Fintelligent Resource Center


Case Studies

Fintelligent Bridged The Gap From Startup To Scale

Their insights and systems played a large role in growing Boll & Branch’s revenue over 2,000% in two years.

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Increased The Accuracy And Availability Of dapple’s Data

The solution has eliminated hours and hours of manual tasks every month.

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Seaboard Improves Reporting, Gets Clean Audit

Fintelligent became the company’s Virtual Controller to update financial reporting, enhance cash flow forecasting and to manage the new auditor.

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iEnterprises Improves Internal Cash Flow

Fintelligent implements a cash flow management system to self-fund operations.

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Renova Eliminates Debt and Enjoys Record Profits

Fintelligent was asked to become the company’s Virtual CFO to gain insight into the financial performance of the company through industry-standard metrics, in support of reducing debt and managing profitable growth.

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Sample Financial Plan

A sample report commonly provided as part of our Virtual CFO services.


Sample Free Financial Scorecard

A three page report containing industry benchmarks and how your company compares to them. Get one for your company here.

Download Sample

Expanded Narrative Financial Scorecard

An expanded narrative financial scorecard provided at the start of an engagement with Fintelligent, free of charge.

Download Sample

Due Diligence Checklist

Prepare for due diligence by working through a checklist and populating a data room with your documents.



Why You Need A Virtual CFO


  • What is a Virtual CFO?
  • What will a Virtual CFO do for My Company?
  • How do I Assess the cost and Value of a Virtual CFO?
  • Are there Other Options?
  • How much will a Virtual CFO cost?



Creating A Financial Plan

This overview video, the first in a series, helps you think through how a financial plan will improve your company’s performance. Financial plans should have specific goals around sales, profit and cash flow to help your business grow sustainably.

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