For CFO-led finance teams

Stop operating finance. Start leading it.

Give your team the systems, automation, workflows, and execution capacity to close faster, forecast better, and spend more time on strategic finance.

01$15M–$100M+ revenue
02CFO or VP Finance in place
03Finance team under pressure

The CFO bottleneck

Your highest-paid finance leader shouldn't be the integration layer.

When systems don't connect and processes aren't documented, the CFO becomes the router for every question, report, and reconciliation. That is expensive leverage used in the wrong place.

01

Downloading reports

02

Updating spreadsheets

03

Chasing close tasks

04

Reconciling forecasts

05

Building board decks

06

Collecting bank balances

07

Managing disconnected systems

08

Explaining recurring variances manually

Move the CFO's time from

01

Data collection

Gathering, cleaning, reconciling

02

Analysis

Understanding what changed and why

03

Decision

Capital, strategy, and board guidance

Finance operating model

Put leverage underneath your finance leadership.

VeytIQ does not replace the CFO. It creates an operating and intelligence layer beneath the CFO so senior finance time is spent on decisions, not data assembly.

CFO / VP Finance

Leadership layer

  • Strategy
  • Capital allocation
  • Board
  • Decision support

VeytIQ Intelligence

Intelligence layer

  • Forecasting
  • Reporting
  • Cash
  • KPIs
  • Analysis

Finance Operations

Execution layer

  • Close
  • Reconciliations
  • Accounting
  • Workflows
  • Data

The CFO stays in charge. VeytIQ provides the systems, capacity, and intelligence to make that leadership effective.

Use your team or ours

Three ways to put VeytIQ beneath your CFO.

Choose the deployment model that matches your current team, pressure points, and ambition. All three run on the same FinanceOS platform.

01Platform

Your team + VeytIQ FinanceOS

Your existing finance team uses FinanceOS for cash, forecasting, close workflow, compliance, and AI-assisted reporting. VeytIQ provides the software and support; your team runs the operation.

02Hybrid

Your leadership + VeytIQ platform + selected managed operations

Your CFO and senior finance leaders set direction while VeytIQ handles targeted execution—such as close support, reconciliations, or forecast modeling—inside a shared system.

03Full Operating Layer

Your CFO + VeytIQ platform + VeytIQ finance execution

VeytIQ becomes the operating and execution layer beneath your CFO. Your leader focuses on strategy, capital, and board communication while VeytIQ runs the close, reporting, and forecasting infrastructure.

Transformation use cases

Where VeytIQ creates operating leverage.

Most CFO-led teams engage VeytIQ around a specific high-friction area first, then expand the operating model once the foundation is in place.

Accelerate close

Move from reactive fire drills to a managed close calendar with owners, approvals, and variance commentary.

Automate board reporting

Standardize board packages with live KPIs, variance analysis, and narrative that updates as the books close.

Implement 13-week cash forecasting

Build a rolling forecast that ties receipts, payroll, AP, and debt service to weekly cash decisions.

Redesign finance technology

Replace brittle integrations with a clean architecture connecting ERP, banks, billing, payroll, and CRM.

Standardize reconciliations

Documented, reviewed reconciliations for every balance-sheet account with a permanent audit trail.

Improve forecasting

Scenario modeling, re-forecasting cadence, and variance explanations that improve with every cycle.

Automate SaaS reporting

ARR, retention, cohorts, and SaaS metrics connected to billing and revenue data instead of rebuilt monthly.

Integrate acquisitions

Onboard add-on entities, chart of accounts, and reporting into one consistent finance operating model.

Reduce spreadsheet dependency

Move recurring reporting, schedules, and cash models into connected systems with version control and auditability.

CFO outcome

Give your finance team operating leverage.

The right infrastructure changes what a finance team can produce without adding headcount. These are the directional outcomes we design toward.

Close Days↓
Manual Work↓
Forecast Cycle Time↓
Finance Cost as % Revenue↓
Decision Speed↑
Financial Visibility↑
Close automationCFO time on strategy
Integrated systemsFewer reconciliation surprises
Rolling forecastBetter capital decisions
Standardized reportingBoard confidence
Execution capacityScalable finance team
AI-assisted analysisFaster variance answers

Finance transformation

Build the operating layer beneath your CFO.

Schedule a Finance Transformation Assessment