Two lenses, one strategic vision.
Fractional CFO & Business Intelligence
A strategic vision, seen through two lenses
Every business generates two kinds of truth: the one told by the financial numbers, and the one told by day-to-day operations and sales. Separately, each gives a partial picture. Together, they show what's really happening.
Perspecta brings these two views together under one service. On one side, the discipline of a Fractional CFO who organizes, projects and explains the finances. On the other, business intelligence that translates operations and sales into decisions. We don't start from a template: every report and every dashboard is designed around each client's real business model.
The numbers, in order
Reporting, accounting and financial strategy — clear numbers, always with a read on what they mean.
The business's behavior, in context
Custom dashboards and operational analytics, built around how your business actually works.
Hover to separate the lenses — click + to read more
Clients served across sectors
Years of combined finance and BI experience
Annual revenue managed as CFO
Fractional CFO
We run the financial function as if it were part of the internal team, with the cadence and discipline of a part-time CFO: clear numbers, on time, always paired with a reading of what they mean.
P&L, projected P&L, cash flow, runway and an up-to-date budget, built as a single connected model — designed to link with the business's data sources (CRM, Zoho Books...) and move toward automation. Brought together in an executive dashboard with the KPIs that actually matter. Monthly delivery, with a follow-up call and a quarterly summary ready to share with investors.
Categorization of banking activity and periodic account reconciliation, flagging any movement that needs clarification. Books up to date, no surprises.
Collecting and sending your tax advisor everything they need — banking, invoicing, payroll — so periodic tax filings (VAT, withholdings, third-party transactions, Corporate Tax) go in on time. A single point of contact between the company and the advisor, so nothing falls through the cracks.
The runway impact of a one-off expense, the viability of an investment, the timing of a hire: financial analysis applied to real business decisions, not reports that sit in a drawer.
Business Intelligence & operational analytics
Every business is measured differently. We design the dashboards and metrics around how each client actually works — not the other way around.
A dashboard built from scratch around the business's real questions: what to look at each week, who looks at it, and what decision depends on that data. No generic templates, no filler metrics.
Within business intelligence, we focus on day-to-day operational performance. Depending on each client's business model, this can mean team performance, customer payment behavior, or any other operational variable that affects the outcome. There's no fixed set of metrics: it's defined together with the client.
Operational and sales insights connect with the financial reading, so both tell the same story and monthly reporting and dashboards don't live in separate worlds.
From the first conversation to the first report
Diagnosis
We get to know the business model, the systems already in place — accounting, CRM, internal tools — and what decisions need better information today.
Custom design
We define which financial reporting and which business-intelligence dashboards make sense for that specific business. A tailored fit, not a template.
Implementation
We set up the processes, automations and dashboards needed so information flows without friction, month after month.
Ongoing support
Monthly reporting, a joint review call, and adjusting the approach as the business evolves.
Two lenses, one vision.
Financial rigor on one side. Business intelligence on the other. Together, they become a single, unified view of your business.
Built for teams that need to see clearly
Startups and scale-ups that don't yet have an in-house CFO.
Businesses that already generate data, but not conclusions.
Teams that need investor-ready reporting.
Companies that want to understand which part of their operation is actually working.
Let's talk about your business
The first conversation is about understanding your business model — not selling you a closed package.
David Benarroch
Fractional CFO. Background in financial consulting (Deloitte) and two years as CFO at Inversed, an advanced cybersecurity startup, as well as at Topaz, a technology company — building exactly the services Perspecta now offers.
Natasha Gil
Business intelligence and data analytics specialist, expert in Power BI, with close to ten clients over the past few years across B2C, B2B, franchise and manufacturing/operations sectors. She translates each business's operations and behavior into actionable dashboards.