01 · Direction
Finance Leadership
Sets direction
FP&A, cash forecasting, margin and working-capital improvement, close redesign, lender reporting, and systems strategy — led through execution, not left as recommendations.
Explore →AI finance company · AI agents · Human review
We build AI agents that do the work.
We are an AI finance company building practical technology for finance, procurement, and operations. We combine CFO-level judgment, automation engineering, and hands-on execution to reduce manual work, strengthen controls, improve cash visibility, and help teams make better decisions.
Built for $10M–$500M distribution, manufacturing, consumer products, logistics, insurance, and PE-backed businesses with lean finance teams and high transaction volumes.
Book a Free Consultation
Explore our solutionsA free introductory conversation about your finance challenges, where the work is getting stuck, and how FINTECH TANGO can help.
Start with one workflow.
We map the work, build the agent, and prove it against real operating conditions.
Keep control where it matters.
Human approvals, least-privilege access, and an audit trail are designed in from day one.
Finance LeadershipAI AgentsAI BookkeepingStrategic SourcingHuman ApprovalMeasurable Results
One end-to-end ecosystem
Four connected pillars. One accountable company.
From executive direction to automated execution, clean financials, and the goods your operation depends on, FINTECH TANGO connects the work instead of handing it off.
02 · Execution
AI Agents
Do the work
Controlled agents support AP, AR, cash application, reconciliations, reporting, forecasting, and document workflows inside the systems you already use.
Explore →
03 · Control
AI Bookkeeping
Keeps it clean
Monthly bookkeeping, reconciliations, AP/AR support, close assistance, management reporting, and cash visibility — with a path into automation or Finance Leadership.
Explore →
04 · Delivery
Strategic Sourcing
Delivers
Vendor consolidation without the headache. One quote, one accountable partner for everything your operation needs. Serving businesses and government buyers.
Explore →Who we serve
Mid-market operators where finance complexity has outgrown the process.
Our strongest fit is a company with approximately $10M–$500M in annual revenue, a lean finance team, and enough transaction volume that manual work is constraining cash, close, control, or decision speed.
Industries
Distribution and wholesale; manufacturing and consumer products; logistics and transportation; insurance; PE-backed portfolio companies.
Buyers
CFOs, CEOs, COOs, controllers, business owners, and private equity operating partners.
Problems
Manual AP and AR, slow close, fragmented reporting, weak cash visibility, recurring exceptions, and systems that do not work together.
Difference
One coordinated team brings finance leadership, engineering, operational execution, and commercial judgment to the same business outcome.
From financial problem to measurable results
Business outcomes first. Technology second.
We begin with the operating constraint, establish a baseline, and use technology only where it improves the economics or control of the workflow.
01 · Assess
Understand the work
Map the current process, systems, costs, risks, controls, and performance.
02 · Prioritize
Choose the value
Rank the highest-value opportunities and establish measurable baselines.
03 · Implement
Redesign and deploy
Build integrations and automation, test controls, train users, and deploy safely.
04 · Optimize
Prove the result
Monitor performance, resolve exceptions, improve the workflow, and quantify realized value.
The ROI proposition
Target the operating result. Measure the change.
Every opportunity is tied to a baseline and a practical measurement plan. Targets are engagement-specific; they are not guarantees.
Outcomes we target
- Reduced manual processing effort
- Faster close and reporting
- Improved cash application and collections
- Better cash and working-capital visibility
- Fewer errors and stronger controls
- Clearer profitability visibility
How success is measured
- Workflow throughputProcessing time
- Unit economicsCost per transaction
- Control performanceException rate
- Reporting cadenceDays to close
- Planning qualityForecast accuracy
- Business valueRealized savings
$50M+
Prior professional experience: savings and value delivered
15 → 3
Prior professional experience: days cut from month-end close
20+ years
Enterprise finance leadership experience
PE-backed
Operating and board experience
The record, charted
Two numbers that frame the work.
Both charts are drawn only from figures already published on this site: the month-end close result from prior professional experience, and the starting prices of the AI Bookkeeping packages.
Month-end close, in days
Before and after close redesign, from prior professional experience.
AI Bookkeeping packages, starting price
Starting monthly price for each package tier.
The next move
Bring us the workflow that keeps slowing you down.
Start with a free introductory conversation about your finance challenges, where the work is getting stuck, and how FINTECH TANGO can help.
Services
Senior judgment, built into the work.
Choose a defined project, embedded Finance Leadership, recurring bookkeeping, or Strategic Sourcing. Every engagement begins with a business outcome and accountable execution.
The service framework
What finance needs to run better.
Lead the function
Executive and interim finance leadership, FP&A, cash, KPI architecture, board reporting, and investor or lender support.
Finance leadership →Fix the operating model
Close acceleration, cost structure, working capital, shared services, turnaround support, and M&A integration.
See the model →Modernize the systems
ERP and finance-systems optimization, integration design, reporting architecture, data governance, and controlled AI agents that work with the existing stack.
Finance automation →Run the books
Monthly bookkeeping and reconciliations, AP/AR support, close assistance, management reporting, cash visibility, and process standardization.
Bookkeeping →Automate the workflow
Fixed-scope builds across AP, AR, close, cash flow, reporting, and document handling — with human approval.
AI Agency →How we engage
Embedded. Project-based. On call.
- Monthly leadership retainers
- Fixed-scope transformation sprints
- Free introductory consultations
- Advisory and diligence support
Not sure where to start?
Tell us what is slowing the team down. We will help frame the first move.
Finance Leadership
The CFO seat, when you need it.
Practical finance leadership for growth, transition, transformation, or the project your team cannot absorb — with hands-on execution, not recommendations alone.
$50M+
Prior professional experience: value delivered
15 → 3
Prior professional experience: close days
Multiple
Prior professional experience: M&A integrations
20+ years
Finance leadership
From the CFO seat
Clarity at the moments that matter.
FP&A, budgeting & forecasting
Driver-based plans, rolling outlooks, scenarios, KPI architecture, and decision-ready reporting.
Cash & working capital
13-week cash-flow forecasting, collections focus, liquidity visibility, and working-capital optimization.
Margin & profitability
Customer, product, and channel economics translated into practical operating decisions.
Close & process redesign
Close improvement, finance-process redesign, and automation strategy with accountable implementation.
ERP & finance systems
Systems optimization, integration oversight, data discipline, and reporting designed to scale.
Lender, board & deal support
Lender reporting, board materials, diligence, acquisition integration, and the finance voice at the table.
Operator depth
Supply chain and CPG are already familiar.
Leadership experience spans national food distribution, logistics, and household consumer brands.
- KeHE Distributors — food distribution
- SEKO Logistics — supply chain
- Kenmore — brand P&L
- Craftsman & DieHard — brand P&L
Engagement models
Choose the shape that fits.
Ongoing
Monthly retainer
An embedded CFO seat and a standing operating rhythm.
Fixed scope
Project sprint
One outcome, one timeline, and weekly working sessions.
On call
Advisory
Experienced judgment for founders, CFOs, and deal teams.
What is finance waiting on?
Bring the close, the deal, the system, or the board package.
AI bookkeeping
Clean books. Clear decisions.
Monthly bookkeeping, reconciliations, AP/AR support, close assistance, management reporting, and cash visibility — standardized with senior finance review.
Monthly packages
Pick the level of support.
Pricing scales with revenue, volume, and complexity. Monthly work has a three-month minimum.
Essential
$750–1,500+ /mo
For businesses under $500K revenue.
- General ledger
- Reconciliations
- Monthly reporting
Managed
$1,800–3,500+ /mo
For $500K–$1.5M revenue.
- Everything in Essential
- Full AP / AR
- Added oversight
Growth
$3,500–6,000+ /mo
For businesses above $1.5M revenue.
- Higher volume
- Dedicated bookkeeper
- Weekly cash updates
Package ranges
Monthly pricing, drawn to scale.
Each bar spans the published monthly range for its tier, on a $0 to $6,000 scale. Pricing scales with revenue, volume, and complexity, as noted above.
A practical starting point
Begin with clean books. Expand when the value is clear.
Growing companies can start with recurring bookkeeping and close support, then expand into AP/AR automation, cash forecasting, process redesign, or Finance Leadership as transaction volume and decision needs grow.
In development — not yet generally available
One AI agent for multi-entity books.
We are developing an agent for chart-of-accounts mapping, multi-currency structures, GAAP or IFRS reporting, and PE-grade packs. The agent drafts; senior accountants approve.
- Multi-entity mapping
- Multi-currency workflow
- GAAP / IFRS reporting
- Human review on every close
Beyond the ledger
Build the operating rhythm on top.
Cleanup & catch-up
Flat-fee work to get the books current and the chart of accounts right.
13-week cash flow
A weekly view of receipts, disbursements, runway, and pressure points.
Controller support
Close ownership, financial review, and one accountable back office.
PE & audit reporting
KPI packs, covenant reporting, and books prepared before fieldwork begins.
Current, behind, or somewhere in between?
We will scope the cleanup and the right monthly rhythm.
AI agents for finance
Automate the work. Keep the judgment.
Finance workflows designed by operators, integrated with the systems already in place, and governed through exception handling, audit trails, and named human approvals.
Three ways in
Start with the workflow.
No cost
Book a Free Consultation
Start with a discovery conversation about your finance challenges, the workflows creating friction, and how FINTECH TANGO can help.
Book a Free Consultation →Weeks 3–6
Build Sprint
$7.5K–$15K
One workflow taken from current state to a tested production process, with training and hypercare.
Monthly
Automation Retainer
From $3K /mo
Monitoring, one focused enhancement each month, and a recurring value review.
Where we focus
High-volume finance work that should end in an exception queue.
We target measurable ROI without bypassing financial controls. Agents operate inside defined permissions, route exceptions, and keep a source-to-action record for review.
- AP and invoice processing
- AR and collections workflows
- Cash application and remittance matching
- Reconciliations and month-end close
- Financial reporting and data consolidation
- Cash forecasting and financial analysis
- Document processing
- Repetitive finance workflows
The control standard
AI proposes. Finance approves.
Every build starts read-only, runs against historical data, and earns production access through a parallel-run acceptance test.
- Named human approver
- Least-privilege access
- Source-to-action audit trail
- Safe exception queues
Under the hood
We work inside the systems you already own — no rip-and-replace.
Python, SQL, AWS, Workday Financials, Databricks, Power BI, Tableau, and the systems already in place.
Find the first workflow worth automating.
Bring the checklist, remittance file, reporting pack, or shared inbox. We will talk through where the work is getting stuck and how FINTECH TANGO can help.
Strategic Sourcing
Vendor consolidation without the headache.
One quote, one accountable partner for everything your operation needs. Serving businesses and government buyers.
Federal registrationSAM.gov Registered
UEIUAPVKNG6J343
CAGE25GM6
Business sizeSmall Business
One accountable partner
Source the requirement, not another vendor relationship.
FINTECH TANGO helps businesses and agencies source what their operations need through a single point of accountability. Share the requirement once; we coordinate the sourcing, quote, fulfillment, and delivery terms so your team can spend less time managing vendors and more time running the operation.
How it works
From requirement to delivery.
Step 1
Send the requirement
Share what you need, quantities, delivery point, and timing.
Step 2
Receive one quote
Clear pricing, suitable equivalents when useful, and delivery terms.
Step 3
We coordinate delivery
One accountable partner from sourcing through fulfillment.
Send the requirement.
An item list, quote to beat, or solicitation number is enough to start.
Experience
Enterprise perspective, earned in the work.
These are organizations and brands where our principals worked, led, advised, engineered, or delivered before and beyond FINTECH TANGO. They are not FINTECH TANGO clients.
SAM.govRegistered
Business sizeSmall Business
CoverageNationwide
Key-personnel record
Experience that enters the room with us.
$50M+ delivered
Prior professional experience delivering savings and value across finance transformation programs.
15 days to 3
Prior professional experience building a faster close through operating discipline and systems.
Multiple M&A integrations
Diligence through post-close finance and reporting.
Enterprise platforms
Workday, Planful, Power BI, data engineering, and cloud workflows.
Organizations and brands
Where our principals built their perspective.
KeHE Distributors
CDW
Acrisure
SEKO Logistics
Allstate Roadside Services
Pactiv
Sears Holdings
Kmart
Craftsman
Kenmore
Kenmore
DieHard
US Foods
Wolters Kluwer
University of Chicago
Walgreens
U.S. Cellular
Verizon Wireless
PLC Global
PLC Global
Imperial Lubes and Supply
AREIDA Group
AREIDA Group
Put that perspective to work.
Finance leadership, automation, and execution under one roof.
About FINTECH TANGO
We are an AI finance company built for the work that matters.
We build AI technology for finance, procurement, and operations. We bring Finance Leadership, AI Agents, AI Bookkeeping, and Strategic Sourcing together to reduce manual work, strengthen controls, improve cash visibility, and move financial operations forward.
20+ yearsEnterprise finance leadership
$50M+Savings and value delivered in prior professional experience
4Principals across finance, engineering, partnerships, and growth
NationwideCoverage for business and government buyers
CAGE 25GM6SAM.gov-registered small business
Who we are
AI technologists who understand the business.
We are an AI finance company led by finance operators and automation engineers, with partnership and growth expertise around them. That range matters because the work crosses finance, procurement, operations, systems, controls, suppliers, and commercial decisions.
Our principals stay accountable from scope through delivery. We begin with the business outcome, design the right technology and operating change, and carry the work through implementation instead of leaving a recommendation behind.
How we work
Three principles shape every engagement.
Business outcomes first.
We start with the financial or operating constraint and use technology only where it improves value, speed, or control.
Economics before toolingHuman approval on every action.
Automation operates inside defined permissions, routes exceptions, and keeps the final decision with the accountable person.
Judgment stays in the loopPrincipals from scope through delivery.
The senior people who frame the work remain close to implementation, testing, and the operating result.
No handoff gapOur team
80+ years of combined experience.
FINTECH TANGO brings together a team with 80+ years of combined experience across finance leadership, AI and automation, enterprise sales, and government contracting. We are not a generic tech shop. We are a finance-led team that builds technology for finance, procurement, and operations.
Our principals include a 20+ year finance executive (former VP at a national distributor and a global insurance brokerage, $50M+ in verified cost savings, month-end close cut from 15 days to 3), a strategic partnerships leader who built our SAM.gov and federal contracting foundation, an automation and data engineering leader who builds the AI agents, and a 20+ year enterprise sales leader (former AWS, CDW-G, and #1 rep at a public company).
Capabilities
What we do for you.
Finance Leadership
Fractional CFO and senior finance leadership. FP&A modernization, board-ready reporting, working capital improvement, M&A finance integration. You get senior finance direction without a full-time CFO hire.
Explore →AI Agents
Custom AI agents that take over repetitive operational work. Invoicing, reconciliations, data entry, follow-ups. Work that used to take hours happens automatically.
Explore →AI Bookkeeping
Clean, automated books without the headcount. Your books stay current, accurate, and audit-ready.
Explore →Strategic Sourcing
Wholesale supply for government and commercial buyers. We source what you need at better prices, with the procurement process handled.
Explore →Start with the highest-friction workflow
See where finance can move faster without losing control.
The free consultation is a discovery conversation about your finance challenges, where work is getting stuck, and how FINTECH TANGO can help.
Book a Free Consultation
Start with the bottleneck.
Tell us about your biggest finance or operational challenge. The free consultation is a discovery conversation to understand what is getting in the way and explore how FINTECH TANGO can help.
EntityFINTECH TANGO LLC
CoverageNationwide
StatusSAM.gov Registered Small Business