Oak

Our mission is to make world-class financial intelligence accessible to every small and medium business, not just those who can afford a fractional CFO. We want cash flow forecasting, budgeting, pricing strategy, and benchmarking to be standard tools in every SMB's hands, not a luxury reserved for larger companies with finance teams.

Most SME'S make critical financial decisions — pricing, cash flow management, budgeting — without proper visibility or expertise, because a fractional CFO or in-house finance function is out of reach for their size and budget. This leaves them reactive rather than proactive, exposed to cash flow shocks, and making pricing and growth decisions on gut feel rather than data. The result is preventable failures and missed opportunities that better financial intelligence could have avoided.

Oak is an AI-powered platform that gives SMBs the financial intelligence of a fractional CFO at a fraction of the cost. It automates cash flow forecasting, budgeting, pricing strategy, and benchmarking against comparable businesses, turning raw financial data into clear, actionable guidance — so owners can make confident decisions without hiring expensive external expertise.