Technology Partners
The right tool for the right stage, run by people who use it every day.
Selecting, implementing, and managing technology partners is something we do every day for clients across finance and people ops. After enough rounds of it, you learn which tools meet the bar and which ones don't. We help each client land on the right fit for their stage, and we stay technology agnostic in the process. The partners listed here are the ones we recommend without reservation.
Financial Management
From the funds that have referred the most.
We implement and run accounting platforms, reporting tools, and analytics solutions calibrated to each client's complexity and investor expectations.
Cloud Financial Management
GAAP-compliant financial management built for companies scaling toward audit and institutional reporting requirements.
How we use it
Implemented for clients approaching Series B or preparing for first audit. We configure the chart of accounts, dimensional reporting, and multi-entity structures so the system grows with the business.
Accounting for Early-Stage Companies
Accessible, well-supported accounting for companies at Seed and Series A where operational simplicity matters more than complexity.
How we use it
Our preferred platform for early-stage engagements. We set up the structure correctly from the start, making a future migration to Sage Intacct or NetSuite clean rather than painful.
Cloud Financial Management
Reporting and forecasting platform built for accountants and operators to create, share, and explore financial reports together.
How we use it
Deployed where clients need clean investor-ready reporting without the overhead of a full BI tool. Particularly useful for monthly close packages and board decks.
All-in-One Back Office for
Pre-Seed and Seed Founders
Founder-built platform combining incorporation, banking, bookkeeping, payroll, HR, and tax into a single back office for early-stage companies.
How we use it
A trusted partner for founders in the earliest stages, when the priority is getting foundational back office infrastructure in place before fractional CFO or People Operations leadership makes sense.
Industry-Specific ERP
Cloud ERP built for distribution, manufacturing, and project-based businesses that need deeper operational functionality than general accounting platforms provide.
How we use it
Implemented for clients whose operations outgrow standard accounting systems but where Sage Intacct or NetSuite would be over-engineered. Particularly useful for inventory-heavy or project-based businesses that need integrated financials, operations, and reporting in a single platform.
Nonprofit Accounting and
Fund Management
Purpose-built accounting platform for nonprofits, with fund accounting, donor management, and grant tracking integrated in one system.
How we use it
Our recommendation for nonprofit clients who need fund accounting done correctly from day one. Aplos handles the reporting requirements that general accounting platforms make painful, including restricted fund tracking, board financials, and Form 990 preparation.
Spend and Revenue
Control what goes out. Automate what comes in.
Spend management, cash flow visibility, and revenue automation tools that give growth-stage finance teams real-time control without adding headcount.
Corporate Spend Management
Cards, expense management, bill pay, and procurement controls with built-in automation and 1.5% cashback on all spend.
How we use it
Our default recommendation for companies that need spend controls before they have a full finance team. Ramp's accounting integrations feed directly into the general ledger, reducing month-end close time and eliminating manual receipt chasing.
Revenue Automation
Unified billing, revenue recognition, forecasting, and reporting built for modern finance leaders managing complex contract structures.
How we use it
Used with SaaS clients where ASC 606 compliance and multi-year contract management create significant manual burden. Tabs automates recognition schedules and feeds clean revenue data into investor reporting.
AP, AR, and Spend Automation
End-to-end accounts payable, accounts receivable, and spend management platform with deep accounting integrations and automated approval workflows.
How we use it
Deployed for clients with high invoice volume or complex approval chains who need a unified AP and AR platform. Bill automates invoice capture, approval routing, and payment execution while feeding directly into the general ledger, particularly useful for clients with distributed teams or multi-entity structures.
Cash Flow Management
Integrated AP, AR, forecasting, and credit tools built around a single, real-time view of cash position.
How we use it
Deployed for clients where cash visibility is a board-level concern, common in the 12 to 24 months between raises. We configure the forecast model to match each client's burn profile and revenue cycle.
Payroll and HR Technology
People infrastructure that scales with hiring.
Payroll, HRIS, and workforce management platforms that give People Operations teams the data and automation to stay ahead of headcount growth.
HR and Payroll Platform
All-in-one HRIS and payroll solution covering recruiting, onboarding, benefits administration, time tracking, analytics, and more.
How we use it
Our primary HRIS recommendation for companies scaling from 10 to 150+ employees. We support clients from implementation and configuration through benefits integrations, and run People Operations, payroll, and benefits on the platform day to day.
Payroll and Workforce Management
HRIS and payroll platform built for teams that need deep customization, flexible reporting, and strong compliance support across complex pay structures.
How we use it
Deployed for clients with multi-state operations, custom pay structures, or reporting requirements that benefit from a highly configurable platform. A strong fit when the People or Finance team wants tailored workflows and detailed reporting to drive decision-making.
Compliance and Equity
The compliance layer that protects growth.
Cap table management, sales tax automation, and tax compliance tools that eliminate the diligence risks that derail fundraising and M&A.
Cap Table and Equity Management
The standard platform for managing cap tables, 409A valuations, and equity plans across investor-backed companies.
How we use it
We set up and maintain Carta for clients from first equity issuance through Series B. A clean, current cap table on Carta is table stakes for institutional investors, and one of the most common diligence gaps we find in new clients.
Global Sales Tax Automation
Automates sales tax nexus tracking, calculation, and filing for SaaS companies operating across multiple states and countries.
How we use it
Implemented for SaaS clients before they hit economic nexus thresholds in multiple states. Catching this early, before an audit notice arrives, is one of the cleaner value demonstrations in a finance engagement.
Revenue Operations
The systems that connect finance to growth.
Technology that bridges financial operations with sales, marketing, and customer infrastructure, giving leadership a complete picture of how the business generates and retains revenue.
Partner with 512Financial
We work with technology platforms that serve growth-stage companies in finance, HR, payroll, compliance, and revenue operations. If your platform belongs in this ecosystem, we'd like to hear from you.
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