From strategy to execution. And everything in between.
CFOLogic is your strategic finance navigator - helping growth-focused businesses move from chaos to clarity, clarity to confidence, and confidence to growth. One partner across the whole life of the business, changing shape as the business does.
15+ years in finance leadership · 100+ clients served globally · 450+ engagements · US · India
$2–5M
We are your finance function.
Books, close, cash and the first real forecast - one team, from day one.
What that looks like
A close that lands on a date. One version of the numbers. A 13-week cash view you can act on. The founder stops being the de-facto CFO.
$5–10M
We make the business legible.
Margin by job, line or location. Rolling forecasts. Decisions modelled before you commit.
What that looks like
FP&A on top of a disciplined close: budgets, KPIs, scenario models for the hire, the price rise, the second site. The numbers arrive before the decision, not after.
$10–20M
We build what a buyer or lender will test.
Investor-grade reporting, diligence-ready books, covenant headroom you can see.
What that looks like
Board packs, audit preparation, data-room discipline, cash and covenant monitoring - the finance function a raise, an acquisition or a sale will scrutinise, built before you need it.
$20M+
Your CFO sets the agenda. We execute it.
A retained team behind your finance leader - weekly progress, blockers surfaced early.
What that looks like
CFO Success Partners™: a US lead in your time zone with a Pune execution bench, scoped to your CFO's two or three most important initiatives. Depth over breadth.
Scattered data becomes confident decisions. Strategy becomes execution.
Where most start
Chaos
Numbers spread across a bookkeeper, a tax accountant and a spreadsheet. Nothing joined up, and nothing you'd bet on.
First
Clarity
A close that lands on a date. One version of the numbers. You can finally see what the business actually earns.
Then
Confidence
Forward view, not rear-view. Margin by job, line or location. The hire, the price rise, the second site - modeled before you commit.
Which buys
Growth
Capital raised, acquisitions made, new markets entered - on numbers a board, a bank or a buyer will accept.
Four layers of finance work, and the systems work that runs underneath all of them.
Whether you have a CFO or you are the CFO.
CEO Navigator™
$2M · you are the finance function
While the business is small, we navigate alongside the founder - we are their finance team, the full pyramid as a service.
CFO Success Partners™
$20M+ · first finance leader arrives
the business grows →
When a finance leader owns the strategy, we support them - the execution team that turns strategy into results.
Running a CFO/CAS practice? HybridShore capability for accounting firms →
The stack doesn't change. Who owns the top of it does.
A finance function isn't a purchase, it's a progression. Read down for depth of capability, across for the life of the business. What changes is the top of the stack. The base never changes hands.
The moments the ordinary finance function can't absorb.
These don't arrive on the close calendar. They arrive with a deadline, and they need capability you can't hire in time. This is where a partner who already knows your numbers stops being a convenience.
Valuation
Defensible numbers and the working the other side will test.
In practice
Knowing what the business is worth before someone tells you.
Fundraising
The model, the data room, the diligence responses.
In practice
Debt or equity, the questions are the same and the reporting has to hold.
M&A
Buy-side or sell-side: diligence, quality of earnings support, integration of the finance function afterwards.
In practice
Diligence on the target, quality of earnings on your own numbers, and the finance integration plan for the first 100 days after close.
Global expansion
New entity, new currency, new statutory regime.
In practice
We already operate across the US, UK, Australia and India.
Ask your numbers anything.
Navigator is our unified CFO platform: one place where owners and investors see reporting that is current, consistent, and trustworthy - with AI that answers questions about your business in plain English. Built by the same team that runs your finance function, so the platform and the people share one view of the business.
AI is in the foundation of how we work - not a tool bolted on the side.
Agentic workflows run the repetitive spine of finance: transaction categorization and reconciliation, variance detection across the close, automated tie-outs between the ledger and the reporting pack, first-pass review of schedules and vendor contracts before a human ever opens them. Our analysts and controllers don't "use AI" occasionally; every engagement is delivered through it as the standard workflow, with a US-based CFO reviewing and signing off on what goes to the client.
The effect is structural, not cosmetic: exceptions surface on day two of the close instead of day nine, and our people spend their hours on the judgment calls - pricing, capital, lender conversations - rather than on assembling the numbers.
Close acceleration
Categorization, matching and reconciliation prep run continuously, so month-end confirms instead of discovers.
In practice
AI does the matching; a person signs off the close. Exceptions surface on day two instead of day nine.
Variance analysis
First-draft narratives on every line that moved, ready for a human read before they reach you.
In practice
The variance story arrives with the numbers, ready for a human to sharpen - not written from memory three weeks later.
Anomaly detection
Duplicates, outliers and drift flagged as they happen, not found in the audit.
In practice
Anomalies are caught in-month by the system and reviewed by the team, so nothing waits for year-end to be found.
Forecast models
Rolling forecasts and scenarios updated from live actuals, reviewed with judgment before decisions.
In practice
The forecast moves when the actuals do. Scenarios are re-run with the CFO, not rebuilt from scratch.
88% of accounting professionals already use AI in client services; only 6% want it autonomous (Intuit QuickBooks, n=725, 2026). Read our take →
The tools, and the trust they run on.
Secure by design, confidential by default - Microsoft 365, AES-256 encryption, MFA enforced, quarterly access reviews. Visit the Trust Center →
How strong is your finance function, really?
Just have the conversation - thirty minutes on the decision you're sitting on right now. No pitch, no pressure.