Trusted by founders and growing companies
Clean finances. Smooth operations.
Know where your business stands, what needs attention, and what to do next. We provide the financial leadership and insight to guide your decisions, whether working with your existing team or managing the finance function.
Where do you need support?
Quick estimate, we scope your exact, detailed proposal in the next step.
Trusted by founders and growing companies
Your financial command center
Your Finsightic portal brings together current performance, cash, forecasts, close status, and priorities in one place. We turn that information into clear insight and work with you on the decisions behind it.
See revenue, expenses, profit, margins and key trends, with clear commentary on what changed and why.
CashWhat is in the accounts today, beside the months it covers, so the number arrives with its own context rather than on its own.From the bank, tied back to the balance sheet at the close.
See cash on hand, what it covers and where it lands ahead, so you can evaluate hiring, investments and growth before committing.
Cash on handOperating cash only. Reserves and anything already promised sit outside this number, so it is what you could actually spend this week.From the bank, tied back to the balance sheet at the close.
Net cashWhat the business adds each month after everything, including the months payroll runs three times. One unusual month does not move it.Money in less money out, from the closed accounts.
In twelve monthsAt the pace you are running now, with nothing new bought and nothing new raised. It is a starting point for a decision, not a promise.The projection carried forward at the current net.
The line, back and aheadSolid to today is cash you actually held at each month end. The band after it, not the line, is the forecast: it shows where cash lands if the pace runs a third slower, which is the case that decides whether you hire in the first half.The closed months are read from the accounts; the months ahead are drawn from the net you are running now.
See upcoming obligations, financial risks, close issues and decisions that require action.
Sample data shown. Every Finsightic client receives a secure portal tailored to their engagement.
As you scale, more rides on every call and the information behind it gets worse: late closes, compliance gaps, and systems that disagree with each other.
Finsightic gives you finance and operations leadership, priced to your stage, so you can scale on numbers you trust, not numbers you hope are right.
Clean books. Cash visibility. Compliance handled. Connected systems. Board-ready reporting. Decisions made on numbers you trust.
Start with CFO-level guidance for the decisions ahead. When the underlying accounting, reporting, or finance-related workflows also need attention, we can provide that support through the same team.
The decisions your bookkeeper was never hired to make, and that you are making alone today. A senior finance person in the business every month, at a fraction of the cost of the hire.
The layer between the books and the decisions: someone senior reviews the close, so the numbers you decide on are numbers a second person has checked.
The transactional foundation. Daily and weekly accounting handled with consistency.
When the books are behind. We reconcile past periods and establish a clean baseline.
The systems, processes, and workflows that keep the business running, beyond the finance function.
You do not need to replace people or systems that are working.
Add financial leadership, oversight, and reporting while the current team continues the underlying work.
Add accounting, controller, CFO, or finance-related operational support where it is needed.
Coordinate financial leadership, oversight, accounting, reporting, systems, and related workflows through one accountable team.
We tailor our finance and operations work to your business model. Every industry has its own demands. Here is how we adapt to each.
"In most of them, the CEO was still the finance lead."
After 19 years and 100+ engagements, I kept seeing the same setup: a bookkeeper on the records, a CPA on the filings, and the forecasting, pricing and cash calls still sitting with the founder. So I built Finsightic to take that seat, with the accounting and the systems under it when you want them, and without a full-time hire.
Tell us what is difficult today and what support is already in place. We will recommend a practical scope and explain how the pieces connect.
What changed under the OBBBA, who can amend prior years for a refund, and what to do before you file.
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