Spreadsheets don't scale
Month-end runs on fragile, hand-stitched workbooks that break the moment the business grows or a key person leaves.
FINANCE & FP&A TEAMS
Integrated finance,live in 30 days
After close, finance teams inherit a tangle of spreadsheets, systems, and competing definitions. Fundrev rebuilds the financial backbone fast: one clean model, one source of truth, reporting live from the first month.
The Problem
Post-close, finance inherits a mess
New ownership raises the bar on reporting overnight, but the finance function is rarely ready. The numbers exist; they are just scattered, inconsistent, and slow to assemble.
Every system tells a different story
ERP, CRM, and billing each define revenue their own way, so no one trusts the number until it's reconciled by hand.
Reporting eats the month
Finance spends the cycle assembling the board pack instead of analyzing it, and insight always arrives too late to act on.
What Fundrev does
Connect ERP/CRM systems
One unified financial model
Automated close & reporting
Board-ready outputs on demand
How We Work
Rebuilt in 30 days
Transforming a finance function takes disciplined execution, a clear picture of where the numbers come from, and a fast, repeatable way to stand up the financial backbone after close.
That is why we built Fundrev: a proven sequence that brings order to messy post-close finance without halting the business while you do it.
Our AI-native platform powers that sequence with real-time visibility into the data, controls, and metrics that finance teams report on every month.
01
Map the data, fast
We start by tracing every number to its source: ERP, billing, CRM, and the spreadsheets in between, then reconcile the definitions finance actually reports on.
Within weeks, that tangle becomes a single warehoused model: clean inputs, consistent metrics, and a structure the whole team can trust.
02
Automate the close
With the model in place, we automate the work that used to consume month-end: data pulls, reconciliations, variance checks, and the assembly of the reporting pack.
Finance shifts from stitching numbers together to reviewing them, and the close lands faster, every cycle.
03
Report on autopilot
Board packs, lender reporting, and management views are generated from the same source of truth, so every audience sees a consistent, current picture.
As the business changes, the model and its outputs keep pace: no rebuild, no reconciliation scramble, no surprises before the board meeting.
Built for your stack
Fits how your firm thinks and works
Integrations
Connects directly to the systems finance already runs: ERP, billing, CRM, bank feeds, and the file systems in between.
Workflows
Month-End CloseMonthlyAP / AR ReconciliationWeeklyBoard & Sponsor ReportingMonthly13-Week Cash Flow ForecastWeeklyBudget vs. Actuals VarianceMonthlyRevenue & ARR BridgeMonthlyCovenant & Lender ComplianceQuarterlyPayroll & Headcount RunBi-weeklyAudit & Tax Prep PackageQuarterly
Automate the complex, recurring workflows your finance team runs every week and month, from close and reconciliation to board reporting, end to end.
Guided implementation
An embedded team of system integrators and business analysts maps your close, takes the system live in 30 days, and stays until the value is in the numbers.