Intelligent Financial Operations

Your business deserves a CFO-level mind.

Most small businesses fly blind on their finances. Loomis Creative gives you the clarity, forecasting, and guidance of a seasoned CFO — without the overhead.

Loomis Creative
CASH RUNWAY
4.2 months
REV GROWTH
+18% ↑
NEXT HIRE
Q3 · On track
What is Loomis Creative

The financial intelligence layer your business has been missing.

Loomis Creative is an AI-powered CFO operator built for small and mid-size businesses. We connect directly to your books and turn raw numbers into clear, actionable intelligence delivered every week.

Most business owners know their revenue. Very few know their real burn rate, their hiring window, or exactly how much runway they have if one client leaves. That gap between knowing your numbers and understanding them is where bad decisions get made.

We close that gap. Every week you get a plain-English report on where your business stands, what to watch, and what to do next. Not a dashboard to interpret — answers.

01
Connect your books once
QuickBooks, Xero, Stripe, bank feeds. We work with what you already have. No CSV exports, no manual entry.
02
Get a weekly CFO report
Every Monday, a clear breakdown of revenue, cash flow, burn rate, margins, and runway. Plain English. Just answers.
03
Ask your financial agent anything
Should I hire? Can I afford this equipment? What happens to runway if that client churns? Your agent knows your business.
04
Track goals with real math
Set the targets that matter and watch your agent track progress week over week with projections, not guesses.
What We Track

Everything your business needs to see, in one place.

We don't just surface numbers. We interpret them, flag what matters, and tell you what to do next. A financially fluent advisor reviewing your books every single week.

Weekly revenue vs. target
Cash flow forecast, 4, 8, 12 weeks
Burn rate and runway
Hiring readiness indicator
Expense breakdown by category
Profit margin by product or service
AR aging and collection risk
Goal tracking with projected dates
Month-over-month trend analysis
Industry benchmark context
Weekly Report · Sample
Mar 5, 2026
Revenue this week
$24,180
+12% vs last week
Cash on hand
$87,440
4.2 month runway
Total expenses
$11,230
-3% vs last week
Net profit
$12,950
53.5% margin
AGENT INSIGHT
At your current pace, you'll hit your Q3 hiring goal 3 weeks ahead of schedule. Consider pulling the equipment purchase into Q3 to take advantage of the tax window.
Why We're Building This

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

AI adoption in enterprise is moving fast. Fortune 500 companies are deploying intelligent agents across finance, operations, and strategy — capabilities that simply didn't exist three years ago.

Small and mid-size businesses are being left behind. Not because the technology isn't there — it is — but because no one has built the infrastructure to bring it to them in a way that fits how they actually work.

Loomis Creative is that infrastructure. We are at the forefront of agentic AI — building autonomous financial operators that work continuously in the background, the way a great CFO would, but accessible to any business that wants one.

The businesses that adopt this kind of intelligence early will have a real structural advantage over those that don't. We're here to make sure SMBs get that advantage too.

First User Cohort — Now Forming

We want to build this with you.

We're in the early stages of bringing on our first cohort of businesses, and we're being intentional about who that is.

This isn't a finished product handed over with a fixed roadmap. It's a collaboration. We want to work directly with a small group of owners to understand what financial clarity actually looks like for them — and build toward it together.

If you're the kind of owner who wants to be ahead of the curve, thinks seriously about where your business is going, and is open to what AI-driven intelligence can do — we'd like to talk.

What Cohort Members Get
Direct access to the team
Regular check-ins. Your feedback shapes what we build next.
Full setup, done for you
We connect your books, configure your reports, and get everything running.
Honest, working intelligence
Real insights on your real numbers. Not a demo.
Founding member pricing
Cohort members lock in a rate that reflects the early partnership, not the finished product.
Apply to Join the Cohort →
No commitment. Just a conversation.