Private Beta Now Open — Bay Area Cohort

The Fractional CFO
San Francisco Founders
Actually Trust

Notion Wealth .AI ingests your financial data automatically — from QuickBooks, Xero, Stripe, and Brex — then delivers venture-grade financial clarity without the full-time CFO overhead. Built for Silicon Valley financial modeling at Seed, Series A, and beyond.

See How It Works

Seamless integrations with

QuickBooks startup bookkeeping Bay Area integration QuickBooks
Xero accounting integration on-demand CFO startup California Xero
Stripe revenue data Silicon Valley financial modeling Stripe
Brex corporate card spend tracking fractional CFO San Francisco Brex
Mercury Bank startup banking integration Bay Area Mercury
Gusto payroll integration startup bookkeeping Gusto
48 hrs
To First Board Deck
5 days
Monthly Close SLA
3+
Scenarios Per Model
6+
Integrations Supported

Platform Capabilities

Three pillars of
venture-grade financial clarity

Every tool purpose-built for on-demand CFO startup California workflows. From pre-seed through Series B.

Silicon Valley Financial Modeling

Dynamic Financial Modeling

Forward-looking, multi-scenario financial models engineered for Seed, Series A, and bootstrapped fundraising. Our AI engine rebuilds your model monthly against actuals — so your projections never drift from reality.

  • ✦ 3-, 12-, and 36-month rolling forecasts
  • ✦ Bull / Base / Bear scenario branching
  • ✦ Board-ready financial narrative output
  • ✦ CAC, LTV, and cohort analysis built-in
Most Used
Real-Time Runway Intelligence

Burn Rate & Runway Analytics

Live dashboards that visualize your cash cushion, net burn, and projected runway endpoint — updated daily from your connected accounts. Automated alert thresholds notify your team before runway dips below critical levels.

  • ✦ Daily automated data sync across all accounts
  • ✦ Gross vs. net burn decomposition
  • ✦ Runway-to-close fundraising timer
  • ✦ Slack / email alerts at custom thresholds
Startup Bookkeeping Bay Area

Continuous Venture Bookkeeping

Tax-compliant, audit-ready ledger maintenance — without a single manual entry from your team. We handle month-end close, expense categorization, and accrual adjustments so you're always investor-ready.

  • ✦ GAAP-compliant monthly close (<5 business days)
  • ✦ Automated expense categorization & tagging
  • ✦ R&D tax credit readiness tracking
  • ✦ Audit-trail documentation for Series A diligence

Serving high-growth startups across

South of Market (SoMa) · Financial District, SF · Mission District · Palo Alto · Mountain View · Menlo Park

Onboarding Protocol

Live in 48 hours. No exceptions.

We engineered our onboarding specifically for time-starved founding teams at Bay Area startups.

01

Connect Accounts

OAuth-secured integration with your QuickBooks, Xero, Stripe, Brex, or Mercury in minutes.

02

AI Audit & Cleanup

Our models ingest 12 months of historical data, flag anomalies, and produce a clean baseline ledger.

03

Model Delivery

Receive your first complete financial model within 48 hours — board-deck ready, scenario-branched, and VC-formatted.

04

Ongoing CFO Layer

Monthly strategic CFO review calls, continuous bookkeeping, and real-time burn monitoring — indefinitely.

Transparent Pricing

Institutional finance.
Startup-friendly economics.

No equity. No long-term contracts. Cancel anytime. Every plan includes dedicated CFO attention for Bay Area founding teams.

Growth Tier
$1,250 /mo

For pre-revenue and early Seed startups up to $20k monthly burn. The perfect on-demand CFO startup California entry point.

  • Full accounting software integration (1 platform)
  • Monthly financial model refresh
  • Real-time runway & burn dashboard
  • Continuous venture bookkeeping (startup bookkeeping Bay Area)
  • 1× monthly CFO strategy session (60 min)
  • Seed investor data room preparation
  • Multi-scenario model branching
  • VC fundraising pitch deck support
Recommended for Series A
Scale Tier
$2,500 /mo

For active Series A / scaling startups. Full Silicon Valley financial modeling suite with dynamic multi-scenario analysis and monthly strategic CFO executive review.

  • Everything in Growth, plus:
  • Unlimited accounting platform integrations
  • Dynamic multi-scenario model branching (5+ scenarios)
  • 2× monthly strategic CFO executive review (90 min)
  • VC fundraising data room & pitch deck support
  • Weekly burn rate digest & anomaly alerts
  • Series B readiness roadmap & KPI benchmarking
  • Dedicated Slack channel with CFO team

Enterprise teams (>$500k ARR / Series B+) — for a custom engagement. All plans month-to-month, no equity taken.

Enterprise Security

Institutional-grade security.
Your data. Your control.

🔒
SOC 2 Type II
Annual third-party audit
🛡️
256-bit AES
Encryption at rest & in transit
🔑
OAuth 2.0
Read-only API access only
📋
NDA Standard
Mutual NDA on every engagement
Accepting Q3 2025 Bay Area Cohort

Your investors deserve
venture-grade numbers.

Join the Fractional CFO San Francisco founding teams trust — and close your next round with confidence. Limited beta spots remain for Bay Area startups.

No commitment. Onboarding response within 24 hours.