Where Wall Street expertise meets Silicon Valley innovation
CherryCherryTreeTreeSolutionsSolutions||FinanceFinance&&TechnologyTechnology
EST. 2025
WHO WE ARE — INNOVATION — DESIGN — CODE —
Financial discipline meetsintelligent automationfor your growth.
At CherryTree Solutions, we bridge the gap between traditional financial expertise and cutting-edge artificial intelligence. We believe that true scalability comes from a solid financial foundation enhanced by autonomous systems.
With over a decade of experience in the financial sector, including time on Wall Street, we bring absolute accuracy to your books. We combine this rigor with advanced AI agents and workflow automation to eliminate manual tasks and unlock new efficiencies.
We don’t just manage your numbers; we engineer the systems that drive your future growth.
Financial Services
Monthly Bookkeeping & Reconciliation
BookkeepingStay organized with up-to-date books and accurate bank/credit card reconciliations.
Accounts Payable & Receivable Management
ManagementStay on top of incoming and outgoing payments with professional management of your AP and AR cycles.
Catch-Up & Clean-Up Services
RescueBehind on your books? We'll get you caught up fast and back on track.
Financial Reporting
AnalysisGet clear monthly financial statements, including Profit & Loss, Balance Sheet, and Cash Flow reports.
Payroll Coordination
PayrollWork with your payroll provider to ensure accurate payroll entries and tax filings.
QuickBooks Setup & Training
TrainingNeed help getting started? We offer QuickBooks Online setup and walkthroughs so you feel confident managing your business.
Expense Tracking & Categorization
OrganizationOrganize your expenses for tax season and understand where your money is going.
Our AI & Automation Services
Autonomous AI Agents
AgentsDeploy intelligent agents that execute multi-step tasks across your software stack.
Workflow Automation
AutomationEnd-to-end automation of repetitive business processes and data entry.
Custom RAG Solutions
RAG SolutionsSecure AI systems trained on your private company data and documents.
AI Strategy & Consulting
ConsultingIdentifying high-ROI automation opportunities and implementation roadmaps.
Intelligent Data Extraction
ExtractionAutomated processing of invoices, contracts, and unstructured text.
LLM Fine-Tuning
Fine-TuningOptimizing models for specific industry jargon and brand voice.
n8n Workflow Automation
IntegrationBuild complex, scalable workflows with n8n. Connect any app, API, or database to automate your business processes without limitations.
Ready to create?
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