Financial intelligence for businesses ready to grow.

It's the software side of our financial system. Clean financials, KPIs, rolling forecasts, cash flow management, and pipeline visibility, all in one platform, plus an AI assistant trained on your numbers. It also connects strategy to execution through our Initiatives, Actions, and Results framework, so your plan actually shows up in your numbers.

We work with business owners typically doing $5M to $50M in revenue. We're strongest in construction and the specialty trades, but the system works across industries. It also scales well beyond that, including larger organizations with multiple entities and multiple profit centers that need consolidated visibility across all of them.

We're not a dashboard and we're not a fractional CFO firm. We build the financial system that shows you where your money is and how to make more of it, then connect it to your strategy. And unlike self-serve software, we manage your data going in, so what you see in the platform is always clean, accurate, and worth acting on.

No, it works either way. If you're too small for a full time CFO, myColtivar gives you CFO level intelligence without the six figure hire. If you already have a CFO and accounting team, it supercharges them. Instead of spending their time pulling reports, building spreadsheets, and reconciling numbers, they can build forecasts, manage cash flow, and drive real performance by measuring the KPIs that matter. Either way, your team spends less time producing the numbers and more time acting on them, and that saves you real money.

No. We sit on top of your existing accounting. Your bookkeeper keeps the books, your CPA handles taxes, and we turn the numbers into decisions.

You can start free with Essential, which gives you access to core features so you can see the platform working on your own numbers before you upgrade. Essential requires a short application, and spots are limited.

Because the value of the platform depends on the quality of the data inside it. This isn't a do it yourself tool where you connect your accounting software and hope for the best. We guide your data into the platform and make sure your financials are clean and structured correctly from day one. That protects the integrity of your numbers, and it's why we're selective about who we work with.

That's normal, and it's where we start. Cleaning up and structuring your financials is part of onboarding, so you don't need perfect data to begin. In fact, messy books are usually where we find the most hidden cash.

Most clients uncover $200K to $800K in hidden cash flow, and because we handle the setup for you, you're looking at clean numbers and clear next steps within weeks, not months. How fast that turns into results depends on execution. We'll show you exactly where the money is and what to do about it, but the businesses that act on it are the ones that capture the most upside.

Yes. Everything is encrypted, your data is never sold or shared, and because we manage what goes into the platform, it stays accurate too. Inside the platform, you also have full control over roles and permissions, so you decide who on your team sees what, right down to the most sensitive financial information in your business.