Reporting that hides
the real number.
Finance reportings and decks, rewritten the night before.
No one trusts the runway. Cash flows which aren't reliable.
No real hand on top of your company finances.
We bring finance back to a single source of truth.
When the numbers aren’t a story - just a stack.
A bigger spreadsheet won’t fix this. What’s missing is the person who can sit between the books, the board and the bank and tell you which way to lean.
The board pack is a fire drill.
Five tools. Three versions. One person who knows where the truth lives. The week before each board: panic.
The model doesn’t survive a tough question.
Investors prod, edge cases break, assumptions live in cells nobody documented. Confidence quietly drains.
You can’t price a decision.
New hire? New market? Discount? Each call is gut-feel because the unit economics aren’t at your fingertips.
Cash is a feeling, not a number.
You roughly know your runway. Roughly is a luxury you’ll regret two quarters from now.
Tax, payroll, audit - all on you.
The accountant ships filings. Nobody is steering. Compliance becomes the strategy by accident.
You’re not ready for DD.
Half the data room is “we’ll get to it.” A weekend before close, you’re still getting to it.
A finance function, on tap.
Eight pieces of work. Run the ones that matter this quarter. Add as the company grows. Drop them when you don’t.
Operator-grade close
Monthly close in 5 working days. One source of truth out of your accounting tool, built into your dashboard reporting.
KPI & metrics layer
The 8–12 metrics your business actually runs on. Defined, instrumented, refreshed nightly. No more “what counts as ARR?”
Cashflow & runway
13-week direct cashflow plus a 36-month long-range plan. Three scenarios: base, push, recession; updated each Monday.
Board & investor reporting
One pack. One narrative. Sent on the same day every month. Investors stop asking for updates because they already have them.
M&A and fundraising
Full M&A steering wheel: we guide you through DD and negotiations, and stay on for post-merger. Need more cash for transactions or investments? We help you get it done.
Capital strategy
Know what you spent, adjust, improve. When to raise, how much, from whom and on what terms. We build a three-pillar finance strategy: subsidies, debt, equity.
Pricing & unit economics
Margin by product, by segment, by channel. Pricing experiments designed and read with statistical honesty.
Hiring & comp design
Headcount plans you can actually afford. Salary bands, ESOP design, performance frameworks — the un-fun work that makes a company a company.
The same rituals. Every week.
Quiet, predictable rhythm is the unfair advantage. We don’t reinvent it - we’re the ones holding it.
Dashboard, pipeline, cash
Ad-hoc financials and KPIs, the steps for the week, your cash forecast reviewed.
C-level 1:1
30 minutes. The model, the team, the deal that’s on your mind.
Close + board pack
Books closed by working day 5. Pack out by working day 7. Always.
Plan & reset
Re-forecasting, hiring plan refresh, capital strategy review with founders and chair.
Pick the layer you need now.
Step up when the company grows into it. Pause when life happens. Month-to-month after the first ninety days.
The Sparring
For seed-stage teams who need a real (fractional) CFO for their stage — quality bookkeeping, data you trust, metrics that mean something.
- Control over your financials (monthly close)
- KPI dashboard & management reporting
- 13-week cashflow & cost control
- Dynamic adjustment to your organisation
- Strategic finance roadmap for your operations
- 30 min C-level 1:1 / week
The Operator
For scale-ups, SMEs and Series A teams with ambitions for growth and expansion through M&A, new jurisdictions and new products. Built for fundraises, due diligence and finance optimisation.
- Everything in The Sparring
- Full financial forecast, including valuation
- Full board reporting package monthly
- Pricing & unit economics work
- Hiring plan & company framework
- Weekly leadership stand-up
The Captain
You need a full-function CFO for your next goal: IPO, M&A sell-side, multi-country growth. Someone dedicated to your fundraising track and your vision.
- Everything in The Operator
- Senior controller & AI engineer on demand
- Investor & bank case story
- Investor relations & banking network
- Full M&A on-site support (review, negotiation, DD)
- Building an independent finance environment
What changes in 90 days.
Three things, every time.
Everything under control.
You asked. We answered.
No - FinanceOS sits one layer above. We have tax advisors in our network working side by side with Oakfyn. As a compliant provider we keep the services separated from those of our partners. We own the operator-grade view: management accounts, cashflow, board reporting, capital strategy. The two functions complement each other.
Send us last month’s P&L.
Half an hour later, you’ll have three honest things we’d change in the first month — whether or not we end up working together.