Building the AI CFO for owner-managed companies
OPTAX connects books, reports, and records so owners see where the company stands, understand changes, and know what to review next. People control professional judgments and submissions.
Company
One Financial Center. Local rules where they belong.
The owner problem is global: trustworthy numbers, clear next actions, and a clean professional handoff. OPTAXEL LLC is building one AI CFO core, then attaching market-specific accounting, tax, privacy, and service boundaries.
OPTAX is a product of OPTAXEL LLC
OPTAXEL LLC is registered in Delaware, United States. OPTAX is its AI CFO and Financial Center product.
Canada is the first live market and currently runs on Canadian infrastructure. Future country launches can use separate regional deployments where product, privacy, contractual, or enterprise requirements call for them.
- Global Financial Center
- Books, Periods, Reports, Operations, and CFO Lens share one owner-centered financial picture.
- Canada · Live
- Canadian companies can use CAD plans, Canada terms, and a review-ready T2 package with a separate CRA filing step.
- Regional deployments
- Future country services can run in their own regions and attach local rules without redefining the product.
The product contract
- Evidence before advice
- Every material readback should keep a readable source. Missing support and open questions stay visible.
- AI explains; people decide
- CFO Lens can identify a change and propose a next step. Owners and qualified advisors keep responsibility.
- Local rules stay local
- Accounting, tax, privacy, and service requirements belong to each market; they do not redefine the global product.
See the AI CFO work through one company
Follow one company from records to reports, CFO Lens priorities, and the next owner action.