HANDLED FOR FRACTIONAL CFOS
You didn’t spend 18 years in finance leadershipto rebuild a board deck from three messy tabs at midnight.
Handled takes the work. You keep the judgment.
Board packets, 3-statement models, KPI dashboards — a done-for-you service. You bring the narrative and the judgment. We bring the numbers, the charts, and the formatting. That’s the 10% that matters. We handle the other 90%.
3 minutes. No credit card. First request free. From $1,500/mo.
I know what I want — start my free request →Handled is a done-for-you service for fractional CFOs. Send board-packet prep, model builds, or KPI-dashboard requests in plain language; a human-reviewed team returns board packets, 3-statement models, and recurring KPI dashboards, responding within 5 business days per round and iterating until you sign off. First request is free. Subscriptions from $1,500/month, cancel anytime. No meetings, no scope documents, no prompting required.
Built by professionals, for professionals.AI delivery experts — serving you in your field.TheAIMasters, LLC.
Three steps. That's it.
Tell us what you need
You describe the problem in plain language. Our intake process asks the right questions — no back-and-forth, no discovery calls.
We get to work
We combine professional judgment with advanced AI to send your work back fast — and keep refining until you're happy.
Review and refine
Not quite right? We revise. No extra charge, no ticket counting. We're done when you're happy.
The reality of fractional CFO work
96%
FP&A professionals still relying on spreadsheets for planning — the tool the fractional CFO already lives in
AFP 2025 FP&A Benchmarking Survey61%
Finance leaders citing lack of data reliability as the #1 barrier holding their tech stack back
AFP 2025 FP&A Benchmarking Survey79%
CFOs who say they’ll likely use generative AI in the next 24 months to bridge finance skills gaps
Deloitte Q1 2025 North American CFO Signals Survey17%
Projected growth in demand for financial managers through 2033 — "much faster than average" while the talent pipeline remains tight
BLS Occupational Outlook HandbookNot another satisfying tool. Not another agency.
Handled is a new model: Results as a Service. You don’t need another tool to learn. You don’t need another person to manage. You need the finished result — delivered and ready to use.
| Model | What you pay for | Your effort | Typical cost |
|---|---|---|---|
| Doing it yourself | Your time | All of it | Your hourly rate × hours |
| SaaS toolsChatGPT, Claude, Copilot | Software access | You do all the work | $20–200/mo |
| Consultants | Time & expertise | Meetings, briefs, revisions | $200–500/hr |
| FreelancersUpwork, Fiverr | Scoped projects | Negotiation, management | $50–150/hr |
| In-house hire | Salary + benefits | Recruiting, training, managing | $5K–15K/mo |
| Handled | The finished result | Describe it. Review it. Done. | $1,500–5,000/mo |
Doing it yourself
SaaS toolsChatGPT, Claude, Copilot
Consultants
FreelancersUpwork, Fiverr
In-house hire
Handled
What we handle for you
Summaries & Briefs
An 80-page document, back as a 2-page brief. The risks, the deadlines, the buried action items — surfaced and put on top so you don’t have to read the whole thing.
Drafts & Documents
Polished writing in your voice — one careful document, or fifty personalized emails by tomorrow morning. You describe; we draft; we refine until it sounds like you wrote it.
Tools & Systems
A renewal calendar that pings you before deadlines slip. A Monday briefing that writes itself from your data. A client tracker that flags who’s gone quiet. Built for the way you actually work.
Research & Analysis
“What should I do about X?” You ask. We come back with the options, the trade-offs, and the data you need to decide — sources cited. Days, not weeks.
Data & Insights
500 messy rows in. Categorized, flagged, and summarized out. The boring sorting and pattern-finding — done. You get the answer, not the spreadsheet.
Built for the fractional CFO's desk
Board packets, 3-statement models, KPI dashboards, QBO clean-up, runway scenarios, investor updates — the work that fills the hours between the work that requires your fiduciary judgment.
“You hold three fractional seats. Two clients have board meetings the same week. You have QBO exports and a 14-tab model held together with hope.”
12–15 page board packet — CEO summary, financials with commentary, KPI dashboard, cash runway
Saves 8-12 hours
“A founder asks for a "quick" LBO sensitivity — three scenarios, debt tranches, exit multiples — before a Thursday investor call.”
Excel model with three scenarios, debt waterfall, returns tables, and a formula audit-trail tab
Saves 6-10 hours
“Your newest client’s P&L is a mess — SaaS and services revenue blended, COGS line items mis-tagged in QBO, monthly close takes 11 days.”
Cleaned chart-of-accounts mapping, re-tagged QBO transactions, recurring close checklist
Saves 8-10 hours
“Your client wants a weekly KPI snapshot but you’re rebuilding it from scratch every Monday morning.”
Branded weekly KPI dashboard auto-pulled from QBO/Xero with variance flags
Saves 4-6 hours per week
“A founder asks for the quarterly investor update an hour before they leave for the airport.”
1–2 page investor update — KPIs, narrative, risk callouts, ask block — in the client’s voice
Saves 3-4 hours
How Handled compares
| Competitor | Starting price | Best for | How Handled differs |
|---|---|---|---|
| Pilot | $99/mo bookkeeping; $1,750/mo CFO Services (annual) | Startups wanting bookkeeping-first with optional CFO add-on under one roof | A bookkeeping-first stack. Handled plugs into the fractional CFO directly — models, decks, analysis — without replacing your books or your client’s team. |
| Bench (by Employer.com) | $249/mo Essential (annual) | Small businesses wanting hands-off monthly bookkeeping | Pure bookkeeping. Handled starts where Bench stops — board packets, 3-statement models, ad-hoc analysis — work only a finance leader should own. |
| Toptal CFOs | Hourly, marketplace-set (typically $150–$500/hr) | Companies wanting a vetted independent CFO for a specific project | A freelancer marketplace where you hire and manage the individual. Handled is a flat-fee service that produces finished deliverables on a monthly subscription. |
| ChatGPT / Claude | $20/mo | CFOs who want an AI copilot for ad-hoc questions and drafts | A tool the CFO still has to operate. Handled returns the finished model, board deck, or dashboard — reviewed by a human — rather than a conversation to mine. |
| Handled | From $1,500/mo | Done-for-you service | We deliver, you approve |
What our clients say
Stories from real professionals
I hold three fractional seats. Board weeks used to mean losing Saturday and Sunday. Now I send QBO exports and the narrative I want told, and two days later I have three board packets in three different templates, numbers tied out, ready for my final pass.
Priya R.
Fractional CFO, Three SaaS and services clients
Built by professionals, for professionals
AI delivery experts — serving you in your field.
We're a father-and-son team. Between us: decades in technology and business, an MBA, and thousands of hours delivering with AI. We keep the team small on purpose — every request gets our direct attention. We built Handled because we realized that what AI needs isn't a better chatbot — it needs someone to do the work for you and hand you the result. That's what we do.
Gabriel Rymberg
Co-Founder
AI solutions architect. MBA. Decades in technology and business across startups, enterprise, defense, and nonprofit. Knows what organizations actually need and builds AI-powered services that deliver it.
Guy Rymberg
Co-Founder
AI systems engineer. Chief Engineer, Israeli Navy. Builds the AI delivery infrastructure that makes Handled fast and reliable.
What Handled is not
Not a chatbot you have to learn.
No prompting, no training, no “try a better prompt.”
Not a scope document.
No project briefs, no Gantt charts, no status calls.
Not a Zoom meeting.
If we need a call to start, we failed. (Exception: Premium tier includes 2 live hours/month if you want them.)
Not a replacement for your fiduciary duty.
The financials, the certifications, and the board narrative are yours. We don’t sign off. You do.
Not AI slop.
Everything that leaves our shop is reviewed by a human before you see it.
Your first request is free.
No credit card. No commitment. First iteration back in 5 business days — keep iterating with us until you sign off. The only way to understand what “handled” means is to have something handled.
Simple pricing. Cancel anytime.
All plans do the same work. Plans differ in how fast you get it back.
What we handle — on every tier
- Summaries & briefsinvestor updates, debt agreements, contracts, cap tables, board pre-reads
- Drafts & documentsboard-meeting minutes, investor-update emails, CEO memos, variance commentary, topic one-pagers
- Research & analysisunit economics deep dives, LTV/CAC cohorts, runway scenarios, fundraising market scans, LBO sensitivities
- Tools & systemsclose-checklist runners, KPI dashboards, fundraising-pipeline trackers, branded model templates, variance-alert logs
- Data & insightsQBO/Xero recoding, 3-statement models, monthly board packets, weekly cash flashes, quarterly investor updates
How every plan works
- Unlimited requests, one at a time
- Refining is free until you're happy — no extra charge
- 7-day money-back on your first paid month
- Cancel anytime
Big project? We break it into pieces. We send back one piece on your plan's pace — every 5 days on Standard, 3 on Professional, 2 on Premium. After each piece, you tell us 'done' or 'change this.' We keep going until the whole project is done.
Standard
Your work back in 5 business days — actual work, not just a reply.
If we need anything to keep going, we'll reach out sooner.
First request free. 7 days to try, no credit card.
Add live hours: $500/hr
Professional
Your work back in 3 business days — actual work, not just a reply.
If we need anything to keep going, we'll reach out sooner.
First request free. 7 days to try, no credit card.
Add live hours: $500/hr
Premium
Your work back in 2 business days — actual work, not just a reply.
If we need anything to keep going, we'll reach out sooner.
- + 2 hours of live Zoom each month for strategy, training, or Q&A.
First request free. 7 days to try, no credit card.
Add live hours: $500/hr
| Plan attribute | Standard | Professional | Premium |
|---|---|---|---|
| Monthly price | $1,500/month | $2,750/month | $5,000/month |
| Quarterly price (10% off) | $1,350/month | $2,475/month | $4,500/month |
| Annual price (17% off) | $1,250/month | $2,292/month | $4,167/month |
| Billing period | Monthly, quarterly, or annual. Cancel anytime. | ||
| What we handle | Summaries & briefs — investor updates, debt agreements, contracts, cap tables, board pre-reads; Drafts & documents — board-meeting minutes, investor-update emails, CEO memos, variance commentary, topic one-pagers; Research & analysis — unit economics deep dives, LTV/CAC cohorts, runway scenarios, fundraising market scans, LBO sensitivities; Tools & systems — close-checklist runners, KPI dashboards, fundraising-pipeline trackers, branded model templates, variance-alert logs; Data & insights — QBO/Xero recoding, 3-statement models, monthly board packets, weekly cash flashes, quarterly investor updates | Summaries & briefs — investor updates, debt agreements, contracts, cap tables, board pre-reads; Drafts & documents — board-meeting minutes, investor-update emails, CEO memos, variance commentary, topic one-pagers; Research & analysis — unit economics deep dives, LTV/CAC cohorts, runway scenarios, fundraising market scans, LBO sensitivities; Tools & systems — close-checklist runners, KPI dashboards, fundraising-pipeline trackers, branded model templates, variance-alert logs; Data & insights — QBO/Xero recoding, 3-statement models, monthly board packets, weekly cash flashes, quarterly investor updates | Summaries & briefs — investor updates, debt agreements, contracts, cap tables, board pre-reads; Drafts & documents — board-meeting minutes, investor-update emails, CEO memos, variance commentary, topic one-pagers; Research & analysis — unit economics deep dives, LTV/CAC cohorts, runway scenarios, fundraising market scans, LBO sensitivities; Tools & systems — close-checklist runners, KPI dashboards, fundraising-pipeline trackers, branded model templates, variance-alert logs; Data & insights — QBO/Xero recoding, 3-statement models, monthly board packets, weekly cash flashes, quarterly investor updates |
| Turnaround time | Your work back in 5 business days (actual work, not just a reply). | Your work back in 3 business days (actual work, not just a reply). | Your work back in 2 business days (actual work, not just a reply). |
| Premium bonus | — | — | + 2 hours of live Zoom each month for strategy, training, or Q&A. |
| How every plan works | Unlimited requests, one at a time; Refining is free until you're happy — no extra charge; 7-day money-back on your first paid month; Cancel anytime. | ||
| Big projects | Big project? We break it into pieces. We send back one piece on your plan's pace — every 5 days on Standard, 3 on Professional, 2 on Premium. After each piece, you tell us 'done' or 'change this.' We keep going until the whole project is done. | ||
| Live hours add-on | $500/hr | $500/hr | 2 live hours/month included |
| Money-back guarantee | 7-day money back on your first paid month. | ||
Frequently asked questions
Written by Gabriel Rymberg, Co-Founder, Handled · Last updated
Ready to get things handled?
First request free. 7 days to try, no credit card.
7-day money-back guarantee on your first paid month.
3 minutes. No credit card. First request free. From $1,500/mo.
I know what I want — start my free request →No meetings
Ever
Live hours
Available
Refining is free
Until you're happy
Cancel anytime
No penalties
Questions? contact@handled.team