Winside Finance

What Winside Finance does

Winside Finance is a privately held French financial advisory firm headquartered in Rennes that delivers outsourced Chief Financial Officer services to startups, scale-ups, SMEs, and intermediate-sized enterprises (ETIs). Founded in 2020, the firm operates through three service modalities: a part-time (temps partagé) DAF offering at 2-8 days per month, an interim (transition) DAF offering for vacancy or transformation projects, and a project-based (conception/projet) offering that builds custom financial tools. Named clients include Klarys (3-year, 8-day/month engagement), Panopli, Groupe SECOB, Unseenlabs (aerospace), and Freebe, spanning technology, industrial, sports, and aerospace industries.

The firm's technical stack centers on Microsoft Power BI, Power Query, and advanced Excel modeling, with the firm's distinctive capabilities being Power Query-based FEC (French accounting ledger) and payroll data automation — cited as reducing reporting cycles from 6+ hours to 3 minutes — together with a documented interim-CFO methodology covering handover documentation, stakeholder mapping, and reverse handover processes. The team of ~18 includes four Associés (two of whom are Experts-comptables), seven Managers Finance, a dedicated BI Center of Excellence (Manager BI, Senior BI, two Consultant BI), and administrative support staff.

Winside generates revenue on a professional services basis at daily rates (TJM) of €800-€1,200, with monthly subscription-style billing for ongoing engagements, fixed-fee billing for project work (a €10,000 BI dashboard case study is disclosed), and per-user Power BI licensing pass-through at approximately €10/month. The firm has served 200+ clients, reports 92% retention/reuse, and operates a hybrid in-person and remote delivery model across nine cities in Western France (Rennes, Nantes, Paris, Saint-Malo, Brest, Angers, Caen, Lorient, Vannes), with Paris reachable in 1.5 hours by TGV from headquarters. Distribution is via direct outreach, a published 'Prescrire Winside' partner-referral channel, content marketing through a blog, LinkedIn presence, and inbound referrals from a 92%-retention client base. No external institutional funding is identified.

Name

Winside Finance

Legal name

Winside Finance

Website

https://winside-finance.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Winside Finance is a Rennes-based French financial advisory firm delivering fractional CFO, interim CFO, and custom Power BI/Excel financial tooling to startups, scale-ups, SMEs, and mid-market companies across Western France, with 200+ clients and a team of ~18.

Ownership category

akta.pro rank

Headquarters

HQ city

Rennes

HQ country

France

HQ region

Europe

Offices10 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. DAF à Temps Partagé (Part-time CFO Services): Ongoing fractional CFO/financial management services delivered 2-8 days per month. Clients benefit from continuous financial leadership without the cost of a full-time hire. Revenue is generated through recurring monthly invoices based on agreed daily rates.
2. DAF de Transition (Interim CFO): Full-time or near-full-time interim financial director services for defined periods (vacancy coverage, transformation projects, crisis management). Typically priced at standard daily rates for the engagement duration.
3. Conception et Projet (Financial Tools Development): Custom financial tool development including Business Plans, automated Excel files, and Business Intelligence dashboards. One-time project fees or fixed-price engagements for tool delivery, often including training and handover.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Winside Finance provides outsourced, part-time Chief Financial Officer (DAF externalisé) services to small and mid-sized businesses in Western France. Its deliverables include recurring financial direction, transaction support (acquisitions, fundraising), and the digitalization of finance functions through dashboards and automated reporting tools. Engagements are delivered via three models: shared-time (2–8 days per month), transition (near-full-time interim), and project-based conception of financial tools.

Product overview

Winside Finance is a specialized financial advisory firm offering outsourced Corporate Finance services primarily through three service models: DAF externalisé (shared/part-time CFO), DAF de Transition (interim CFO), and DAF en Projet (project-based consulting). The core offering centers on the DAF externalisé service, which provides 2-8 days per month of high-level financial expertise for SMEs and startups. Supporting these core services are specialized sub-products including Business Intelligence & Tableaux de bord (Power BI dashboards), Automatisation de reporting (financial reporting automation using Power Query), Business Plan/Budget conception, and Animation processus budgétaire (budget process facilitation). The company positions its value around delivering concentrated expertise on a part-time basis, enabling clients to access professional financial leadership without the cost of a full-time executive. Services are delivered through a hybrid model combining in-person presence in Western France (Nantes, Rennes, Paris, and other cities) with remote digital collaboration.

Differentiator

Problem solved

Functional benefit

Products and services

• Part-Time Financial Direction (DAF externalisé - Temps partagé) Recurring fractional Chief Financial Officer service delivering 2–8 days per month of senior finance leadership to SMEs, scale-ups, and ETIs in Western France.
• Interim Financial Direction (DAF de transition) Near-full-time interim CFO engagement designed for companies facing leadership transitions, financial restructuring, or transaction events.
• Financial Digitalization Project (Conception / Projet) Project-based engagement to design and deploy digital finance tools, including Power BI dashboards, Power Query data pipelines, and Excel-based reporting systems built from FEC data.
• Transaction Support (Acquisitions & Fundraising) Advisory and operational finance support for client acquisition and fundraising transactions, including financial preparation, due diligence support, and post-transaction integration.

Quantifiable outcome

• Reporting time reduced from 6+ hours to 3 minutes through automation
• +2 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• FTI Consulting: Global business advisory firm providing interim management, financial advisory, and CFO services, particularly in transformation and crisis contexts. Comparable to Winside's Transition service line for larger and more complex engagements.
• Deloitte: Global professional services firm with finance transformation, interim CFO, and BI advisory practices. Comparable to Winside's broader advisory practice but at significantly larger scale and account sizes.
• BDO France: Mid-tier accounting and advisory firm in France with CFO advisory, financial management, and BI practices. Comparable to Winside's SME/ETI customer base but with broader service portfolio including audit and tax.
• Grant Thornton France: Mid-tier advisory firm offering financial management consulting, interim CFO, and business advisory services to mid-market French companies. Comparable target segment and service line breadth to Winside.
• RSM France: Mid-market accounting and consulting firm in France offering CFO advisory, financial reporting, and BI services. Comparable SME/ETI focus with broader geographic and service coverage than Winside.
• KPMG Advisory: Big 4 advisory firm offering CFO advisory, finance transformation, and managed finance services. Overlaps with Winside's Conception/Projet and Transition offerings as part of a much broader portfolio targeting larger enterprises.

Direct peers

• Alvarez & Marsal: Global professional services firm specializing in interim management, restructuring, and turnaround CFO engagements. Comparable to Winside's Transition (DAF de Transition) service line for mid-market and enterprise clients.
• Kleoo: French fractional CFO firm offering outsourced financial direction services to SMEs and startups. Highly comparable to Winside in core product (part-time DAF), target customer segment, and pricing model.
• The CFO Centre: International network of fractional CFOs serving SMEs and mid-market companies. Comparable model delivering part-time CFO services with hybrid local presence, operating in France and across Europe.

Regional players

• In Extenso: French accounting and advisory network (part of Deloitte) with strong regional presence and SME/mid-market focus. Offers financial management, BI, and advisory services comparable to Winside's part-time CFO and tooling offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/winside-finance

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Winside Finance