Intelligent Financial Operations

Your business deserves a CFO and AI.
Not a choice between them.

Most small businesses cannot afford a CFO. And AI alone does not know your books.

Loomis Creative combines both into one — so you can run your business while our AI CFO does the financial work in the background.

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Live Dashboard
Cash — All Entities
$897,988
+$13,000 today
Gross Margin
68.5%
On target
Net Income MTD
$53,300
+5.5% vs budget
Agent Status
Active
13 agents running
The Problem

A full-time CFO costs $150,000 a year. Growing businesses cannot afford that — and cannot afford to go without financial intelligence.

The gap between knowing your revenue and understanding your business is where bad decisions get made. Most founders know their top line. Very few know their real burn rate, their hiring window, or what happens to cash if one client leaves.

Loomis Creative closes that gap permanently — combining human CFO judgment with AI that never stops watching your books.

How It Works
01
Connect once
QuickBooks Online and your bank accounts. We work with what you already have — no exports, no manual entry.
02
Agents monitor daily
13 AI agents run every morning — reconciliation, cash monitoring, anomaly detection, tax deadlines, and more.
03
CFO reviews everything
Every agent output is reviewed by your CFO before it reaches you. Human judgment at every step.
04
You decide with confidence
Ask your CFO anything from your portal. Get plain answers based on your actual numbers, not generic advice.
Your Portal

A full financial intelligence layer, running while you work.

Your client portal gives you real-time visibility across every part of your business finances — updated daily by AI agents and reviewed by your CFO.

Cash position across all entities
P&L with budget vs. actuals
Daily AI anomaly detection
AR aging and collection risk
Expense monitoring and drift alerts
Tax deadlines and estimates
Debt and financing schedule
Investor and board reporting
K-1 ingestion and tracking
12-month rolling forecast
Ask your CFO — live chat
Document storage and access

Enterprise AI is here.
Small business deserves the same edge.

Why Now

Fortune 500 companies are deploying intelligent agents across finance, operations, and strategy. Capabilities that simply did not exist three years ago.

Small and mid-size businesses are being left behind — not because the technology is not there, but because no one has built the infrastructure to bring it to them in a way that actually works.

Loomis Creative is that infrastructure. An AI CFO that monitors your books continuously, flags what matters, and executes approved changes directly in QuickBooks — so you can run your business instead of managing your finances.

Work With Us

Ready to run your business
while AI runs your finances?

Book a Conversation
No commitment. Just a conversation.