For boutique consulting firms

Add managed FP&A to what your firm already does best.

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.

Apply to partner → See how it works

SAMPLE PARTNER ARRANGEMENT

Client relationshipYour firm

Strategy & advisoryYour firm

Monthly FP&A deliveryFinVorx

BI dashboardsFinVorx

Branding on reportingYour call

BillingThrough your firm

How it works

Three steps, and it's running.

No exclusivity requirements, no minimum client count to get started — just a clear split of who owns what.

01 · Refer or co-scope

Bring us in on the mandate

A client needs an ongoing FP&A function or dashboard suite you don't want to staff internally. You loop us in early, or we co-scope together.

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02 · We deliverYou stay the relationship lead
FinVorx runs the monthly close, forecasting and dashboards on your engagement's cadence — white-labeled or co-branded, your call.

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03 · Shared upside

Referral fee or revenue share

Every month the partnership runs, your firm earns on it — structured to fit how you work.

Two ways to show up

Choose how FinVorx sits next to your brand.

White-label

We're invisible infrastructure

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.

Co-branded

Positioned as your extended team

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.

Good questions to ask

What firms usually want to know.

Do we need an exclusive or minimum-volume commitment?

No. Most partnerships start with a single client engagement so both sides can see how the handoff actually feels before scaling it up.

Who owns the client relationship day to day?

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.

Can pricing flex by client size or industry?

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.

What does onboarding a new referral look like?

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.

What if the client's data lives in a legacy or unusual ERP?

FinVorx builds the Semantic Ledger directly on top of whatever the client already runs — Azure or AWS, and most popular ERPs including SAP, NetSuite, Dynamics 365, Sage Intacct, QuickBooks, Workday and Epicor. No system replacement required to get started.