Tap the line that sounds like you.
One firm, three jobs: clear monthly numbers, buying or selling a business, less busywork. Automated, human-reviewed.
Messy numbers
The books exist. Decisions still come from gut. Cash surprises every quarter. No forecast, no memo.
Business Accelerator
A live dashboard, a cash flow forecast, and a monthly memo built from the books you already keep.
See the practiceBank questions
The bank wants to know what the business really earns, whether you are buying it or already own it. The numbers are not clean enough to answer.
Buying & Selling Businesses
A written deal read in two business days, with the debt service stress-tested and the earnings verified.
See the practiceEndless busywork
The same tasks repeat: chasing leads, answering questions, filing documents, watching numbers.
AI Intelligence Suite
Systems that handle the repetitive work, with a human gate on every sensitive action.
See the practiceWhat brought you here?
Answer here: two taps to a plan. Nothing is sent.
You run the business. We turn the books into decisions: a live dashboard, a cash forecast, and a plain-English memo you could hand to your bank. Your bookkeeper keeps the books; we make them legible.
We do the homework: what the business really earns, whether it can afford its own purchase, and how the loans line up. A written deal read in two business days, built so the bank can say yes.
Eight automation service areas with a human gate on every sensitive action. We build the system, review every output, and hand it off running. Not templates. Custom workflows built for your operation.
Right now, your numbers either work for you or they work against you.
The mess becomes the memo. Watch.
Written readWritten readHere is what happens after you book.
Three stages, from call to live delivery.
Strategy call
30 minutes, no prep needed
First deliverable
Deal memo in two business days, dashboard within two weeks
Live delivery
Reports on a fixed schedule. You act on what we send.
Read-only access you can revoke, encrypted, never used to train any AI system. How your data is handled.
Prefer your phone? Install the ClarIQ app: the tools, working even offline.
“A growing business should not have to guess at its numbers, miss a deal because the books are not clean, or stay small because it cannot automate.”
Who we serve
- U.S. businesses, $1M to $20M revenue
- Founder-led operators
- Buyers and sellers of growing businesses
- CPA firms and fractional CFOs
How we work
- Software we built, run by a human advisor
- Human review on every sensitive deliverable
- Fixed pricing, clear scope, no retainer traps
- If it is not a fit, we say so on call one