working in Finance and Management direction — and as owners and CEOs of startups. We combine corporate finance discipline with founder pragmatism: we know what it costs to implement advice, because we have implemented it ourselves.
A free conversation to understand your situation, tools and goals.
We assess your data flows and finance setup and propose a prioritised plan with an hour estimate.
We build alongside your team — processes, reports, automations, AI agents.
Your team runs it. We stay available by the hour whenever you need us.
Simple, practical tools we build and share for free. Use them for your personal finances or your small business — no sign-up needed.
A calendar to plan and track expenses day by day, all year round — with categories for small businesses (salaries, supplies, services and more) and monthly and yearly totals.
Open toolPlanning to sell more? See how much extra cash you need before the money comes in — supplies to buy ahead, the effect of payment and collection terms, and when growth pays for itself.
Open toolBy the hour, for defined projects. After the discovery call you receive a scope and an estimated number of hours before any work starts.
Yes. We work in Microsoft 365 and Google Workspace and connect to your existing accounting and business systems.
Data privacy is one of our specialisations. We follow GDPR principles, sign NDAs by default, and design every data flow with privacy and efficiency in mind.
All around the world, mainly Europe and Mercosur. We work remotely in English, Spanish and Portuguese.
Usually within days of the discovery call. Being a senior, adaptable team means minimal onboarding overhead.
Tell us where it hurts — messy data, slow reporting, tax doubts, or curiosity about AI. We reply within one business day.
Emailcontact@financial-agents.org
We speak English, Spanish and Portuguese.