Omash.ai — AI & Digital Transformation for U.S. Small Business

Services

Sixteen services. Three practices. One outcome: a business that runs better.

Every service has a defined scope, deliverables and price — you buy a result, not open-ended hours. Most engagements take 2–12 weeks.

AI Readiness & Process Diagnostics

We map your processes and data, score your readiness, and rank automation opportunities by dollar impact. You get a clear, owner-friendly report.

$10–20K · 2–4 weeks

Target Operating Model Design

How your company should run with AI: which steps get automated, how roles change, and what governance keeps it all working.

$25–45K

Digital & AI Transformation Roadmap

A prioritized 12–24-month plan with budgets, sequencing, vendor short-lists and expected ROI for each initiative.

$20–35K

AI for the Finance Function

AP/AR automation, ML cash-flow forecasting, faster month-end close, anomaly detection, AI-drafted management commentary.

$30–60K

AI for Operations & Customers

Intelligent document processing, AI customer-support assistants, automated onboarding, demand and inventory forecasting.

$25–55K

AI-Native Business Setup

Launching something new? We design your operations AI-first so you start lean — a fraction of traditional headcount.

$20–40K

Data Foundation & Database Architecture

We clean up your data layer — structure, integrations, quality rules — so every report and AI model you build actually holds up.

$20–45K

Management Dashboards & BI

Sales, cash, margin and operations on one screen. Built in Power BI / Looker / Tableau, delivered and maintained in your portal.

$12–30K

Financial Reporting Automation

Month-end close packages, consolidation, lender and investor reports — generated automatically instead of rebuilt in spreadsheets.

$18–35K

EPM & Planning (FP&A)

Budgeting, rolling forecasts and scenario planning on right-sized tools — real FP&A discipline without the enterprise price tag.

$30–55K

KPI & Performance Framework

A compact metric system for the owner: targets, owners, review cadence — tracked in the portal with automatic alerts.

$10–20K

Trusted & Responsible AI

AI usage policies, output quality control, protection of customer data in LLM workflows, vendor checks, HIPAA-sensitive and SOC 2 readiness.

$12–25K

Information Security Baseline

The controls that keep small companies alive: access hygiene, MFA, backups, phishing resilience, incident-response plan.

$8–18K

AI Training & Enablement

AI literacy for owners and managers, practical prompt skills for staff, adoption programs tied to your new processes — live and on-demand.

$8–15K / program

Managed Analytics & AI Support

We keep your dashboards, reports and automations running: monitoring, fixes, improvements, and a monthly insights review.

$1,200–2,500 / mo

Platform Subscriptions

Self-paced e-learning library, the Trusted AI governance toolkit, and your KPI portal — all in one login.

$99–600 / mo

Fractional Chief Digital / AI Officer

A part-time head of digital for companies that can't justify a full-time hire: vendor management, roadmap stewardship, decisions on call.

$4,000–7,000 / mo

How we deliver

People where judgment matters. Platform where it doesn't.

That mix is why our prices are 40–70% below large-firm rates — without cutting corners on seniority.

Consulting-led

Senior expertise delivered person-to-person; the platform carries the outputs.

Operating model & roadmaps
Finance & operations AI implementation
Security baseline · Fractional CDO

Platform-enabled

Our consultants configure; the platform delivers and maintains the result every day.

Dashboards-as-a-service
Automated reporting
KPI tracking · Managed support

Platform-delivered

Fully self-service products you can start using in minutes.

Online AI Readiness Assessment
E-learning library
Trusted AI governance toolkit

The Omash.ai platform

Your numbers, your training, your AI guardrails — one login.

Every project we deliver lives on in your client workspace, so the value compounds instead of gathering dust in a slide deck.

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AI Readiness Assessment

Scored diagnostics with a prioritized opportunity list — the same engine that powers the free check-up below.

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Dashboards-as-a-Service

Your management dashboards, refreshed on schedule, with alerts when a number needs your attention.

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Automated reporting

Month-end and operational reports generated and published to your workspace automatically.

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KPI tracking

Target vs. actual on the handful of numbers that actually run your business.

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E-learning library

Self-paced AI courses for owners and teams: literacy, prompts, function-specific playbooks.

✦

Trusted AI toolkit

Maintained policies, checklists and incident plans — governance without hiring a compliance team.

Start with the free check-up

Pricing

Clear prices. No discovery-call hostage situations.

Every engagement starts with a fixed quote. If the diagnostics don't surface opportunities worth multiples of the fee, we'll say so.

Full AI Readiness Assessment

$490 one-time

The extended online assessment with a written report — and the natural first step.

40-point structured diagnostic
Scored report across 4 dimensions
Top-5 opportunity list with ROI estimates
30-min review call with a consultant
Credited toward any project

Get the assessment

Fixed-scope projects

from $8K per project

Any of the 16 services — diagnostics to full finance-function automation.

Fixed scope, fixed price, fixed timeline
Senior consultant on every engagement
Delivered through your client portal
Training included with every implementation
Security review on every AI deployment

Scope my project

Managed support

from $1,200 / month

Keep everything we built working — and getting better — every month.

Monitoring of dashboards & automations
Fixes and small enhancements included
Monthly insights review
Platform subscriptions bundled
Cancel with 30 days' notice

Talk about support

Need a part-time head of digital? Fractional CDO retainers run $4,000–7,000/mo.

Omash AIFounder & Managing Partner

About the founder

The expertise big companies pay millions for — pointed at yours.

Our founder has spent 15+ years leading digital and finance transformation at the top of the consulting world — most recently running a large advisory practice that delivered national-scale transformation programs for major institutions and global enterprises.

Omash AI exists because that level of expertise almost never reaches businesses with 10–250 employees. The methods scale down beautifully; the price tags didn't — until now.

We write regularly on how AI is changing the CFO role and the consulting industry itself, and build Omash.ai on a simple belief: the AI productivity wave shouldn’t be a big-company privilege.

15+ years in transformation Finance & treasury expertise Risk & governance certified Ex-big-firm consulting leadership Data, BI & AI specialists

Questions

Asked by owners like you

You're exactly who we built this for. Our sweet spot is $2M–$50M revenue and 10–250 employees — large enough to have real process pain, small enough that big firms won't return your call. Projects start at $8K, and the free check-up costs nothing.

Individual chat use is step one. The value is in the processes: invoices that book themselves, forecasts that update weekly, reports that write their own first draft, support tickets that resolve overnight — with policies that keep your customer data out of public tools. That's a transformation, not a subscription.

Most clients start with the AI Readiness & Process Diagnostics ($10–20K, 2–4 weeks). You get a scored readiness profile, a ranked list of automation opportunities with dollar estimates, and a recommended roadmap. If nothing is worth pursuing, we'll tell you that too.

Only if you make it safe — which is why security and governance ship with every project. We set AI usage policies, keep confidential data out of public models, and bring a baseline of access controls, MFA and backups that defends against the attacks that hit small companies four times more often than large ones.

Tool-agnostic, always. We implement mainstream, SMB-priced platforms (Microsoft Power Platform, leading BI, automation and LLM tools) chosen for your case — we take no vendor commissions. The Omash.ai portal is where your results live, not a product we lock you into.

Headquarters in Raleigh–Durham, North Carolina, with on-site delivery across the Triangle, Charlotte and the Southeast — and remote delivery nationwide through the platform.

Big-firm AI expertise, made practical for Main Street.