For the finance leader with a stretched team

The finance department's operating system.

Managed by us. Built around your business.

Customized and secured in your environment by people who have run finance for investor-backed companies for a decade.

Finance OS dashboard: cash, net cash flow, ARR, pipeline, forecast accuracy, analyst brief, outstanding finance tasks
QuantFi has been trusted by teams backed by
Bain CapitalMubadala CapitalForerunner VenturesFifth WallECP GrowthForum VenturesSusa VenturesBain CapitalMubadala CapitalForerunner VenturesFifth WallECP GrowthForum VenturesSusa Ventures
The problem

Finance is stretched thin.

Finance was hired for strategy, growth, targets.Instead, time is spent on spreadsheets, re-keying, chasing numbers.

What's at stake

46%of finance time spent collecting data, not using it
$250K to $500Kall-in for one senior finance hire, growth stage to mid-market
1.8xhigher odds of outperforming on revenue when finance shapes decisions

FP&A Trends 2025 · QuantFi estimate · McKinsey Global Survey

The solution

The whole finance department, live on one screen.

The modules below are customized to how your business actually works.

Monday morning

Open one screen. Everything reconciled overnight.

  • Cash, runway, revenue and pipeline, current as of this morning
  • Every balance tied back to the bank, not a stale export
  • Everything waiting on your approval, in one queue
Dashboard on Monday morning
Wednesday, ops review

Someone asks why compute ran over. The answer is already written.

  • The variance already sized, and the driver behind it named
  • Commentary written for you, linked to the transactions underneath
  • The alert already went to the team that owns the budget, not your inbox
Actuals vs plan with drafted commentary
Thursday afternoon

Reporting runs itself. The afternoon is for decisions.

  • Rerun the hiring plan against three revenue cases
  • Price a new contract against what it actually costs to deliver
  • See what each case does to runway, side by side
Scenarios with live levers
Board week

The board pack is done before board week starts.

  • Cash in and cash out, broken out by month
  • Signed revenue and weighted pipeline, never blended into one number
  • Last month's forecast against what actually happened
Cash waterfall by contract and month
How it runs

Set up, tuned to your business, and run by a senior finance lead.

EmbedA senior finance lead sets it up and runs the first month with your team.
CodifyWhat they learn becomes rules, models, and automations.
OperateWe run and improve it monthly. Your finance lead stays on it.
Your sideOne afternoon of access setup. Then review and approve.
Integrations

Works with the stack you already have.

  • Reads from the systems you already run. Accounting, bank, cards, payroll, CRM, cloud spend, Slack.
  • No new ERP, CRM, or payroll. Nothing to migrate or re-key.
  • Add a tool later. One new connector. Nothing rebuilt.
Connectors: sources online, last refresh, tie-out to the bank
Brain: the written record of how the business works
The brain

The knowledge stays with the company.

  • A written record of how your business works, kept in your environment.
  • Every forecast and board narrative reads from it.
  • Every correction becomes a test the next change has to pass.
  • When someone leaves, the knowledge doesn't.
Fit

Built for finance to hold a scaling company together.

Talk to us if

  • Investor-backed, with a board expecting monthly reporting
  • Every department spends against a plan
  • Finance is stretched and the next hire is budgeted
  • More than one entity, revenue line, or system feeding the numbers

Not the right call if

  • You need a bookkeeper or a cheaper close
  • You want a tool you'll run yourself
  • You want a fractional CFO's hours
  • You have a full finance team and just one workflow to fix
Before you book

The questions we get.

How much engineering time?

One afternoon to grant access. After that, none.

How do I know the AI is right?

You label what it flags. You can see how often it's right. Each label becomes a test every change has to pass.

What can it do without a human?

Read, reconcile, draft, flag. Posting, reporting to the board, and moving money need a named approver.

Where does our data live?

Your cloud account. No copy leaves. Never used to train anything.

What if our finance hire leaves?

Everything they set up is written down in the system. The next hire inherits it.

What does it cost?

Priced against the senior hire you'd otherwise make. We give you the figure on the call.

Next step

See your own dashboard before you commit to anything.

  1. 01
    We build a demo of your business. Public information and one short call. No data access.
  2. 02
    Bring your finance leader. Twenty minutes tells them whether this beats the next hire.
  3. 03
    Decide with the real thing in front of you. If it's not a fit, we'll say so.

Request received.

We'll email you within one business day to get a call on the calendar.

Your demo is built before that first call, from public information about your business. Nothing for you to prepare or send.

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