Managed FP&A · BI · AI-Ready Finance

Big-company finance.
Built for growing businesses.

Know where your business is going — not just where it's been.

Financial visibility, forecasting and decision support — without building a finance department.

FINVORX · LIVE VIEW
Cash Runway
7.4 mo
↑ stable
Gross Margin
42.1%
↑ 1.8 pts
Forecast Variance
3.2%
within range
Revenue vs. Forecast
The questions keeping you up at night

Sound familiar?

?

Are we actually profitable on this contract, or just busy?

?

What happens to cash if a client pays 30 days late?

?

Which office, project, or client is actually making us money?

?

Could we survive losing our biggest customer tomorrow?

?

Are we pricing this job right, or just guessing?

?

What does next quarter actually look like — not last quarter?

Where FinVorx sits

From bookkeeping to boardroom-ready answers.

Your accountant keeps the books accurate. FinVorx turns that into a decision.

Today
Your Accountant
Keeps the historical books accurate, compliant, and closed on time.
→
FinVorx
Semantic Ledger + FP&A
Reconciles the data, builds the forecast, runs the monthly cadence.
→
The result
Better Decisions
Pricing, hiring, cash, and growth calls made with real visibility.
What changes

Outcomes, not just outputs.

Close finishes days faster

Not weeks. A structured monthly cadence replaces the scramble.

Cash visible before it's a problem

See the shortfall three months out, not the week it happens.

One number everyone trusts

Not five conflicting spreadsheets from five different owners.

Decisions run on this month's data

Not last quarter's export, reheated for the board deck.

◆

Built on one verified data layer.

Every AI tool and every forecast is only as good as the data underneath it. See how the Semantic Ledger connects and reconciles your systems — built by FinVorx engineers, in the cloud, without your IT department.

See how it works →
Built for

Who FinVorx is built for.

Scaling up

Growing SMEs

Companies that have outgrown spreadsheets but aren't ready for a full in-house finance department.

Multi-entity

PE-Backed & Portfolio Companies

Multiple entities, one board deck. Consolidation and reporting that holds up to scrutiny.

Services

Professional Services Firms

Law, engineering, agency and consulting firms where project profitability and utilization are the whole business — and are usually the least visible number in it.

Channel

Boutique Consulting Firms

Add managed FP&A to your own service line — white-labeled or co-branded.

Where do you stand?

Get your Financial Visibility Score.

Five questions. Sixty seconds. A real read on how much you actually know about where your business is headed — plus a specific recommendation for what to do about it.

Take the 60-second assessment →
Why not just hire for this?

Building it yourself costs more than you'd think.

A fully in-house FP&A and BI function usually means multiple hires, months of ramp-up, and risk concentrated in one or two people. Here's the honest comparison.

Building In-House
FinVorx Managed
Time to operational
3–6 months — recruiting plus ramp-up
Live within weeks
Team required
2–3 hires: FP&A analyst, BI/data hire, CFO-level oversight
One embedded team, senior-led
Annual cost*
Often 3–4x a FinVorx partnership once salaries, benefits & tools are counted
One predictable monthly partnership
Data & BI capability
Usually a separate hire — or an afterthought
Built in from day one — the Semantic Ledger
Risk
Concentrated in 1–2 people; turnover resets the clock
Continuity built in — not dependent on one person
Where your focus goes
Recruiting, managing and troubleshooting a new function
Stays on sales and delivery

Every dollar and every hour that doesn't go into building a finance function stays where it matters most — growing sales and delivering for clients.

*Illustrative comparison based on typical North American FP&A hiring timelines and market compensation. Actual costs vary by role, seniority and location.

How we work together

See → Plan → Manage. We run all three.

Most growing companies don't have the capability to build a Semantic Ledger, run forecasting, or manage a monthly close in-house. FinVorx doesn't hand you a tool and step back — we manage it, at every stage, as your partner.

See

Your first connected view of the business

FinVorx builds and manages your Semantic Ledger — connecting and reconciling your systems — and delivers live BI dashboards on top of it. You get the visibility. We do the work.

  • Semantic Ledger, built and managed by FinVorx
  • ERP & field system integration, handled for you
  • Live BI dashboards, maintained monthly
  • One connected source of truth — no DIY data team required

Plan

Forecasting you can actually rely on

FinVorx builds and runs your rolling forecasts, scenario models and budgets — the rigor of a full FP&A function, without you having to hire or manage one yourself.

  • Rolling forecasts & scenario models, built and updated by FinVorx
  • Budgeting & variance analysis, managed monthly
  • Multi-entity consolidation, handled for you
  • Board-ready reporting, delivered on your calendar

Manage

The full finance function, embedded

FinVorx runs your entire monthly cadence — close, forecasting, reporting and senior financial leadership — as an embedded partner. Not a rotating cast of consultants, and not a tool you have to operate yourself.

  • Full monthly close support, run by FinVorx
  • Fractional CFO leadership, on call
  • Ongoing embedded partnership
  • One team, accountable end to end
Why trust this

Built on real experience, tested before it was public.

50+
years combined team finance experience
6
sectors, from oil & gas to SaaS
3
global hubs — Calgary, India, Dubai
β
tested in private beta with real customers before public launch
0
rip-and-replace — built on your existing stack
P

Run a boutique consulting firm?

Add managed FP&A and BI/analytics to your service line — white-labeled or co-branded, with a referral fee or revenue share on every engagement.

See the partner program →

You've built the business. Now build the financial visibility to run it.

Know your numbers. See what's next.