Diagnose. Build. Hand it over.
mCFO.ai diagnoses the gaps, delivers immediate automation wins, and builds custom tools that connect directly with your books — without an ERP migration or a full-time hire.
QuickBooks Online is a strong accounting system. It was not built for multi-SKU inventory, batch-level COGS tracking, or the operational reports a growing manufacturer needs. The result is familiar: Excel spreadsheets running in parallel with the books, manual month-end reconciliations, and leadership making pricing and procurement calls on data that is always slightly out of date.
For ISO-certified manufacturers the exposure is compounded: ISO 9001 requires documented lot traceability and controlled inventory records. A spreadsheet does not provide that audit trail.
What we deliver
Quick automation and workflow improvements inside your existing tools — QBO rules, Excel automation, process shortcuts — that deliver value before anything new is built.
Custom inventory, COGS tracking, or reporting systems built around your actual workflow — not a generic ERP. Connected directly to QBO and owned by you.
Real-time visibility into gross margin, inventory position, and COGS variances — so leadership makes pricing and procurement decisions on current data, not last month's spreadsheet.
How It Works
We map your workflow, audit your QBO setup, and deliver a written report with quick wins and — if new tools are needed — a system mockup. Standalone engagement. No commitment to proceed.
We build what Phase 1 scopes — inventory module, COGS integration, ISO traceability layer — and connect it directly with QBO. Scoped and priced after the diagnostic.
Documentation, team training, and 30-day hypercare. You own what we build — and your team can run it without us. Ongoing support available, never required.
Who we serve
Specialty chemical, industrial products, oilfield services, precision manufacturing — companies with real COGS complexity, multi-SKU inventory, and production workflows that standard accounting software wasn't designed for.
Companies that have outgrown QBO's native reporting and inventory capabilities but aren't ready — or willing — to migrate to a full ERP. We extend what QBO does well rather than replacing it.
Manufacturers operating under ISO 9001 or ISO 14001 face real traceability and documentation requirements. We build finance and inventory tools that support — not undermine — those compliance obligations.
Senior finance leadership in global manufacturing & industrial companies
Audit background in COGS, inventory valuation & manufacturing close
Builds Claude-powered finance tools as working deliverables, not advisory decks
The diagnostic is a standalone engagement — you receive a full report and any recommended mockups with no obligation to proceed further.