Boutique AI Consulting & Software Development

Enterprise AI.
Boutique precision.

Institutional-grade AI software for organizations where the cost of getting it wrong is not an option.

$600M+ Capital raised
80% vs Big 4 cost
85% Finance & Ops automatable
10x Faster than manual
Financial CloseVerified result
14 days
reduced to
3 days
$180K overtime eliminated. Close cycle cut 79% using AI-automated reconciliation, variance detection, and real-time NetSuite integration.
SOX ComplianceVerified result
$1.2M
reduced to
$185K
Zero material weaknesses. Zero exceptions. Full SOX program delivered at 85% below Big 4 cost — with better audit trail documentation.
M&A DiligenceVerified result
3 weeks
reduced to
4.2 min
212 contracts reviewed. AI-powered diligence identified 14 material clauses and 3 risk flags — before the first human read a single document.
Board ReportingVerified result
3 weeks
reduced to
4 hours
Fully automated. Board-ready. Real-time FP&A model connected to Salesforce and NetSuite — board pack generated on demand, zero manual assembly.
Revenue ForecastingVerified result
Updated monthly
replaced with
Real-time
Zero additional headcount. Static spreadsheet forecast replaced with a live model pulling from Salesforce and Stripe — board pack refreshes automatically, every day.
Series C CloseVerified result
No model
delivered in
72 hours
$28M Series C closed at target valuation. CFO had 4 days before investor deadline. No 3-statement model existed. Delivered board-ready model with ARR waterfall and scenario analysis.
SaaS MedTech AI / Data Defense Telecom eProcurement
73%
of CFO functions automatable with current AI – most companies have automated zero
McKinsey · Gartner
14→3
Close cycle days – industry average to RoseMehl clients. $180K overtime eliminated.
Demonstrated result
82%
SOX compliance cost reduction vs Big 4 first-year program. $1.08M saved. Zero material weaknesses.
Client verified
$2.4M
Average annual savings per full engagement. ROI breakeven: 6 weeks.
Conservative estimate
The virtual team

Your AI back office.
Built by operators.
Delivered in days.

11 AI-powered specialists built by people who have run these functions inside the world's most demanding companies. Deployed fast. You own everything.

See all capabilities →
Finance
FP&A Director
  • Investor-grade 3-statement models
  • ARR/MRR waterfalls, scenario planning
  • Board-ready KPI dashboards
Legal
General Counsel
  • Term sheets, SAFEs, Series A–C
  • M&A documentation and review
  • US Delaware + Israeli law
Operations
Chief of Staff
  • Board and investor meeting prep
  • OKR and operating rhythm design
  • Executive memos and decisions
Security
Security Director
  • OWASP audit and hardening
  • SOC 2 Type II readiness (6 weeks)
  • ISO 27001 implementation
People
VP of People
  • Offer letters and compensation
  • US + Israeli employment law
  • Org design and headcount planning
Strategy
TAM Analyst
  • Defensible bottom-up TAM/SAM/SOM
  • Investor-grade Excel + PowerPoint
  • Founder claim vs data reality
Finance
Financial Model QA
  • Formula integrity and cross-sheet audit
  • ASC 606 compliance review
  • Investor-ready formatting standard
Finance
Board Reporting Automator
  • Real-time FP&A connected to your ERP
  • Board pack generated on demand
  • Variance analysis auto-drafted
Engagement Model

Assess. Deploy. Own.

Fixed-fee engagements. No hourly billing. No scope creep. We scope it, price it, build it, and ship it.

Step 01
DISCOVER: Deep-Dive Scoping
We diagnose your actual problem - not the symptom you described. Architecture review, workflow mapping, constraint identification.
Delivered: System architecture blueprint, fixed-scope build contract, and clear deliverables.
Step 02
ARCHITECT: Solution Design
System architecture, data model, AI integration points, security posture, and a fixed-scope build contract with clear deliverables.
Delivered: Technical specification, security design, and signed engagement agreement.
Step 03
BUILD: AI-Accelerated Dev
Our AI-augmented team builds at 3-5x the velocity of traditional shops. First working deliverable within 72 hours of kickoff.
Delivered: Working, deployed systems. Full documentation included.
Step 04
SHIP & SUPPORT: Production Handoff
Deployed, documented, and transferred. We do not create dependency - we ship products you own and can operate independently.
Delivered: Fully documented systems you control permanently. Average ROI breakeven: 6 weeks.
Case studies

Results. Not slide decks.

Every claim has a number. Every case study has a verified outcome.

See all 8 →
Financial Modeling
3-year operating model, 72 hours before Series C close
$28M
Series C closed at target valuation
CFO had 4 days before investor deadline. No model existed. We built a fully wired 3-statement model, ARR waterfall, headcount plan, and scenario analysis – board-ready in 72 hours.
Enterprise SaaS · Series CRead →
Close Automation
14-day close to 3 days – $180K overtime eliminated
14→3
Close days. $180K annual overtime gone.
Mapped 87 close tasks, automated 34, AI-assisted 28. Built automation for journal entry routing, reconciliation alerts, and real-time close status dashboard.
Tech Company · Series BRead →
SOX Compliance
82% cost reduction – $1.08M saved – zero material weaknesses
82%
Cost reduction vs Big 4 quote. IPO on schedule.
Big 4 quoted $1.32M for first-year SOX. We delivered an equivalent framework for $240K – zero material weaknesses at audit. IPO went ahead on schedule.
MedTech · Pre-IPORead →
The math

Same outcome. 80% lower cost.

Delivered in weeks, not quarters. Fixed fee you know upfront.

What you needTraditional / Big 4RoseMehl AI-First
Full FP&A Model + Dashboard$45K–$120K · 6–12 weeks$8.5K–$14K · 72 hours
Month-End Close Automation$180K–$400K · 6–9 months$14K–$22K · 3–4 weeks
SOX First-Year Program$800K–$1.8M · 9–12 months$120K–$240K · 8–12 weeks
M&A Financial Due Diligence$150K–$350K · 4–6 weeks$28K–$45K · 3–7 days
Board Reporting Automation$80K–$200K · 3–6 months$12K–$18K · 2–3 weeks
Ongoing modelMonthly retainer · you're dependentFixed fee · you own it forever
"

We had a board meeting in 96 hours and no model. The RoseMehl team had a full 3-statement model, scenario analysis, and board deck in my inbox in 48 hours. I've worked with Big 4 teams that couldn't do that in 6 weeks.

VP Finance, Series B SaaS company · Financial modeling engagement

AI-First Finance & Operations

Ready to build something
institutional-grade?

Tell us what you are trying to solve. We will tell you honestly whether we are the right partner — and if we are, you will have a working prototype before most firms finish their discovery phase.