FinanceOS
For companies with an existing finance team.
Starting at
- Cash
- Forecast
- Workspace
- Compliance
- AI Finance Assistant
Solutions
Not a menu of accounting hours. Four accountable operating models designed around the outcome your business needs—from a stronger platform to a complete institutional finance function.
For companies with an existing finance team.
Starting at
Everything you need to graduate from bookkeeping.
Starting at
An integrated finance function built to meet institutional expectations.
Starting at
Project-based redesign for finance organizations ready to modernize.
Pricing
Starting prices reflect a typical scope. Final investment depends on complexity, entities, systems, transaction volume, and reporting requirements.
Compare solutions
Each solution connects to the same finance operating model. Choose based on the capability you already have and the outcome you need to own.
| Capability | FinanceOS | Finance Foundation | Institutional Finance | Finance Transformation |
|---|---|---|---|---|
| Engagement model | Software | Managed function | Managed + advisory | Project-based |
| FinanceOS | Included | Included | Included | Implemented |
| Managed accounting | — | Included | Included | Optional |
| Close & reporting | Workflow tools | Core monthly | Accelerated | Redesigned |
| Cash forecasting | Platform | Basic | 13-week | Implemented |
| CFO intelligence | AI assistant | — | Included | Roadmap |
| Best suited for | Existing teams | Growing companies | PE/VC-backed | Complex change |
Not sure where to begin?
Benchmark six dimensions of your finance function and identify what to build next.
Assess Your Finance Function