Plans / Clearly scoped

The tools you need.
The support you choose.

Keep software, managed finance, implementation and configuration clear. Your proposal records exactly what is included and who owns the work.

Product entitlements

Software for your team.

Human bookkeeping and CFO advice are not automatically included in a software licence.

SOFTWARE SUBSCRIPTION

FlyCFO Vantage

Product preview: AI-driven business planning, detailed forecasting and scenarios that guide the suite. Availability, scope and pricing are confirmed in conversation.

Discuss Vantage

Managed finance services

Choose the support
your operation needs.

Managed finance

Finance Operations

Best fit
The business needs reliable books and a finance queue someone owns.
Work through the month
Reconciled accounts, a reviewed close, AP/AR priorities and weekly cash updates through the month.
Who owns it
A named controller or finance lead with finance operations delivery. A full human CFO engagement is separate.
Scope my finance operation

Managed finance

CFO Growth

Best fit
The books need to support cash, pricing, hiring and growth decisions.
Work through the month
Finance Operations, a 13-week cash view, rolling forecast, board pack, scenarios and pricing or margin actions.
Who owns it
A human CFO leads the monthly decision review, supported by the controller and finance operations team.
Discuss CFO Growth

Managed finance

Full Finance Department

Best fit
Leadership needs an accountable finance team across a more complex operation.
Work through the month
Multi-entity close, management and board reporting, controls and configured covenant reviews, plus a capital and decision agenda.
Who owns it
A CFO, controller and AP/AR delivery team. The engagement sets senior involvement, cover and continuity.
Build my finance team

What shapes the quote?

Entities, transaction volume, countries, bank accounts, pay cycles and the service cadence. The proposal sets the monthly deliverables, named roles, cover and software inclusions.

What is scoped separately?

Implementation, historical cleanup, specialist projects and ProcessScout configuration. Your recurring service and software charges are itemised before you commit.

See an illustrative proposal brief

Fictional buying example · not a package or contractual allowance

A growing services business that needs a dependable close.

Assumed business
Two UK entities, around 250 supplier and customer invoices a month, three bank accounts and monthly payroll.
Starting position
Keep the supported existing ledger; resolve the current backlog as a separate cleanup project.
Scope to discuss
Finance Operations: AP/AR queue ownership, bank reconciliation, monthly close and weekly cash updates. Add CFO Growth if forecast and board decisions need a human CFO.
Proposal must confirm
Exact volumes, outputs, response calendar, cover, responsibilities, included software, implementation, currency, tax and price.

These assumptions illustrate how to brief us. They are not included limits, a standard package or a price promise.

How do software charges fit?

The software quote identifies its charging unit and the treatment of users, additional companies, Finance AI capabilities and integrations. It also confirms what is included in any managed service, so you can compare the complete cost.

Request the software scope for my team

No automatic purchase

A proposal you can inspect.

Recurring service

Named owners, cover, response calendar, CFO cadence, entities, countries, transaction bands, bank accounts and pay cycles.

Implementation

Separately scoped setup, historical cleanup, integrations and specialist projects. A 60–90 day integrated planning guide is agreed against your scope.

Configuration

ProcessScout changes and credits have their own scope. Software fees, AI usage, any assessment-fee credit and service remedies remain separate.

Explore configuration

Commercial clarity

Agree the detail before the commitment.

Every approved quote identifies currency, billing period, tax treatment, legal supplier, included software and support. The same AP/AR work is not bundled twice without explicit separate value. Request a scoped proposal for current pricing.

A clearer next step

Tell us what your finance team needs next.

Bring the decision you are facing. We will help you choose a useful starting point.

Start with the free Close Flight Check. No assessment is required for a conversation.

Synthetic worked example

The evidence for the reply.

Invoice 1042 is matched to its source document. Approval 73 is pending. No payment has been submitted. The response remains a draft for an authorised reviewer.

Period / source
September 2026 · synthetic invoice 1042
Owner / next step
Finance approver · inspect supporting invoice
Assumption
Current recorded state; no settlement inferred

This example does not send a reply, post a journal or move money.