CFO Tools

CFO Tools designs and creates software tools that cover financial services, insights and bookkeeping. In practice that means building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. Alongside the main category they mention Developer APIs and Financial Services. 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.

CFO Tools is based in San Francisco, California and around since 2002. More on cfotools.net.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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