Finsightic gives growing companies the back-office function they would build internally once they could afford to: clean books, real reporting, and operations that run, on a fixed monthly fee.
Finance and Operations under one roof. Your books, your reporting, and the systems that run the business stay in sync because the same team owns both.
No hourly surprises and no scope surprises. You know what you pay and what you get every month, with engagements sized to your stage.
Start with cleanup or bookkeeping, layer on Controller and CFO support as you grow. The engagement flexes; you never have to re-hire.
A bookkeeper records the past. A full-time finance hire costs six figures and takes months to find. In between sits a gap that quietly costs founders sleep, board credibility, and good decisions. The symptoms are familiar: books that close late, reporting nobody trusts, and operations held together by spreadsheets and memory.
Records the past. Can’t tell you why the numbers moved, or what to do next.
Senior finance and operations, repeatable systems, and a fixed fee for your stage, the function without the headcount.
Six figures and months to find, before they’ve closed a single month.
Based in New York, serving clients across the U.S., SaaS & subscription, venture-backed startups, e-commerce & DTC, and agencies & services.
Most finance providers deliver reports. We design and run the operation that produces them. That distinction matters. The problems most companies have aren't missing reports. They're the processes, tools, and ownership upstream that make reliable numbers possible.
Every client engagement follows the same disciplined arc, so the work is predictable and the handoffs are clean.
We assess where your books, reporting, and operations stand today and where the real gaps are.
Catch up, clean up, and reconcile so you have a trustworthy baseline to build on.
Monthly close, reporting, and ongoing operational support, run on a fixed cadence you can rely on.
As you scale, we layer in Controller and CFO-level strategy, cash planning, KPIs, and board reporting.
Most clients have access set up and a diagnostic underway within the first few days, and the first monthly close delivered on schedule. If catch-up is needed, we scope the timeline up front so you know exactly what to expect. Exact timing is confirmed in your proposal.
We do the work, not just advise on it. The number is right, the report ships on time, and the system runs, that is the job.
Financials should make sense to the people running the business. We explain, we don't obscure, and we never hide behind jargon.
Anything done by memory or late nights becomes a documented, repeatable process. That's how quality survives growth.
We work under NDA, access your systems with least-privilege permissions, and keep your financial data in your own accounting platforms, never sold, never shared.
We work best with teams that want finance and operations to be reliable, structured, and low-friction without hiring too early.
Our goal is not to replace an in-house team. It is to prepare you for one.
Working with startups and scaling businesses, I kept noticing the same pattern. Founders had done everything right on paper. The accounts were set up, the software was purchased, payroll was running. But month-end was still unpredictable, reports felt unreliable, and no one could clearly connect the numbers to decisions.
The infrastructure was there. The operating logic was not.
Each piece of the finance stack lived in its own silo. Nobody was responsible for how everything worked together.
Before launching Finsightic, I worked as a Corporate Financial Controller, then became a SaaS Division Lead, where I built and led the team that managed books and FP&A for over 100 tech companies, from VC-backed startups through mature businesses with more than $25M in ARR. Across those engagements, the same finance and operations patterns repeated every time.
After enough engagements, a second pattern became hard to ignore. The finance work was clean, but the business around it was not. Hiring decisions made without a framework, tools that did not talk to each other, no one accountable for how work actually moved through the company. These were not finance problems on the surface, but they were making the finance unreliable. Operational friction was showing up in the books whether we addressed it or not.
That is what led us to extend our support beyond the numbers into operational leadership. Not as a separate product, but as a natural extension of what we were already seeing. Clean books matter. So does the business that produces them.
I draw on those experiences to help clients get clean books, reliable reporting, and systems that scale.
You share sensitive financial data with us. We take that responsibility seriously.
All connections are encrypted in transit and at rest. We use cloud-based platforms with bank-level security protocols and enforce two-factor authentication on every account.
Only assigned team members access your accounts. Permissions are role-based, and we never share client data with third parties without explicit authorization.
We operate on trusted, enterprise-grade cloud platforms with built-in audit trails, automatic backups, and compliance with industry-standard data protection practices.
Every engagement follows standardized workflows with clear audit trails. Access logs, change records, and reconciliation histories are maintained for full accountability.
Take the two-minute Financial Health Score, or just book a call. Either way, you'll leave with a clear next step.