The finance stack built for startups.
- One connected platform for payroll, AP, expenses, forecasting.
- and reporting — purpose-built for startups that need institutional- grade finance without the overhead.
T H E C H A L L E N G E
Growing startups face common setbacks of financial failure that slow growth, damage investor confidence, and block the path to going public.
No financial visibility
No real-time view of cash position, burn rate, or financial performance. Decisions made on stale data.
No meaningful KPIs
Key metrics — CAC, LTV, runway, gross margin — are scattered across spreadsheets with no single source of truth.
Reporting deadlines slip
Too much time closing the books means committed investor reporting dates are missed — eroding trust.
Books take too long to close
Manual reconciliation and disconnected tools turn month-end into a weeks-long ordeal instead of days.
IPO readiness out of reach
Lack of finance structure, audit trails, and controls makes going public — or even Series C — a distant goal.
Board prep kills weeks
CEOs spend weeks pulling numbers for board meetings — time that should go to building the business.
T H E P L AT F O R M
We deliver the full finance function—best-in-class tools connected through NetSuite, plus the people to run them.
Bookeeping
Books, reconciliation & compliance
AP Management
Invoices, approvals & payments
FP&A & Reporting
Forecasts, KPIS & Board Packs

Expense Control
Policy, cards & reimbursements

Fractional CFO
Strategic Leadership- when needed
NetSuite
ERP Core- single source of truth
General Ledger | Multi-entity | Multi-currencuy| Aduit Trails | Compliance Ready
Gusto
- Payroll management
- Payroll runs · Tax filings · Benefits · Direct deposit
Stampili
- AP / 3-way match
- Invoice capture · PO matching · Approvals · Payments
Brex
- Travel & expenses
- Corporate cards · Expense policy · Receipt capture · Reimbursements
Jirav
- Forecasting & reporting
- FP&A · Budgeting · KPI dashboards · Board packs 3 / 11
F I N A N C E F U N C T I O N C O V E R A G E
Every function covered — powered by the right tool, run by the our team.
Accounting
General ledger · AP · AR · Payroll · Inventory management · Compliance| NetSuite Gusto Stampli
Forecasting & FP&A
Revenue · Cash flow · Budgets · Scenario planning · Board-ready models| Jirav NetSuite
Treasury management
Cash position · Corporate cards · Payment runs · Liquidity management| NetSuite Brex

Reporting
KPI dashboards · Management packs · Investor reports · Board presentations| Jirav NetSuite

Strategic advisory
M&A modelling · Equity round support · Investor reporting · IPO readiness| Jirav NetSuite

Processes & controls
SOX-ready controls · Audit trails · Segregation of duties · Close checklists · IPO-ready by design across all systems |NetSuite Gusto Stampli Brex Jirav
I M P L E M E N T A T I O N
Our platform is built with SOX-compliant controls, audit trails, and IPO-ready processes baked in — not bolted on later. Go live fast, and grow with confidence.

IPO & SOX-ready by design
Pre-built internal controls, audit trails, & financial close checklists aligned to SOX requirements.

Data migration
Our team migrates your historical data from existing tools. Simple, structured, and no manual re-entry required.

Configuration & testing
Workflows, approval rules, and reporting templates configured. Full UAT with your team.

Go live & support
Ongoing access to our team — finance specialists, CPAs, and FP&A support whenever you need it.
W H Y S C A L E P A T H
Most startups only think about finance infrastructure when they have to — by which point it's already a crisis. We get you there before the inflection point: a mature, public-company-grade finance function, at a fraction of the cost, so when the IPO conversation starts, you're already ready — not scrambling.
Deployed in 6–8 weeks
Most clients go live in 6–8 weeks, with a dedicated finance specialist throughout the process.
Finance expertise included
- Every engagement includes CPAs and FP&A specialists
- — not just software support.
Scales with your runway
From Series A through IPO-readiness. Multi-entity, multi-currency, and multi-state from day one.
US-first, globally capable
- Built around US GAAP and FASB standards, with multi
- state tax support and cross-border treasury.
Enterprise-grade security
Our service is built on trusted, enterprise-grade systems — NetSuite, Gusto, Stampli, Brex, and Jirav — each SOC 2 certified and built for institutional-grade security and compliance.
Ready to Get Started?
You didn’t start your business to spend hours wrestling with spreadsheets or worrying about cash flow. ScalePath Finance provides the high-level strategy of a fractional CFO and the reliable support of a dedicated accounting team.





