CFO Suite

Context

Subcontractors in the construction industry often rely on disconnected tools—from accounting software to emails and spreadsheets—to manage their finances. This fragmentation makes it difficult to get a clear picture of cash flow, forecast upcoming expenses, or track project-specific costs.
The CFO Suite was designed as an industry-first solution to consolidate all these touchpoints into one platform, giving subcontractors complete financial visibility and control.

Design Challenge

Create a centralized hub that connects multiple platforms, including email, accounting, and project management tools.
Provide both global and granular financial insights, from overall cash flow and two-month forecasts down to project-specific expenses and material costs.
Design a system that is intuitive enough for day-to-day use but powerful enough to support strategic financial decisions.
Build the first financial platform tailored specifically for subcontractors, addressing industry pain points that generic financial tools overlook.

Solution Overview

Unified Dashboard: A single interface that integrates all financial data, replacing the need for scattered spreadsheets and reports.
Global-to-Granular Insights: High-level cash flow overview and two-month financial forecast. Project-level visibility into budgets, expenses, and profitability. Line-item detail, such as material costs, to ensure subcontractors aren’t being overcharged.
Email Integration: Automatically pulls invoice approvals, payment confirmations, and financial communications directly into the platform.
Construction-Specific Design: Curated specifically for the unique workflows of the construction industry, unlike any existing general-purpose financial tool.

Impact

Complete Financial Visibility: Subcontractors gain clarity across every level of their business finances.
Smarter Decision-Making: Real-time insights empower teams to forecast cash flow, identify risks, and make confident financial decisions.
Efficiency & Accuracy: Reduced manual reconciliation between platforms and eliminated data silos.
Industry-First Innovation: No other solution exists that curates financial insights specifically for subcontractors, setting a new benchmark for financial technology in construction.

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CFO Suite

Want to get in touch?Drop me a line!

Want to get in touch?
Drop me a line!