Mid-market companies are sitting on hidden data, fragmented forecasts, and trapped cash. We build AI powered intelligence systems that surface what matters — so your leadership team decides faster, on real evidence.
The data exists. The tools exist. But without the right intelligence layer, leadership teams are making critical decisions on incomplete, backward-looking information.
Platforms like Claude Managed Agents mean any company can spin up autonomous AI agents in days. That has removed the technology barrier. What it has not removed is the accountability gap: who is responsible when an AI agent produces a wrong number in a board report, triggers a payment, or misclassifies a risk? Without a CFO-grade governance layer, AI deployment creates exposure that moves faster than the business can see it. The question is no longer whether to adopt AI — it is whether you can defend what it is doing.
Finance data exists across systems that don't talk to each other. Reporting is backward-looking by the time it arrives. The CFO and CEO are making strategic decisions on last month's numbers. Decision-making lags because the intelligence layer connecting data to decisions simply doesn't exist.
Most mid-market companies have $500K–$3M of recoverable cash in their working capital cycle. Billing happens days after delivery. Collections follow aging reports rather than recovery probability. AP is paid on fixed terms regardless of cash position. This is a process problem — and it is solvable.
In the AI era, controls and policies matter more than ever — but most were designed for a different operating environment. Static when they need to be dynamic. They generate compliance effort without business value. Weak controls mean wasted resource, missed risks, and audit exposure.
Operational, financial, regulatory, and technology risks compound faster in the AI era. Structured risk assessment, mitigation planning, and board level monitoring have traditionally been priced out of reach. We deliver corporate-grade ERM at a fraction of what larger firms charge — practical, affordable, and continuously monitored.
A full-time CFO is expensive and often premature. A traditional fractional CFO sells hours. Neither gives growth stage companies what they actually need: real time financial intelligence, live cash visibility, board ready reporting, and strategic support that keeps pace with the business. AI changes the economics of this completely.
Each service can be deployed independently or combined into the integrated AI-Enabled CFO Package. Every engagement is principal led — no delegation, ever.
Deploying AI is now fast. Governing it responsibly — and making sure it generates a return — is not. With Claude Managed Agents and similar platforms, any team can spin up autonomous agents in days. What they cannot self-generate is the financial accountability layer: an independent assessment of whether the AI investment is genuinely justified, whether the controls around autonomous decision-making meet board and audit standards, and whether the adoption plan will survive contact with real operations. We provide the CFO-grade challenge function that keeps AI deployment honest — before the investment is made and after it goes live.
A live AI powered intelligence system that connects your data, surfaces what matters, and delivers real time financial insight to your leadership team. Custom AI agent embedded in your environment. Automated board packs. Live dashboards. 13-week cash forecasting. The system works 700 hours a month — not just when we're available.
A systematic floor-by-floor unlock of the cash trapped in your AR cycle, billing lags, collections process, AP management, and cash forecast. We quantify the opportunity in dollars before the engagement starts and build AI monitoring to keep the improvement permanent.
Controls designed for a different era generate compliance cost without business value. We redesign them to be dynamic, AI compatible, and embedded in how the business actually operates — eliminating the resource waste that comes from weak or outdated governance frameworks.
Corporate-grade ERM — risk identification, assessment, mitigation planning, and continuous board level monitoring — at a price point accessible to mid-market companies. A living framework, not a filing exercise. Because in the AI era, the companies that can't see their risks are the ones caught by them.
The integrated engagement — combining all five services above with real time CFO-level strategic support powered by live data and AI intelligence. This is not a fractional CFO arrangement. It is a real time finance intelligence operation built around your business and its growth trajectory. One relationship. Full coverage.
A fixed scope engagement for companies navigating ERP assessment or implementation, post system performance gaps, or pre transaction finance readiness. We work inside the execution layer — not on the outside writing recommendations — and leave the business with stronger infrastructure.
Every engagement starts with a direct conversation about what you are trying to understand or decide. We tell you whether we can add value — and if not, we say so clearly.
2-week fixed diagnostic. We map where intelligence is leaking, quantify the opportunity in dollars, and demonstrate a live AI system built for your business. Fixed scope, clear commitment, no open ended engagement.
Monthly retainer covering your chosen service combination — intelligence layer, working capital monitoring, controls, risk management, and strategic CFO support. Scoped to your situation and reviewed as the business evolves.
Time-bound, fixed scope engagement for a specific challenge — ERP implementation, working capital unlock, controls redesign, or ERM build. Clear deliverables, clear timeline, full accountability for the outcome.
Find where value is leaking. Fix what matters first. Build the intelligence and discipline needed to sustain the improvement — permanently.
Separate symptoms from the actual bottleneck across margin, cash, intelligence, controls, risk, and decision-making velocity.
Connect data sources. Build AI powered dashboards and the custom Finance Intelligence Agent. Integrate with existing systems — no rip and replace.
Work directly within the execution layer. Every output is validated before it reaches your board or leadership team. No recommendations without execution.
The end state is a business that sees further, decides faster, and operates with intelligence that compounds in value month after month. Dependency on the advisor is not the goal.
We show you the opportunity in dollars before you commit to anything. Most mid-market companies have $500K–$3M of recoverable cash sitting in their working capital cycle.
Enter your numbers below. This is the same calculation we run in every diagnostic — before anyone signs anything.
Conservative estimate — Floors 1 & 3 only. Floors 2, 4 and 5 generate further recoveries not shown here.
We build the intelligence layer on top of your existing technology. No rip and replace. No new infrastructure. Connecting data that was always there but never talking to each other.
Every tool is selected because it passes the fit, ROI, and adoption test for your specific business. We work with leading AI platforms for finance — connecting seamlessly to your existing reporting, planning, and ERP infrastructure.
Published on LinkedIn. Grounded in practice, not theory.
The problem is not the technology. It is the absence of a structured fit and adoption process connecting AI capability to a specific business outcome.
When decision-making lags data by weeks, leadership fills the gap with instinct. In a volatile environment, that is an expensive habit.
Most mid-market companies have significant recoverable cash in their working capital cycle. The question is not whether it is there — it is whether you can see it.
Lever Advisory was built on a principle as old as physics: a small, precisely applied force — through the right lever — creates disproportionate impact. That is the philosophy behind every engagement.
Micheal is a highly experienced finance leader with deep fluency in the AI tools and intelligent systems reshaping how finance functions operate. He has led complex finance operations across three continents, in high pressure and resource constrained environments where the difference between sharp financial intelligence and poor visibility had direct commercial consequences. He has also founded and exited a commercial venture which means he understands the pressures that founders and growth stage leaders face from the inside, not as an observer.
His particular strength is the combination: the rigour and credibility of a career finance leader, with the practical ability to build, deploy, and interpret AI powered intelligence systems. He understands both the pain and the opportunity that technology as an enabler represents for CFOs and leadership teams and he has spent his career making that combination produce returns that justify the investment many times over.
In classical mechanics, a lever allows a small input force to move a much larger load — when the fulcrum is placed correctly. Micheal has applied this principle throughout his career: finding the precise point of intervention in a business where focused, well-placed effort produces returns far beyond what the resource deployed would suggest was possible. That is what Lever Advisory delivers — disproportionate impact from disciplined, precisely applied force.
Precise force · disproportionate outcome
"I have seen what happens when a leadership team is working from stale data and good instincts. And I have seen what changes when they have live intelligence. The difference is not marginal — it is transformational. That is what we build."
Every engagement starts with a direct conversation. No sales pitch — a clear assessment of where and how we can help. If we can't add value, we say so.
2-week diagnostic. We map the opportunity, quantify it in dollars, and demonstrate a live AI system built for your business. Fixed scope.
Monthly retainer combining CFO intelligence, working capital monitoring, controls, risk management, and strategic support.
Time-bound fixed engagement for a specific challenge — ERP, working capital unlock, controls redesign, or ERM build.