Finvisor

Finvisor is a finance and back-office firm headquartered in San Francisco. It runs bookkeeping, payroll and senior finance advice for startups and companies in their growth phase.

Products and services

• Accounting: monthly bookkeeping through to controller-level oversight, with books closed within five business days.
• Compliance and tax: keeping clients current with city, state and federal rules and looking for tax savings, including R&D tax credits.
• Fractional CFO: planning, board reporting and fundraising support from pre-seed to IPO.
• Payroll and HR: onboarding, payroll processing and benefits design, with a benefits broker service.
• Accounts payable and receivable: vendor management, payments, invoice processing and reporting.

Customers and markets

The firm serves early-stage companies through Series B and beyond. Each client gets a named finance lead and controller who join the client's own communication channels.

Key facts

• Based in: San Francisco, California
• Integrations: QuickBooks, Ramp, Rippling, Xero and Carta
• Onboarding: Set up in about three weeks
• Technology: Finvisor OS, an in-house workflow platform that assists with accounting, tax and payroll work