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Palus Finance

Fractional CFO firm using AI-powered workflows to deliver financial decisions faster.

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Palus Finance is a fractional CFO and finance services firm that connects to a company's accounting, payroll, sales, invoicing, and bank systems to provide real-time financial guidance. Finance experts answer questions, model decisions, and handle financial work such as cash flow, margins, monthly close, planning, and lender reporting through AI-powered workflows, delivered via Slack, Teams, or email.

Services include Fractional CFO, Outsourced CFO, Monthly close, AI CFO, and Treasury. Capabilities cover cash flow and payroll forecasting, margin and pricing analysis, monthly close and bookkeeping, spend planning, bank and lender reporting, and cash strategy coordination with Palus Treasury. The firm serves healthcare, advertising and marketing agencies, CPG brands, manufacturing, startups, and SMBs.

Engagements are packaged as a monthly subscription rather than hourly billing, with no hidden fees or surprise invoices for long projects. A free financial strategy review is offered to assess fit.

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