Performance Intelligence for Finance Leaders

AI-powered executive reports delivered on time with actionable insights.

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Trusted experience from global leaders

Inspired by Deloitte's approach to business consulting and financial strategy, integrating best practices for firm automation.Incorporating KPMG’s structured approach to accounting, compliance, and advisory services into its automation solutions.Incorporating KPMG’s structured approach to accounting, compliance, and advisory services into its automation solutions.Adopting Uber’s data-driven efficiency and operational tracking to optimize firm management systems.Inspired by DoorDash’s streamlined logistics and automation processes to improve firm scalability and efficiency.

What finance leaders get

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On-time Executive Pack

Packs publish on schedule with delivery receipts visible.

Defensible variances

Each top delta ties to a single driver with linked support.

Forecast Discipline

Accuracy and bias are tracked; drift is flagged and closed.

Decisions that stick

Reviews end with named owners and due dates; follow-through is monitored

Driver-based modeling

Assumption changes flow through to outcomes; scenarios are versioned and compared.

How IQFinance Helps

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Publish on schedule, every cycle

Set the calendar once. Dates, gates, and recipients stay visible. Delivery receipts confirm who got what and when.

Explain every change with evidence

Bridges reconcile end to end. Each top delta ties to one driver. AI drafts the narrative; your team approves and attaches support.

Keep forecasts honest

Scenarios are versioned and compared. Accuracy and bias are tracked. Drift is flagged and ticketed until resolved.

What We Offer

Solutions that simplify reporting and bring clarity to decisions in regulated operations.

How It Works

Set up once. Repeat every cycle

Connect & certify
Read-only connections in place. KPI owner, formula, and refresh set. Mappings locked.
Set the rhythm
Reporting calendar and acceptance checks published. Review forum scheduled. Delivery receipts active.
Deliver with evidence
Ship the executive pack on schedule. Variances tie to one driver with linked support, approvals are logged, and actions have owners.

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With IQFinance


What Customers Say

About IQFinance

“I think that anybody could benefit from the services. If I were to try to do all of this myself, it would probably be a full-time job.”
Stewart Robinson, CPA
Founding Partner, Biotech CPA
“I was constantly trying to catch up. Working with them helped me take action instead of putting things off."
Aaron Ready, CPA
Managing Director, Ready CPA
“I approached them because I trust their expertise. I truly believe in what they do.”
Dominic Wong
Managing Director, Invoke Digital
"Our investment has already provided a positive return on investment.”
Imran Jiwa, CPA
Founding Partner, Lift CPA
“My firm operates differently from a typical accounting practice. They responded to my unique challenges and tailored their solutions.”
Scott Amano, CPA, CA, CBV, CFE
President, Amano-FAS
“I quickly built trust in their work, knowing they could deliver without constant supervision. I’ve really enjoyed working with them and would definitely recommend them”
Abir Syed, CPA
Partner, Upcounting
“Always got back to me, and always had quick solutions. They found and addressed many problems on their own. It could not have gone better.”
Matthew Cohen
Founder, Incommon Projects

Frequently Asked Questions

Do you support our existing dashboards?
What happens when numbers change mid-cycle?
Is there a quarterly pilot?
How do credits work?
Do you support our existing dashboards?

Yes, where sources are certified. IQFinance provides cadence, evidence, and acceptance checks so numbers are trusted.

What happens when numbers change mid-cycle?

We open an exception. P1 within 24 hours, P2 within 48 hours. Narrative updates before the next distribution.

Is there a quarterly pilot?

Yes. Convertible, quote-only. Ask sales.

How do credits work?

Sprint-1 → $3,000 credit to Annual (halves after 30 days). Performance Pack → $6,000 credit to Annual if booked within 30 days.

What are your compliance commitments?

[Add SOC 2/ISO status, data retention, regional hosting, and DPA language once finalized.]