Finvisor
visit site- $1,000+
- 50 - 249 employees
- San Francisco, CA
Client Insights
Industry Expertise
25%
20%
15%
15%
15%
10%
Client Size Distribution
Small Business (<$10M) 70%
Midmarket ($10M - $1B) 30%
Common Project Size
$50K-$199K 1 project
Clients
This provider has not added their key clients.
Highlights from Recent Projects
Finvisor was engaged by Suggestic AI, an AI transformation services company for health, wellness, and regulated industries, to provide financial services. The CEO of Suggestic AI sought out Finvisor's expertise to address challenges in cash flow management, financial modeling, revenue cycle management, financial advisory services, accounting, and reporting. Finvisor's team of five members has been providing these services since January 2020, and the engagement is still ongoing. The team has successfully delivered numerous reports for the client's investors, board of directors, partners, and tax needs, as well as created many models for forecasting. The CEO of Suggestic AI has expressed satisfaction with the services rendered by Finvisor.