Trusted by growth-driven startups and growing companies
Most growing companies have someone recording the numbers. Far fewer have someone reading them. We are the layer above the books: forecasting, cash, pricing and the calls you are making alone right now. Keep your bookkeeper, or hand us the whole back office. One flat monthly fee either way.
What is missing right now?
Quick estimate, we scope your exact, detailed proposal in the next step.
Trusted by growth-driven startups and growing companies
Every client gets a live portal on top of the books, and a monthly note from your CFO on what to do about what it shows. That is what the name means: financial insights and analytics. Pick a question to see the screen that answers it.
Cash, revenue, expenses, net income and margin on one screen, with a written line on what the month says.
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.
Cash today, the months it covers, and where it lands a year out, as a range rather than one optimistic line.
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.
Revenue down to net income, as a picture and as a statement, against last month and the same month last year.
From revenue to net incomeWhere the money actually went, in order, from the top line down to what you kept. A statement gives you the number; this shows you what moved it.Built from the closed ledger, every step tied to accounts you can open.
Every account reconciled, the checks run, the day it closed and who signed it off. Not a promise that it is done, the record of it.
Review checksChecks run over the ledger before anyone signs the month off: duplicates, gaps, entries sitting in the wrong period. Anything they raise is looked at, not waved through.Run on every close, with what they found recorded.
Adjusting entriesDepreciation, prepaids and accruals posted before the month is called done, so the profit you read is the profit you earned rather than the cash that happened to move.Posted from the schedules that carry them month to month.
Every subscription, policy and licence with its date, and what has to be decided before it renews on its own.
The client portal, shown with sample data.
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.
Financial leadership is the layer most growing companies are missing. The accounting underneath it is the layer most already have. We do either, or both.
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.
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.
A 30-minute call, or the 2-minute Financial Health Score. Either way you leave knowing the two or three things to fix first, and what they'd cost.
What changed under the OBBBA, who can amend prior years for a refund, and what to do before you file.
Read article → Fractional CFOThe revenue, efficiency, and runway numbers investors expect this year, and how to prepare.
Read article → ControllerWhere AI genuinely speeds the close, and where human judgment still decides.
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