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FinanceOS
Real-time cash, forecasting, workflows, compliance, and reporting.
The AI-Native Finance Function
Your Finance Function. Rebuilt for the AI Era.
Institutional-quality accounting, financial intelligence, and CFO expertise—without building an institutional-size finance department.
FinanceOS · Live
September 2026Good morning, Alex
Finance overview
Total cash
$4.82M
+4.1%
ARR
$8.64M
+18.2% YoY
Close status
82%
On track
13-week low
$3.92M
Week of Dec 7
Forecast variance
+$142K
3.2% favorable
Net burn
$263K
8.6% below plan
13-week cash outlook
Actual and projected liquidity
Jun 22Sep 14
Close readiness
82%
23 of 28 tasks complete
AI insight: Infrastructure spend is 9% above plan, driven by two duplicate vendor contracts.
The operating gap
You’ve outgrown bookkeeping. But building an entire finance department doesn’t make sense yet.
As companies grow, finance gets complicated quickly.
01
Monthly closes take longer.
02
Cash becomes harder to forecast.
03
Reporting lives in spreadsheets.
04
Investors ask harder questions.
05
Accounting systems, CRMs, banks, and financial models don’t speak the same language.
Adding more people doesn’t fix a broken system.
We built another way.
One accountable system
Meet the AI-Native Finance Function.
Software, infrastructure, execution, and financial leadership—connected by a single operating layer.
02
Finance Infrastructure
The systems, integrations, and processes required to run finance efficiently.
03
Managed Finance
Accounting, close, and reporting built for scale.
04
CFO Intelligence
Financial leadership for the decisions that matter.
Connected by design
From transaction to decision.
Your financial operation should work as one connected system. We connect every layer.
01
Transactions
02
Accurate Books
03
Close
04
Reporting
05
Forecast
06
Decision
FinanceOS
Your financial command center.
A live operating layer for every account, workflow, deadline, forecast, and decision.
Cash
Know exactly where cash sits across every entity, bank, and account.
$4.82M
Across 8 accounts
Forecast
See 13 weeks ahead and understand why actual cash differs from plan.
+$142K
vs. prior forecast
Workspace
Run close, finance projects, and recurring workflows in one place.
23 / 28
Close tasks complete
Bank reconciliationsComplete
Revenue recognitionIn review
Management reportingIn progress
Compliance
Track entities, state registrations, accounts, and deadlines.
All current
Next deadline Oct 15
Intelligence
Ask questions and surface what requires attention.
3 insights
Prioritized this morning
Working capital opportunity
Three customers account for most past-due receivables. Collecting them this week extends runway by 0.7 months.
Beyond software
Technology alone doesn’t build a finance function.
So we don’t stop at software.
We can design your finance stack, implement it, operate your accounting function, close the books, and provide CFO-level financial leadership.
Use the platform with your team.
Use our team with your systems.
Or combine both.
Who we serve
Built for the moment finance becomes mission critical.
Most companies don't identify by industry. They identify by what changed. Select the trigger that brought you here.
Selected
We raised institutional capital
What changed
New investors expect board-ready reporting, reliable forecasts, SaaS metrics, budget vs actual, and documented controls.
What you likely need next
- Monthly close cadence
- Management reporting
- Cash forecasting
- KPI reporting
- Finance controls
Recommended
Finance Foundation or Institutional Finance
The outcome
Know what happened. Why it happened. What happens next. And what to do about it.
What happened
Reliable, current financials
Why it happened
Drivers, variance, and context
What happens next
Connected cash and operating forecasts
What to do
Decision support from finance experts
Finance Maturity Assessment
How mature is your finance function?
Take our five-minute Finance Maturity Assessment and see where your organization stands—and what you should build next.
Assess My Finance Function