SaaS
Deferred revenue waterfall, MRR bridge, and investor-ready reporting — with side letters treated as an anti-fraud control, not a footnote.
ŌSensei (formerly Sensei FinanceOS) · Financial Systems Architecture for growing companies
Build a finance function you can trust.
I rebuild finance on a Finance Operating System: a gated monthly close, plus cash, runway, investor reporting, and FP&A — delivered monthly.
The close runs on a Finance Operating System I designed and built — an agent-led close, with the major workflows run by an agent I direct and review.
20+ years accounting & finance
Controller-level leadership
MAcct + MSDS
Five vertical systems built
179/179 pilot checks
51 workflows
These checks are from internal pilot builds, backtested on worked sample closes. They are not client results, and no client data was used.
Founder, Sensei Advisors
JoMar Hester, MAcct, MSDS
Founder | Financial Systems Architect
Fractional CFO / Controller · ŌSensei
CleanReconcile history and restore confidence in the books.
CloseBuild a repeatable monthly close with ownership and controls.
SeeTurn accounting into useful cash-flow and management visibility.
AutomateRemove repetitive work only after the accounting is stable.
Verticals
Built for your vertical. Not adapted to it.
ŌSensei is built five times — once per vertical — on each industry's real accounting problems, gates, and controls. It installs on your existing accounting system, whatever that system is.
Biotech
Clinical trial accruals as a key estimate, grant accounting and allowability, and R&D reporting built for scrutiny.
Cannabis
METRC reconciliation, 280E, shrink as a fraud indicator, and license tracking — from 11+ years as a cannabis Controller.
Manufacturing
Standard cost, the five variances, and inventory count readiness — built on cost and inventory accounting experience.
Sports & Entertainment
Sports and live events together. The event is the unit of account: settlements, cash controls, and cancellation handling, event by event.
See the system
Full systems and a one-page sample for your vertical are available on request.
Request a sampleServices
From cleanup to a finance function that runs.
Engagements are designed around the point of friction: unreliable books, an inconsistent close, limited financial visibility, or manual finance work that no longer scales.
Cash, Runway & Investor Reporting
Cash forecasting, runway visibility, management reporting, budget-to-actual analysis, KPI design, and working-capital review — decision-ready and investor-ready.
Accounting Cleanup
Reconcile balance-sheet accounts, correct historical errors, clean the general ledger, resolve unsupported balances, and establish a reliable starting point for ongoing accounting.
Fractional Controller
Senior accounting leadership without the fixed cost of a full-time Controller: close oversight, technical accounting, controls, reporting, audit support, and finance-team direction.
ŌSensei Installed — Monthly Close
The Finance Operating System installed on your existing accounting system: reconciliations, schedules, review checkpoints, responsibility matrices, recurring workflows, gates, and reporting deadlines.
ŌSensei Operated — Agent-Led Close & Automation
Sensei runs the close on the installed system. The major workflows are run by an agent I direct and review; judgment, exceptions, and sign-off stay with a person. Repeatable work is automated only after the accounting is stable — with controls built in.
Productized, not hourly
Fixed scope. Fixed price. Defined outcome. No hourly billing. The price is fixed after a short diagnostic, before work starts.
Approach
Stabilize. Standardize. Automate.
Automation is downstream of accounting quality. Sensei Advisors first establishes financial integrity, then builds a repeatable operating cadence, and only then automates the work that should be automated.
- 01
Diagnose
Identify close bottlenecks, unreliable balances, broken handoffs, duplicate work, and reporting gaps.
- 02
Clean
Reconcile accounts, correct the ledger, document assumptions, and establish a defensible financial baseline.
- 03
Close
Build the monthly accounting cadence: tasks, schedules, controls, owners, reviews, deadlines — and gates that must pass before the close is called done.
- 04
Forecast
Convert accurate accounting into cash visibility, operating insights, variance analysis, and management reporting.
- 05
Automate
Use finance systems, data pipelines, rules, and AI to reduce repetitive work while preserving review and control.
Audit-ready
Designed to be audited: the PCAOB layer.
Every ŌSensei build is built to US GAAP, with SEC-reporting discipline, SOX-ready controls, and a PCAOB layer — audit evidence and workpaper discipline built to PCAOB standards.
Gate G4 — Audit-Ready
After the close gates pass, a separate audit-ready gate checks evidence, workpapers, and review. A failed G4 blocks the words “audit-ready,” not the statements.
Evidence & workpapers
Workpapers prepared to be audited: indexed, reviewed, and retained — so an auditor, investor, or acquirer can follow every number back to its support.
Controls that hold
Segregation of duties, fraud and estimate controls, and IT and AI-agent controls are part of the system — not a cleanup project before the audit starts.
International
Built for US and international diligence: the International layer.
ŌSensei is one build with modular activation. Each client picks a US track or an International track — the system underneath is the same. Every standard is anchored two ways: to the FASB Codification and to IFRS Accounting Standards as issued by the IASB. FASB- and IASB-friendly by design, so a diligence team reads the same file on either side of the Atlantic — no translation.
Framework set per entity
Each entity carries its statutory framework, the group reporting framework, and its presentation currency on one register. Nothing is forced into a single framework.
The bridge close
Local statutory close first. Then the framework bridge. Then group consolidation, then the investor pack. The bridge ties with $0 unexplained — or the close does not pass Gate G5.
Instruments read both ways
SAFEs, convertibles, preferred shares, and warrants are analysed under both frameworks before signing — because the same instrument can be equity in one framework and a liability in the other.
Local rules stay local
Statutory calendars, indirect taxes, withholding, and R&D credit evidence are captured in registers, and local advisors file. ŌSensei never replaces the local statutory accountant.
5 vertical pilots482 pilot acceptance checks passedGate G5 Diligence-Ready — Pre-seed to Series C8 deliverables per vertical (IX-1 to IX-8)
These checks are from internal pilot builds, backtested on worked sample closes. They are not client results, and no client data was used.
Across the five pilots: a UK lease bridge, biological assets at fair value, development costs capitalised under IAS 38, event withholding tied three ways, and a LIFO-to-FIFO conversion — every consolidated trial balance balanced, every bridge difference explained.
Who we help
The gap between bookkeeping and a full finance department.
Founder-led businesses
You need cash visibility, runway you can trust, investor-ready reporting, and senior accounting judgment — but not yet a full internal Controller organization.
Growing finance teams
Your accounting function works, but the close, controls, reporting, or systems need structure before the next stage of growth.
Complex environments
SaaS, biotech, cannabis, manufacturing, and sports & entertainment — multi-entity, inventory, regulated, and system-heavy environments where generic bookkeeping is not enough.
Founder
Accounting judgment with a data-engineering layer.
JoMar Hester, MAcct, MSDS, brings more than two decades of accounting and finance experience, including Controller-level leadership, public accounting, operational accounting, financial reporting, controls, cost and inventory accounting, and finance-system implementation.
He started in public accounting at Grant Thornton (Top 10 National Firm). At Multi-Color Corporation he assisted drafting the 10-Q and 11-K and built the technical computations behind them, and executed SOX controls and the company side of external audits. He has 11+ years as a cannabis Controller and ran event accounting — settlements and cash controls — for arena and stadium events at ASM Global.
His work spans growing and regulated businesses where accounting must do more than record transactions: it must support operating decisions, withstand scrutiny, and scale. Sensei Advisors adds a modern technical layer to that foundation through data engineering, analytics, workflow automation, and AI-assisted finance processes.
The result is ŌSensei: a Finance Operating System designed and built by a Controller — repair what is unreliable, establish a disciplined gated close, improve management visibility, and automate only where automation strengthens the finance function.
MAcctMSDS20+ yearsController leadershipFinancial Systems Architecture
Finance systems & data toolkit
QuickBooks Online · Xero · Zoho · Sage 50 · Sage Intacct · Oracle NetSuite · SAP ERP (ECC 6.0) · Bill.com · ADP · Gusto · Excel · Power Query · Python · SQL · Snowflake · AWS · Azure
ŌSensei — Client workspace
Your documents, your reviews — one workspace.
Every ŌSensei client works in a private workspace at app.senseiadvisors.com. Submit the documents your close needs, follow each review from submission to completion, and keep everything for your vertical in one place.
Sign in to your workspace
Clients receive their account at onboarding.
- SubmitPrivate document submission, organized by your vertical.
- TrackLive status on every document — Submitted, In review, Needs information, Completed.
- RespondTeam notes on your documents, so requests never get lost in email.
- YoursYour files stay private — visible only to you and your Sensei team, never to other clients.
FAQ
Questions, answered.
How long does an install take?
Two to three weeks. Week one maps your chart of accounts, close calendar, and workpapers. Week two builds the system and runs it against last month's actuals — the gates have to pass on real data before go-live. Week three is your first live close, with Sensei reviewing exceptions.
Which accounting systems does ŌSensei work with?
The one you already run. ŌSensei installs on your existing accounting system — it does not ask you to migrate ledgers. Connections cover the surrounding stack (payroll, billing, spend, banking); document upload covers the rest. And if you don't have a system yet, I'll recommend one based on your industry and the scope of your needs — that recommendation comes out of the diagnostic, before the install.
How is my financial data protected?
Your documents live in a private client workspace. Access is per client — your files are visible only to you and your Sensei team, never to other clients. System connections are made inside the workspace: sign-in through the provider where that exists, and any API token is stored server-side only, never in your browser or by email. Do not send credentials or sensitive data through the contact form or email — the workspace exists for that.
Who reviews the AI's work?
I do. The major workflows are run by an agent I direct and review; the agent prepares, it does not approve. Judgment, exceptions, and sign-off stay with a person, and a close is not called done until its gates pass and I have reviewed the exceptions.
What do you need from me each month?
Less than you are used to. Connected systems feed most of the close. You provide the documents that never live in the accounting system — through your workspace — answer the items marked Needs you, and approve the reporting pack. One person on your side who can answer questions is enough.
What does it cost?
Fixed scope, fixed price, defined outcome — no hourly billing. The price is set after a short diagnostic, before work starts, so you know the full cost before you commit.
What happens after you reach out?
You send an inquiry. I run a short diagnostic on your books and your systems. Then you get the scope, the price, and the schedule in writing, before work starts — the standard install runs on the two to three weeks above; a complex engagement carries a longer schedule, set in that same plan. Once you approve it, I set up your private workspace, and we start with your first close.
Start with the accounting problem
If the numbers are hard to trust, the system needs work.
Tell me what is happening in your accounting or finance operation. If ŌSensei is a fit, the scope, price, and outcome are fixed before we start. No hourly billing.
Prefer email? jomar@senseiadvisors.com
Or connect on LinkedIn.
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