Deliver more for your clients without building it all yourself.
Finvisor partners with CFOs, CPAs, VCs, and platforms to provide founders with comprehensive financial and accounting support. You keep the relationship. We do the work you hand us.
600+
Companies supported
$500M+
Raised by clients
12+
Years in practice
Partner types
Why partner with Finvisor
OFFER MORE
CFO Partners
Keep your seat at the strategy table. We handle the bookkeeping, payroll, and back-office work underneath your advisory.
Why partner with Finvisor:
- Your time goes to client advisory. Ours goes to the day-to-day: bookkeeping, AP/AR, payroll, compliance.
- We stay in our lane. You are your client's trusted advisor. Where our services overlap with yours, we step back.
- Quarterly revenue share in perpetuity of our partnership on services your clients sign up for.
What founders say
The finance partner founders wish they had sooner.
“I have observed that Jodi is proactive, exceptionally intelligent, and extremely capable. She has proven to be a valuable asset to our cash flow, which is vital for a small business like XiO.”
Bryan Collins, COO
XiO, Inc
“The Finvisor team has been great. Our financials had been a mess since we opened and the Finvisor team cleaned them up and have been on top of every detail.”
Ryan Schaper, Operations Manager
Flagship
“Unlike other firms that we have worked with in the past, they are exceptional listeners, provide sound and scalable advice, and always have our best interests at heart.”
Brian Hassan, Co-Founder
Kickfin
Services
One team, every function
Every service below is work you can hand to Finvisor. Partners share in the revenue for services their clients sign up for.
Accurate books, closed in 5 days.
What your team handles:
- Clean books, closed within 5 business days
- Dedicated accounting and controller support
- Financials ready for investors, audits, and diligence
- AI-enhanced workflows that improve speed and reduce errors
- A back-office team built to scale alongside your business
Platforms we work with
We work inside the tools your clients already use. Banking, payroll, expenses, accounting, cap table, and more. These are some of the core platforms behind our work:
Accounting
QuickBooks Online, Xero
Banking
Mercury, Brex
Payroll & HR
Gusto, Rippling, Deel
Spend & AP
Ramp, Bill.com
Billing
Stripe
Cap table
Carta
FAQ
Questions we hear all the time.
If yours isn’t here, we’d love to answer it directly.
Every Finvisor client is assigned a finance lead—a senior CPA, controller, or CFO who owns the relationship and understands your business. Behind them is a broader team covering bookkeeping, accounting, tax, payroll, compliance, benefits, and FP&A as needed. Rather than relying on a single generalist, you gain access to a dedicated finance department that scales alongside your company, with specialists available as your needs evolve.
Want to become a Finvisor partner?
We work with a select group of firms and platforms that serve founders and growing businesses. If what you do complements what we do, we'd like to talk.