Your books stay current all month. A named CFO stands behind every number.
Know your runway, burn, and cash position any day of the month, not weeks after close. AI keeps the ledger current daily; your CFO and a named US controller own the accruals, revenue recognition, and judgment your board relies on.
Powered by Fintera Continuous Close™, our method for keeping your books current every day of the month.
Works with your existing stack:
Books current before month-end
Layers of review on every close
Error correction guarantee
Reconciliation cadence
When you can see your numbers in real time, every decision gets faster
Fundraising, board prep, hiring, cash planning. All of it sits on top of your books. Here's what shifts when the foundation is current, not just correct.
Your position, current any day of the month
Daily categorization and reconciliation keep the ledger current as the month happens. You check runway, burn, and cash whenever you need to decide, not when a monthly report finally lands.
Numbers verified before they reach you
Every transaction categorized daily by AI, reconciled by an ops team, reviewed line by line by a named US controller. Four layers sign off before it reaches you.
A dedicated team behind every number
AI handles volume. Ops handles reconciliation. Your controller validates and signs off. If one layer misses something, the next catches it. You always know who reviewed your books.
A CFO who tells you what the numbers mean
Your matched CFO reviews your books every month. Not to redo the work. To spot what changed, flag what matters, and give you a clear read before your next board meeting.
Your books close themselves all month. The monthly package is just the proof.
Every transaction handled as it happens, so your books are current any day you look. Here's how the work distributes across the month instead of piling up at the end.
Most services | Idle 28 days, then sprint | |
Fintera | Current all month ✓ |
Most services stay idle for 28 days, then scramble to close. Fintera processes all 30 days, so your books are never more than a day behind reality.
Every transaction categorized as it happens. Bank, card, and payment accounts reconciled daily. Anomalies flagged and resolved in real time.
Accruals, prepaids, and deferred items posted. Last transactions captured and classified. Everything queued for review.
Your named controller validates every line. Checks classifications, verifies reconciliations, ensures GAAP compliance. Signs off on the financial package.
Your CFO reviews the closed books. Flags what changed, what matters, what to act on. Financial package delivered to your inbox with quality scorecard attached.
Your CFO walks you through the numbers. What's on track, what needs attention, what to flag for the board. You leave with clarity for the month ahead.
What your finance ops look like after the switch
A complete financial operation, running quietly behind everything you're building
GAAP-compliant financial statements, delivered monthly
P&L, balance sheet, and cash flow with prior-period comparisons and department-level breakdowns. Investor-grade, not compliance-grade
Prior-period comparison + department breakdowns includedMonthly quality scorecard on every close
Full transparency into the quality of every close. Published to you every month. No other bookkeeping service shares this data. We do because we can.
Built to be measured. Backed by proof.
Six metrics we track and publish. Ask your current provider for the same.
Controller continuity rate
Same named controller on your account, 12+ months running
Signup to first close delivered
Historical data, chart of accounts, and integrations. All handled. First close delivered within two weeks
Post-close adjustments per month
Post-delivery corrections across all client closes. Our target is zero. This is how close we get
Diligence pass rate
Every client through diligence or audit. Zero material findings
First-year client renewal rate
93% of clients choose to renew after their first year. The work speaks for itself
Faster board-ready financials
Financial package arrives ready to present. The work is done before you start
See these numbers for yourself. Every metric is published in your monthly quality scorecard
Your numbers should be the easiest thing to check, not the last thing you find out
Tell us where your books stand today. We'll show you where they could be in 14 days