What does Nexum Finance & AI do?

Nexum is a senior finance partner for owner-led businesses — clear monthly reporting, cash flow forecasting, profitability analysis, and practical financial guidance, with smart automation in the background. We work with clinics, law firms, agencies, construction companies, veterinary practices, and nonprofits in Ottawa, Ontario, and across Canada.

Where is Nexum Finance & AI based?

Nexum Finance & AI is based in Ottawa, Ontario, and serves clients across Canada through remote and on-site engagements.

Which industries does Nexum Finance & AI serve?

Veterinary clinics, medical and dental clinics, law firms, marketing and technology agencies, construction and renovation companies, and nonprofits — typically owner-led businesses between $500K and $5M in revenue.

How is Nexum Finance & AI different from a traditional accountant?

Accountants record what already happened; Nexum helps owners see where their business stands today — cash flow, profitability, hiring decisions — and what to do next.

Understand your business clearly.

Improve cash flow, reporting, and operations — without adding complexity.

Get Your Free Diagnostic Talk to a Nexum Partner

Owner and operations lead reviewing the month together

Trusted by owners who want their numbers to make sense

Veterinary Clinic Owner — OntarioConstruction Company Owner — AlbertaLaw Firm Partner — Ottawa, OntarioMedical Clinic Owner — OntarioDental Practice Owner — QuebecRenovation Company Owner — OntarioMulti-Site Veterinary Group — CanadaMarketing Agency Founder — British ColumbiaNonprofit Executive Director — OntarioSpecialty Clinic Owner — ManitobaVeterinary Clinic Owner — OntarioConstruction Company Owner — AlbertaLaw Firm Partner — Ottawa, OntarioMedical Clinic Owner — OntarioDental Practice Owner — QuebecRenovation Company Owner — OntarioMulti-Site Veterinary Group — CanadaMarketing Agency Founder — British ColumbiaNonprofit Executive Director — OntarioSpecialty Clinic Owner — Manitoba

Sound familiar?

You grew the business. The numbers got harder to read.

“We’re busy — but am I actually making money?”

“I’m guessing on big decisions. I need someone in my corner.”

What we actually do

More than bookkeeping. More than accounting.

A senior finance team running the systems competitors don't offer — 12-month rolling forecasts, AI collections, executive dashboards, and provider-level profitability — so you can run the business, not chase reports.

01

12-month rolling forecasts

Revenue, cash, and headcount projected 12 months ahead and re-baselined every month — never a stale annual budget.

02

AI collections agents

Polite, persistent follow-ups that work AR down from 45+ days to under 20 — without your team writing another reminder email.

03

AI reporting automation

Monthly close, dashboards, and variance commentary generated automatically — delivered on day 5, not day 25.

04

Executive dashboards

One screen that shows revenue, cash runway, margin, and the three numbers you should act on this week.

05

Provider-level profitability

Margin by doctor, lawyer, project, location, or service line — not one number for the whole business.

06

Cash flow forecasting

13-week cash visibility and scenario runs for payroll, tax, capex, and growth — so nothing comes as a surprise.

07

Operational intelligence

Anomaly alerts on payroll, AR, spend, and bookings — you hear about problems while there's still time to fix them.

08

Bank- & investor-ready packages

Lender, board, and investor reports prepared with CFO rigour — because a CFO is the one preparing them.

Industries we serve

We work where we’ve already solved the problem.

Medical & Dental Clinics

What we usually hear

Strong production, weak visibility on real profitability per provider and per service line. Cash trapped in AR, payroll heavy, owners flying blind on overhead.

How we help

Provider-level P&L, fee schedule and write-off analysis, payroll-to-production ratios, and clean monthly reporting your office manager can run.

What changes for the owner

Owners stop trading time for revenue and start running a clinic that pays them what their effort is actually worth.

How we help

Clear numbers. Better decisions. Less time on finance.

One senior team takes the books, the reporting, and the planning off your plate — so you can focus on running the business.

What you'll get

Your free Executive Diagnostic, in plain English.

Thirty minutes. No pitch. You walk away with a clear, written read on where your business actually stands.

30-minute Executive Diagnostic

A working session with a senior Nexum partner — not a junior, not a salesperson.

Financial & Operational Assessment

We map cash, margin, reporting, and the operational friction slowing your team down.

Executive Intelligence Score

A 0–100 composite score across seven dimensions of how the business is run today.

Industry Benchmark Insights

Where you sit vs. owner-led businesses we work with in your industry, your size, and your stage.

Actionable Recommendations

The two or three moves that will most improve cash, margin, or visibility in the next 90 days.

Optional Follow-Up Review

If it's useful, we book a second call to go deeper. Zero obligation, zero sales pressure.

Sample insight

What an Executive Diagnostic insight looks like.

Metric

AR aging > 45 days

Risk

Liquidity risk: High

Recommendation

Recommended priority: Collections optimization. Deploying an AI collections agent typically pulls aging back below 20 days within 60 days, freeing CAD $40–120K of working capital for an $800K AR book.

Get Your Free Diagnostic

Featured case study

From 45-day AR to 12-day AR in 60 days.

Multi-location dental clinic · Ontario

12 days

Average AR aging (was 45+)

60 days

Time to result

$180K

Cash freed (CAD)

Before

AR aging consistently above 45 days. Cash visibility limited to the bank balance. Front desk chasing insurance and patient balances manually — and missing the high-value ones.

What we did

Redesigned the collections process, deployed an AI collections agent across patient and insurance receivables, and built a daily AR dashboard the owner reads on their phone.

The result

AR aging dropped from 45+ days to 12 days within 60 days. Roughly CAD $180K of cash freed. Front desk reallocated from chasing money to greeting patients.

Plans