CFO insight, without the hire
A senior finance leader on your team from day one, using AI-powered workflows that make them faster than any firm you have worked with.
- A dedicated CFO who knows your business, not a rotating pool
- Cash and runway weekly, close monthly, the plan revisited quarterly
- One flat monthly rate, so asking a question never costs you anything
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@Palus Bot our packaging supplier just raised prices 8%. what does that do to our margins?
Gross margin on the 16oz line drops from 41% to 37%, about $2,900/mo at current volume. A $0.24 price increase gets you back to 41%.
Automatic cash rebalance
Moved $250K checking → T-Bills. New allocation: 62% agency bonds / 24% T-Bills / 14% cash.
@Palus Bot are we going to be able to make payroll Friday?
Looking into it. I'll come back to you first thing.
Morning. Payroll clears Friday. The crunch is an $85,000 invoice from Harvest Market that's 40 days out. I'm calling their AP team this morning, and if it hasn't landed by Thursday we cover the gap from reserves. Plan attached.
Investor wants an 18-month cash flow projection before we sign. @Kyle Smith, CFA can you turn it around today?
Done, projection attached.
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The leading experts on business finance
We've run finance for Fortune 500 companies. We built Palus because that level of financial leadership shouldn't be reserved for them.
120+
Years of combined experience across our team of finance experts, from Fortune 500 companies to high-growth startups.
60+
Businesses running their financial ops through Palus, across healthcare, creative, manufacturing, and more.
<55 min
Typical response time from your dedicated financial manager. Ask in the morning, have your answer before your next meeting.
Why business owners choose Palus
Full-time CFOs are overkill for most businesses, and traditional fractional CFOs just don't cut it. Here's why we're better.
- Bank accountsLive
- AccountingSynced 2 min ago
- PayrollSynced 14 min ago
- Sales & invoicingLive
Built on technology no other firm has
We connect to your systems so our CFOs know what's happening with your business in real-time. Every recommendation is grounded in live business intelligence, not an out-of-date spreadsheet.
Faster, by a mile
Work that takes other firms weeks takes us days. Questions that take them days take us minutes. We commit to a strict response-time SLA; no other firm can do this, because they haven't built the tech to allow it.
We work where you work
Whether on Slack, Teams, email, or whatever you prefer, keep your workflow as comfortable as possible. Message us just like you would a coworker.
- No thinking twice before asking a question
- No surprise invoices for long projects
- No hidden fees
Transparent pricing
Other firms charge by the hour, forcing you to worry about every request. We charge by the month: ask whatever you'd like, whenever you'd like.
What we help with
Whether you're just getting started or scaling fast, we cover the financial work that used to require a hire.
Cash flow and payroll
Know weeks ahead whether Friday's payroll clears, where the crunch is coming, and which invoice is causing it.
Margins and pricing
Which products, jobs, and customers actually make money, and what you'd need to charge so they do.
Monthly close and clean books
Closed on time, every month. Always know what's owed and what's paid.
Planning your next big spend
A hire, a second location, a piece of equipment, all modeled before you commit.
Bank and lender reporting
Covenant packages, borrowing base, and the projections your lender asks for, ready before they ask.
Coordinating your cash strategy with Palus Treasury
Your operating cash and reserve strategy, working with your entire financial plan.
And more. Read how it works when Palus is your fractional CFO, your outsourced finance team, or your AI-powered finance function.
FAQ
The highest-ROI call of your quarter
Talk to our team, get a free review of your company's financial strategy, and see if Palus is right for your company.