GET THE ULTIMATE FINANCIAL PLANNING FOR YOUR BUSINESS
Strategic Financial Intelligence. Automated. Real Time.
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Decision Ready Financial Forecasts, Reports & Dashboards
You've built a great business.
But how do you take it to the next level?
You know you need to scale Sales & Customer Experience.
But what about Finance & Accounting?
"Too many CFOs are glorified accountants, stuck in the weeds of compliance and short-term budgets, while businesses are starved for leaders who can drive strategy, optimize capital, and unlock long-term growth."
Oana Labes, MBA, CPA - Founder & CEO, Financiario
Top Worldwide Linkedin Content Creator in Corporate Finance
Is your Company stuck in Operating Finance?
Most small and mid-market companies are stuck in Operating Finance—focused on compliance, cash flow, and basic budgets—because they lack the expertise needed for Strategic Finance, where scaling, capital optimization, and long-term value creation happen.
True Strategic CFOs, with the rare mix of specialized knowledge and executive expertise, are expensive, overstretched, and in short supply, leaving most companies without the resources to drive growth.
Are you travelling without a destination?
1
A Budget is not a Strategy
Your budget might manage your costs, but it won't pave the way to strategic growth. And it definitely won't help you get the valuation, expansion or funding you need for the business.
2
Your Cash Flow isn't King
If you want cash flow to be king and keep your business going and growing, you need to strategically plan where it should come from and how it should be used.
3
Performance can't Manage itself
You can't manage what you don't measure. And without benchmarks, KPIs, or progress checks, you don't know how you're doing, what to double down on and what to act on to avert serious problems.
4
Finance needs Intelligence
Finance isn't just about numbers; it's about making informed decisions that drive strategic growth. It's about anticipating, analyzing, optimizing and driving the business exactly where you want it to go.
Do these challenges sound familiar?
Missed Opportunities for Growth
You see chances to expand, hire, or invest, but you can’t move forward because the money isn’t there, or you’re unsure how to prioritize.
Wasted Money and Resources
Money is spent on projects or areas that don’t deliver results, while important initiatives remain underfunded or delayed.
Financial Trouble During Crises
Unexpected challenges like a dip in sales or rising costs throw your plans off track, leaving you scrambling to recover.
Slow or Poor Decision-Making
You find it hard to make confident decisions because you don’t have a clear picture of where the business is headed or what’s working.
Falling Behind Competitors
Your business is struggling to grow, and it feels like competitors are pulling ahead, leaving you wondering what’s holding you back.
What if you could improve overnight?
Intelligent Forecasting
You need strategic forecasting and timely financial insights to track your progress and make better-informed decisions that drive your business forward.
Actionable Dashboards
You need to streamline your financial reporting with intuitive dashboards and automated processes, so you can increase both efficiency and data reliability.
Real-Time Analytics
You need a platform that provides you with real-time financial insights, integrating historical, current, and future data for comprehensive analysis.
A Strategic CFO without the cost or time limitations
Imagine having the power to make better & faster decisions with strategic financial plans, intelligent forecasts and visual insights.
Now imagine having all this updating in real time.
With every month-end close.
Welcome to the future of your organization
1
Automated Financial Planning
Your financial planning is automated and intuitively aligned with your strategic goals.
2
Real-time Financial Intelligence
You have dynamic, driver-based forecasts, real-time insights and answers for strategic decisions.
3
Strategic Business Performance
With strategy, finance, and automation aligned, your business can finally thrive.
Go from raw data to intelligence in just 7 days
We designed the most intelligent financial dashboards, so you can focus on what matters most.
Raw Accounting Data
Three Statement Model
Dynamic Dashboard
The future of your business finance is here
Financiario empowers you to make better business decisions, so you can achieve your goals faster.
"From flying blind to building the future we want"
"We didn't have the right skills on our team to do better but we desperately needed better planning. Our company had been growing by double digits every year and we never had the time or the knowledge to plan how we wanted our future to look like.
Financiario took our vision and our data and built us the perfect system in just a few days. We have live dashboards to tell us everything we need to know about how we're doing and what to do next. We know the impact of every decision on our long-range plans. And we can meet anytime with anyone to discuss the business. It's incredible. ""
Rick Shaw, CEO, Shx Industries
Financiario helps you make better business decisions
Strategic Forecasting
You need driver-based dynamic forecasts and scenarios to help align your operating performance with performance targets, financial covenants & key financial health KPIs.
Dynamic Visuals
Financiario's live Power BI dashboards give you critical visibility into your financial health, empowering you to make timely, informed, & strategic decisions that propel you forward.
Presentation Ready
With dashboards, financial reports, long term strategic forecasts and insightful analyses, you're always empowered and ready to decide, present, negotiate, and report.
A CEOs biggest job is capital allocation
1
Earnings Management
This is allocating profits from business activities back into the company for growth or to shareholders as dividends or buybacks.
2
Debt Management
This is efficiently managing borrowed capital —whether securing new loans or servicing existing debt obligations.
3
Equity Management
This is effectively managing shareholder equity, whether issuing new shares or buying them back.
CEOs need strategic CFOs
Proactive Capital Planning
Ensure your company has the right capital for long-term growth, planning ahead for every stage.
Strategic Capital Allocation
Choose the right mix of equity, debt, and internal funds for maximum growth potential.
Predictive Capital Needs
Know when you'll need capital to avoid delays and seize opportunities, staying ahead of the curve.
Guided Capital Acquisition
Get expert guidance on securing capital, from investor relations to debt financing.
Want to learn more? Click below to download the guide CEO vs. CFO by Oana Labes and Oracle Netsuite
"CEOs must know the exact amount of capital required to achieve their vision, the right type of funding to drive growth at every stage, and the perfect timing to secure it— That's ultimately what CFOs need to deliver, and that's what Financiario enables. "
Financial intelligence that drives results
Up to 10-Year Strategic Perspective
Seamlessly integrate the last five years of external financial reports with your current internal statements and your future performance assumptions.
Get a unified view of your numbers and viable five-year forecasts that build the future you want for your business.
Real-Time Performance Monitoring
Stay ahead with variance analysis of budget vs actuals performance. Track progress against strategic targets, identify financial health red flags, and get covenant compliant.
Stay informed at all times and manage risks effectively to guide your business with confidence.
Optimized Decision Making
Get in-depth analyses for target key performance metrics, model possible scenarios and make informed decisions that drive all your businesses forward.
Use intelligent business insights to optimize outcomes and achieve your long range objectives efficiently.
Get the real-time forecasts, reports and analytics your organization needs to grow
Live answers to all your strategic questions
1
How to optimize profit and allocate capital
Visualize the long-term impacts of different year-end profit allocation strategies. Balance dividends, manage liabilities, and identify high-ROI reinvestment opportunities - all with data-driven forecasts and scenario planning tools.
2
How to manage financing
Compare the costs and benefits of debt vs. equity financing under various market conditions and growth scenarios. Our tools help you choose the most feasible and beneficial financing option to support your strategic objectives.
3
How to plan an expansion
Explore and evaluate the financing options and terms available to expand production capacity or your operating footprint. Our analytical tools can project the future financial state of your business with each option, empowering you to make the best choice.
4
How to prepare to buy a business or be acquired
Maximize the success of your M&A activity with our platform. Assess target financials, model financing structures, and ensure smooth post-merger integration and synergy maximization.
Elevating controllers and enabling CFOs
Financiario empowers your organization's financial intelligence
- with or without a CFO
Power BI Dashboards + Excel Reports
Showcase past, present and future performance with self-updating multi-year financial reports.
Project balance sheets, income statements and cash flow statements automatically in five-year monthly rolling forecasts to intelligently drive performance and financial health.
Access powerful dynamic dashboards and make better business decisions . Starting at $3,500/month.
Excel + Power BI + AI (coming soon)
Use the power of AI to analyze past results, identify current trends, and drive future performance. Use natural language to interrogate your reports and get data insights that help you anticipate risks and leverage opportunities. Coming Soon.
A one time implementation fee applies and ranges depending on the number of entities, currencies and additional non-financial data to be integrated.
10x Return on Investment
Most companies think of finance as a cost, but with strategic financial planning, it becomes a powerful driver of growth, stability, and compounded business valuation.
Access to Growth and Investment Capital
Build robust cash flow plans and align financing strategies to secure the right type and amount of funding exactly when needed. This enables businesses to fuel growth, expand operations, and capitalize on new opportunities.
Proactive Financial Risk Management
Anticipate and manage critical financial risks to prevent costly crises, lost business revenue, legal fees and liquidation costs, decreased employee morale, and long-term damage to your reputation and creditworthiness.
Maximized Business Valuation
Strengthen financial performance and optimize capital allocation to increase valuation. This positions the business for better investor confidence, more favorable financing terms, and millions in added value.
Financiario delivers best-in-class strategic financial planning
Strategic financial planning for business growth
Business Intelligence
Tailor forecasts to strategic long term M&A, financing and valuation goals by identifying and targeting key metrics to drive outcomes.
Advanced Analytics
Leverage advanced analytics and data processing capabilities to gain actionable insights and drive strategic decisions.
Scalability
Our system adapts to support your evolving business needs, including integrating additional entities and accounts.
Data Integrity
We ensure high accuracy by harmonizing audited historical data with current internal reports.
Full Reporting Stack
Strategic summaries, multi-period financial reports, budget variance analysis and flexible scenario planning tools.
Visual Storytelling
Enjoy intuitive BI dashboards providing a full spectrum visual analysis of historical, current, and projected performance.
Stakeholder Trust
Strengthen trust with stakeholders by ensuring consistency and transparency in your financial reporting across periods.
Frequently Asked Questions
What does Financiario do?
Financial Intelligence
Leverage advanced analytics and data processing capabilities to gain actionable insights and drive strategic decisions.
How do you ensure data accuracy?
Data Integration
We integrate historical audited data with current results and intelligent forecasts, ensuring unparalleled accuracy and reliability across all financial reports and analyses.
Is Financiario like a CFO?
Not exactly—it’s better.
Financiario is your ultimate strategic finance ally, providing advanced forecasting and financial intelligence insights without the time, cost, and expertise constraints of most mid-market CFOs. While CFOs often focus on operational finance like accounting and compliance, Financiario specializes in strategic finance, delivering the tools and guidance needed to maximize growth, health, and value.
We don’t handle operational finance, so clients still need accurate accounting and reporting.
What reports can you automate ?
Financial Data
Our suite includes 10-year historical and forecasted financial statements (balance sheet, income statement, cash flow statement).
Financial Analytics
Includes budget to actuals variance analyses, strategic ratio analysis, and more to support strategic business planning.
Non-Financial Data
We can automate the integration of non-financial data from any company system into our dashboards, seamlessly providing our clients with a comprehensive, 360-degree view of their organizational performance.
How do you improve decision-making ?
Real-Time Insights
By providing real-time insights and scenario planning, we align your actual operating performance with your strategic financial targets, enabling proactive management and effective decision-making.
Intelligent Forecasts
intelligent forecasting provides a clear view of future scenarios, enabling leaders to anticipate risks, capitalize on opportunities, and make proactive decisions. Our forecasting helps align financial plans with business objectives, ensuring resources are optimally allocated to drive growth and achieve long-term success.
What makes you unique in FP&A?
Our Expertise
We combine over 15 years of financial expertise in corporate finance, financial and managerial accounting, commercial lending, debt and equity financing, and strategic financial management. Our one-of-a-kind proprietary platform excels in financial forecasting, reporting, and analytics, guiding your strategic capital allocation and risk management to help you achieve precise, long-term objectives.
Cutting-Edge Data Analytics
We go beyond traditional reporting to deliver real-time, actionable insights. Our tools integrate past performance, current results, and future forecasts into a seamless platform, empowering organizations to move from reactive planning to proactive, data-driven strategies that drive growth and maximize value.
Can you adapt to my company's growth?
Scalability
Our solutions are scalable, perfectly suited for growing SMBs with $15MM+ in revenue but also available to smaller organizations aiming to enhance their financial strategy.
Are there prerequisites?
Onboarding Requirements
To effectively get onboarded onto our platform, your organization should have reliable accounting data, a knowledgeable bookkeeper, and effective internal controls that accurately reflect your business operations.
How do I get started?
Booking a Demo
Book a demo to learn how we tailor our platform to your business needs, and how we automate your financial intelligence effectively. Otherwise, just send us an email to get onboarded and get started.
Expert Automated Financial Intelligence.
Decision Ready. Reporting Ready. Future Ready.
Start Today.
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