Scalable finance setup for a fintech startup
Built an investor-ready finance backbone for a San Francisco fintech startup handling digital lending, payments, compliance, and fundraising metrics.
Remote Financial Services built an investor-ready finance backbone for a San Francisco fintech, implementing a US GAAP chart of accounts in Xero, integrating Stripe, Plaid, and Brex for reconciliation, and producing SaaS-metric dashboards for the board. The company passed diligence with no material adjustments and closed a competitive seed round.
This client is anonymized under NDA. Metrics come from the client testimonial or the live case-study listing, never from figures we invented.
The proof points behind the story
Only confirmed client or published case-study details are shown.
- Automated reconciliation
- 95%
Reported on the live case study
- Diligence adjustments
- 0 material
Year-end review and due diligence
- Funding milestone
- Seed round closed
Supported by investor-ready metrics
How the work unfolded
The problem
- Financial reports needed to align with US GAAP and increasing regulatory expectations.
- Thousands of payment transactions lacked automated reconciliation.
- Investor updates lacked reliable SaaS metrics such as MRR, CAC, LTV, and runway.
- The chart of accounts was not structured for a high-growth technology company.
The engagement
- Implemented a US GAAP-aligned chart of accounts in Xero.
- Integrated Stripe, Plaid, and Brex with Xero for reconciliation.
- Built investor dashboards for SaaS metrics and board reporting.
- Rebuilt the financial model for growth and fundraising scenarios.
Outcomes
- The company passed year-end review and due diligence with no material adjustments.
- Manual transaction review dropped through automated reconciliation.
- Founders closed a competitive seed round using accurate finance metrics.
- Finance infrastructure supported team growth, multi-state operations, and expansion planning.
Considering a similar engagement?
Preparing for a raise and need investor-ready books? We build the finance backbone and the metrics your board expects. Book a discovery call and we will map our process to your situation in about 30 minutes.