DataGenix Reviews (1), Pricing, Services & Verified Ratings

Bookkeeping to fractional CFO for growing brands

DataGenix is an outsourced finance and accounting partner for US growing businesses, e-commerce brands and startups. We give growing companies the finance function they need without the cost of a full in-house team.

Many small business owners run on messy books, late reports and gut feel. We fix that. Our team keeps your numbers accurate and up to date, and turns them into insights you can use to price, hire, raise capital and grow.

What we do

Min project size
$1,000+
Hourly rate
< $25 / hr
Employees
10 - 49
Year founded
Founded 2026

Service Lines

Finance & Accounting Outsourcing (FAO): 40%
Fractional CFO Services: 30%
Accounting: 20%
Financial Consulting: 10%

Select Focus Area

General Accounting Focus

Bookkeeping: 50%
Financial Accounting: 20%
Management Accounting: 20%
Payroll Processing: 10%

Accounting Software Specialist

QuickBooks Accounting & Implementation: 50%
Xero Accounting & Implementation: 25%
Zoho Books Accounting & Implementation: 25%

Financial Consulting Focus

Financial Forecast Consultants: 30%
Fundraising Consultants: 25%
Profitability Consultants: 25%
Cost Reduction Consulting: 10%
Pricing Consulting: 10%

Fractional CFO Services

Cash Flow & Budgeting Management: 40%
Financial Decision-Making: 20%
Financial Gap Analysis: 20%
Business Cost Structuring: 15%
Internal Financial Controls: 5%

Industries

eCommerce: 15%
Construction: 10%
Consumer products & services: 10%
Automotive: 5%
Beauty: 5%
Contracting: 5%
Education: 5%
Food & Beverage: 5%
HVAC: 5%
Hospitality & leisure: 5%
Manufacturing: 5%
Medical: 5%
Retail: 5%
Roofing: 5%
Supply Chain, Logistics, and Transport: 5%
Utilities: 5%

Clients

Small Business (<$10M): 95%
Midmarket ($10M - $1B): 5%

Pricing Snapshot

Min. project size $1,000+

Avg. hourly rate < $25 /hr

Rating for cost 5 /5

Most Common Project Size

Confidential based on 1 review

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

Learn more about SEO pricing

Select a service to see pricing information

FAO Packages

starting at $1,000/month

Bookkeeping Packages

starting at $1,000/total

CFO Packages

starting at $2,500/month

Financial Advising Packages

starting at $1,000/total

View All Packages

Overall Review Rating

5.0

Quality

5.0 /5
Schedule

5.0 /5
Cost

5.0 /5
Willing to Refer

5.0 /5

See all 1 Reviews

DataGenix Reviews

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Accounting
Xero Accounting & Implementation Bookkeeping
Confidential
July 2026 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"DataGenix is good, reliable, and professional."

Oct 6, 2026

Director, ZMSURI LIMITED

Sam Zafar

eCommerce
London, England
1-10 Employees
Online Review
Verified

DataGenix provides accounting services for an e-commerce company. The team has built the client's Xero setup from scratch, cleared their backlog of work, and now maintains their accounts.

DataGenix's work has helped the client save time, which they reinvest in their core business. The team delivers on time, and the client has received accurate reports on schedule throughout the engagement. Overall, the client is pleased with DataGenix's reliability and professionalism.

BACKGROUND

Introduce your business and what you do there.

I’m the director of an e-commerce company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DataGenix to accomplish for your e-commerce business?

We run an Amazon store, but we had never maintained proper accounting records. Our finances were only pieced together at tax time, so we needed help with bookkeeping.

SOLUTION

What was the scope of their involvement?

DataGenix has built our Xero setup from scratch. The team has also cleared the backlog of work and now maintains our accounts. We plan to continue working with them on an ongoing basis.

What is the team composition?

We work with one teammate from DataGenix.

How did you come to work with DataGenix?

We found them through an online search. We chose them because their pricing fit our budget, and their company values aligned with ours.

What is the status of this engagement?

We started working together in September 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

DataGenix keeps everything current each month. Reports arrive on schedule, the numbers are accurate, and we can finally see where our revenue, fees, and margins stand. Overall, we save a lot of time and reinvest it in our core business.

How did DataGenix perform from a project management standpoint?

DataGenix delivers on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

DataGenix is good, reliable, and professional.

Are there any areas they could improve?

They’ve already exceeded our expectations.

RATINGS

5.0

Showing 1-1 of 1 Reviews

Monthly Bookkeeping & Reporting for Growing SMBs

DataGenix becomes your outsourced finance team. We handle monthly bookkeeping, reconciliations and month-end close, and deliver clear financial reports every month so you always know where your business stands. Each tier adds deeper analysis, from KPI tracking to forecasting and CFO-level guidance.

Small

Startups and small businesses under $1M revenue.

$1,000 /month

Package Details: Monthly bookkeeping Bank and credit card reconciliations Month-end close Monthly P&L, balance sheet and cash flow Email support

Medium

Growing SMBs and e-commerce brands, $1M-$5M.

$1,500 /month

Package Details: (everything in Small, plus): Accounts payable and receivable tracking Monthly KPI dashboard Budget vs. actual review Monthly review call

Large

Established SMBs, $5M-$10M needing CFO insight

$2,000 /month

Package Details: (everything in Medium, plus): Cash flow forecasting Financial modeling and projections Fractional CFO advisory Dedicated account manager

Features	Small $1,000 /mo	Medium $1,500 /mo	Large $2,000 /mo
Package Details	Monthly bookkeeping Bank and credit card reconciliations Month-end close Monthly P&L, balance sheet and cash flow Email support	(everything in Small, plus): Accounts payable and receivable tracking Monthly KPI dashboard Budget vs. actual review Monthly review call	(everything in Medium, plus): Cash flow forecasting Financial modeling and projections Fractional CFO advisory Dedicated account manager

Small $1,000 /mo
Package Details	Monthly bookkeeping Bank and credit card reconciliations Month-end close Monthly P&L, balance sheet and cash flow Email support

Medium $1,500 /mo
Package Details	(everything in Small, plus): Accounts payable and receivable tracking Monthly KPI dashboard Budget vs. actual review Monthly review call

Large $2,000 /mo
Package Details	(everything in Medium, plus): Cash flow forecasting Financial modeling and projections Fractional CFO advisory Dedicated account manager

Bookkeeping Clean-Up & Catch-Up

Behind on your books? We reconcile every account, fix miscategorized transactions and bring your books fully up to date, then hand over clean, accurate financial statements ready for taxes, lenders or investors. Pricing depends on how many months need catching up.

Small

Up to 6 months behind, 1-3 accounts

$1,000 /total

Package Details: Bank and credit card reconciliations, Transaction categorization and cleanup, Updated P&L and balance sheet

Medium

6-12 months behind, up to 6 accounts

$1,500 /total

Package Details: adds a chart of accounts review and setup, plus accounts payable and receivable cleanup

Large

12+ months behind or multiple entities

$3,000 /total

Package Details: adds multi-entity or multi-store reconciliation and a handover call

Features	Small $1,000 /total	Medium $1,500 /total	Large $3,000 /total
Package Details	Bank and credit card reconciliations, Transaction categorization and cleanup, Updated P&L and balance sheet	adds a chart of accounts review and setup, plus accounts payable and receivable cleanup	adds multi-entity or multi-store reconciliation and a handover call

Small $1,000 /total
Package Details	Bank and credit card reconciliations, Transaction categorization and cleanup, Updated P&L and balance sheet

Medium $1,500 /total
Package Details	adds a chart of accounts review and setup, plus accounts payable and receivable cleanup

Large $3,000 /total
Package Details	adds multi-entity or multi-store reconciliation and a handover call

Fractional CFO: Strategic Finance for SMBs

Get CFO-level strategy without a full-time hire. We build your budgets and cash flow forecasts, track the KPIs that matter, tighten cost structure and controls, and guide key decisions on pricing, hiring and fundraising. Monthly strategy calls keep you on track as you grow.

Small

Founders needing a budget, forecast and KPIs

$2,500 /month

Package Details: Annual budget 12-month cash flow forecast Monthly KPI dashboard One monthly strategy call

Medium

Growing brands managing cash and margins

$3,500 /month

Package Details: Budget vs. actual analysis Margin and cost structure review Internal controls review Two strategy calls a month

Large

SMBs preparing to raise capital or scale fast

$5,000 /month

Package Details: Financial model and projections Fundraising support and pitch deck financials Investor and board reporting Weekly check-ins

Features	Small $2,500 /mo	Medium $3,500 /mo	Large $5,000 /mo
Package Details	Annual budget 12-month cash flow forecast Monthly KPI dashboard One monthly strategy call	Budget vs. actual analysis Margin and cost structure review Internal controls review Two strategy calls a month	Financial model and projections Fundraising support and pitch deck financials Investor and board reporting Weekly check-ins

Small $2,500 /mo
Package Details	Annual budget 12-month cash flow forecast Monthly KPI dashboard One monthly strategy call

Medium $3,500 /mo
Package Details	Budget vs. actual analysis Margin and cost structure review Internal controls review Two strategy calls a month

Large $5,000 /mo
Package Details	Financial model and projections Fundraising support and pitch deck financials Investor and board reporting Weekly check-ins

Financial Projections, Models & Pitch Decks

Investor-ready financials for your next raise or big decision. We build a 3-statement financial model with 3-5 year projections, clear assumptions and scenarios, and turn it into a pitch deck that tells your growth story. Ideal for fundraising, bank loans, pricing or expansion plans.

Small

Founders needing a simple forecast or budget

$1,000 /total

Package Details: 12-month forecast Annual budget Break-even analysis One review call

Medium

Startups raising a seed round or bank loan

$2,500 /total

Package Details: 3-statement model with 3-year projections Unit economics and pricing analysis 10–12 slide pitch deck Two revision rounds

Large

Companies raising Series A or planning expansion

$4,500 /total

Package Details: 5-year model with multiple scenarios Use of funds and valuation support Full investor deck and data room financials Investor Q&A prep

Features	Small $1,000 /total	Medium $2,500 /total	Large $4,500 /total
Package Details	12-month forecast Annual budget Break-even analysis One review call	3-statement model with 3-year projections Unit economics and pricing analysis 10–12 slide pitch deck Two revision rounds	5-year model with multiple scenarios Use of funds and valuation support Full investor deck and data room financials Investor Q&A prep

Small $1,000 /total
Package Details	12-month forecast Annual budget Break-even analysis One review call

Medium $2,500 /total
Package Details	3-statement model with 3-year projections Unit economics and pricing analysis 10–12 slide pitch deck Two revision rounds

Large $4,500 /total
Package Details	5-year model with multiple scenarios Use of funds and valuation support Full investor deck and data room financials Investor Q&A prep

Our Story

DataGenix was founded by finance operators who saw too many small businesses and e-commerce brands making big decisions on messy, outdated numbers. Our mission is to give growing companies the finance team they deserve: accurate books, timely reporting and CFO-level insight, at a cost that fits their stage. We value accuracy, transparency and responsiveness. We treat every client's numbers as if they were our own, and we measure success by how confidently our clients make decisions.

Contact DataGenix

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DataGenix

Bookkeeping to fractional CFO for growing brands

Pricing Snapshot

Most Common Project Size

Select a service to see pricing information

Highly Rated Similar Providers

Overall Review Rating

Quality

Schedule

Cost

Willing to Refer

DataGenix Reviews

Accounting Services for E-Commerce Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Monthly Bookkeeping & Reporting for Growing SMBs

Small

Medium

Large

Bookkeeping Clean-Up & Catch-Up

Small

Medium

Large

Fractional CFO: Strategic Finance for SMBs

Small

Medium

Large

Financial Projections, Models & Pitch Decks

Small

Medium

Large

Our Story

Additional Connections

DataGenix

Bookkeeping to fractional CFO for growing brands

Services

Focus

Industries

Clients

Pricing Snapshot

Most Common Project Size

Select a service to see pricing information

Highly Rated Similar Providers

Reviews

Overall Review Rating

Quality

Schedule

Cost

Willing to Refer

DataGenix Reviews

Accounting Services for E-Commerce Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Packages

Packages we offer:

Monthly Bookkeeping & Reporting for Growing SMBs

Small

Medium

Large

Bookkeeping Clean-Up & Catch-Up

Small

Medium

Large

Fractional CFO: Strategic Finance for SMBs

Small

Medium

Large

Financial Projections, Models & Pitch Decks

Small

Medium

Large

About the Team

Our Story

Contact

Connections

Additional Connections