Industries

Built around the systems you already run.

Every business has its own numbers. Dear CFO connects the software yours runs on to its accounting, and keeps those numbers current.

Auto repair shops

Car count, average repair order and technician output from Tekmetric, next to your P&L from QuickBooks or Xero, for one shop or a multi-shop group.

HVAC, plumbing, electrical, roofing and landscaping: revenue per job and technician, cost per lead and reviews, next to your P&L.

Revenue per job and technician, estimate close rates, days to payment and business-unit margin from ServiceTitan or Jobber, next to your P&L.

Job profitability, backlog, retention receivables and cash flow for contractors, from your books plus project data brought in through Sheets.

Orders from Shopify, payments from Stripe or Square and ad spend from Google and Meta, next to your P&L, so margin and ROAS are measured in money.

MRR, churn, expansion and pipeline from Stripe and your CRM, next to your P&L, burn and runway, kept current without a monthly spreadsheet.

Revenue and margin by location, provider productivity, receivables and patient reviews for practices and health tech companies, next to your P&L.

NOI by property, consolidated property entities, cash flow and occupancy, from your books plus property data brought in through Google Sheets.

Revenue per head, utilization, pipeline, DSO and margin by client for agencies, consultancies and accounting firms, next to your P&L.

Collections, receivables aging, revenue per attorney and pipeline for law firms and legal tech companies, next to your P&L and cash.

GMV, take rate, contribution margin, payouts and acquisition cost for marketplaces, from Stripe, your own data and your books.

Private equity

Every portfolio company in one place: spot problems early, see what drives them, and reforecast. Software plus a real finance team.

Create a login and connect your systems in minutes, or book a call and we will walk through it with your business in mind.