Advisorfi

Advisorfi is accounts firm for accounting reports, collaborative dashboards & automated business processes, keep financial data. In practice that means managing your IT, from help desk to infrastructure, as an outside partner.

The natural audience is small and mid-sized companies. They also list Analytics, Business Intelligence, Consulting and FinTech, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Advisorfi is based in West Palm Beach, Florida and around since 2013. More on advisorfi.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Get the renewal terms in writing before the first invoice.

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