4x

Challenge

A fast-growing payroll platform was scaling at nearly 4x year-over-year when it lost its Head of Finance mid-stride. With him went every undocumented process, billing workflow, and operational system that had existed only in his head.

What remained was a company with billing operations split across multiple teams with no documented ownership, no real-time visibility into AR, and a finance function that had never been formally built. Leadership couldn't get a clean number, couldn't see what was owed or when, and couldn't prepare for a Series A without a finance foundation to stand on.

They needed a fractional CFO who could step in immediately, build from nothing, and not slow the business down in the process.

Solution

Prism Edge stepped in as fractional CFO and rebuilt the entire finance function from the ground up — with AI-powered systems that compressed the onboarding timeline and maintained full operational clarity across a complex, multi-entity business.

• Conducted a full finance and billing audit immediately – Mapped all billing, AR, treasury, and reporting processes across three legal entities within the first weeks of the engagement.

• Built a complete finance operations runbook – Documented every recurring finance function with owner, cadence, and process — so nothing lived in anyone's head.

• Mapped billing ownership across 11+ distinct billing types – Created clear ownership for every invoice type, product, and entity, closing the gaps where revenue was slipping through.

• Upgraded the accounting function – Replaced the existing bookkeeping firm with a higher-capability partner built for a scaling company.

• Delivered an AI-enabled financial infrastructure roadmap – Laid out the strategic plan for real-time AR visibility, automated reconciliation, and a unified data layer that turns operational data into a long-term competitive advantage.

• Managed the entire engagement through an AI-powered operating system – Prism Edge runs on custom AI workflows that maintain full context across every decision, every team member, and every open item — so nothing falls through the cracks, even at the pace this company moves.

Impact

This wasn't a consulting project with a deliverable at the end — it was building an operational foundation for a company in motion, without slowing it down.

• Finance function fully operational within weeks – Leadership had a functioning, documented finance team faster than a full-time hire could have been recruited.

• Complete billing visibility established – Every invoice type across all three entities has a documented owner, process, and cadence.

• Series A fundraising supported – Clean financials, a rebuilt financial model, and clear operational documentation ready for investor diligence.

• AI-enabled scaling roadmap delivered – A strategic plan for financial infrastructure that grows with the business instead of breaking under pressure.

• Full engagement context maintained at all times – By running on AI-powered operating systems, Prism Edge brought institutional-level memory and responsiveness to a fractional engagement.

By embedding AI from day one, Prism Edge delivered the speed of a full-time hire, the structure of an established finance team, and the strategic clarity needed to raise a Series A — at a fraction of the cost.

Is Your Finance Function Ready for What's Next?

If you're growing fast but your finance operations can't keep up, let's build the foundation before it becomes a crisis.