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 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.
ExpensesEverything the month cost, on the accrual basis: a bill counts in the month the work happened, not the month it was paid. That is why this can move while the bank balance does not.Every expense account in the closed ledger, tax included.
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. It usually starts like this.
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.
Senior financial leadership on the decisions ahead, working alongside whoever keeps the books today. Forecasts, cash planning, performance analysis and stakeholder reporting.
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.
"The numbers existed, but no one owned the full financial picture or helped leadership decide what came next."
Across 19 years and more than 100 engagements, I saw this repeatedly. Businesses had accounting support, software, and reports, but leadership still had to connect the numbers, evaluate the risks, and make important financial decisions alone.
I built Finsightic to fill that gap. We provide financial leadership and clear insight first, with the accounting, reporting, systems, and finance-related workflows to support it when needed.
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.
