How GoFigure actually works
No black box. Here is exactly what happens to your finances, who does what, and where the human judgment sits.
Connect
Onboarding takes days, not months. We plug into your accounting software (whatever you use, or we set one up for you), your bank feeds and your inbox. We map your chart of accounts, your approval rules and your deadlines into a client operating file that every agent follows. If your books need cleanup first, that becomes a clearly scoped fixed-fee project.
We run it
From day one, AI agents work your finances daily: capturing transactions, categorizing, matching, reconciling, chasing invoices, preparing bills for approval. Anything ambiguous or unusual is never guessed at. It lands in an exception queue where a professional makes the call. Month-end runs on a documented checklist, and your close finishes in days.
You decide
You get clean monthly financials with commentary written in plain language: what changed, why, and what to watch. Your dashboard is live all month. When there is a decision to make, you have a CFO to call, with the numbers already in front of both of you.
Where AI ends and accountability begins
Our AI agents do
- Transaction capture and categorization
- Invoice and receipt data extraction
- Matching and reconciliation prep
- Report and commentary drafting
- Payment reminders and follow-ups
- Deadline tracking and data packs
A human professional always does
- Reviews every output before it reaches you
- Signs every filing
- Approves every journal
- Makes every judgment call
- Talks to you, knows your business
A living view of your business, not a monthly PDF
The GoFigure Intelligence platform updates as our agents work: live financials, smart alerts on cash, spending and receivables, and on higher plans an AI CFO agent for on-demand answers and scenario questions. Every answer the AI CFO gives is grounded in your reviewed numbers.
Security & trust
Your data, controlled
Your data stays in systems we control, never in consumer AI tools.
Least privilege
Agents get read-only access wherever possible, and only to what they need.
Human sign-off
Nothing is filed and no money ever moves without a human decision.
Full audit trail
Every action logged: what ran, what data it used, who reviewed it.
Frequently asked questions
No. We work with all major platforms, including QuickBooks, Xero, Sage, Zoho and Wave. If you are on spreadsheets or nothing at all, we set you up as part of onboarding.
AI does the typing, an accountant does the thinking. Everything is reviewed by a professional before it reaches you or any authority.
Your first clean management pack arrives within 30 days of starting.
That is our favorite starting point. Cleanup is a clearly scoped fixed-fee project, and then your retainer starts from a clean base.
Yes. We prepare, they audit. Auditors tend to like us: everything is documented, tied out and traceable.
See it on your own numbers.
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