What working with FinBoard looks like.

A forward-deployed team that goes from the first call to a live workflow in about eight weeks. Weekly check-ins, and you pay nothing until it is deployed.

~8 weeks
first call to live workflow
30 min
weekly progress check-in
$0 upfront
pay once we deploy
The timeline
First call to live workflow · ~8 weeks
Get started· Week 1Build & roll out· Weeks 3-7Prove & expand· Weeks 8-9
Kickoff
Pilot
Go live
Get started
Build & roll out
Prove & expand
W1W2W3W4W5W6W7W8W9
W1Introduction call
W1Proposal & NDA
W3Consolidate data
W4First draft
W5Revised draft
W6Pilot a process
W7Rollout & training
W8Track & improve
W9Next workflow
Pay on deploy - nothing upfront
Weekly check-in - call, Slack, or Loom
One workflow live. Then the next.
The 8-week build

From your systems to a live, audit-ready workspace.

A forward-deployed pod goes from the first discovery call to a live consolidated close in about eight weeks. Fixed cadence, weekly reviews, and you pay nothing until it's deployed.

  1. Week 1-2
    01
    Discovery

    A forward-deployed engineer and finance architect map every entity, chart of accounts, dimension and source system, ERP, HRIS, CRM, warehouse.

    • Systems map
    • Entity graph
    • Close blueprint
  2. Week 3-4
    02
    Custom pipelines

    We build ingestion, classification, inter-company logic, eliminations and dimensional models end-to-end, tailored to how your group actually operates.

    • Semantic layer
    • IC auto-match
    • Governance
  3. Week 5-6
    03
    Consolidation live

    Consolidated P&L, BS and Cash Flow go live with every adjustment traceable. Close moves from spreadsheet archaeology to a review.

    • Group P&L / BS / CF
    • Audit trail
    • Historicals
  4. Week 7-8
    04
    Reports & reviews

    Live dashboards, KPI scorecards and board packs refresh in real time. We stay embedded, iterating models with you every quarter.

    • Live dashboards
    • Board pack
    • Quarterly reviews
8 weeks
typical build
4
phases
Weekly
reviews
0
upfront cost
Forward-deployed engineering

A product plus a team, embedded in your business.

FinBoard isn't a form you fill in and hope. A senior pod embeds with your finance and ops leaders to design the pipelines, dashboards and reviews that match how your group actually operates, from day one and every quarter after.

3-personpod per engagement
Weeklyreviews & shipping
0off-shore hand-offs
Your pod · embedded in Slack
Live
The Pod
Your dedicated 3-person team.
MK
Maya K.Lead build
Forward-deployed engineer
DR
Daniel R.Close & controllership
Finance architect
JS
Jules S.Pipelines & dashboards
Ops & data lead
#finboard-yourco · “Group P&L now live. Two IC pairs flagged for your review.”
Weekly review · Thursday 4pm ET, 30 mins with Maya & Daniel.
01
A pod, not a portal

A senior FDE, finance architect and ops lead work alongside your team, on Slack, on calls, on-site when it matters.

02
Custom data pipelines

We map your entities, chart of accounts, dimensions and systems, then build the pipelines end-to-end. No off-the-shelf schemas.

03
Audit-ready by design

Every transformation is versioned and explainable. Consolidations, eliminations and journals leave a complete audit trail.

04
Live dashboards, always

Once pipelines are live, FinBoard runs them for you, refreshing reports and dashboards in real time as data lands.

Sources we plug into
QuickBooksNetSuiteXeroSage IntacctSnowflakeBigQueryWorkdayRipplingHubSpotSalesforceStripeRampBrexGusto+ your custom sources
Then we do it again

One workflow live. Then the next.

Each engagement lands one workflow, proves it on your numbers, and sets up the next. Over time, your finance stack quietly becomes AI-native, one deployed workflow at a time.

Pay nothing until it is deployed
Talk to a forward-deployed engineer

Bring every entity into one intelligent workspace.

Book a 30-minute consultation with our team. Bring your trial balance, we'll walk through a live consolidation and scope your custom application.

Hear from our customers