Co-sourced AI Controllership
Great books drive great decisions.
We embed with your finance team and put AI to work on your books - closed, reconciled, and reported. We start with your close; AI drafts, a human controller signs off, and when the work needs a platform, we build on RoboSystems, the open-source one you can own.
Powered by ClaudeApache-2.0 platformHuman-in-the-loopOpen & yoursThree ways to work with us.
Start with your own books, power your whole client roster, or report across a portfolio - wherever you start, we embed and run it with you.
Companies
One company or a holdco with several entities. We run your month-end close and reporting - clean books without building an in-house team.
- -Fixed-fee close teardown + pilot
- -Multi-entity consolidation, done
- -On an open platform you can audit
Accounting firms & fractional CFOs
Serve more clients without more headcount. Run AI-powered close and reporting across your whole book - white-labeled, your clients stay yours.
- -One platform across every client
- -Move up into premium advisory
- -We power it; you own the relationship
Funds
Portfolio-wide reporting across companies on different systems. We build custom data flows and deploy them in your own cloud.
- -Connect any portfolio-company system
- -Normalized consolidation & fund metrics
- -LP-ready packs, deployed in your VPC
We sell outcomes, not hours.
We meet you where you are - start with high-leverage AI wins on the stack you already run, and graduate to the full graph-native platform when the value justifies it.
AI opportunity assessment
We map your close and finance workflows, find where AI safely fits (and where it doesn’t), and hand you a prioritized plan. Platform optional.
Close & controllership
A reliable, on-time close - drafted by AI from your policies, reviewed and posted by a human controller. Audit-ready statements, every period.
Data integration & engineering
Connect anything - bank feeds, ERP, billing, CRM, custom APIs - into one knowledge graph. A new source in days, not a migration.
Reporting & analytics
GAAP-grade, XBRL-native statements, board and LP packs, consolidated dashboards, and benchmarking against public-company data.
AI & workflow automation
AI agents that reconcile, draft, and answer questions - and search across your policies, contracts, and filings with full context.
Custom build & deployment
Bespoke reporting flows, custom data adapters, and AI tooling - on RoboSystems or your existing stack - stood up in your AWS account, your data, your control.
Managed operations
We keep it running: monthly delivery, upgrades, monitoring, and a human controller on retainer - so the work just shows up, done.
How engagements work
Teardown
A fixed-fee diagnostic of your current close.
Pilot
We run one real close so you see the outcome.
Managed
Ongoing close & reporting on an outcome-based retainer.
Build
Custom adapters, reporting flows, and deployment.
Pricing is transparent and aligned to the outcome - never billable hours.
Open, auditable, and yours.
Most AI-accounting firms sell a black box and promise autonomy they can’t deliver. We do the opposite - because when it’s your books, trust is the product.
See the platform on GitHub01No black box
The platform is open source. Read the code. See exactly how every number is produced, with provenance back to the policy behind it.
02No lock-in
Open formats and a forkable platform. Take it in-house and self-host whenever you like. You will never be stranded by a vendor shutting down.
03No overpromise
AI generates, humans approve. We sell a reviewed, signed-off close - not an autonomous accountant that quietly breaks on the hard cases.
04Your infra or ours
Run fully managed on our service, or deployed in your own AWS account. Same open platform either way - your VPC, your data, your control.
05Advice first, software second
If targeted tooling solves it, we won’t sell you a platform. We’re accountants who deploy AI to fit the problem - and we’ll tell you what you don’t need.
A decade of driving innovation in financial data.
Harbinger FinLab is led by Joseph T. French, an inactive CPA who’s spent his career at the forefront of financial data. At Workiva, he was a principal engineer building innovative financial systems - and an entrepreneur who’s founded multiple companies and served on boards.
So this isn’t a chatbot bolted onto accounting. We build on RoboSystems - our own AI-native financial platform - and run our own books on it: an AI-drafted close, a human controller’s sign-off, GAAP-grade statements. It’s how we run our business, and how we’d run yours.
Let’s get your books driving decisions.
Start with a free teardown: we sit with your team, map your close, and show you where AI safely fits - you leave with a plan and best practices, platform or not.