How we work

One integrated engagement, in three phases.

Start with a half-day Finance Assessment, build the foundation in about twelve weeks, then run it every month with a strategic CFO partner.

Phase 1

Finance Assessment

Half day

A focused review of where your finance function stands and what to fix first.

  • Accounting setup and chart of accounts
  • Systems and data flows
  • KPIs, planning, and capital readiness
  • Written findings and a prioritized roadmap

You only pay if you find it valuable.

Phase 2

Build

About 12 weeks

Install the four capabilities on a standard foundation.

  • Standard systems and architecture
  • AI-powered planning model and automated close
  • KPIs, board and department dashboards
  • Processes documented
Phase 3

Run and partner

Ongoing

The platform runs every month; CFO time goes to strategy.

  • Monthly close, forecast, and dashboards
  • Strategic analysis and scenario planning
  • Board preparation and fundraising support
  • Partnering with founders, investors, and department heads
Inside the build

What happens in the twelve weeks.

Weeks 1–3
  • Value driver assessment
  • Systems, data, and accounting review
  • Begin the planning model
Weeks 4–6
  • Revenue model and CRM link
  • Chart of accounts and department changes
  • Iterate on the model
Weeks 7–9
  • Integrate actuals
  • Automate the month-end close
  • Define the KPI framework
Weeks 10–12
  • Planning model complete
  • Board and department dashboards live
  • First close and forecast on the platform
Affordable by design

Mature finance at an emerging-company price point.

Building this used to mean a finance team, enterprise software, and months of custom work. 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.

For investors

Same engagement, across your portfolio.

Introduce TrebleQ to a portfolio company, or sponsor its Finance Assessment. Every company gets the same standard chart of accounts, KPI definitions, and board package, so you get clear, comparable reporting.

Get in touch →

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