One console for every client. A new line on your P&L.
Fintra is built for outsourced-accounting, fractional-CFO, and CAS firms: run every client on one governed, AI-native platform, earn wholesale and referral economics on the ones you bring, and turn the control evidence Fintra produces into fuel for your SOC 2 and attestation revenue. We are the tier that precedes the ERP - a feeder for your firm, never a replacement for your audit practice.
Built for the firms that pick the client’s stack.
One firm can be thirty to eight hundred client logos. Fintra is the platform you standardize on - and the economics and evidence make it pay.
One console, every client
Each client is its own governed entity with its own ledger and access, and your firm works across all of them from one login. Standardized charts of accounts, close checklists, and reports mean junior staff ramp faster and partners review more clients per day.
A feeder, not a replacer
Fintra is the SMB and early-stage tier that precedes NetSuite or Workday. We take a client from spreadsheets to governed books and hand off cleanly when they outgrow us - so we grow your book without competing with your ERP-implementation practice.
Evidence feeds your attestation revenue
Every governed action produces hash-chained, control-mapped evidence. SentriAI hands your team an audit-ready readiness trail, so the firm issues the SOC 2 or attestation - Fintra feeds that practice, it never tries to replace it.
Wholesale & referral economics
Pick your on-ramp: a referral and revenue share on clients you bring, or wholesale and white-label licensing where you own the client relationship and the margin. You choose the client stack; we make picking Fintra pay.
Every client, one login, standardized.
The console is real today: per-client governed books, standardized close and reporting, and a per-client evidence trail your team works from one place. Firm-wide consolidation across the roster is on the roadmap, and we chip that honestly.
Each client is its own entity with its own ledger, chart of accounts, and role-based access, and the firm works across the whole roster from one console. Onboard a new client and it inherits your standard setup on day one, not after a month of configuration.
The same close checklist, statements, and report pack apply to every client, so a reviewer reads the fortieth client the same way as the first. Consistency is built in, not enforced by a checklist and hope, and AI drafts categorizations and reconciliations for your team to approve.
Every governed action on every client is hash-chained and mapped to the controls it satisfies, so review, year-end, and a client’s audit each start from a recomputable evidence trail rather than a reconstruction. Your firm proves its work as a by-product of doing it.
Consolidated views across a client’s entities and across your whole book of business are on the roadmap. Today Fintra runs single-company books per entity, so a firm-wide roll-up is per-entity for now - and we chip that honestly rather than imply consolidation ships today.
Referral to start. Wholesale when you want the margin.
Pick your on-ramp. A referral and revenue share is live today; wholesale and white-label licensing, where your firm owns the relationship and the margin, is in build with early partner firms.
Bring a client onto Fintra and earn an ongoing share of their subscription - a real revenue line on work your firm already does. Free partner seats for your staff across every client account you manage, so the program adds margin without adding cost.
Buy Fintra at a wholesale rate and package it into your own service offering, so your firm owns the client relationship, the pricing, and the margin. The wholesale motion is in build with early partner firms; the referral on-ramp is live today.
Client-facing reports and dashboards carrying your firm’s brand alongside (or instead of) Fintra’s. Co-branded output is in active development, so we chip it honestly rather than promise a white-label skin that is not shipped yet.
Your clients remain yours. Fintra never markets to them directly or routes them to another firm, and if you leave the program their data is exportable at any time. We are the platform your firm runs clients on, not a competitor for them.
SentriAI feeds your SOC 2 and attestation practice.
Because Fintra owns the books and the money movement, it can govern the actions that touch them and record the evidence. Your firm issues the attestation - Fintra makes the engagement faster and cleaner, it never tries to replace your audit work.
Because Fintra owns the books, payroll, and the money movement, it can govern the actions that touch them - and record each one as hash-chained, control-mapped evidence. Your team gets a live evidence room instead of chasing screenshots across a client’s tools.
SentriAI maps SOC 2 and 75 other frameworks to real controls and evidence and produces an audit-ready readiness report on request. That is alignment and evidence - not a fabricated certificate - and it hands your assessors a clean, recomputable trail.
A formal SOC 2 or attestation is issued by your firm or an independent auditor, never by Fintra. We generate the evidence that makes the engagement faster and cleaner, so the platform feeds your attestation and advisory revenue rather than competing with it.
Fintra decides and proves on every wired-in action and gates where it is enforced; broader automatic enforcement is staged. It is the evidence engine beneath your professional judgment, not a replacement for the review, testing, and sign-off your firm is paid for.
The tier before the ERP - a feeder for your firm.
Fintra is the SMB and early-stage tier that precedes NetSuite or Workday. We take a client from spreadsheets to governed books and hand off cleanly when they outgrow us, so we grow your book without competing with your ERP-implementation practice.
- 1
Spreadsheets & QuickBooks
An early-stage or SMB client on spreadsheets, QuickBooks, or Xero. Your firm migrates them onto Fintra with chart-of-accounts mapping and a parallel-run period, and they get governed books, FP&A, payroll, and evidence from day one.
- 2
Fintra - the governed SMB tier
The client scales on Fintra: real double-entry books, ASC 606 revenue, FP&A, equity and stock comp, compliance evidence, and AI doing the routine work with your team approving anything that moves money. This is where Fintra is strongest today.
- 3
Hand-off to the ERP
When a client truly outgrows the SMB tier and needs NetSuite or Workday, Fintra is a clean feeder - the books and evidence are portable, and your firm keeps the relationship and leads the ERP work. We do not fight your enterprise-implementation practice; we grow the pipeline into it.
Questions firms actually ask.
Does Fintra compete with our audit or attestation work?
No. Fintra generates auditable control evidence; your firm issues the SOC 2, review, or attestation. The platform makes those engagements faster and cleaner by handing your assessors a recomputable evidence trail, so it feeds your attestation and advisory revenue rather than competing with it. See the Trust Center
What if a client outgrows Fintra and needs NetSuite or Workday?
That is the design. Fintra is the SMB and early-stage tier that precedes the ERP. When a client outgrows it, their books and evidence are fully portable, and your firm keeps the relationship and leads the ERP implementation. We are a feeder into that work, not a competitor for it.
Is the multi-client console real today?
Yes. Per-client books, one login, standardized close and reporting, and a per-client evidence trail are live. Firm-wide consolidation across a client roster is on the roadmap - today Fintra runs single-company books per entity - and we chip that honestly rather than overstate it.
How do the partner economics work?
Two on-ramps. A referral and revenue share on clients you bring is live today, with free partner seats for your staff. Wholesale and white-label licensing, where your firm owns the client relationship and the margin, is in build with early partner firms. Compare with the partner program
How is client financial data secured?
Client data is encrypted in transit and at rest, access is role-based and fully audit-logged, and AI actions are governed at runtime. Our security posture is SOC 2-aligned with a report available on request - we do not claim a certificate we do not have. Read the Trust Center
The multi-client console - per-client governed books, one login, standardized close and reporting, and a per-client evidence trail - is live today. Firm-wide consolidation across a client roster is on the roadmap; Fintra runs single-company books per entity for now. The referral and revenue-share on-ramp is live; wholesale and white-label / co-branded output are in build with early partner firms. SentriAI produces SOC 2-aligned control evidence and an audit-ready readiness report on request - that is alignment and evidence, not a certificate, and a formal attestation is issued by your firm or an independent auditor, never by Fintra. We are a complement to your audit practice and a feeder into your ERP work, not a replacement for either. In demos, no real money moves.
Bring your client roster onto one console.
Tell us about your firm - outsourced accounting, fractional CFO, or CAS - and we will show you the multi-client console, the partner economics, and the evidence trail on your own clients. We review every application personally.
Prefer to talk first? Contact the team.