Seed-stage
B2B SaaS
Executive Summary
SEC.01The Directive
Founder was deciding between Mercury and Xero with nobody he trusted to advise him. He didn't need a CFO. He needed someone who'd actually run the workflow to tell him which choice survived first contact with reality.
Stack Decision
SEC.02We mapped the founder's actual money flow — incoming customer payments, outgoing payroll and SaaS subs, two co-founders splitting expenses, a part-time bookkeeper checking in monthly. Mercury won on the cash side. QuickBooks won on the GL side. Stripe stayed for billing. Xero got cut — would have meant a second migration in twelve months.
Outcomes
SEC.03Stack Locked
Mercury + Stripe + QuickBooks, configured and integrated.
Client Invoicing Live
Templates, terms, and dunning all running automatically.
Bookkeeper Onboarded
Handed off to a vetted bookkeeper with a clean workflow doc.
Founder Out
Founder no longer touches finance ops between board meetings.
Stack you can trust?
Two hours of your time. Two weeks to a real plan.