Finvisor

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of Suggestic AI, an AI transformation services company for health, wellness, and regulated industries.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Finvisor?

We needed help with cash flow management, financial modeling, revenue cycle management, financial advisory services, accounting, and reporting.

SOLUTION

What was the scope of their involvement?

Finvisor provides financial services for our company. The team has delivered many different reports for our investors, board of directors, partners, and tax needs. In addition, they've created many models for forecasting.

What is the team composition?

We've worked with five members of Finvisor's team.

How did you come to work with Finvisor?

My predecessor found them.

What is the status of this engagement?

We started working with them around January 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Finvisor has delivered professional reporting, and our board members are satisfied with their work. The team has also completed monthly tasks on time. Moreover, their financial models have led to better sales tracking and conversion rates and enhanced trust with our board.

How did Finvisor perform from a project management standpoint?

Finvisor has always delivered on time. We communicate via Zoom, Slack, and email.

What did you find most impressive about them?

I'm impressed with Finvisor's expertise and professionalism. I couldn't operate our company as well as I do without them.

Are there any areas they could improve?

I can't think of anything for them to improve.