Consero Global Solution

What Consero Global Solution does

Consero Global Solution is a US-based provider of outsourced finance and accounting services to middle-market and growth-stage companies, operating under a "Finance as a Service" (FaaS) subscription model that combines a proprietary AI-enabled cloud platform (SIMPL) with global delivery talent. Founded in 2006 and headquartered in Austin, TX (with operations support in Bangalore, India through Consero Solutions India Private Limited), the company deploys complete institutional-quality finance operations in 90 days or less and has served hundreds of investor-backed companies, completing 180+ M&A integration projects using a proprietary 496-step playbook.

The core product stack comprises three service lines: (1) Finance as a Service, a tiered subscription offering (Growth, Premium, Enterprise, Essentials tiers) priced per FTE count with separate implementation fees; (2) Flex Finance, a staff augmentation service; and (3) Advisory Services, covering CFO advisory, FP&A, M&A support, and technical accounting on a project or retainer basis. The technology backbone is SIMPL, a proprietary cloud platform unifying financial data, KPIs, and reporting, supplemented by the Fusion Lab innovation hub that curates best-of-breed AI vendors (Rillet, Brex, Ramp, Paystand, BILL) into an "AI-native general ledger environment." The company is SOC 2 Type II certified across all five Trust Services Criteria.

The go-to-market motion is sales-led, targeting CFOs, CEOs, and PE sponsors across six primary verticals: Software/SaaS, Health Tech & Services, Professional Services, Investment Management, Marketplace eCommerce, and Nonprofits, with a recent expansion into senior living via the Waxman Associates acquisition (February 2026). Consero has executed four disclosed acquisitions (BridgeView CFO Solutions 2021, Positive Venture Group 2021, BTQ Financial 2022, Waxman Associates 2026) and has raised $55M in disclosed equity ($5M Kayne Anderson Growth Capital 2015; $50M BV Investment Partners 2018). The company is privately held with no public listing, employs 1,001–5,000 people, and has repositioned its brand around an "AI-native" promise anchored by the AMPLIFY event and Fusion Lab ecosystem.

Name

Consero Global Solution

Legal name

Consero Global Solutions, LLC

Website

https://conseroglobal.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Consero Global delivers AI-enabled Finance as a Service to middle-market and growth-stage companies, combining its proprietary SIMPL platform with US and India-based finance talent to deploy institutional-quality finance operations in 90 days across SaaS, healthcare, senior living, and PE-backed verticals.

Ownership category

akta.pro rank

Product category

Outsourced Finance and Accounting Services

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Finance Services (6199), Services-Prepackaged Software (7372)

akta.pro primary industry

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

akta.pro secondary industry

Fixed Assets Accounting (Capitalization, Depreciation, Asset Register) (BPAAAGAF)

Keywords

• Outsourced finance services
• Finance as a service
• AI-enabled accounting
• Cloud financial platform
• CFO advisory services

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Finance as a Service (FaaS): Fully managed finance and accounting services delivered as a recurring subscription. Combines people (finance talent), processes, and the proprietary SIMPL technology platform. Services include transactional bookkeeping, compliance and reporting, controller services, CFO advisory, FP&A, and technical accounting. Pricing is based on FTE count or tier (Growth, Premium, Enterprise, Essentials). Monthly recurring fees are invoiced in advance via Pre-Authorized Debit (PAD). Implementation fees are charged separately. Services can be deployed within 90 days or less.
2. Flex Finance: Staff augmentation model providing elite finance talent to support a client's existing financial operations without disrupting their existing technology and processes. Billed on a time-and-materials or recurring basis depending on scope.
3. Advisory Services: Project-based or retainer-based financial leadership and strategic support including interim controller support, financial clean-up, financial planning and budgeting, KPI development, board representation, and M&A transaction support. Custom retainers are subject to scope adjustment after 90 days.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Consero Global delivers Finance as a Service (FaaS), a fully managed outsourced finance and accounting solution combining its proprietary AI-enabled SIMPL cloud platform with dedicated finance talent and standardized processes. The offering provides institutional-quality financial operations—including transactional bookkeeping, AP/AR management, month-end close, compliance and reporting, FP&A, and CFO advisory—deployed in 90 days or less for middle-market and growth-stage companies.

Product overview

Consero Global Solution offers a unified Finance as a Service (FaaS) platform that combines its proprietary SIMPL cloud platform with professional finance services and AI capabilities. The core offering is FaaS, which delivers fully managed finance operations including transactional bookkeeping, compliance and reporting, and advisory services. Supporting this are Flex Finance (staff augmentation), CFO Advisory Services, Financial Planning & Analysis, and Technical Accounting. The SIMPL platform serves as the AI-enabled technology backbone, unifying financial data and delivering real-time KPIs, predictive analytics, and automated workflows. The company has expanded through acquisitions (BTQ Financial for non-profits, Waxman Associates for senior living) and partners with third-party platforms (Brex, Ramp, Paystand, Rillet) through its Fusion Lab innovation hub.

Differentiator

Problem solved

Functional benefit

Brands

• SIMPL: Proprietary AI-enabled cloud platform for financial operations, reporting, and analytics.

Products and services

• Finance as a Service (FaaS)

Quantifiable outcome

• Deploy a complete finance operation in 90 days or less (vs. 12–18 months in-house)
• +11 more outcomes

Named customers6 records

Segments9 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability6 records

Feature3 records

Partnerships

Seven partnerships are on record, tiered core.

• RampcoreTechnology or Integration · 27 April 2026Consero announced a strategic partnership with Ramp, a finance automation platform, to deliver AI-powered accounts payable automation and intelligent spend controls to mid-market clients through Consero's Fusion Lab innovation hub. The collaboration integrates Ramp's AP workflows with Consero's AI-native general ledger environment led by Rillet, enabling automated invoice processing, smarter spend controls, and accelerated month-end close. The partnership helps finance teams shift from reactive reporting to real-time decision-making with cleaner data and fewer manual touchpoints.
• RilletcoreTechnology or Integration · 2 March 2026Consero integrates Rillet's AI-native ERP platform into its technology stack as the backbone of its AI-enabled general ledger environment. Rillet's real-time, two-way integration with BILL synchronizes AP, spend, and expense data across platforms, eliminating manual steps and reducing errors. Consero was named to Rillet's Founding Partner Advisory Board, highlighting its leadership in applied AI for finance and accounting through its Fusion Lab ecosystem.
• BILLcoreTechnology or Integration · 2 March 2026BILL, an intelligent finance platform serving nearly half a million businesses, partnered with Rillet to launch a real-time, two-way integration for accounting and financial operations. Consero cited this partnership as essential for delivering agile, AI-driven finance workflows to its clients. The integration synchronizes AP, spend, and expense data — including vendors, bills, credits, and payment activity — across both platforms.
• Waxman AssociatescoreStrategic or Co-development Partner · 27 February 2026Consero acquired Waxman Associates in February 2026. Waxman Associates was the leading provider of outsourced finance and accounting services for the Senior Living industry, serving owners, operators, and private equity investors nationwide. Andrew Schechter and his team joined the Consero Global family. The acquisition established a dedicated platform for Consero to serve the growing Senior Living property management market as private equity firms and REITs increase investments in facilities serving an aging population.
• BrexcoreTechnology or Integration · 5 February 2026Consero announced a strategic partnership with Brex to integrate Brex's AI-native corporate cards and expense management platform into Consero's technology stack. The collaboration aims to accelerate financial velocity for growth-stage companies by combining Consero's existing financial operations services with Brex's modern finance platform. No financial terms or specific timeline were disclosed.
• PaystandcoreTechnology or Integration · 29 January 2026Consero announced a strategic partnership with Paystand to integrate Paystand's blockchain-enabled accounts receivable automation infrastructure into Consero's fully managed finance platform. The integration provides clients with automated receivables processing, reduced manual reconciliation work, faster collections, and real-time financial visibility across AR. This collaboration represents the latest addition to Consero's Fusion Lab innovation hub.
• BTQ FinancialcoreStrategic or Co-development Partner · 5 April 2022Consero acquired BTQ Financial in April 2022 to expand its services into the non-profit sector. BTQ Financial was a provider of financial and accounting services to the non-profit sector, including organizations like The Family Center. The acquisition complemented Consero's existing services and strengthened its position in Finance as a Service (FaaS) for the nonprofit vertical.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Bench.co: Bench provides outsourced bookkeeping with proprietary software and dedicated teams for SMBs; a more SMB-skewed direct competitor to Consero's mid-market FaaS.
• AcuityCFO: AcuityCFO offers fractional CFO and outsourced finance & accounting services to PE-backed and growth-stage companies, directly competing in the same buyer profile as Consero.
• Burkland Associates: Burkland provides fractional CFO, bookkeeping, and accounting services to venture-backed startups — directly overlapping Consero's primary SaaS and growth-stage customer segment.
• TGG Accounting: TGG Accounting provides outsourced bookkeeping, controller, and fractional CFO services for growth-stage companies; a smaller but directly comparable peer to Consero in the mid-market FaaS space.
• Bookkeeper360: Bookkeeper360 offers outsourced bookkeeping, controller, and CFO services with an integrated tech platform for SMB and mid-market clients, mirroring Consero's people-plus-platform FaaS model.
• CFO Hub: CFO Hub provides fractional CFO, controller, and outsourced finance services to growth and middle-market companies — closely aligned with Consero's Flex Finance and CFO Advisory lines.
• Pilot.com: Pilot is a direct competitor offering outsourced bookkeeping, controller services, CFO advisory, and tax for startups and growth-stage companies — nearly identical ICP and service menu to Consero's FaaS offering.

Broad incumbents

• BDO USA: BDO is a global accounting and advisory firm offering outsourced finance and accounting services, including transaction advisory and CFO advisory, overlapping Consero's services across mid-market and PE-backed clients.
• Armanino LLP: Armanino is a top-20 US accounting firm that has expanded into outsourced CFO/controller services and an internal finance platform; competes with Consero for mid-market FaaS deals but operates as a broader professional services firm.
• WNS Global Services: WNS is a large global BPO that offers finance and accounting outsourcing (F&A BPO) at enterprise scale; competes with Consero on larger PE-backed and enterprise FaaS engagements, though more commoditized and India-delivery-led.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/conseroglobal
• LinkedInlinkedin.com/company/consero

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries2 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A5 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Consero Global Solution