Financial analysis for U.S. privately held businesses that already have accounting in place — but need a clearer view of what the numbers mean for management.
You already have the numbers. Finanzap turns them into recurring analysis across profitability, cash, working capital and the forward view — alongside your existing accountant or CPA.
What you get: a recurring management perspective on performance, cash and what to consider next.
Finanzap turns the financial information you already have into a clearer view of what changed, why it changed, what matters now and what management should consider next.
Each review connects the numbers to management attention and decisions. The goal is not another report — it is a clearer financial basis for action.
See what is moving revenue, margins and contribution — and where the economics are changing.
Connect profitability with working capital and the forward cash picture.
Use a forward view to identify pressure, opportunities and decisions that still can be influenced.
Separate material business drivers from financial noise and recurring reporting detail.
Bring the analysis back to pricing, resources, working capital, growth and other decisions that matter.
Finanzap uses a consistent financial framework across clients. Core recurring analyses provide the foundation; relevant modules and KPIs are included as needed, while management priorities determine where the review goes deeper.
A common method for recurring financial analysis.
Profitability, cash, working capital, forecasting and performance.
Selected where the business needs additional visibility.
Priority areas determine where the analysis goes deeper.
A consistent financial view that evolves as the business changes.
You don’t need more reports.
You need clarity to decide.
You don’t need someone to produce more financial information. You need someone to help you understand what it means for the business. We connect your financial information to the decisions that matter — so you can focus on what actually drives profit, cash and growth.
You provide the financial information and business context. Finanzap does the analysis and brings management the financial perspective needed to make decisions.
Chat on WhatsAppExperience with North American, Latin American and European companies, across different goods and services sectors.
We are a small team with experience gained in much larger and more complex organizations. We bring that broader perspective to the financial analysis and management decisions of privately held businesses.
Finanzap comes from the Spanish word finanzas and reflects our focus on Analysis and Planning — turning financial information into clarity and better decisions.
Our roots in finance.
Turning data into insight.
From insight to action and growth.
Know where profitability, cash and working capital stand.
Identify the drivers behind important changes in performance.
Focus management attention on the decisions that matter now.
We review your existing financial information, business context and management priorities.
We apply the recurring framework, core analyses and relevant modules to identify the drivers with the greatest impact.
We bring a recurring financial review to management, with deeper attention where priorities and material changes call for it.
Finanzap is a strong fit for U.S. privately held businesses that already have accounting in place and want a recurring financial perspective for management — without adding another full-time finance function.
In practical terms: your books and financial information exist; Finanzap helps management understand what they mean, what is changing and what deserves attention next.
Let’s start with the numbers that matter.
Let’s look at the numbers that matter to your business