What you get

Mature planning and a strategic CFO partner, built for emerging growth companies.

Four capabilities that companies usually wait until $10M in revenue to build. TrebleQ delivers them early in your journey, at a cost that fits, because the foundation is standard and the basics are automated.

01

AI-Powered Planning and Analytics

An AI-native planning process built on top of standard systems. Your books close faster, actuals flow into the forecast every month, and analysis is ready when you need it.

  • Driver-based planning model: P&L, balance sheet, and cash flow, tied to the drivers of your business
  • Month-end close automated with AI
  • Actuals roll into the forecast every month, so the plan never goes stale
  • Variance analysis and commentary drafted automatically
  • Scenario planning for hiring, pricing, and fundraising decisions
02

KPI and Analytic Insights

Standard KPIs and dashboards that give founders, boards, and investors a level of transparency rarely available at this stage.

  • KPI framework tied to what drives value: ARR, net retention, CAC, burn, months of cash
  • Board dashboard, updated after every close
  • Department dashboards so every budget owner sees their real spend against plan
  • Consistent definitions, so the numbers mean the same thing every month
03

Standard Financial Systems and Architecture

A proven data architecture and best-in-class systems, set up right from the start and connected to support scale.

  • Standard chart of accounts, departments, and reporting dimensions
  • Proven systems such as QuickBooks Online, Rippling, Ramp, and HubSpot, all connected to support scale
  • Sales pipeline, payroll, spend, and the general ledger in one view
  • Budget owners see gross spend by category, while the P&L still ties out after allocations and software capitalization
04

Strategic Finance Partner

Because the mechanics are automated, CFO time goes where it matters most: strategy, decisions, and the people funding the business.

  • Value drivers, unit economics, and scenario analysis
  • Fundraising support: model, metrics, and data room readiness
  • Board preparation and investor communication
  • A partner to founders, investors, and department heads
How it's built

Five layers turn raw transactions into board-ready decisions.

Each layer rests on the one below. The standard architecture at the bottom is what makes the automation repeatable, and what makes the whole platform affordable.

5

Strategy and value drivers

A KPI framework tied to what investors value: ARR, retention, CAC, LTV, burn.

4

Planning and reporting

Driver-based three-statement model, board dashboards, and department dashboards.

3

AI automation

Automated month-end close, forecast roll-forward, and variance commentary.

2

Connected systems

QuickBooks Online, Rippling, Ramp, and HubSpot, all connected.

1

Standard data architecture

One chart of accounts, standard departments and classes, and account groups for instant summary reporting.

See what this looks like for your company.

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