Agility and insight are essential for a small, rapidly-growing company like dapple.  Fintelligent has made a huge impact on both by freeing us up to focus on things that are actually growing the business. Thanks to the real time financial and operational visibility Fintelligent now provides, I can always see if we’re meeting our forecasts and I sleep better at night.

Jeremy Pertman, CEO

Business Situation

Fintelligent provided a fully outsourced financial department to support rapid growth.

Dapple is a leading innovator and producer of non-toxic, hypoallergenic, and plant-based cleaning products for families with young children. The company’s products can be found online and on the shelves of Target, Walmart, Buy Buy Baby, Babies R Us and many other leading U.S. and international retailers.

  • Company was outgrowing QuickBooks and needed a more robust management reporting system to support growth.

  • Rapidly growing financial transaction volume required better automation to improve workflow and data integrity.

  • Growing margins as well as properly capitalizing the company were top priorities

Focus Areas
Prepare a complex business for rapid scale





Automate transactions to reduce manual input and improve data

Develop KPI system and performance dashboards to improve gross margins and track ROI of investments

Secure debt and equity financing

Implement better management reporting, including inventory valuation and costing methods


Fintelligent provided a complete turnkey financial department: Virtual CFO, Virtual Controller and Virtual Bookkeeping

Strategic Advisory

Upgraded Financial System



Implemented KPI System

Fintelligent advised dapple on strategic matters, such as how to secure and deploy investment capital to maximize ROI

Fintelligent upgraded QuickBooks to SageIntacct and automated processes, providing timely financial information available on any device connected to the internet

We worked with management to secure debt and equity capital to finance rapid growth

We developed an annual plan and performance metrics, tracked by customized dashboards, that provided management real-time guidance on performance


Tripled gross margins

Raised first institutional round of equity financing

Saved over 60 hours per month on manual processes

Optimized inventory management via 3rd party integrations

Bridge the gap from startup to scale

Grow your company faster and more effectively with outsourced finance and accounting from Fintelligent

Contact Us

248 Main Street, 2nd Floor, Chatham, NJ 07928  |  Tel: 908-264-2220 x110

Contact Info

908-264-2220 x110

248 Main Street

Chatham, NJ  07928

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