Fractional strategic CFO partner and AI-powered financial planning for emerging growth companies.
Mature reporting, planning, and KPIs usually reserved for $10M+ companies, delivered early in your journey at a cost that fits.
Growth companies move faster than their finance stack, team, planning, and reporting.
Critical data isn't available fast enough to support decisions
Delays and data gaps limit your ability to act with confidence.
Reporting is reactive, historical, and disconnected from execution
You're always looking in the rearview mirror instead of steering ahead.
CRM, accounting, planning, and operations run with no unified view
Silos create blind spots, duplication, and misalignment.
Leaders make critical decisions without complete visibility
High-stakes decisions get made without the full picture.
Four capabilities, one for each problem.
The finance infrastructure companies usually wait until $10M in revenue to build, connected to a CFO who spends time on strategy, not spreadsheets.
AI-Powered Planning and Analytics
- AI native, built on top of standard systems
- Driver-based planning model: P&L, balance sheet, cash flow
- Month-end close automated with AI
- Actuals roll into the forecast every month
KPI and Analytic Insights
- Standard KPIs tied to what drives value
- Board and department dashboards
- Transparency rarely available this early
Standard Financial Systems and Architecture
- Standard chart of accounts, departments, and reporting dimensions
- Proven systems such as QuickBooks Online, Rippling, Ramp, and HubSpot, all connected to support scale
Strategic Finance Partner
- An experienced CFO focused on value drivers, scenarios, and fundraising
- Board preparation and investor communication
- A partner to founders and investors
Mature finance at an emerging-company price point.
By automating the basics, we deliver advanced analysis and strategic finance support much earlier in your journey.
Standard data architecture
We start from a proven chart of accounts and KPI framework, not a blank page.
Proven systems
Affordable, best-in-class tools do the day-to-day, with no custom software to build or maintain.
AI automation
AI closes the books, updates the forecast, and builds the reporting, so CFO time goes to strategy.
TrebleQ vs. the alternatives.
| Accounting firm | Typical fractional CFO | Full-time CFO hire |  |
|
|---|---|---|---|---|
| Focus | Compliance, tax, and audit | Transactions: GL, AP, AR, payroll | Everything, eventually | AI-native planning with a strategic finance partner |
| What you keep | Financial statements | Clean books, static reports | A person | Standard systems, a planning model, and dashboards that keep running |
| Automation | Low | Low | Depends on budget | Close, forecast, and dashboards automated |
| Fits an early-stage budget | Not initially | Sometimes | Rarely | Yes, by design |
TrebleQ leaves behind planning that runs, not just recommendations.
Clear, comparable reporting from the first check.
Backing early-stage companies? TrebleQ gives your portfolio companies the same standard chart of accounts, KPI definitions, and board package, so you can compare burn, growth, and retention across companies apples to apples.
Introduce us to a company, or ask about sponsoring an assessment →
Start with a half-day Finance Assessment.
A clear read on your accounting, systems, KPIs, and planning, with a prioritized roadmap. You only pay if you find it valuable.
Book a Finance Assessment