FinTech · financial operations
CFO Platform for Small Consultancies
Small consultancies were running financial operations by hand across spreadsheets, an accounting package and email, with no single view of client profitability.
Illustrative product visual
What we built
A financial operations platform with client workflows, live dashboards, an AI advisor for finance questions and direct integrations into existing accounting systems.
Core features
- Client and engagement workflows
- Live financial dashboards
- AI advisor over the company's own data
- ERP and accounting integrations
- Role-based access for finance and delivery teams
Scope boundaries
One core workflow plus dashboard and integrations. Multi-entity consolidation excluded.
Outcome
The client has not approved public performance figures for this build, so none are published here. The product was delivered, deployed and transferred into their ownership.
Next step
Find out if your idea fits in 14 days.
Tell us what you want to build. We reply within one business day with a straight yes, no, or here is what we would cut.