Revenue quality and board-readiness scan
Connect accounting and SaaS revenue data, surface retention risk, expansion dependency, concentration, data gaps, and board-pack readiness.
Finance engineering for SaaS operators
Fractional CFO judgment, engineered into your finance stack.
ApexCFO combines CFO advisory with an AI-native finance operating layer: metrics, forecasts, revenue quality, board materials, and decision workflows built around your actual business data.
$175K-$250Kmarket signal for agentic finance engineering talent
4 weeksto stand up a board-ready operating layer
1 systemfor metrics, reporting, forecasts, and CFO narrative
DSDemo SaaS Co.
TTM ending Mar 2026
Finance command center
Metrics, close review, and board commentary are ready for review.
Board packet ready
Ending ARR$8.4M+18.2% YoY
Net Retention112%+4.1 pts
Runway19 mo.Plan met
Revenue Quality86Review mix
ARR bridge by month
CFO narrative
Expansion offset churn.
Enterprise expansion covered two mid-market contractions this month.
Logo quality needs review.
New logos are smaller and carry longer payback than plan.
Board risk is concentration.
Top three accounts drove 61% of net new ARR.
Retention heatmap by acquisition cohort
M1M2M3M4M5M6
Jan 25
99
98
98
94
92
91
Apr 25
100
100
96
93
88
86
Jul 25
100
99
97
95
94
92
The market is hiring finance engineers. ApexCFO gives clients the capability without the headcount.
Companies are trying to hire hybrid finance, data, and AI operators because the old finance stack cannot keep up. ApexCFO productizes that scarce capability into a service-led operating model.
Agentic finance$175K-$250K
AI agents, financial data modeling, workflow automation.
Finance analytics$200K-$240K
Own the data layer Strategic Finance and FP&A run on.
FinOps AIVP-level
Enterprise finance operations, agentic AI, reporting architecture.
Not a dashboard. Not a traditional retainer.
Finance engineering turns advisory into operating leverage.
We do the CFO work, then build the systems that make the work repeatable: source data, metric logic, dashboards, board narratives, and monthly decision rhythm.
White-labeled finance operating layer
Build the metric model, dashboards, automations, and report workflows into a client-facing portal that feels like their finance command center.
Fractional CFO delivery on top
Monthly CFO review, forecast updates, board/investor materials, and the automation backlog that keeps improving the finance function.
Finance engineering sprint
Four weeks from messy data to a finance command center.
Implementation is scoped like a finance transformation sprint, not an open-ended consulting project.
1
Connect and reconcile
QBO, files, SaaS revenue data, chart of accounts, entity/customer/product grain.
2
Model the business
ARR, retention, churn, revenue quality, cash, forecast assumptions, board metrics.
3
Automate the deliverables
Monthly KPI pack, variance narrative, board deck, forecast refresh, action tracker.
4
Run the CFO rhythm
Decision meetings, investor updates, strategic finance work, and backlog prioritization.
Revenue quality score
Cash runway forecast
Board deck generator preview
March board pack: revenue quality and forecast
KEY MOVEMENT$312Knet new ARR this quarter
ARR BRIDGE
NARRATIVE
Expansion is healthy, but new-logo quality is weakening.
Offer ladder
Start with a diagnostic. Convert into a finance-engineered CFO relationship.
The low-friction entry point proves insight fast. The monetization comes from implementation and recurring CFO delivery.
SaaS Revenue Quality Diagnostic
Free / low-costMRR, churn, retention, concentration, and board-readiness snapshot.
Finance Engineering Sprint
$7.5K-$15KConnect, model, automate, and launch the client finance command center.
Finance-Engineered Fractional CFO
$5K-$12K/mo.CFO cadence plus ongoing automation backlog and board/investor reporting.
Portfolio Operating Layer
PE-readyRepeat the operating layer across multiple portfolio companies.
Give your finance function the capability companies are now trying to hire.
ApexCFO brings the CFO judgment, finance engineering, and AI-native operating layer together so your team gets investor-grade finance without hiring a CFO plus a $200K finance engineer.