After the assessment

Your automation is live. Its reliability still needs an owner.

FlyCFO Managed monitors, recovers and improves your deployed finance automations — with a clear boundary between platform operation and finance-policy ownership. Sarah, your AI finance operator, stays on.

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What FlyCFO Managed actually does

Defined service outcomes, not a vague promise to "keep an eye on it"

Each outcome below is a defined activity with an owner and a cadence — available depending on the tier you choose.

Automation monitoring

Every run is watched, so a quiet failure doesn't surface three weeks later as a missed accrual or an unreconciled account.

Failure triage

Every failed run is reviewed, classified and routed — to a fix, a retry or a finance-owner decision — rather than left as an unread alert.

Recovery support

Safe steps are replayed; anything touching the ledger follows an agreed recovery procedure with the finance owner, not a manual scramble.

System-change handling

When an ERP, bank feed, card program or payroll system changes, we keep the automation working before it silently breaks the close.

Credential rotation

When a connected finance account's credentials rotate or expire, we help reconnect it before dependent automations quietly disable.

Finance skill upkeep

Your cited AI finance skill is kept current as policies, accounts and definitions change, so its answers stay grounded.

Monthly service report

A written report of automation health, incidents, changes and open items — not just a dashboard nobody checks.

Reserved improvement

A monthly allowance to extend the skill and automate the next step of the close — reserved, not billed ad hoc.

When something breaks

The incident & recovery model

A short, repeatable sequence — not an ad hoc scramble every time an automation fails mid-close.

01 · Detect

Automated checks

Failed and stalled runs are flagged automatically, not discovered when a number looks wrong at close.

02 · Triage

Classify the cause

An operator classifies the failure — transient, data-related, upstream change or a genuine defect — inside the agreed window.

03 · Recover

Replay or escalate

Safe cases are replayed; anything touching the ledger follows an agreed recovery procedure with the finance owner.

04 · Report

Record & learn

The incident, its cause and any change made are recorded in the next monthly service report.

Read this before you sign anything

Where responsibility sits

FlyCFO Managed is an operating layer, not a transfer of finance ownership. Being explicit about the line between the two is what makes the service trustworthy enough to renew.

The operating boundary

FlyCFO can operate the automations and investigate their failures. You remain accountable for finance policy, accounting treatment, source-system permissions, data accuracy, controls and sign-off — unless the contract states otherwise. We keep the plumbing running; the numbers and the controls remain yours.

Response times, coverage hours and escalation paths are set per tier and contract. FlyCFO does not promise blanket 24/7 coverage — extended or after-hours coverage applies only where the operating agreement specifically provides for it.

Illustrative launch tiers

Choose the depth of operation you actually need

Tiers are scoped to estate size, criticality and required response time — not to a one-size subscription. Final tier and price are agreed before anything is billed.

Small, stable estate

Watch

$1,250–$2,000/mo

For a live automation that mainly needs monitoring and a human check on failures.

  • Automation health monitoring
  • Failure alerts
  • Monthly health summary
  • Business-hours response window

Illustrative launch band pending commercial validation.

Larger or critical estate

Partner

$3,500–$5,000/mo

For finance functions where automation failure has real business consequences.

  • Everything in Operate
  • Multiple automations & skill upkeep
  • Larger reserved improvement capacity
  • Extended response coverage, by contract

Extended coverage is contract-dependent, not a standing 24/7 promise.

Prices are illustrative launch hypotheses pending commercial validation. Tier eligibility depends on estate scale, criticality, volume and response-time requirements.

What you actually receive each month

Monthly service report sample

A written record, not a login you have to remember to check. Exact fields are confirmed per contract; this shows the shape of it.

Service report · Sample estate · Jul 2026 Illustrative
Automations monitored
4
Runs
1,240
Failures triaged
6
Recovered automatically
5
Escalated to finance
1
System changes handled
2
Improvement hours used
3.5 of 4
Open items carried forward
1

Illustrative monthly report sample — not a customer result. Actual fields are confirmed per contract.

Honest fit

Managed operation isn't the right fit for every team

A single low-stakes automation with an engaged internal owner may not need a paid operating layer yet.

Good fit
  • An automation is live in the close and something needs to own its reliability
  • It touches the ledger, payments or reporting — a failure isn't just an inconvenience
  • No internal team has the bandwidth to be the de facto on-call for it
  • You want system changes, credentials and cost reviewed on a predictable cadence
  • A written monthly report matters more than a dashboard nobody opens
Not yet
  • The automation is low-stakes and an internal owner already checks it
  • No failure would meaningfully affect the close within a business day
  • You want FlyCFO to own finance decisions, not just operation — that's a different conversation
  • You require round-the-clock response beyond what's been contractually agreed
  • You haven't run an assessment or deployed anything yet — start there instead

Next step

Design my managed operating model

Tell us about the automation that's live, or about to go live, and a finance-ops specialist will follow up to scope tier, boundary and response expectations before anything is billed.

Give the automation a named owner

Give your finance automation a named owner.

Scope a managed operating model before anything breaks quietly mid-close.