Managed FP&A · BI · AI-Ready Finance

Big-company finance.
Built for growing businesses.

Know where your business is going — not just where it's been.

Financial visibility, forecasting and decision support — without building a finance department.

FINVORX · LIVE VIEW
Cash Runway
7.4 mo
↑ stable
Gross Margin
42.1%
↑ 1.8 pts
Forecast Variance
3.2%
within range
Revenue vs. Forecast
The questions keeping you up at night

Sound familiar?

?

Are we actually profitable on this contract, or just busy?

?

What happens to cash if a client pays 30 days late?

?

Which office, project, or client is actually making us money?

?

Could we survive losing our biggest customer tomorrow?

?

Are we pricing this job right, or just guessing?

?

What does next quarter actually look like — not last quarter?

Where FinVorx sits

From bookkeeping to boardroom-ready answers.

Your accountant keeps the books accurate. FinVorx turns that into a decision.

Today
Your Accountant
Keeps the historical books accurate, compliant, and closed on time.
FinVorx
Semantic Ledger + FP&A
Reconciles the data, builds the forecast, runs the monthly cadence.
The result
Better Decisions
Pricing, hiring, cash, and growth calls made with real visibility.
What changes

Outcomes, not just outputs.

Close finishes days faster

Not weeks. A structured monthly cadence replaces the scramble.

Cash visible before it's a problem

See the shortfall three months out, not the week it happens.

One number everyone trusts

Not five conflicting spreadsheets from five different owners.

Decisions run on this month's data

Not last quarter's export, reheated for the board deck.

How the data actually moves

One verified path, from source system to dashboard.

No parallel system to maintain. No black box in between.

Source systems
ERP + Field Data
SAP, NetSuite, Dynamics, QuickBooks, spreadsheets, field ops platforms.
The foundation
Semantic Ledger
Mapped, reconciled, source-tagged. Built on Azure or AWS.
What you see
Forecasts + Dashboards
FP&A models, BI dashboards, board-ready reporting.
The real AI bottleneck

Most companies won't get real gains from AI. Here's why.

Every AI tool is only as trustworthy as the data it reads. The bottleneck was never the AI. It's what's underneath it.

Siloed systems, confident answers

Feed AI unreconciled data from three disconnected systems and it won't pause to flag the problem — it'll just answer.

Fast isn't the same as right

A wrong answer delivered instantly is still wrong. Speed without a verified foundation just gets you there faster.

The gap most SMEs can't close alone

Building a reconciled, source-traceable data layer takes a data engineering capability most small businesses don't have.

FinVorx builds that layer first

The Semantic Ledger — so when AI is applied to your numbers, the answer is one you can actually trust.

The foundation

The Semantic Ledger.

We connect and reconcile your finance and field systems — whatever's actually in use — into one structured, source-traceable data layer. Every number your forecasts and dashboards run on can be traced back to where it came from.

This is the foundation Managed FP&A and BI & Analytics both run on. Not a one-time IT project — the layer everything else depends on.

Semantic Ledger — Status
Finance and field systems mapped
Data reconciled, source-tagged
Explainable — no black box
Built on Azure or AWS, no rip-and-replace
Built for

Who FinVorx is built for.

Scaling up

Growing SMEs

Companies that have outgrown spreadsheets but aren't ready for a full in-house finance department.

Multi-entity

PE-Backed & Portfolio Companies

Multiple entities, one board deck. Consolidation and reporting that holds up to scrutiny.

Services

Professional Services Firms

Law, engineering, agency and consulting firms where project profitability and utilization are the whole business — and are usually the least visible number in it.

Channel

Boutique Consulting Firms

Add managed FP&A to your own service line — white-labeled or co-branded.

Where do you stand?

Get your Financial Visibility Score.

Five questions. Sixty seconds. A real read on how much you actually know about where your business is headed.

1. How current is your financial reporting?
60+ days old
30 days old
Weekly
Real-time
2. Can you forecast cash flow 90 days out with confidence?
Not really
Rough guess
Fairly confident
Yes, precisely
3. Do you know profitability by client, project or product line?
No idea
Roughly
Mostly, yes
Fully tracked
4. If your biggest client left tomorrow, would you know the impact within a day?
No
Eventually
Within a week
Same day
5. Does everyone in leadership trust the same numbers?
Everyone has their own
Mostly, with debate
Usually aligned
One shared source
How we work together

See → Plan → Manage. We run all three.

Most growing companies don't have the capability to build a Semantic Ledger, run forecasting, or manage a monthly close in-house. FinVorx doesn't hand you a tool and step back — we manage it, at every stage, as your partner.

01 · SEE

See

Your first connected view of the business

FinVorx builds and manages your Semantic Ledger — connecting and reconciling your systems — and delivers live BI dashboards on top of it. You get the visibility. We do the work.

  • Semantic Ledger, built and managed by FinVorx
  • ERP & field system integration, handled for you
  • Live BI dashboards, maintained monthly
  • One connected source of truth — no DIY data team required
02 · PLAN

Plan

Forecasting you can actually rely on

FinVorx builds and runs your rolling forecasts, scenario models and budgets — the rigor of a full FP&A function, without you having to hire or manage one yourself.

  • Rolling forecasts & scenario models, built and updated by FinVorx
  • Budgeting & variance analysis, managed monthly
  • Multi-entity consolidation, handled for you
  • Board-ready reporting, delivered on your calendar
03 · MANAGE

Manage

The full finance function, embedded

FinVorx runs your entire monthly cadence — close, forecasting, reporting and senior financial leadership — as an embedded partner. Not a rotating cast of consultants, and not a tool you have to operate yourself.

  • Full monthly close support, run by FinVorx
  • Fractional CFO leadership, on call
  • Ongoing embedded partnership
  • One team, accountable end to end
Why trust this

Built on real experience, tested before it was public.

50+
years combined team finance experience
6
sectors, from oil & gas to SaaS
3
global hubs — Calgary, India, Dubai
β
tested in private beta with real customers before public launch
0
rip-and-replace — built on your existing stack
P

Run a boutique consulting firm?

Add managed FP&A and BI/analytics to your service line — white-labeled or co-branded, with a referral fee or revenue share on every engagement.

See the partner program →

You've built the business. Now build the financial visibility to run it.

Know your numbers. See what's next.