We connect the work behind the numbers and partner with leadership to understand what matters, what is changing, and what to do next.
The person who reads your numbers, the people who close them, and the systems that produce them are the same team. The person reading the numbers has seen how they were produced.
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 where the gap is, the CFO seat or the accounting under it, and layer on the rest as you grow. The engagement flexes; you never have to re-hire.
Accounting, cash, payroll, billing, sales, and operations often live in separate places. The work may be getting done, but leadership still has to assemble and interpret the full picture.
Finsightic was built to connect that work and make the resulting financial insight useful.
Many clients already have a capable bookkeeper, CPA, or internal team. Finsightic can work with them, provide the senior financial layer that is missing, or assume additional responsibility when the business needs one coordinated finance function.
Based in New York, serving clients across the U.S., SaaS & subscription, venture-backed startups, e-commerce & DTC, and agencies & services.
Identify what leadership needs to understand and what prevents a clear answer.
Improve the relevant accounting, systems, controls, processes, and ownership.
Bring performance, cash, forecasts, risks, and commentary into a clear reporting experience.
Interpret changes, evaluate options, and support the decisions ahead.
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 and keep your financial data in your own accounting platforms rather than moving it into separate tools. Access is limited to the people assigned to your engagement, and it is removed when that assignment ends.
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 growing businesses, I kept seeing the same pattern. The accounting system was in place. Payroll was running. Reports were being produced. Yet month-end remained unpredictable, information lived across disconnected systems, and leadership still had to piece everything together before making a decision.
The numbers existed, but no one owned the full financial picture or helped leadership decide what came next.
Before founding Finsightic, I worked as a Corporate Financial Controller and later as a SaaS Division Lead. I built and led a team that provided accounting and financial planning and analysis support to more than 100 technology companies, from pre-revenue startups to established businesses with over $25 million in annual revenue.
Across those engagements, I saw that clean accounting alone was not enough. Leadership needed someone to connect financial results with cash, forecasts, operating plans, risks, and the decisions ahead. They also needed clearer ownership of the systems and processes producing that information.
That experience shaped Finsightic.
We lead with financial leadership and decision support. We help founders and executives understand where the business stands, what needs attention, and what different choices could mean. When the underlying accounting, reporting, systems, or finance-related workflows need support, we can strengthen or manage those as part of the same engagement.
The goal is not simply to produce more reports. It is to give leadership reliable information, useful financial insight, and a senior financial partner for what comes next.
You share sensitive financial data with us. We take that responsibility seriously.
We work inside the accounting, banking and payroll platforms you already use rather than moving your data into separate tools. Access is limited to the people assigned to your engagement, and it is removed when that assignment ends.
Only the team members assigned to your engagement have access to your accounts, and we never share client data with third parties without your explicit authorization.
We work under NDA. Your records stay in the accounting, banking and payroll systems you already own, so you keep control of them and can revoke our access at any time.
Engagements follow documented workflows, and the schedules and reconciliations we prepare stay in your systems. If the engagement ends, the work and the records remain with you.
Take the two-minute Financial Health Score, or just request a call. Either way, you'll leave with a clear next step.