6 Oct 2026
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The Series F, led by Evolution Equity Partners at a $6.4B valuation, pays for an "agentic control plane" that has no release date yet.

A Silicon Valley outsourced finance consultancy specialising in NetSuite and Adaptive Insights

CFO Tools Inc is a financial consulting firm that provides outsourced CFO, controller and bookkeeping services to technology companies, drawing on more than 20 years working with businesses in Silicon Valley. Its consulting covers implementation, integration, troubleshooting and reporting for Workday Adaptive Insights and NetSuite, along with three-statement financial modelling and month-end support. The firm says its team has more than 50 years of combined experience and works with companies ranging from early-stage start-ups raising funding rounds to larger enterprises going through restructuring. It also lists tools it has built, including one that scans messaging, email, calendar and video-call systems to identify billable work that has not yet been invoiced, and another for reconciling accounts across connected entities and data sources.
Profile written by TrustList from the business's own published information, Sep 2026.
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