What Finvisor does

Finvisor is a tech-enabled fractional finance firm that supplies startups and small-to-medium businesses with an on-demand back-office team spanning accounting, accounts payable/receivable, compliance, fractional CFO advisory, payroll/HR/benefits, and R&D tax credit services. The firm was founded in 2014 by Noah Hopton and Daniel Blahut (originally under the name Foresight ASG) in San Francisco, and today fields a 35+ person staff of controllers, CFOs, payroll specialists, tax specialists, and accountants who are embedded into client operations as a fractional extension of the client's finance function.

The underlying technology is cloud-based and integration-driven rather than proprietary. Finvisor connects to a stack of established platforms — QuickBooks and Xero for accounting, ADP/Gusto/Rippling for payroll and HR, Stripe/Square/Bill.com/Routable/Fyle/Airbase/Expensify for payments and expense management, and Shopify for ecommerce — and adds a real-time Slack-based communication layer for client support. The firm offers its services either à la carte or bundled into three productized subscription tiers: Early Start ($950/month), Grow ($1,300/month), and Expand ($2,350/month). R&D Tax Credit work is structured as a performance-based engagement at 12.5% of credits claimed, and one-time fees apply to tax filing work. The company maintains a reciprocal discount relationship with its platform partners and a revenue-share referral program with CFO, VC/accelerator, and CPA partners.

Name

Finvisor

Legal name

Finvisor

Website

https://finvisor.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Finvisor is a tech-enabled fractional finance firm founded in 2014 that provides startups and SMBs with an on-demand back-office team spanning accounting, AP/AR, payroll, compliance, CFO advisory, and R&D tax credit services through subscription packages ranging from $425 to $2,350 per month.

Ownership category

akta.pro rank

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Monthly Subscription Services: Recurring monthly fees for accounting, AP/AR, payroll & HR, and fractional CFO services. Pricing tiers range from $425/month (AP/AR) to $2,350/month (Expand package). Services scale as clients grow, with packages designed for different business stages.
2. Tax Filing Services: One-time fees for income tax filing ($2,495 first state, $395 per additional state) and foreign disclosure ($695). Compliance bundle at $200/month.
3. R&D Tax Credit Services: Fee of 12.5% of the tax credit claimed, working with specialized advisors to determine eligibility and maximize savings. Can yield up to $500k/year back for qualifying startups.
4. Benefits Brokerage: Free benefits brokerage service where carriers pay insurance brokers directly, providing health, dental, vision insurance and other benefits.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Finvisor provides an on-demand fractional finance and back-office team for U.S. startups and SMBs, delivering bookkeeping and accounting, accounts payable/receivable management, payroll/HR/benefits administration, tax compliance and filing, R&D tax credit advisory, and fractional CFO services. Services are sold as recurring monthly subscriptions (tiers from $425/mo to $2,350/mo) or as one-time professional engagements, delivered remotely via cloud accounting platforms and real-time Slack communication.

Product overview

Finvisor is a tech-enabled fractional finance team offering a suite of integrated back-office financial services for startups and small to medium-sized businesses. The offering consists of six core service modules (Accounting, Accounts Payable & Receivable, Compliance, CFO & Advisory Services, Payroll/HR/Benefits, and R&D Tax Credit) that can be purchased individually or bundled into three tiered packages (Early Start at $950/month, Grow at $1,300/month, and Expand at $2,350/month). The platform differentiates through real-time Slack-based communication, a dedicated team model, and integration partnerships with accounting, payroll, and payment platforms including QuickBooks, Xero, Gusto, Rippling, and Stripe.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Expert bookkeeping and accounting services for startups and SMBs, including monthly bookkeeping, catch-up bookkeeping, tax filing and advisory, and tax resolution, providing clear financial insights for informed decision-making.
• Accounts Payable & Receivable Daily AP/AR management for startups and SMBs, including monthly bill processing, collections management, payment automation, vendor setup, and platform integrations to keep cash flow on track.
• Compliance Tax compliance and risk management services covering operating compliance, employer compliance, sales compliance, tax strategy and support, and California-specific tax compliance for startups and SMBs.
• CFO & Advisory Services Fractional CFO and advisory services for startups and SMBs, providing strategic analysis and planning, fundraising support, forecasting, budgeting, cash flow management, sales efficiency analysis, and pricing guidance from inception to exit.
• Payroll, HR, & Benefits Integrated payroll, HR, and benefits management for startups and SMBs, including benefits design, payroll processing, HRIS and payroll migration, and workforce management, with access to a free benefits brokerage service.
• R&D Tax Credit Specialized R&D tax credit advisory for startups and SMBs, including eligibility analysis, credit calculation and optimization, compliance support, and continuous monitoring, with a performance-based fee that can return up to $500k/year per qualifying client.

Quantifiable outcome

• Startups can receive up to $500k/year back from the government through R&D tax credits
• +1 more outcomes

Named customers14 records

Segments12 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

Feature3 records

Partnerships

17 partnerships are on record, tiered core.

• ADPcoreTechnology or IntegrationPlatform partnership offering deep discounts when setting up payroll accounts through Finvisor. ADP is a major payroll and HR platform.
• QuickBookscoreTechnology or IntegrationPlatform partnership offering deep discounts when setting up accounting software through Finvisor. QuickBooks is a leading accounting platform.
• XerocoreTechnology or IntegrationStrategic partnership with Xero for accounting solutions. Finvisor partners with Xero to streamline business finances with automated bookkeeping and financial reporting.
• GustocoreTechnology or IntegrationPlatform partnership offering deep discounts when setting up payroll through Finvisor. Gusto is a modern HR and payroll platform.
• RipplingcoreTechnology or IntegrationPlatform partnership offering deep discounts when setting up HR and payroll through Finvisor. Rippling provides unified HR and IT.
• ExpensifycoreTechnology or IntegrationPlatform partnership for expense management integration. Finvisor offers discounts when clients set up Expensify through them.
• StripecoreTechnology or IntegrationPlatform partnership for payment processing integration. Deep partner discounts available when setting up Stripe through Finvisor.
• ShopifycoreTechnology or IntegrationPlatform partnership for ecommerce accounting integration. Deep partner discounts when setting up Shopify through Finvisor.
• Bill.comcoreTechnology or IntegrationPlatform partnership for accounts payable/receivable automation. Deep discounts when setting up Bill.com through Finvisor.
• FylecoreTechnology or IntegrationPartnership with Fyle for expense management. Fyle's mission is to create the most user-friendly expense management experience.
• AirbasecoreTechnology or IntegrationPlatform partnership for spend management and AP automation. Deep discounts when setting up Airbase through Finvisor.
• RoutablecoreTechnology or IntegrationPlatform partnership for AP/AR automation. Deep partner discounts when setting up Routable through Finvisor.
• SquarecoreTechnology or IntegrationPlatform partnership for payment processing and POS integration. Deep discounts when setting up Square through Finvisor.
• GoCocoreTechnology or IntegrationPlatform partnership for HR benefits administration. Deep partner discounts when setting up GoCo through Finvisor.
• CFO PartnerscoreChannel Partner/ Reseller/ DistributorRevenue share partnership for CFO partners who refer clients. Partners receive quarterly revenue share in perpetuity for services their referred clients sign up for. Finvisor handles day-to-day bookkeeping and back-office tasks while partners focus on client advisory.
• VC & Accelerator PartnerscoreChannel Partner/ Reseller/ DistributorPartnership with venture capital firms and accelerators to provide portfolio companies with financial advisory services, budgeting, forecasting, and compliance support. Portfolio companies receive discounts.
• CPA PartnerscoreChannel Partner/ Reseller/ DistributorRevenue share partnership for CPA firms who refer clients for R&D tax credit services. CPAs receive support fees when clients engage in R&D services. Finvisor determines eligibility, calculates credits, and ensures compliance.

Scale indicators9 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• inDinero: inDinero provides outsourced bookkeeping, accounting, tax, and CFO services for SMBs and startups — directly overlapping with Finvisor's Accounting, Compliance, and CFO Advisory modules.
• Xendoo: Xendoo offers subscription-based bookkeeping, tax, and CFO services for SMBs and entrepreneurs — directly overlapping with Finvisor's subscription packages and target customer segments.
• Bench: Bench offers subscription bookkeeping and financial reporting for SMBs with dedicated bookkeepers and integrated software — a direct competitor to Finvisor's core accounting and AP/AR offerings for the same small business segment.
• AccountingDepartment.com: AccountingDepartment.com provides outsourced bookkeeping, controller, and CFO services for small to mid-sized businesses — a direct comparable to Finvisor's fractional finance team model across similar service tiers.
• Pilot: Pilot provides bookkeeping, accounting, and CFO services specifically for startups and small businesses using a subscription-based fractional model — directly comparable to Finvisor in target customer, service stack, and delivery approach.
• B2B CFO Partners: B2B CFO Partners is a nationwide network providing fractional CFO services to SMBs across industries — a direct competitor to Finvisor's CFO & Advisory practice, with similar engagement-based fractional delivery.
• 1-800Accountant: 1-800Accountant provides subscription-based accounting, bookkeeping, tax, and advisory services to SMBs and entrepreneurs — directly competing with Finvisor across accounting, tax, and advisory service lines.
• Collective: Collective offers fractional CFO, accounting, tax, and HR services bundled into membership tiers for SMBs and startups — a closely analogous bundled-subscription model targeting the same customer profile as Finvisor.
• Kruze Consulting: Kruze Consulting provides accounting, tax, and CFO services to venture-backed startups — directly comparable to Finvisor's startup-focused fractional CFO and back-office offerings, including fundraising support and R&D credits.

Emerging players

• Botkeeper: Botkeeper combines AI-driven bookkeeping automation with human accountant support for SMBs — a comparable offering to Finvisor's accounting modules but with a more automation-led approach that could pressure Finvisor's lower-priced tiers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/FinvisorHQ

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Finvisor