AI-First Finance & Operations

The back office
reimagined.

Senior operators from defense, telecommunications, deep tech, SaaS, and medical devices — who have built, scaled, and exited companies across four continents — came together to rethink how modern businesses need to operate. The old consulting model is broken. We built the replacement.

$370M+Capital raised by the team
72 hrsTo first deliverable
5+Industries transformed
$2.4MAvg annual savings
Savings estimator
Finance team size8 people
Annual revenue$25M
Estimated annual savings
$840K
≈ 4.8× return on engagement
Get a precise estimate →
Based on 73% automation rate · avg $150K loaded salary
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
How it works

Assess. Deploy. Own.

Fixed fee. First deliverable in 72 hours. You own everything we build — no retainers, no lock-in, no ongoing dependency.

Step 01
🔍
Assess
Talk to our AI consultant or book 30 minutes with Michael or Robert. We map your functions, rank automation opportunities, and give you a precise savings estimate.
Delivered: Scoping doc with function map, automation priority ranking, savings estimate, fixed-fee proposal.
Step 02
Deploy
We build. Financial models, automation workflows, compliance frameworks, reporting pipelines — configured to your data, your voice, your stack. First deliverable in 72 hours.
Delivered: Working, deployed systems integrated with your finance stack. Full documentation included.
Step 03
🔑
Own
You own everything we build. The automation runs without us. No retainer, no lock-in, no ongoing fees. Update needed? We scope it fresh at a fixed price.
Delivered: 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. Michael 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

The future of your back office
is already built.

The old model — expensive firms, slow timelines, no ownership — is over. Start with a free 30-minute assessment and walk away with a precise savings estimate and a scope of work, whether you engage us or not.