Business financial services as innovative as you.

Best-in-class materials and strategic insights to help you improve retention, raise capital and be confident in your numbers.


Financial Modeling


KPI Dashboards


White-Glove SaaS Expertise


Our solutions have helped our clients raise over $200M of institutional capital from
some of the biggest names in Venture Capital, Growth Equity & Private Equity.


Reimagining outsourced CFO services.



  • SaaS and Technology Expertise

  • Transparent Monthly Pricing

  • Analytics & Data-Driven

  • Fast & Nimble

  • Tech-Enabled

  • Automation-Focused


  • Generalists

  • Bill Hourly

  • What are Analytics?

  • Slow. Really Slow.

  • Quickbooks is all I know

  • Incentivized to bill more hours


From dashboards to decisions.

Our simple approach makes sure your business hits its maximum potential.



Set up, aggregate, normalize,
and validate data across fragmented systems.


Vet with Tech

Run hundreds of theoretical possibilities so you know what's achievable.


Analyze with Experts

Develop exactly What, When, and Where you should invest time / resources.



Provide initial blueprint and ongoing strategic support for maximum potential.


A few of our happy customers.

KPI Sense Customers.png

“The KPI Sense team took a fundamentally different approach to my business than any other outsourced CFO I have worked with. The other CFO firms didn't understand SaaS or all the different KPIs and metrics and couldn't seem to keep up with all of my data. Once I signed on with the KPI Sense team, I felt relieved. They understood my business, were easy to work with, fast, and most importantly, made me feel comfortable with my numbers again.”

Ethan Linkner - COO @ LearnCore


Decide with experts. Scale with tech.



Want to learn more?

Speak with an expert for a hassle-free consultation on how we can help your business.