Clients & Success Stories: Finance Transformation in Action

Below, you’ll see how we standardize processes, integrate systems, and automate handoffs — reducing cycle times, improving data quality, and building audit-ready operations across Finance, People Ops, Payroll, and Recruiting.

Who We Serve

We partner with ambitious companies that treat G&A as a growth engine, not a back-office burden. Our clients choose us for efficiency, transparency, and innovation across finance, people operations, payroll, compliance, and recruitment — all powered by automation.

Industries We Partner With

Our frameworks adapt across industries — from tech to manufacturing — to deliver clarity and control.

Technology & SaaS

Scalable solutions for high-growth environments

E-commerce & Retail

Real-time visibility for multi-channel operations

Professional Services

Automated billing, payroll, and compliance

Manufacturing & Supply Chain

ERP integrations and cost control

Startups & Scaleups

Investor-ready reporting and growth planning

Why They Choose Us

Clients choose us for speed, precision, and scalability, powered by intelligent automation.

Automation-Driven Efficiency

Less manual work, fewer errors, faster outcomes

End-to-End Partnership

From transaction operations to CFO strategy — all in one place

Investor-Ready Clarity

Real-time dashboards and automated insights

Scalable Support

Services that adapt as you grow

Customers Reviews

What Our Customers Say

How we partner

From discovery to optimization, our engagement model ensures consistent, measurable outcomes.

Discover
Map goals, risks, and current stack.
Design
Define policies, workflows, and data models.
Implement
Stand up teams, SOPs, and automations.
Improve
Monitor KPIs; tune controls and throughput.

Ready to see transformation — live?

We’ll review your goals, surface opportunities, and propose a right-sized plan.

Embedded as Your Team
We integrate with your workflows, acting as your in house finance squad
Simple Subscription Pricing
Predictable monthly costs no surprise billing
Time zone Aligned
Pacific coverage for seamless collaboration
Measurable outcomes
SLAs and KPIs tracked in shared dashboards

Industries We Partner With

We integrate with Tools you already use NetSuite, QuickBooks

Technology & SaaS

Scalable solutions for high-growth environments

Technology & SaaS

Scalable solutions for high-growth environments

Technology & SaaS

Scalable solutions for high-growth environments

Technology & SaaS

Scalable solutions for high-growth environments

Technology & SaaS

Scalable solutions for high-growth environments

We Integrate Where You Already Work

We integrate with Tools you already use NetSuite, QuickBooks, Gusto, RazorpayX, Zoho, and more so your systems stay intact and nothing slips through.

What Our Customers Say

“Flexible structure, seamless daily communication, and real cost savings.”
— CFO
Pawlicy Advisor
“Delivers at startup speed while doing it right.”
— Founder & CEO
FLYR Labs
“Personalized guidance and integrity—outstanding partnership.”
- Head of Finance & BizOps
Mutiny
“Venture‑savvy CFO partner—reports built around the metrics that matter.”
— Co‑Founder & CEO
Tribute
“More customized than bigger firms—perfect for early stage.”
- Founder & CEO
Renegade Plastics