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.

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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.

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No financial visibility

No real-time view of cash position, burn rate, or financial performance. Decisions made on stale data.

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No meaningful KPIs

Key metrics — CAC, LTV, runway, gross margin — are scattered across spreadsheets with no single source of truth.

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Reporting deadlines slip

Too much time closing the books means committed investor reporting dates are missed — eroding trust.

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Books take too long to close

Manual reconciliation and disconnected tools turn month-end into a weeks-long ordeal instead of days.

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IPO readiness out of reach

Lack of finance structure, audit trails, and controls makes going public — or even Series C — a distant goal.

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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.

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Bookeeping

Books, reconciliation & compliance

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AP Management

Invoices, approvals & payments

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FP&A & Reporting

Forecasts, KPIS & Board Packs

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Expense Control

Policy, cards & reimbursements

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Fractional CFO

Strategic Leadership- when needed

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NetSuite

ERP Core- single source of truth

General Ledger | Multi-entity | Multi-currencuy| Aduit Trails | Compliance Ready

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Gusto

  • Payroll management
  • Payroll runs · Tax filings · Benefits · Direct deposit
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Stampili

  • AP / 3-way match
  • Invoice capture · PO matching · Approvals · Payments
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Brex

  • Travel & expenses
  • Corporate cards · Expense policy · Receipt capture · Reimbursements
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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.

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Accounting

General ledger · AP · AR · Payroll · Inventory management · Compliance| NetSuite Gusto Stampli

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Forecasting & FP&A

Revenue · Cash flow · Budgets · Scenario planning · Board-ready models| Jirav NetSuite

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Treasury management

Cash position · Corporate cards · Payment runs · Liquidity management| NetSuite Brex

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Reporting

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

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Strategic advisory

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

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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.

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IPO & SOX-ready by design

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

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Data migration

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

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Configuration & testing

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

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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.

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Deployed in 6–8 weeks

Most clients go live in 6–8 weeks, with a dedicated finance specialist throughout the process.

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Finance expertise included

  • Every engagement includes CPAs and FP&A specialists
  • — not just software support.
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Scales with your runway

From Series A through IPO-readiness. Multi-entity, multi-currency, and multi-state from day one.

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US-first, globally capable

  • Built around US GAAP and FASB standards, with multi
  • state tax support and cross-border treasury.
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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.

28+ Years of Financial Experience, Financial Solutions for Small Businesses, Unlocking Growth Potential

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.