Build fast.
Know your numbers faster.
Finawise runs the books, closes the month, builds the forecast, and sits in the board meeting. One team, one engagement, sized to the stage you are actually at.
- About Us
Strategic finance. Smarter growth.
Senior finance people doing the work — not a junior team with a partner who appears once a quarter.
- What Sets Us Apart
WHAT YOU GET, EVERY MONTH
Every month, on a fixed calendar
No long-term contract
Revenue growth this year
Rising line chart, AUG to JUL
- WHERE WE COME IN
Most founders reach out at one of four points
None of these are emergencies yet. All of them get expensive if you wait.
There is a raise on the horizon.
Diligence will pull apart whatever your books look like today. Better to fix that now than during the process.
Your board asks questions your reports cannot answer.
Close takes three weeks and lands too late to act on.
You need a CFO’s judgment, not a CFO’s salary.
- What we do
Everything a finance function does. None of the headcount.
Accounting Operations
Your books, closed on time, every month.
FP&A and Forecasting
Plan the path, then stay on it.
Fractional CFO
Executive judgment, without the executive salary.
Compliance & Tax Filings
Stay current in every state you operate in.
AI & Automated Workflows
Let the software do the repetitive work.
Fundraising & Investor Relations
Walk into diligence already prepared.
- Why Finawise
Not a bookkeeper. Not a consultant.
Finance run by operators who have closed the books, built the model, and sat on the other side of the board table.
- How an engagement runs
Fix the floor. Then build on it.
Diagnose
A short review of your books, systems and calendar. We tell you what is actually broken, not what is easiest to sell.
Scope
A written scope: services included, who does the work, and what it costs each month. No bundling you into services you do not need.
Run
We take over the work on a fixed cadence. Coverage flexes up during a raise or an audit and back down afterward.
We work in your stack — or build you a better one
We adapt to what you already run, implement the right tools where you do not, and keep the whole stack integrated and cost-efficient. No forced migrations unless the system itself is the problem.
- Technology partners
- Accounting & ERP: QuickBooks · NetSuite · Xero · Sage Intacct
- Payroll & people: Gusto · Rippling · Justworks · Deel
- Spend & cards: Brex · Ramp · Expensify
- AP & banking: Bill.com · Mercury
- Billing & revenue: Stripe
- Equity & tax: Carta · Avalara
- Reporting & CRM: Power BI · HubSpot
Build smart. Scale confidently.
Tell us what your books look like right now, honestly. Send us a note and we will come back with the two or three things worth fixing first.