4HOW IT WORKS

Five steps. Two parties. One seamless outcome.

Here is exactly what happens, in order, and who owns each step.

Your role in the sales process

Fintera routes inbound leads to you and supports your outreach — but you own the prospect conversation and you close the deal. Your credibility and CFO-to-founder relationship is the close. We handle everything that comes after.

We Generate the Lead

You Close the Deal

We Close the Books

You Review & Advise

Revenue Share Hits

1

Fintera

Ongoing

We Generate the Lead

  • Inbound from content marketing
  • VC ecosystem introductions
  • Partner referral network
  • LinkedIn outbound to Series A–B founders (supplementary)

Output: Qualified startup founder prospect, pre-screened for ARR stage and finance readiness

Your role: Informed — you receive qualified leads and own the close in Step 2

You do CFO work. We handle everything else.

Every activity in a Fintera partnership — and who owns it.

ActivityFinteraCFO Partner
Lead generationOwns—
LinkedIn outreachSupports—
Close the leadSupportsOwns
Intro call with founderSupportsOwns
Proposal and pricingOwnsSupports
Contract signingSupportsOwns
Transaction categorizationOwns—
Bank reconciliationOwns—
Accruals and adjustmentsOwns—
GAAP complianceOwns—
Anomaly detectionOwns—
Financial statementsOwns—
Quality assuranceOwns—
Financial statement reviewSupportsOwns
Board deck narrative—Owns
Runway forecastingSupportsOwns
Fundraising preparation—Owns
Strategic advisory calls—Owns
Founder relationship—Owns
Monthly reporting packageOwnsReviews
Investor-grade financialsOwnsReviews
KPI dashboardOwns—
Client onboardingSupportsOwns
Integration setupOwns—
Client satisfaction—Owns
Renewal and upsellSupportsOwns

The average Fintera CFO partner spends 8–10 hours per client per month — entirely on high-value advisory work.

What happens every month

A predictable, automated rhythm — so you always know what to expect.

Day 1

Books open for close

AI ingests all transaction data from connected accounts

Day 1–5

Automated close in progress

Categorization, reconciliation, accruals, anomaly detection

Day 5

Close complete — CFO notified

Investor-grade financials ready. One-click review link sent to you.

Day 5–7

CFO review window

Your 2–3 hours of strategic review per client

Day 7

Financials delivered to client

Client receives package + CFO commentary

Day 7–10

Founder review

Founder reviews; CFO available for 30-min Q&A

Day 10

Monthly close done

Deliverables confirmed. Satisfaction survey sent.

Day 15

Revenue share payout

Your rev share deposited. Dashboard updated.

You spend time with the team and clients in the first third of the month. Rest of the month, Fintera is working for you.

Works with the tools your clients already use.

Fintera connects to your clients' existing stack on Day 1 — no migration, no disruption.

Q

QuickBooks

Primary GL sync; real-time transaction pull

X

Xero

Alternative GL for international and early-stage clients

S

Stripe

Revenue recognition and MRR automation

G

Gusto

Payroll sync and equity compensation tracking

B

Brex

Expense management and corporate card data

C

Carta

Cap table and equity event synchronization

R

Rippling

HR/payroll integration for workforce cost modeling

M

Mercury

Banking data for cash position dashboards

Also coming: Ramp · NetSuite · Deel · Pilot · QuickBooks Advanced

All integrations are read-only. Fintera never writes to your clients' accounts. Your clients retain full access and control at all times.

Delivery SLAs

DeliverableSLA
Reconciliation completeDay 4 BD
Anomaly alert deliveredDay 4 BD
Monthly close completeDay 5 BD
Financial package to clientDay 7 BD
Revenue share payoutDay 15 BD
Solo CFOs spend 8–10 hours per client per month on books + advisory combined. With Fintera, you spend 2–3 hours reviewing — pure strategic work. That's the leverage.

BD = Business Day

Next ModuleHow do I reach $1M without burning out?