Fiskal Finance
Fiskal Finance is a Cin7 implementation partner and financial operations consultancy that connects inventory, accounting, and reporting systems for US-based product businesses with $1M-$50M in revenue, layering bookkeeping, controlling, and FP&A services on top of recurring Cin7 support.
- Company typePrivate
- Founded2017
- HeadquartersPompano Beach, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Fiskal Finance does
Fiskal Finance is a US-headquartered financial operations consultancy and Cin7 implementation specialist serving product-based businesses with $1M-$50M in annual revenue. Founded in 2017 and operating from Fort Lauderdale with additional offices in New York, Philadelphia, and Stellenbosch (South Africa), the firm bridges operational systems (primarily Cin7 Core) and financial accounting (Xero, QuickBooks Online) for manufacturing, wholesale/distribution, and blended D2C/B2B brands whose inventory, sales channels, and books fail to reconcile. Its service catalog spans Cin7 Core implementation and ongoing support, custom plugin development, 3PL/EDI mapping, advanced manufacturing and MRP setup, layered on top of a 3-tier recurring finance stack (Bookkeeping → Controlling → FP&A), with the proprietary Fiskal Score diagnostic as the standard lead-generation and assessment entry point.
The company operates a partner-embedded, content-led go-to-market: it holds Cin7 Platinum implementation partner status (recognized as #1 Cin7 Expert in the US and 2025 Cin7 Accounting Partner of the Year), Xero Platinum partner status, and Gusto Bronze status, and routes demand through Cin7 Academy, a YouTube channel, monthly webinars, Startup CPG community referrals, and direct outreach with 'Book a Call' CTAs. Pricing is quote-based — fixed-fee implementation tiers (Light/Standard/Advanced) for 3–6 month projects plus monthly retainers — and contracts are typically one year with 30-day notice. To date, the firm reports 100+ Cin7 integrations, a 4.9/5 client rating, and a 35+ team of CPAs, CAs, CGMAs, controllers, FP&A specialists, systems specialists, and account managers spread across the US and South Africa.
Fiskal Finance is privately held and founder-led by co-founders Jacobus Roets (CEO, CPA, CA(SA)) and Pierre Goldie (CGO, ACMA, CGMA), with Christo Kleinhans as COO; no external private equity, venture capital, or parent company is disclosed. Revenue, ARR, funding rounds, and valuation are not publicly disclosed. The core economic proposition is recurring managed financial operations built on Cin7 rather than a software product; differentiation rests on a hybrid talent stack (finance credentials plus Cin7 systems depth) and packaged methodologies (Fiskal Score, 3-Phase Implementation, 3-Tier Finance Model) that competitors without both capabilities are positioned to replicate only with difficulty.
Fiskal Finance firmographics
Firmographics- Name
- Fiskal Finance
- Legal name
- Fiskal Finance
- Website
- https://fiskalfinance.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fiskal Finance is a Cin7 implementation partner and financial operations consultancy that connects inventory, accounting, and reporting systems for US-based product businesses with $1M-$50M in revenue, layering bookkeeping, controlling, and FP&A services on top of recurring Cin7 support.
- Ownership category
- akta.pro rank
Fiskal Finance industry classification
Industry- Product category
- Financial & Accounting Software Consulting
- NAICS
- Computer Systems Design and Related Services (54151), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Miscellaneous Business Credit Institution (6159)
- akta.pro primary industry
- Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)
- akta.pro secondary industry
- Third-Party Risk, Vendor Due Diligence & Supply Chain Compliance (BPAEAPAG)
Keywords
Where Fiskal Finance is headquartered
LocationHeadquarters
- HQ city
- Pompano Beach
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Fiskal Finance business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- Cin7 Implementation Services: Full-service implementation of Cin7 Core including system configuration, data migration, integration setup (eCommerce, accounting, 3PL), and team training. Implementation projects typically take 3-6 months depending on complexity.
- Ongoing Cin7 Support & Managed Services: Structured support services including weekly live sessions with dedicated lead, SOP documentation, staff training, error tracking, custom plugin access, and real-time reporting setup. Optional add-ons for bookkeeping cleanup, controlling, and 3PL/EDI mapping.
- Bookkeeping Services: Monthly bookkeeping services delivering P&L, Balance Sheet, Cash Flow Statement, AR & AP Aging Reports, Fixed Asset Register, and Journal Entries. Includes close confirmation, all formatted to company and industry specifics.
- Controlling Services: Cash management, spend alignment, and budget oversight services. Includes payroll management, collections management, and operational finance support.
- FP&A Services: Financial planning and analysis including ongoing monthly support with forecasts, KPIs, strategic input, and reforecasting; or one-time model build projects (6-8 week engagements) for board readiness or scenario planning.
- One-time Consulting: Specific financial needs addressed through one-time consulting engagements. Also offers one-time Cin7 audit and diagnostic services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Flexible retainers with customizable scope |
| One time/ perpetual license | Multi-year contract | Implementation scoped by complexity level |
| One time/ perpetual license | Pay-as-you-go | 6-8 week focused engagement |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
Fiskal Finance product offering
Product offeringCore offering
Fiskal Finance implements and supports Cin7 Core (formerly DEAR Systems) inventory management software for product-based businesses, integrating it with accounting platforms (Xero, QuickBooks Online), eCommerce channels (Shopify, Amazon, WooCommerce), and 3PL/EDI systems. Layered on top of this systems work is a three-tier finance service offering: Bookkeeping (transaction recording and financial statements), Controlling (cash management and operational finance), and FP&A (forecasting, KPIs, and strategic planning). The Fiskal Score diagnostic serves as the entry-point assessment to identify gaps before engagement.
Product overview
Fiskal Finance operates as a Financial Operations Partner offering a unified service model combining Cin7 Core (inventory and operations management platform, formerly DEAR Systems) with layered accounting services. The core product ecosystem includes Cin7 Core Implementation and Support, with add-on modules for Advanced Manufacturing, Forecasting & MRP, B2B Portal, Inventory Optimization, Inventory Audit, Academy Training, Automation & Plugin Support, 3PL/EDI Integration, Xero/QuickBooks Integration, and Shopify/eCommerce Integration. Layered on top are three tiers of accounting services: Bookkeeping (foundation), Controlling (cash and operational finance), and FP&A (strategic planning and analysis). The Fiskal Score diagnostic tool serves as the entry point to assess a client's current state before engagement.
Differentiator
Problem solved
Functional benefit
Products and services
- Cin7 Core Implementation End-to-end implementation and configuration of Cin7 Core (formerly DEAR Systems) inventory management system for product-based businesses, including process mapping, data migration, system testing, integration setup with eCommerce (Shopify, Amazon), accounting (Xero, QuickBooks Online), 3PL/WMS systems, and EDI networks. Implementation projects typically take 3-6 months depending on complexity, with fixed-fee tiers (Light, Standard, Advanced) priced by scope.
- Cin7 Core Support Ongoing post-implementation support service including system audits, usage analysis, sync error resolution, weekly live sessions with a dedicated lead, SOP documentation, staff retraining, custom plugin access, and real-time reporting setup. Delivered as monthly recurring retainer with flexible scope adjustments based on evolving client needs.
- Bookkeeping Services Tier 1 monthly recurring bookkeeping service delivering transaction recording, financial reconciliation, P&L, Balance Sheet, Cash Flow Statement, AR & AP Aging Reports, Fixed Asset Register, and Journal Entries. Reports formatted to company and industry specifics, delivered monthly before the 15th with close confirmation.
- Controlling Services Tier 2 monthly recurring controlling service including cash management, spend alignment, budget oversight, payroll management, collections management, and operational finance support. Bridges finance and operations with real-time cash position visibility for product businesses.
- FP&A Services Tier 3 financial planning and analysis service including ongoing monthly support with forecasts, KPIs, strategic input, and reforecasting; plus 6-8 week one-time model build engagements for board readiness or scenario planning. Targets product businesses preparing for fundraising, board reporting, or first real forecast.
- Cin7 Go-Live Support Go-live assistance service including data migration, system testing, team training, and initial operational support during the transition to Cin7 Core. Ensures a smooth cutover from legacy systems (QuickBooks Desktop, Fishbowl, spreadsheets) to Cin7 Core with minimal operational disruption.
- Fiskal Score 100-point proprietary diagnostic assessment measuring the health of financial operations across three dimensions: people, processes, and technology. Identifies where hours and dollars are bleeding out and what needs fixing first, serving as the entry-point assessment before any implementation or ongoing engagement.
Quantifiable outcome
- 40% growth in direct to consumer sales in the first quarter after engagement
- +4 more outcomes
Companies that use Fiskal Finance
Customer profileNamed customers16 records
Segments3 records
Ideal customer profiles2 records
Fiskal Finance technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
Feature5 records
Fiskal Finance partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and major.
- Cin7coreFiskal is the #1 ranked Cin7 expert in the US and won Cin7 Accounting Partner of the Year (2025). They specialize in implementing and supporting Cin7 Core (formerly DEAR Systems) for product-based businesses. As a platinum tier partner, they provide implementation, optimization, and ongoing support services for the platform.
- XerocoreXero Platinum Partner status. Fiskal integrates Cin7 with Xero accounting software, handles migrations from QuickBooks to Xero, and ensures seamless data flow between systems. Many clients use Xero as their accounting platform connected to Cin7.
- QuickBooks OnlinecoreIntegration partner for QuickBooks Online. Fiskal connects Cin7 with QBO for businesses using QuickBooks as their accounting system. They also handle migrations from QuickBooks to Xero when clients want to switch platforms.
- ShopifycoreShopify integration partner providing eCommerce connector services. Fiskal ensures smooth, automated Shopify integration keeping sales, inventory, and financial systems in perfect sync. Handles connector configuration, SKU alignment, and mapping to accounting systems.
- SPS CommercemajorEDI partner for retail and supply chain integration. Fiskal has experience integrating with SPS Commerce for EDI connectivity and trading partner communication.
- CommerceHubmajorEDI and retail portal integration partner. Fiskal configures integrations with CommerceHub for product distribution to major retailers.
- ShipHeromajor3PL/WMS integration partner. Fiskal connects Cin7 with ShipHero for warehouse management and fulfillment operations.
- AmazoncoreMarketplace integration partner. Fiskal connects Cin7 with Amazon for multi-channel selling and inventory management across platforms.
- Startup CPGmajorCommunity partnership through which Fiskal acquires clients. Found through Startup CPG community - multiple clients (like Play Pits) discovered Fiskal through this community.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Fiskal Finance competitors and assessment
Company assessmentDirect peers
- ControllerHQ: A US-based Cin7 Platinum Partner providing Cin7 implementation, bookkeeping, and CFO services to product-based businesses—directly overlapping Fiskal's ICP, delivery model, and Cin7 partnership positioning.
- Streamline Bookkeeping: Cin7 partner offering bookkeeping and inventory management services to e-commerce and product businesses; directly comparable on Cin7-centric, SMB-product focus.
- Pacific Bookkeeping: A Cin7-focused bookkeeping and implementation firm serving product businesses in North America—competes for the same customers using the same Cin7 platform partnerships.
Broad incumbents
- Pilot: Large outsourced bookkeeping, tax, and CFO services firm for startups and SMBs. Overlaps with Fiskal's Bookkeeping, Controlling, and FP&A tiers but at broader scale and across all verticals, not specialized on Cin7/product businesses.
- Bench: Established US outsourced bookkeeping platform with bundled financial reporting and tax services. Comparable on monthly recurring bookkeeping model, but broader/less specialized than Fiskal's Cin7-led product-business focus.
Emerging players
- Kruze Consulting: Bookkeeping, accounting, and CFO services for VC-backed startups. Comparable on outsourced finance tiers (bookkeeping → CFO) but targets venture-funded tech startups rather than Cin7-implemented product businesses.
- Zeni: AI-powered bookkeeping, bill pay, and CFO services for SMBs. Competes with Fiskal's Bookkeeping and FP&A services with a software-first, AI-led approach rather than manual Cin7 implementation.
- Collective: Fractional CFO, bookkeeping, and tax services for SMBs and solopreneurs. Overlaps with Fiskal's controlling and FP&A offerings but does not specialize in Cin7 or product/inventory businesses.
Others
- Cin7: The underlying inventory management platform that Fiskal implements. Strategic platform partner and primary ecosystem dependency; potential competitor if Cin7 expands into services or automated onboarding.
- Xero: Cloud accounting platform and Fiskal's other key strategic partner (Xero Platinum). Source of recurring implementation and migration revenue for Fiskal; platform-level relationship rather than a direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Fiskal Finance social profiles
Digital presenceFiskal Finance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fiskal Finance leadership team
Management profileNumber of profiles
Profiles3 records
Fiskal Finance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fiskal Finance M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fiskal Finance
What does Fiskal Finance do?
Fiskal Finance implements and supports Cin7 Core (formerly DEAR Systems) inventory management software for product-based businesses, integrating it with accounting platforms (Xero, QuickBooks Online), eCommerce channels (Shopify, Amazon, WooCommerce), and 3PL/EDI systems. Layered on top of this systems work is a three-tier finance service offering: Bookkeeping (transaction recording and financial statements), Controlling (cash management and operational finance), and FP&A (forecasting, KPIs, and strategic planning). The Fiskal Score diagnostic serves as the entry-point assessment to identify gaps before engagement.
Is Fiskal Finance a public or private company?
Fiskal Finance is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fiskal Finance founded?
Fiskal Finance was founded in 2017. It employs 11 to 50 people.
Where is Fiskal Finance based?
Fiskal Finance is headquartered in Pompano Beach, United States, in the North America region.
How does Fiskal Finance make money?
Six revenue lines are on record. Cin7 Implementation Services are the primary driver. The others are ongoing Cin7 Support & Managed Services, bookkeeping Services, controlling Services, FP&A Services and one-time Consulting.
Who are Fiskal Finance's main competitors?
Direct peers on record are ControllerHQ, Streamline Bookkeeping and Pacific Bookkeeping. Broad incumbents are Pilot and Bench. Emerging players are Kruze Consulting, Zeni and Collective. Others are Cin7 and Xero.
Does Fiskal Finance have an API?
No public API is recorded for Fiskal Finance.
What industry is Fiskal Finance in?
Fiskal Finance's product category is Financial & Accounting Software Consulting. Its primary akta.pro industry code is BPAAAGAG, Intercompany & Consolidation Support (Eliminations, Group Reporting Support), with a secondary code of BPAEAPAG, Third-Party Risk, Vendor Due Diligence & Supply Chain Compliance. Its NAICS code is 54151 and its SIC code is 6159.