How It Works

Our platform and service offerings accelerate the maturity of your finance operations. Get a tailored demo to learn how FutureView can accelerate your growth.

Our Platform


Out of the box solution for small businesses needing a strong base.

  • Integration with NetSuite or QuickBooks Online
  • 10 Financial Reports
  • Forecast and Planning Package
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Custom implementation for large businesses with many unique and changing needs.

  • Integration with ERP & CRM
  • 20 Financial Reports
  • 10 Custom Reports
  • Forecasting and Planning Package
  • Board Reporting
  • 15 Hours of Customization Per Month
  • FP&A and Accounting Services
  • Process Automation and Consulting
  • Strategic Financial Leadership

Service Offerings

Financial Planning & Analysis

Our experienced finance leaders can help with all aspects of FP&A. We can develop a framework given your financial planning needs, build budgets, run forecasting meetings, analyze your data to gain insights from it or manage the entire process.

Accounting Services

We can streamline your accounting operations by eliminating inefficiencies and automating recurring processes. Our accounting specialists can also assist with month end closing procedures.

Re-architecture of Finance Tools

A well thought out data architecture is a cornerstone of clear, automated reporting and meaningful planning. Our data architecture services will help ensure you have the proper data structures to support future growth.

Strategic Financial Leadership

Board Management

We can prepare board presentations, help with positioning of financial objectives and provide any necessary board reporting to keep your board informed and engaged.

Investor Relations

We help clients throughout the fundraising process. We can help refine your pitch, create investor decks and ensure investors get the reporting they need to gain confidence in your company.

Long Term Financial Planning

There are enough fires to put out everyday, making it hard to stay focused on the long term vision. We can align the company's objectives with financial goals and ensure that key metrics don't suffer due to growth.


What Our Customers Say About Us

“By working with FutureView we’ve cut our report preparation time from days to minutes.  In addition, the data structure provides the flexibility to evaluate the business at a more granular level, instantaneously. Both allow the finance team to spend more time on advising the business.”

Keith Haas
CFO, BridgeStreet

"FutureView has been a key partner to our FP&A team as our team has grown and our business has doubled. They are our trusted resources with the available expertise that helps us make the right decisions and learn best practices."

Maddy Devine
Director, Lucid

Contact Us

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