CFO
How Fincome helps CFOs and their teams





Enhanced Billing Audits translating to revenue savings with clear ROI
As the CFO of HelloCSE,Stéphane struggled with billing omissions and renewal oversights, often leading to 5-10 missed invoices monthly. With Fincome, Stéphane automated billing audits, ensuring accurate invoice tracking and monitoring of contract renewals overtime. It also demonstrated a clear ROI by preventing revenue loss from billing errors. Fincome's robust auditing capabilities became essential for maintaining precise oversight and optimizing revenue collection, especially with HelloCSE's4,000 clients and 600,000 users.

Time Saving and Error Reduction
Stéphane's next challenge was to automate HelloCSE's financial processes to save time and reduce metrics calculation errors. Relying on cumbersome Excel spreadsheets, the manual tracking system was time-consuming and prone to mistakes. Fincome streamlined these processes, saving Stéphane's team up to a day each month while improving data accuracy. As HelloCSE grew 600 k users, billing volumes were too high to run spreadsheets, Fincome's automation ensured reliable end-of-month calculations, allowing Stéphane to focus on strategic financial oversight.

Long-Term Analysis and SaaS Metrics Acculturation
Stéphane also needed to enhance in-depth analyses and SaaS KPIs acculturation within GTM teams at HelloCSE.As a concrete example, Fincome enabled Stéphane to easily identify upsell and downsell opportunities by monitoring monthly variations over €100, facilitating collaboration with Account Managers. Relying on a unified company-wide solution made it significantly easier and faster to draw insights than using Excel, supporting teams in understanding key indicators. Fincome's sector-specific ARR movements analyses allowed Stéphane to refine growth strategies and helped Account Managers detect and activate upsell potential among strategic clients, further fueling growth.

Benefits of Fincome for CFOs, according to Stéphane:
- Automated billing audits: ensure accurate invoice tracking and monitor contract renewals, preventing revenue loss from billing errors, with over 4,000 customers and 600,000 users at HelloCSE
- Significant time saving: streamline financial processes by replacing cumbersome Excel spreadsheets, saving up to a day each month
- Identify and activate growth levers: easily detect new business and upsell opportunities and easily share them with GTM and/or CSM teams
- Acculturate teams in SaaS KPIs: support team managers in understanding and interpreting key indicators to steer their scopes and align all teams across the company
- Dedicated support: benefit from the availability and expertise of Fincome's team for analytical suggestions and ongoing support




Frequently Asked Questions
Expense Tracking:
Fincome is built exclusively for companies with recurring revenue models, meaning those that track MRR or ARR, such as:
• Software publishers (SaaS)
• Media companies
• Mobile apps
• Any other B2B or B2C subscription business looking to professionalize revenue management
Fincome supports organizations at every stage of growth, from startups to mid-market and large international enterprises.
Fincome is the only turnkey platform built specifically for recurring revenue businesses that combines:
✅ A complete, reliable view of your recurring revenues (MRR, ARR, churn, LTV, CAC, cohorts, renewals, revenue recognition, deferred revenue)
✅ Fully customizable, automated, shareable reports powered by AI, delivering actionable insights to guide your strategic decisions
✅ Expert support to help structure and interpret your analyses, without needing to build an internal data team
✅ The ability to generate future growth scenarios, compare them side by side, and track actual vs. forecasted performance, all in real time
Unlike traditional BI tools, which require you to build and maintain your own metrics (often consuming internal resources just to produce static data visualizations), Fincome transforms your SaaS metrics into concrete, actionable recommendations — helping you move faster, with more impact and operational efficiency.
Yes! If you use an unlisted or in-house billing system, no problem — you can easily import your billing data via Excel or push it through our public API. You can access our public API documentation here.
Absolutely. Data security is at the heart of what we do. Fincome is SOC 2 Type I certified, ensuring a high level of data security and protection.
Your data is collected exclusively via read-only APIs and hosted on secure servers located in France. We never share your data with third parties without your consent.
For a detailed review of our security practices, please visit our dedicated security page.
At Fincome, customer success is a core priority. We guide you from the very start — structuring your data, training your teams, and optimizing your use of the platform to deliver value quickly.
Our team remains by your side to answer strategic or technical questions, share best practices, and help you get the most out of your analyses.
Simply request a demo on our website. We’ll walk you through the platform, assess your needs, and guide you through a smooth deployment.
Most deployments and team trainings take no more than two weeks to get fully up and running.
👉 Request a demo
Income Analytics:
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Budget Management:
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Wealth Management:
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