You bring the client relationship and the strategic work. FinVorx quietly runs the ongoing FP&A and BI/analytics engine behind it — so your firm can say yes to mandates you'd otherwise have to staff, subcontract, or turn away.
No exclusivity requirements, no minimum client count to get started — just a clear split of who owns what.
A client needs an ongoing FP&A function or a dashboard suite you don't want to staff internally. You loop us in early, or we co-scope the engagement together.
FinVorx runs the monthly close, forecasting and dashboards on your engagement's cadence — white-labeled or co-branded, entirely your call.
Every month the partnership runs, your firm earns on it — structured as a flat referral fee or an ongoing revenue share, whichever fits how you work.
FinVorx delivers entirely under your firm's brand. Your clients only ever see your name on the reporting — we're the engine, not the storefront.
Clients know FinVorx by name, presented as "in partnership with [your firm]" — useful when the managed-FP&A capability itself is part of the pitch.
No. Most partnerships start with a single client engagement so both sides can see how the handoff actually feels before scaling it up.
Your firm does. FinVorx runs the FP&A and BI delivery on the agreed cadence and stays out of the strategic conversations that are your firm's to lead — unless you want us in the room.
Yes. Retainers are scoped per engagement, and since FinVorx is industry-agnostic, the same delivery model works whether your client is a manufacturer, a clinic group, or a SaaS company.
A short scoping call with your firm and the client, then a structured first-30-days onboarding to connect data sources and set the reporting cadence — typically live within a month.
Tell us a bit about your firm and the kind of mandates you take on. We'll follow up to talk through fit and structure.