Fintera Logo
How it works
Pricing
About us
Talk to our team
How it works

Your CFO leads the strategy AI runs the engine You run the company

A dedicated CFO, supported by a full team, ensures your books close every month, your numbers stay clear, and your time stays focused on the business.

< 2 hrs/mo

Your only time commitment

Day 5

Books closed, every month

1 CFO

Your single point of contact

Live in two weeks

A finance function that runs with precision

Your CFO builds the system. AI keeps it running. You can access and understand your numbers anytime.

Day 1
Meet your CFO

Matched by stage, industry, and complexity. Not a junior associate. Not a rotating team. One senior CFO who owns your financial outcomes.

One call. Share access. Done.
CFO match preview
Day 2-5
Your CFO diagnoses and designs

Your CFO reviews your books, identifies what is broken, and defines the structure needed to scale. AI maps your data, flags inconsistencies, and prepares everything for faster, cleaner decisions.

One 30-min review. Your CFO presents, you approve.
Financial health check
Day 5-14
The system goes live

Your CFO’s plan gets executed by a dedicated ops team backed by automation. Backlog cleaned. Processes set. Books start closing on time.

This happens entirely behind the scenes.
Finance dashboard
End of week 2
Your first monthly review

Your CFO walks you through what changed, what matters, and what to do next. In between reviews, you are not waiting for answers. Agents trained on your financial data give you instant clarity.

One 45-min call. Your only recurring commitment.
Monthly CFO review
Every month, on repeat

What your CFO delivers, every single month

Monthly close

Books closed by day 5, every month

What you getAccurate books, every month
CFO review

Your CFO reviews everything and walks you through what matters

What you getFinancial decisions in 45 minutes
Burn and runway

13-week forecast updated every close with fundraising timing signals

What you getNever blindsided by runway
Compliance

Sales tax, 1099s, quarterly estimates, state filings handled on schedule

What you getZero compliance surprises
Dashboards

Burn, runway, MRR, budget variance, live and always current

What you getReal-time visibility, zero admin
Direct CFO access

Your CFO is a message away between monthly calls

What you getAnswers within 24 hours
After onboarding

Built to last

The setup is fast. What matters is that it keeps working, month after month, without slipping.

Your CFO sets the rules. The system never deviates.

Every threshold, structure, and categorization is defined by your CFO and executed by the same dedicated team month after month, so context compounds and continuity is never broken.

Every number is human-reviewed before it reaches you.

AI handles the volume. But nothing ships to you without a human checking it first. Your financials are verified, not generated.

No black box. Ask "why" about anything, anytime.

Every number traces back to a source. Every decision traces back to your CFO. Full transparency is not a feature. It’s how this works.

Ready to get a clearer view of your numbers?

Walk in with your biggest financial worry. Walk out knowing an experienced CFO has reviewed it and has a plan.

Schedule a CFO review

Free consultation. No commitment required.