AI-First Finance & Ops Stack
for Startups
One unified system that connects your website, AI agent, lead gen, back office, and finance stack – built and run by a CFO.
Launch in 30 days. Know your runway in real time. Scale without hiring a full team.
You’re Building a Real Business
– Not Just a Landing Page
Most founders are stuck with disconnected tools, manual workflows, and zero visibility into their financials.
Patchwork Website
DIY site with low conversion, no clear CTA, and zero lead capture automation.
Disconnected Tools
CRM, accounting, analytics scattered across 10 logins. No single source of truth.
Manual Outreach
Cold emails sent one-by-one. No AI enrichment, no follow-up cadence.
No Cash Clarity
You guess your runway. Finance is a spreadsheet updated once a quarter.
Meet the StartupIQ System:
5 Functions, 1 AI-Powered Platform
Everything you need to launch, scale, and manage your startup – unified, automated, and AI-driven.
1. AI-Optimised Website
Conversion-optimised site with AI-tested copy, clear CTAs, and lead capture built in.
2. AI Front Desk + CFO Copilot
Customer-facing AI agent answers FAQs, captures leads. Internal AI agent answers ops questions.
3. AI SDR Engine
Define your ICP, get enriched lead lists, and launch automated outreach campaigns.
4. AI-Augmented Back Office Ops
Bookkeeping, AR, AP, payroll coordination – all automated with AI oversight.
5. AI Finance Cloud
Real-time cash forecasting, rolling valuations, and CFO-level reporting.
Proven Results from Real Startups
Our AI-driven finance and ops systems deliver measurable impact across growth, efficiency, and profitability.
Via restructuring & automations
Through SOP optimization
From AI workflow implementation
With 24/7 AI-powered workforce
Who StartupIQ Is For
Built for founders who need finance-first systems to scale without hiring a full team.
B2B Professional Services
Agencies, consultancies, and service firms earning $50k–$500k ARR.
Marketing agencies, design studios, consulting firms
Online Education & Experts
Course creators, coaches, and experts building recurring revenue.
Online courses, coaching programs, membership sites
Niche SaaS & Productized Services
Early-stage SaaS or productized service startups pre-Series A.
Micro-SaaS, vertical software, productized agencies
Why StartupIQ Is Different
We’re not just another agency. We’re your AI-powered finance and ops team.
Finance-First by Design
Built by a CFO who’s scaled startups. Not a dev agency playing CFO.
AI-Native, Tool-Agnostic
We integrate with your stack. AI handles the grunt work. You focus on growth.
Unified Platform Core
Website, AI agent, lead gen, back office, finance – all connected, not bolted on.
Productized, Not Vague Consulting
Fixed pricing. Clear deliverables. 30-day launch guarantee. No scope creep.
Choose Your AI Stack
Transparent pricing. No hidden fees. 30-day launch guarantee on all plans.
AI Launch Stack
Launch a Real, AI-First GTM Stack in 30 Days
Website, AI agent, ICP, lead list, and your first campaign – wired into Xero and CashFlowIQ so you launch like a grown-up startup, not a landing page experiment.
- 1 page AI-optimised site
- ✓ AI Agent Setup
- Calendly*
- 1 ICP defined + 200–300 lead list
- 1 Campaign (3–4 emails)
- Xero [preferred] configured*
- CashFlowIQ dashboard with 13-week forecast
- Email & chat support
- 30-day launch guarantee
AI Finance & Ops Stack
Your Finance & Ops Team, Without the Full-Time Headcount
Monthly bookkeeping, T+10 financials, CashFlowIQ forecasting, and ValueIQ snapshots – plus your AI-powered GTM stack. One subscription instead of 3–4 vendors.
- 1–3 page AI-optimised site
- ✓ AI Agent Setup
- ✓ Analytics & Integrations
- ✓ ICP & Lead List
- ✓ Email Campaign
- ✓ Accounting Setup
- ✓ Cash Flow Forecasting
- 1 ValueIQ valuation snapshot
- Monthly bookkeeping (volume-capped)
- T+10 financials (P&L, balance sheet)
- Bi-Annual ValueIQ valuation snapshot & CFO meet
- Payroll configuration
- Email, chat & monthly finance review call
AI Growth OS
Board-Ready Growth OS with AI, Not Just Another Tool
AR/AP flows, payroll coordination, 60-month runway, quarterly valuations, OpEx optimisation, and continuous AI GTM experiments – for funded teams that need CFO-level discipline without hiring a full in-house team.
- ✓ Everything in AI Finance & Ops Stack
- Xero configured + AR/AP workflows [basic]*
- CashFlowIQ integration with up to 60-month forecast*
- ValueIQ integration + OpEx optimization*
- T+10 financials (P&L, balance sheet, cash flow)
- CashFlowIQ rolling forecast (up to 60-month)
- Quarterly ValueIQ valuation, OpEx optimization & CFO meet
- Monthly AR overview + AI-drafted collection emails [basic]
- AP schedule & approvals flow [basic]
- Payroll coordination + data integrity checks
- ✓ Finance AI Agent
- Priority support
- Monthly AI-driven copy experiments
- New landing page for new offers/ICPs (per quarter)
- Continuous tuning of AI Agent flows
- 2–3 ICPs in rotation
- Monthly Clay jobs monitoring for new lists & enrichment*
- SmartLead campaign management (split tests, warmup)*
- SmartLead for nurture & reactivation drips*
- Cohesive reporting pack (Ops + CashFlowIQ + ValueIQ)
- Email, chat, Slack & weekly strategy calls*
- Dedicated CFO + ops team
Add-Ons to Supercharge Your Stack
Enhance your plan with specialized AI-powered services tailored to your needs.
AI driven workflows*
Custom AI-powered workflows across your finance and operations stack.
AI SDR's (volume-capped)*
AI-managed SDR outreach with capped monthly volume.
AI driven Bookkeeping*
AI-augmented bookkeeping to automate coding, reconciliations, and checks.
Catch-up Bookkeeping*
Backlog bookkeeping clean-up to bring your books current.
AI driven CFO
AI copilot trained on your financials for instant CFO-level insights.
AI driven AR*
AI-powered accounts receivable management and collections.
AI driven AP*
AI-powered accounts payable workflows and approvals.
AI driven Payroll*
AI-assisted payroll processing and compliance checks.
AI driven LLM, GTM + more*
Advanced AI for go-to-market, content, and strategic initiatives.
* Possible third-party costs apply
StartupIQ vs Hiring Separately
See how StartupIQ replaces multiple vendors with one integrated system
StartupIQ vs Building Your Own Website + AI Agent
| StartupIQ | Hiring Separately | |
|---|---|---|
| AI-Optimised Website + AI Agent | Included from AI Launch Stack – built and tuned for your ICP. | Web agency ($2k–$5k) + dev/AI freelancer ($1k–$3k) and weeks of coordination. |
| Time to Launch | ~30 days with our 30-day launch guarantee. | 2–3 months of back-and-forth between multiple vendors. |
| Ongoing Optimisation | Continuous tuning of pages, flows, and AI conversations (Growth OS). | Project-based work – each change requires a new brief and invoice. |
AI-Optimised Website + AI Agent
StartupIQ
Included from AI Launch Stack – built and tuned for your ICP.
Hiring Separately
Web agency ($2k–$5k) + dev/AI freelancer ($1k–$3k) and weeks of coordination.
Time to Launch
StartupIQ
~30 days with our 30-day launch guarantee.
Hiring Separately
2–3 months of back-and-forth between multiple vendors.
Ongoing Optimisation
StartupIQ
Continuous tuning of pages, flows, and AI conversations (Growth OS).
Hiring Separately
Project-based work – each change requires a new brief and invoice.
StartupIQ vs Bookkeeper + 'CFO Guy'
| StartupIQ | Hiring Separately | |
|---|---|---|
| What You Get | Xero setup, monthly bookkeeping, T+10 reports, CashFlowIQ forecasting, ValueIQ snapshots, and AI-driven workflows. | One bookkeeper for transactions + occasional CFO consultant (limited tooling). |
| Cost Range | $999–$4,999/mo depending on stack. | Bookkeeper ($600–$2k/mo) + CFO ($3k–$10k/mo) + tools (forecasting, valuation, dashboards). |
| Visibility & Runway | Real-time cash visibility and 13–60 month runway forecasting built in. | Ad-hoc spreadsheets and manual models that go stale quickly. |
What You Get
StartupIQ
Xero setup, monthly bookkeeping, T+10 reports, CashFlowIQ forecasting, ValueIQ snapshots, and AI-driven workflows.
Hiring Separately
One bookkeeper for transactions + occasional CFO consultant (limited tooling).
Cost Range
StartupIQ
$999–$4,999/mo depending on stack.
Hiring Separately
Bookkeeper ($600–$2k/mo) + CFO ($3k–$10k/mo) + tools (forecasting, valuation, dashboards).
Visibility & Runway
StartupIQ
Real-time cash visibility and 13–60 month runway forecasting built in.
Hiring Separately
Ad-hoc spreadsheets and manual models that go stale quickly.
StartupIQ vs Stitching 4–5 Vendors Together
| StartupIQ | Hiring Separately | |
|---|---|---|
| Team You Manage | One integrated team running AI, website, GTM, finance, and ops. | Web agency, lead-gen shop, bookkeeper, CFO consultant, and ops freelancer. |
| Systems | One unified StartupIQ system wired into CashFlowIQ, ValueIQ, and your tools. | Multiple disjointed tools; you are the one connecting everything. |
| Accountability | Single point of accountability with a 30-day launch guarantee. | Every vendor blames another when numbers don't line up. |
Team You Manage
StartupIQ
One integrated team running AI, website, GTM, finance, and ops.
Hiring Separately
Web agency, lead-gen shop, bookkeeper, CFO consultant, and ops freelancer.
Systems
StartupIQ
One unified StartupIQ system wired into CashFlowIQ, ValueIQ, and your tools.
Hiring Separately
Multiple disjointed tools; you are the one connecting everything.
Accountability
StartupIQ
Single point of accountability with a 30-day launch guarantee.
Hiring Separately
Every vendor blames another when numbers don't line up.
Ready to replace your vendors with one integrated system?
Book Your Discovery CallHow It Works
From discovery call to launch in 30 days. Here’s your path to AI-powered growth.
Book Discovery Call
We learn your business, ICP, and goals. No pitch deck required – just bring your vision.
Get Your Blueprint
Within 48 hours, you receive a custom blueprint: site architecture, AI agent flows, finance stack setup.
We Build Your Stack
Our team configures your website, AI agents, lead gen, back office, and finance systems – all integrated.
Launch & Grow
Go live in 30 days. Your AI-powered system runs 24/7 while you focus on scaling revenue.