A large family office based in New York City requested consulting to determine where AI could be used to support their daily financial operations. Easie provided comprehensive consulting sessions to consult on how AI is useful and what its shortcomings are to support the firm in making decisions that limited risk, controlled for hallucinations and used AI where it was most valuable to optimize operations.

Tech company requests review of M&A growth opportunity. Easie researched and evaluated the company offering investment and provided strategic advice on the M&A opportunity.

Rapidly growing tech company requests presentation on strategic exit options for company. Easie presented a summary report of key exit strategies and the pros and cons of each for the company's review.

Healthtech company platform requires automated payroll, billing and database system updates. Easie engineering team met with team to understand their current manual process and needs. The Easie team then developed and integrated an automated payroll and billing system, which is run on a weekly basis tracking key information.

Healthtech startup seeks evaluation of a Finance as a Service (FaaS) platform to determine if this is a viable option instead of hiring internally. Easie conducted evaluation of the FaaS platform and provided findings to executive team for review.

A growing healthtech company requested an additional layer of review of their prepared financial statements to determine if there are any issues. Easie reviewed the financial statements and summarized their findings for their team for review.

A healthtech company sought a summarized comparison analysis of their LOC options. Terms were summarized, further negotiated, organized for easy comparison against multiple lenders and Easie's executive team discussed these options with the organization's CFO to help the company make an informed decision to determine their preferred lender.

A SaaS company providing fintech compliance software seeks integration partners to help with onboarding new and existing clients. Easie obtained the required certifications and attended training sessions to move forward with onboarding new clients and assist with tech integrations.

Financial consulting firm seeks tech partner to help with ERP system integrations. Easie met with firm to form a partnership agreement to help onboard software for multiple growing businesses.

Financial consulting firm seeks an admin dashboard and confluence page setup for their business to manage their internal projects and processes. Easie met with the firm to understand their needs and processes, and configured a confluence page with automated workflows based on their needs.