FinSight

Cashflow advisory for your service business

World class financial forecasting and analytics

Equal parts Software and Service

State-of-the art Software

We implement industry leading cashflow analytical tools into your business to give you unparalleled insights typically reserved the largest corporations.

World-class Service

Feel more confident with your financials as we bring over a decade of finance and service industry experience to your business.

What you'll get

Professional financial management

Elevate your business with FinSight's sophisticated financial tools, projecting a polished and professional image that instills confidence in your business.

Executive-level insights

Gain access to high-level financial insights typically reserved for larger enterprises, empowering you to make executive decisions backed by robust data and analysis.

Strategic growth enablement

Align your financial planning with your growth ambitions. Our advanced forecasting models and expert guidance help you set realistic goals and achieve them with clarity.

Peace of mind

Enjoy the reassurance that comes from knowing your business finances are expertly managed, allowing you to concentrate on what you do best - growing your business.

Enhanced business credibility

Showcase your commitment to excellence with professional financial reports that reflect your dedication to running a well-managed, forward-thinking business.

What is FinSight?

Cashflow analytics and insights

Your custom cashflow insights delivered monthly detailing what happened, why it happened, and actions you can take.

Financial modeling software

Receive your custom, interactive financial analytics built to reflect your unique business.

Reporting and measurement

You'll have access to interactive KPIs scorecards and reports to deep dive the most critical metrics for your business.

How it works

Subscribe to our service and we'll quickly get to work building 1) your cashflow forecast 2) financial reporting and 3) financial insights tailored for your business.Every month you'll receive an executive overview of your business. It details progress towards your goals, financial insights, and an updated financial forecast.You won't have to lift a finger as we set up everything for you in days.

Who it's for

If you are looking to scale your business, make business investment decisions, or simply looking to sleep better at night understanding your financial position - this service is made for you.We've designed this service for small to medium sized businesses who need financial clarity but don't want to bring it in-house.Requirements
1. You run a service business (B2B, B2C, agency, professional, home, etc)
2. You have a bookkeeper or accountant
3. You use Quickbooks (small business tier only)We operate on a monthly subscription, so cancel any time.

What we do

We start by quickly building your cashflow model to fit your unique business. Over time we fine tune the insights for your most important financial metrics like revenue, profit margin, and cash.Every month we package insights into an easy to understand deep dive report of your financial performance. It's equal parts education and evaluation to give you the tools to achieve your goals.Our service is as personal as you want it to be. We'll continue to provide value even when you are busy running your business or enjoying time away from work.

Monthly Subscription

Small Business <$1M

$1,000/m

  • Custom cashflow model integrated with accounting data

  • Monthly recorded video deep dives of your business results

  • Performance recommendations by experienced finance professionals

  • Interactive financial results dashboard and tools

  • Email, recorded video support, and scheduled meeting support

  • Ad hoc analysis as needed

  • Weekly KPI tracking

  • Monthly board/lender financial reporting packages

  • Integration with non-financial data

  • Department-level budgeting

Not sure if it's right for you? Join the waitlist and we’ll reach out.

Growth Phase $1-10M

$7,000/m

  • Custom cashflow model integrated with all critical data

  • Monthly finance-led executive business review meetings

  • Performance recommendations by experienced finance professionals

  • Interactive financial results dashboard and tools

  • Email, recorded video support, and scheduled meeting support

  • Ad hoc analysis as needed

  • Weekly KPI tracking

  • Monthly board/lender financial reporting packages

  • Integration with critical business data (CRM, HRM, etc)

  • Department-level budgeting

Not sure if it's right for you? Join the waitlist and we’ll reach out.

Take our 10-question financial growth assessment

Did you know there is a worn path that thousands of businesses have traveled to drive more value with financial excellence? Our quiz helps you understand where you are on that journey and what your next steps are.

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