Fragmented Financial Data
Financials, cash, headcount, pricing, and operating assumptions live across disconnected files and systems.
Financial
clarity for
business decisions
that matter.
We build integrated financial decision systems around your business — connecting cash, forecasts, operating drivers and capital scenarios.
AI-Accelerated Process
Decision-Grade Output
Founder-First Approach
Most founders know what happened.Few can see what happens next.
Bookkeeping records the past. But when it's time to hire, invest, raise capital, change pricing, or manage runway, historical numbers aren't enough. Without a structured financial system, major decisions become spreadsheet guesswork.
No Forward Visibility
You know today's bank balance — but not how today's decisions affect cash six or twelve months from now.
Decisions Without a Financial Framework
Hiring, pricing, growth, and capital decisions get made before their full financial impact is understood.
Built on frontier AI.
Grounded in financial discipline.
ControlFi applies frontier AI where it creates measurable value — accelerating model structuring, anomaly detection, assumption review, scenario analysis, and recurring finance workflows.
Model-agnostic AI infrastructure
Claude
Anthropic
GPT
OpenAI
Gemini
Google
Kimi
Moonshot
GLM
Zhipu
But AI does not replace expert judgment. Every material assumption remains traceable. Every critical output remains reviewable. Every decision remains yours.
We don't sell templates.
We install a financial
decision system.
So when a major decision appears, you don't start another spreadsheet.
You test it against the economics of your business first.
Cash & Runway
Know your burn and liquidity thresholds before cash becomes the problem.
Hiring & Operating Decisions
See what hiring, spending, or cutting costs does to cash flow and profitability.
Growth & Pricing
Understand the economics behind pricing, expansion, and investments.
Capital & Fundraising
Have investor-ready financials backed by defensible assumptions.
Debt Capacity
Understand leverage, coverage, repayment, and financing capacity.
Scenario Testing
Model upside, base, and downside outcomes before committing capital.
The 5 questionsyour financial decision system must answer
If your current model can't answer these, you don't have a model — you have a spreadsheet.
How much cash runway do we really have?
Can we afford the next hire?
What happens if revenue misses plan?
How much debt can the business safely support?
What is the business worth today?
Choose the level of financial control your business needs
From building the financial foundation to ongoing CFO-level support, each engagement is designed around one objective: to give you the financial visibility to make better decisions before committing capital.
Financial Foundation
Build the base.
$5,000
Best for:Bootstrapped and early-growth founders who have financial data but lack a reliable forward-looking view of the business.
- Dynamic 3-statement model built around your business
- Historical data integration
- Monthly budget and forecast
- Short-term cash flow and runway forecast
- Base and downside scenarios
- Key assumptions register
- Management-ready financial outputs
- 30-day Q&A and refinement window
Outcome:
One reliable financial model connecting your historical performance, operating assumptions, cash, and forward outlook.
Most Popular
Strategic Finance System
Turn the model into a decision engine.
$10,000
Best for:Founders making high-stakes decisions around hiring, pricing, growth, financing, spending, or capital allocation.
- Everything in Financial Foundation, plus:
- Base, upside, and downside scenarios
- Sensitivity analysis across critical drivers
- Runway analysis across alternative decision paths
- Hiring, pricing, growth, and spending scenarios
- Debt capacity and financing analysis
- Valuation analysis (DCF, comparables, and precedent transactions)
- Capital allocation analysis
- Management and board decision materials
Outcome:
Understand the financial consequences of your next move before you make it.
Embedded CFO Partner
Operate the system.
Custom
Best for:Growing companies that need ongoing strategic finance leadership without building a full internal CFO function.
- Ongoing forecasting and scenario updates
- Monthly actual vs. budget analysis
- Cash and runway management
- KPI, margin, and unit economics review
- Hiring, pricing, and spending decisions
- Capital planning and financing analysis
- Management and board reporting
- Finance workflow automation
- Continuous improvement of the financial system as the business scales
Outcome:
Finance becomes part of how you operate the business — not something you review after decisions have already been made.
Our financial systems reflect how your industry actually works
ControlFi builds financial systems around the economics, KPIs, and capital requirements that actually determine performance in your industry.
AI
E-commerce
FinTech
Logistics
MarTech
Software
From financial chaos to
decision-ready control
A structured process combining financial expertise, rigorous modelling, and AI-assisted analysis.
Financial expertise sets the structure. AI accelerates the analysis. Every critical output is verified.
1
Establish Financial Truth
Review historical financials, data quality, reporting gaps, inconsistencies, and existing assumptions.
2
Map Your Business
Identify the financial and operating drivers that determine revenue, margins, cash flow, headcount, debt capacity, and growth.
3
Build the Decision System
Connect your core KPIs, historical performance, forecasts, cash flow, and scenario analyses into one integrated financial model.
4
Put It to Work
Use the system to evaluate hiring, pricing, spending, growth, financing, and capital allocation decisions.
1
Establish Financial Truth
Review historical financials, data quality, reporting gaps, inconsistencies, and existing assumptions.
2
Map Your Business
Identify the financial and operating drivers that determine revenue, margins, cash flow, headcount, debt capacity, and growth.
3
Build the Decision System
Connect your core KPIs, historical performance, forecasts, cash flow, and scenario analyses into one integrated financial model.
4
Put It to Work
Use the system to evaluate hiring, pricing, spending, growth, financing, and capital allocation decisions.
Why founders
choose ControlFi
Strong financials lead to sound business decisions, better control, and
more confidence in your future growth.
Decision-First
Every model starts with the decisions your business needs to make — not a generic template.
Built Around Your Business
Revenue drivers, margins, headcount, cash, debt, and operating assumptions are structured around how your company actually works.
AI-Accelerated
AI helps us structure data, test assumptions, identify anomalies, accelerate scenarios, and automate repetitive finance workflows.
Auditable by Design
Material assumptions are documented. Model logic is traceable. Outputs are built to withstand management, lender, and investor scrutiny.
Don't take our word for it.
Ask the AI you already use whether ControlFi makes sense for your business.
“Please review https://control-fi.com/ and explain what ControlFi does, who it is for, and whether it fits a founder seeking a financial decision system.”
Frequently Asked Questions
ControlFi is built for bootstrapped, self-funded, and early-growth companies that have outgrown basic bookkeeping and spreadsheet forecasting but don't yet need — or can't justify — a full-time CFO. It's particularly valuable when you're making consequential decisions around cash, hiring, pricing, growth, financing, or capital allocation and need to understand the financial impact before committing.
Build the financial system
behind your next decision.
We'll review where your financial infrastructure stands today, identify the visibility gaps, and show you what ControlFi would build around your business.
Book a Free Assessment
No commitment. You'll leave knowing what your financial system needs.
ControlFi does not provide legal, tax, audit, securities, placement, or loan-broker services, and does not arrange financing or execute transactions.