We believe every small business deserves a world-class CFO
Most service businesses are flying blind financially. They have a bookkeeper and QuickBooks, but no one helping them understand what the numbers mean or what to do about them. We're changing that.
Democratize CFO-level intelligence for the businesses that need it most
Large companies have in-house finance teams, analysts, and fractional CFOs. Small and mid-sized service businesses — the digital agencies, software studios, and consulting firms that power the modern economy — don't.
They have QuickBooks. And a monthly spreadsheet they don't fully understand. And a tax accountant who tells them how last year went, not what to do tomorrow.
Vectrly changes that. We built an AI-powered platform that connects to your existing accounting data, surfaces the insights that matter, and tells you exactly what a CFO would recommend — every single week.
$150k+
Annual CFO cost we replace
< 2 min
To connect QuickBooks
Nightly
Data sync cadence
0
Spreadsheets required
How we build
These aren't poster values. They're the architectural and product decisions we make every day.
Accuracy over speed
We pre-calculate every metric deterministically before any AI gets involved. Your numbers are always grounded in reality — not a model's best guess.
Radical simplicity
Financial intelligence shouldn't require a finance degree. Every insight, every report, and every metric is designed to be immediately actionable — even if you've never read a P&L.
Security by architecture
We don't just say your data is secure — we built the architecture to guarantee it. Every customer account has its own isolated database schema. Cross-tenant access is architecturally impossible.
Built for operators
We're building this for agency owners, consultants, and studio founders — people who are great at their craft but didn't go to business school. Everything is designed around their workflow.
Built for service-oriented SMBs
Vectrly is purpose-built for businesses with 5–100 employees that use QuickBooks Online and want CFO-level intelligence without the CFO price tag.
Digital Agencies
Track billable utilization, client concentration, and cash flow across project-based revenue streams.
Consulting Firms
Monitor engagement profitability, DSO, and pipeline health to stay ahead of cash timing mismatches.
Software Studios
Understand MRR trends, churn signals, and operating margins across retainer and project income.
Ready to meet your AI CFO?
Join the invite-only beta. Limited spots available.