Financial Planning & Analysis (FP&A)

From budget chaos to confident strategy

Fintech Souls delivers investor-grade FP&A services for fast-growing companies. Whether you’re raising a round, hiring aggressively, or entering a new market—our financial models, dashboards, and reports keep you three steps ahead.

“Forecast with accuracy. Plan with clarity. Report with confidence.”

Why Strategic Finance Teams Call Us

Even the best finance leaders get stuck when:

There’s no clear cash runway or hiring forecast

Budgets live in spreadsheets no one owns

Board meetings mean a scramble, not a system

Actuals and forecasts are always out of sync

Your finance team has no time to be strategic

You need a second brain for your budget.

One that speaks your tech stack, your KPIs, and your business.

What We Deliver

Fintech Souls plugs into your finance stack and builds structured FP&A workflows—without building a giant finance team.

Here’s what’s included:

Budgeting & Forecast Modeling

12–36 month financial models with built-in logic for revenue, spend, headcount, CAC, and churn.

Variance Analysis

Monthly budget vs. actuals—automatically pulled, organized, and explained. No more chasing line items.

Scenario Planning

Model “what-if” hiring, growth, or burn cases—on the fly. Play out strategic options in hours, not weeks.

KPI Dashboards & Board Pack Prep

Investor-grade reports and dashboards built around what you track—SaaS metrics, product P&Ls, regional views, and more.

Custom Reporting by Segment

Breakouts by product, business unit, department, or region. You choose the lens. We automate the insights.

Sample Outputs

We’ve built forecasting playbooks and reporting stacks for clients across fintech, B2B SaaS, and operations-heavy businesses.

Our deliverables include:

“Fintech Souls gave us a financial model that finally matched how we operate—not how templates think we should.”

Lucky Cement

CFO

No migrations. No learning curve.

Tools & Integrations

We meet you where you are:

Need help cleaning up your inputs first? Our bookkeeping and ERP support teams can step in anytime.

Frequently Asked Questions

No. We support everything from basic Google Sheets to enterprise tools like Pigment and Cube. We meet you where you are.

Absolutely. We’ve built investor-grade decks, flash metrics, and monthly reporting packs for clients across fintech and SaaS.

We specialize in multi-subsidiary, multi-region forecasting. If your GL supports it, we’ll model to match.

We plug into your accounting or ERP system—so your budget vs. actuals stay current, not static.

Yes. We serve early-stage companies through Series C and beyond—adapting models as your needs change.

No problem. We’ll build a clean base model with key drivers and help your team learn how to maintain it.