01
Books closed
Accrual-based monthly close with reconciled accounts and review by a controller.
For founder-led companies
You built the business. Now build the finance function behind it.
Get reliable financials, cash visibility, forecasting, reporting, and CFO-level insight without hiring an entire finance department.
01$2M–$15M revenue
02Founder-owned
03Outgrown bookkeeping
The inflection point
Signs you've outgrown bookkeeping.
Bookkeeping records what happened. A finance function explains what it means and what comes next. If several of these sound familiar, the constraint is no longer the bookkeeper—it's the operating model.
Checklist progress
0 / 10
The real issue
If several of these sound familiar, the problem isn't your bookkeeper. Your company needs a different finance operating model.
Don't hire five people to fix five problems
Build the function once. Then scale it.
The traditional path pushes founders to hire a full finance ladder before the economics make sense. VeytIQ delivers the outcomes of a mature finance function as a service, so you only hire when a specific role creates leverage.
Preserve capital. Preserve optionality.
Traditional path
Bookkeeper
Accountant
Controller
FP&A
CFO
Five-plus hires, multiple systems, and months of building before the function is fully operational.
VeytIQ path
FinanceOS+Managed Finance+CFO Intelligence
One integrated finance function that scales with the company. Hire specialists when the economics make sense, not because basic processes are broken.
What you get
Every month, a finance function that runs.
VeytIQ combines software, managed operations, and CFO-level oversight so you receive the outputs of a complete finance organization without building one from scratch.
Modular by design. Integrated by default.
02
Balance sheet reconciled
Every balance-sheet account tied to supporting detail and documented monthly.
03
Management reporting delivered
P&L, balance sheet, cash flow, and budget-vs-actual commentary in plain language.
04
Cash position updated
Consolidated cash across every bank and entity, updated daily.
05
Forecast refreshed
Rolling 13-week cash forecast and annual plan kept current as conditions change.
06
Material variances explained
Budget misses, margin changes, and cash surprises flagged with context.
07
Financial priorities identified
A clear picture of what to fix, fund, or watch next.
08
Systems and documentation maintained
Finance stack, close calendar, and process documentation kept current and audit-ready.
Evolve as you grow
VeytIQ is designed to move with you—not lock you in.
Start with VeytIQ as your finance function. As the company matures, internal leadership can take the wheel while VeytIQ continues to provide the systems, execution, and intelligence underneath.
01Today
VeytIQ runs finance.
We close the books, deliver reporting, maintain the forecast, and provide CFO-level guidance so the founder can focus on the business.
02Next
Your first finance hire joins.
VeytIQ provides the systems, documented workflows, and ongoing support that allow a controller or FP&A hire to be productive immediately.
03Later
Internal controller/CFO takes leadership.
Leadership moves in-house. VeytIQ remains the finance operating system and execution layer—so institutional quality is never dependent on one person.
VeytIQ remains the operating system and execution layer. Institutional quality stays in place whether finance is fully outsourced, partially in-house, or led by an internal CFO.
Outcomes
Founders don't need more spreadsheets. They need better decisions.
Every capability we build should translate into a stronger company: more clarity, more runway, more credibility, and more time back for the founder.
Reliable booksConfidence in decisions
Cash visibilityBetter working capital
Forecasting disciplineFewer surprises
Reporting automationFounder time back
CFO intelligenceCapital readiness
Scalable systemsHire for leverage, not cleanup
Finance maturity