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INTELLIGENT FINANCIAL PLANNING FOR SMALL & MID-MARKET COMPANIES
The Strategic Finance Platform
That Thinks Like a CFO
Automated. Intelligent. Real-Time
Financial intelligence your board, bank, and executive team will trust
Your FP&A tools give you numbers.
Financiario gives you foresight.
Forecasts that adapt. Dashboards that drive decisions.
MULTI-PLATFORM🟡 MULTI-CURRENCY 🟡 MOBILE-READY 🟡 OMNI-INTEGRATED
"Financiario is fantastic. The dashboards and forecasting capabilities are incredibly impressive."
Anders Kruus, CMA, MBA - CFO
Playing defense with your finances won’t help you get ahead.
Your company is struggling to grow because your financial planning can't keep up.
what got you to this point won't get you to the next level
Static Traditional Budgets
Traditional forecasts expire instantly, leaving your team stuck updating outdated numbers instead of focusing on strategic decision-making and growth.
Backward Financial Reports
Historical data won't help you engineer future performance. Without forward-looking insights, you're stuck making reactive instead of strategic decisions.
Lacking CFO Expertise
Strong CFO expertise is difficult to source, leaving you vulnerable to financial blind spots, misaligned capital allocation, and missed strategic opportunities.
fully managed best-in-class automated CFO financial intelligence
Financiario changes the game with real-time financial dashboards, reports and forecasts
the automation and real-time updates of software, the expertise of a top-tier CFO, the capacity of a world class finance team
never wait for updates, insights, analyses or reports again
Make 100% better & faster business decisions
Financiario enables you to always be ready to analyze, negotiate, and lead with confidence
Strategic Forecasting
Driver-based dynamic forecasts and scenario planning to help align your operating performance with performance targets, financial covenants & key financial health KPIs.
Dynamic Visuals
Live Power BI dashboards give you critical visibility into your real-time financial health, empowering you to make timely, informed, & strategic decisions that propel you forward.
Presentation Ready
With dashboards, financial reports, long term forecasts and insightful analyses, you're always empowered and ready to analyze, present, report, decide, and negotiate.
"It's a no brainer to me, everything you built…it's absolutely fantastic! My PE firm will love to have all this"
Don Ehinger - CEO
accounting look backwards, finance looks forward, and strategic finance engineers the future
Most small and mid-market companies are stuck in operating finance
Month-end close and budgets won’t drive strategic growth.
Without financial expertise in capital allocation and long-term planning, your organization risks stalled growth, missed opportunities, and suboptimal financial performance.
strategic CFOs are rare, full-time expertise is costly, fractional solutions often fall short
The CFO Dilemma: Limited, Expensive, Risky
Relying on one person creates tremendous risk for your organization.
Expert CFOs Are Rare
Exceptional strategic CFOs who combine finance expertise with strategic acumen are nearly impossible to find and very easy to lose to the competition, leaving your business exposed to poor financial decision making.
Cost Prohibitive
The full-time strategic financial planning expertise you need to get to the next level can cost upwards of $350,000+ performance bonus annually—which is well beyond most mid-market company budgets.
Fractional Limitations
Fractional CFOs cost less - about $7,000 to -$15,000 monthly - but typically focus on compliance rather than strategic financial planning. They often have an accounting not finance background and little to no experience in high stakes finance deals.
Single Point of Failure
Relying on one person for your entire financial strategy creates significant business risk, leaving you vulnerable to expertise gaps, decision-making bottlenecks, and operational disruption—making the business overly dependent on a single point of failure.
strategic financial intelligence should be built into your business—not borrowed
Your company needs its own CFO Brain
Maximize your CFO's capacity without depending on it.
"Too many CFOs are glorified accountants, stuck in the weeds of compliance and short-term budgets, while businesses are starved for strategic finance leaders who can align performance, optimize capital, and increase long-term shareholder value."
Oana Labes, MBA, CPA - Founder & CEO, Financiario
▷ Top Worldwide Linkedin Content Creator in Corporate Finance
▷ Renowned Business Financial Strategist
▷ Creator of The CEO Financial Intelligence Program
Do these challenges sound familiar?
1
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.
2
Wasted Money and Resources
Money is spent on projects or areas that don’t deliver results, while important initiatives remain underfunded or delayed.
3
Financial Trouble During Crises
Unexpected challenges like a dip in sales or rising costs throw your plans off track, leaving you scrambling to recover.
4
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.
5
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.
financial planning struggles come down to two major gaps—lacking CFO expertise and technology
What if you could transform virtually overnight?
Financiario automates your dream financial planning outcomes with real-time updates and top-tier human expertise in the background.
Intelligent Dynamic Forecasting
You need strategic forecasting and timely financial insights to track your progress and make better-informed decisions that drive your business forward.
Actionable Live 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 Smart Analytics
You need a platform that provides you with real-time financial insights, integrating historical, current, and future data for comprehensive analysis.
the power to make better & faster decisions with strategic financial plans & intelligent forecasts
Your own strategic CFO Brain without the cost, expertise or time limitations of a CFO
Updating in real time with every month-end close.
the most intelligent financial dashboards, so you can focus on what matters most
Go from raw data to intelligence in just 7 days
Start looking forward and you'll never go back.
Step 1: Provide access to your Raw Accounting Data (Trial Balance, General Ledger)
Step 2: Get a real time Financial Model for all your financial statements by month up to 5 past years and 5 forecasted years.
Step 3: Enjoy dynamic Dashboards for all your financial statements by year and by month, plus variance analysis and scenario planning capabilities
a budget is not a strategy - smart decisions come from dynamic planning
Get the real-time monthly and yearly forecasts, reports and analytics your organization needs
Engineer the future with intelligently built plans that get you there.
without visibility into the financial impact of critical business decisions, long-term plans will fail
Optimize your capital allocation and cash management
Align sources and uses of cash to drive sustainable growth and financial stability.
Profit Management
Seamlessly allocate profits from business activities back into the company for growth or to shareholders as dividends.
Debt Management
Efficiently manage borrowed capital —whether securing new loans or servicing existing debt obligations.
Equity Management
Effectively plan and manage changes to your shareholder equity, whether issuing new shares or buying them back.
automated monthly variance analysis keeps your long-range plans on track
Stay in control with automated performance analysis
Understanding the gaps helps you adjust in real time to drive results.
traditional financial planning and analysis and outsourced CFOs lack expertise & speed
How we stack up to deliver a 10x ROI
Financiario outperforms with automated and real-time financial insights, dynamic scenario planning and proactive decision-making—at a fraction of the cost.
"Working with this team has been transformative. The dashboard development and our monthly calls have boosted my confidence and expanded my creative thinking. I've gained invaluable financial insights and tools that have deepened our financial understanding. I highly recommend Financiario and the team, and I look forward to continued growth and learning in 2025."
Nick Kritikos, Vice President, First Nick Companies
"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
the right insights and intelligence enhance decision-making and build shareholder value
Elevating controllers and enabling CFOs
Financiario powers your financial intelligence—with or without a CFO, ensuring smarter decisions and stronger results.
PRO Access
Power BI Dashboards + Full Suite Financial Statements
Starting at $2,500/month
scales with additional companies and currencies to be integrated
Includes (dynamically automated)
  • 4 Power BI Dashboards for Annual financial results
  • 4 Power BI Dashboards for Monthly financial results
  • 4 Power BI Variance Analysis dashboards
  • Automated Live Investor & Board-Ready Reporting Packs
  • 10 year financial model for all financial statements
  • Customizable Scenario Planner for all statements
  • Comprehensive one-page Business Dashboard
  • Monthly, Quarterly and Yearly Variance Analysis
  • Secure individual access including mobile access
ELITE Access
Power BI Dashboards + Full Suite Financial Statements + CFO Live
Starting at $3,500/month
scales with additional companies and currencies to be integrated
Includes
  • Everything in PRO Access
  • CFO Monthly Report Review Meeting
  • CFO Live Monthly Performance Results Presentation
  • CFO Live Custom Strategic Insights Tailored to CEO Priorities
FINANCING Access
Power BI Dashboards + Full Suite Financials + Strategic CFO Partnering
Starting at $6,900/month
scales with additional companies and currencies to be integrated
Includes
  • Everything in ELITE Access:
  • Quarterly Strategic Capital Planning (debt, equity, internal funding strategy)
  • Financing Scenario Builder (bank, investor, and PE-ready models)
  • Financing Application Support
  • On-Demand Expert CFO Support (Slack/Teams + email for fast turnarounds)
A one time implementation fee applies starting at $8,900 and scales with complexity, number of entities, currencies to be integrated.
All Features at a Glance
Monthly and Yearly Income Statements, Balance Sheets, Cash Flow Statements
Automated 5-Year Monthly Rolling Forecasts enabling you to stay agile and adaptive
Fully Managed Turnkey Solution through completely hands-off strategic finance platform
Seamless Accounting Data Integration by automatically syncing with existing financial systems.
Real-Time Availability on Month-End Close with access to financials without delays
Extensive Financial Analysis Insights with granular data breakdowns for smart decision-making.
Interactive Power BI Dashboards with real-time visualization of financial performance.
Strategic Financial Foresight which enables strategic capital allocation and cash flow planning.
Dynamic Scenario Planning which can model unlimited outcomes to prepare for any situation.
Automated Monthly Variance Reports which identify deviations and help correct performance.
Flexible Assumptions with multiple customizable inputs to refine financial projections.
Consolidation of Multiple Entities which seamlessly manages multi-entity and multi-currency financials.
Automated Compliance Monitoring which enables adherence to financial and regulatory standards.
Automated Financial Health Monitoring with early warning system for risks and anomalies.
Automated Ongoing Performance Monitoring which constantly evaluates financial efficiency.
Flexible and Customizable platform which adapts to the needs of any business and can expand as needed.
Strategic financial planning for business growth
Full Reporting Stack
Strategic summaries, multi-period financial reports, budget variance analysis and flexible scenario planning tools.
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.
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.
Data Integrity
We ensure high accuracy by harmonizing audited historical data with current internal reports.
Scalability
Our system adapts to support your evolving business needs, including integrating additional entities and accounts.
Intelligent & real-time expert guidance
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 needs?
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 your 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.
Stay Connected and Learn More
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 Unique 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 grow with me?
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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