Financial insight shaped around how your business works.

We connect the financial and operational drivers behind the business model so leadership can understand performance and make informed decisions.

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The systems, which differ by model

Billing and CRMBank and cardsPayrollInventory and fulfillmentProject or practice system

Accounting set up for the model

Revenue treatment, cost of goods and a chart of accounts built the way the business actually earns.

One view for leadership

PerformanceCashPlanPriorities

The mix of sources is what changes by industry. What leadership needs to see does not.

SaaS and subscription businesses

What leadership needs to see

Recurring revenue, retention, gross margin, burn, runway, and performance against plan.

MRR / ARR Churn rate Net revenue retention CAC payback Burn rate Runway Deferred revenue Gross margin

What commonly gets disconnected

Billing, CRM, accounting, customer metrics, headcount, and forecasts do not tell the same story.

Decisions supported

Hiring, pricing, sales efficiency, runway, and fundraising timing.

How Finsightic helps

Bring revenue, customer, cash, headcount, and forecast information into one management view.

See which service fits

The Finsightic client portal: the metrics page, with MRR, ARR, gross margin and the Rule of 40, each over its own twelve months, and recurring revenue month by month

The metrics page in the client portal, shown with sample data.

Startups and venture-backed companies

What leadership needs to see

Cash, runway, milestones, headcount, scenarios, and investor reporting.

Burn rate Runway Headcount cost Equity dilution Cash position Revenue growth Gross margin

What commonly gets disconnected

Financial systems, operating plans, and investor reporting fall out of alignment as the company changes.

Decisions supported

Runway, hiring, capital allocation, milestones, and fundraising.

How Finsightic helps

Connect the accounting foundation, operating assumptions, cash plan, forecast, and stakeholder reporting.

See which service fits

E-commerce and direct-to-consumer

What leadership needs to see

Contribution margin, product and channel performance, inventory, marketing efficiency, and working capital.

Contribution margin Gross margin by channel COGS % Inventory turnover Return rate AOV Ad spend ROAS

What commonly gets disconnected

Channels, processors, returns, fees, inventory, fulfillment, marketing, and accounting do not reconcile into one view.

Decisions supported

Product mix, pricing, inventory, marketing spend, and channel strategy.

How Finsightic helps

Connect sales, inventory, unit economics, and cash so growth can be evaluated beyond revenue.

See which service fits

Agencies and professional services

What leadership needs to see

Client and project profitability, utilization, capacity, pipeline, billing, and collections.

Project profitability Utilization rate Gross margin per client Revenue per head WIP balance AR days Overhead ratio

What commonly gets disconnected

Sales, staffing, time, delivery, billing, payroll, and contractor costs sit in separate workflows.

Decisions supported

Pricing, staffing, client mix, capacity, and expansion.

How Finsightic helps

Bring pipeline, delivery, people costs, billing, collections, and forecasts together.

See which service fits

Healthcare and health technology

What leadership needs to see

Billing, collections, cash, staffing, service-line or location performance, and entity results.

Collections Days in AR Cash position Staffing cost Service-line margin Location performance Entity results

What commonly gets disconnected

Billing, payroll, providers, locations, entities, and compliance responsibilities are managed separately.

Decisions supported

Staffing, service mix, location performance, cash planning, and operating priorities.

How Finsightic helps

Connect financial and operational reporting while maintaining appropriate controls and responsibilities.

See which service fits

From kickoff to clean books on a consistent cadence

Kickoff

Short call to walk through your scoped proposal, introduce your team, and align on first-month priorities tuned to your industry.

Systems & cleanup

We audit your books, fix historical issues, connect your tools, and build the chart of accounts your industry needs.

Ongoing operations

Monthly close, reporting, and advisory on a predictable schedule so you have clear visibility into where you stand.

Common questions about industry-specific work

Do you work differently depending on the industry?

Yes. The underlying accounting principles are the same, but the application differs significantly. A SaaS company needs ASC 606 revenue recognition and MRR tracking. A healthcare practice needs cash vs. accrual management around insurance reimbursements. An e-commerce brand needs COGS and multi-channel reconciliation. We build your engagement around how your business actually operates.

Do I need industry-specific accounting or will a generalist work?

For early-stage businesses a generalist can manage. Once you have subscription revenue, inventory, multi-channel sales, or investor reporting requirements, industry-specific knowledge becomes essential. Generalists tend to apply templates that don't fit your model, which creates reporting errors and makes fundraising harder.

We're in a niche not listed here, can you still help?

Almost certainly. The industries listed are where we have the deepest concentration of engagements, but the underlying work, clean books, consistent close, controller oversight, CFO support, applies across most business models. Book a call and we'll tell you directly if we're the right fit.

Do you handle multi-entity or holding company structures?

Yes. Multi-entity work involves consolidated reporting, intercompany eliminations, and entity-level close management. We scope it specifically based on the number of entities and complexity, and adjust the engagement accordingly.

How quickly can you get started?

Most engagements begin within a few days of the proposal being accepted. Onboarding is structured, we get system access, review your chart of accounts, and establish your close rhythm before taking over the first cycle.

Financial insight shaped around how your business works.

SaaS and subscription businesses

Startups and venture-backed companies

E-commerce and direct-to-consumer

Agencies and professional services

Healthcare and health technology

From kickoff to clean books on a consistent cadence

Kickoff

Systems & cleanup

Ongoing operations

Common questions about industry-specific work

Connect the information behind your next decision.