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
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Clients
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Highlights from Recent Projects
Finvisor was engaged by Suggestic AI, an AI transformation services company, to provide financial services. The CEO of Suggestic AI needed assistance with cash flow management, financial modeling, revenue cycle management, financial advisory services, accounting, and reporting. Finvisor's team, consisting of five members, delivered numerous reports for various stakeholders including investors, the board of directors, partners, and for tax purposes. They also created several models for forecasting. The collaboration between the two companies began in January 2020 and continues to date. The CEO of Suggestic AI found Finvisor to be a reliable partner in managing their financial needs.