Set up once.
We agree on systems, reporting needs, responsibilities, and the delivery calendar.
CFO-led finance for growing businesses
Your finance operation, done.
Accounting, cash planning and reporting, led by an experienced finance team. You provide business context and approvals. We coordinate the recurring work.
Led by a serial technology entrepreneur and former public-company CFO with zero-to-IPO experience. Meet the team
Monthly finance packageEight linked documents
The numbers, with the context.Open the package
How it works
Setup, delivery, and review.
Findevor owns the work.
Your Findevor CFO leads the engagement and owns the outcome. Technology handles repeatable work; our accounting team coordinates delivery, manages exceptions, and reviews the outputs.
Review what matters.
Share context on new business events, review performance, and approve what needs your judgment. The Hub, email, and Slack make those inputs easy, without managing the day-to-day finance work.
The Findevor Finance Hub
See your financial position, reporting progress, and outstanding requests in one consolidated view. The Hub supports our service by reducing the information-gathering and follow-up needed from you. Your existing accounting and business systems remain in place.
Working together
Your team, where you work.
People who know your books. Reviewed information when you need it. Clear ownership of the next step.
Answers from your finance team.
Ask a question in Slack, email, or the Hub. Your Findevor accountants investigate the details and bring back the explanation and next step.
Your Findevor CFO leads delivery and remains accountable for professional oversight.
Your reviewed finances in ChatGPT or Claude.
Where connected AI access is enabled, ask about your reviewed financial information in a familiar conversation.
Connections follow your engagement permissions. Confirm changes through the Hub; your team reviews them before they enter the next package.
# your-finance-team
4
We traced the increase to new licenses and a duplicate vendor charge. Here is the breakdown.
12 repliesYour CFO is overseeing the vendor follow-up
What changed in our runway, and does the team need anything from me?
Used Findevor Finance
Your reviewed cash outlook shows 18.3 months of runway, down 0.7 months from the previous forecast.
| Measure | Reviewed | Change |
|---|---|---|
| Runway | 18.3 months | −0.7 months |
One item needs your input. Confirm the vendor-contract date in the Hub. The team will review it before updating the next financial package.
Reviewed monthly cash outlookWhat changed in our runway, and does the team need anything from me?
Searched Findevor Finance
Your reviewed cash outlook shows 18.3 months of runway, down 0.7 months from the previous forecast.
One item needs your input. Confirm the vendor-contract date in the Hub. The team will review it before updating the next financial package.
Reviewed monthly cash outlookSource documentFrequently asked questions
A few practical answers.
The service, the people, and how we work together.
How much of my team's time will this take?
Your input focuses on business context, performance review and required approvals. Findevor coordinates the agreed recurring work. Implementation, advisory discussions and exceptional decisions require involvement based on your business and scope.
Do I need to replace QuickBooks or manage another platform?
No. We work with your existing accounting system, finance tools, and spreadsheets where suitable. The Finance Hub adds a consolidated view and simplifies requests and review; it does not replace those systems. Any changes or connections are agreed during setup.
Who actually works on my account?
Your Findevor CFO leads the engagement and owns the service outcome. Technology handles repeatable work, while the Findevor accounting team manages coordination, exceptions, and professional review. You provide business context and retain decisions and approvals.
Can I ask finance questions between reporting cycles?
Yes. The Findevor CFO is the point of contact for routine questions within scope. Channels, response expectations, and advisory involvement are agreed for the engagement. Advisory time and cadence, additional projects and specialist work are defined in your proposal.
What exactly do I keep if I leave?
You retain your client-owned systems, source records, delivered reports, and documented processes. The engagement specifies the editable model files and history exports to be delivered. Findevor's proprietary technology is not transferred. Additional transition support and cancellation terms are agreed in your service agreement.
Take finance off your plate.
Keep your financial house in order. Get back to your business.