Our Mission
To make every business decision a data-driven decision.
Our Story
For more than a decade I have operated at the intersection of finance, systems, and operations. As a CEO, I scaled a multi-channel consumer brand. As a fractional CFO, I rebuilt finance functions inside growth-stage, middle-market companies. As a NetSuite consultant, I implemented and integrated ERP systems from the inside out.
No matter the role, the problem was always the same: critical business data was trapped behind saved searches, disconnected reports, and overly complex workflows. The information existed, but monitoring business health and supporting executive decision-making was far harder than it should have been.
I created FinanceIQ to close that gap — for myself and for others.
I've always appreciated the flexibility and power of NetSuite, but I believed the experience around the reporting could be better. FinanceIQ transforms raw operational and financial data into meaningful, customized reporting packages, intuitive dashboards for day-to-day decision-making, and AI-guided insights designed to challenge assumptions, surface opportunities, and reinforce sound instincts.
Tim Wallace
Founder, FinanceIQ
The FinanceIQ Difference
NetSuite-native, end to end
We connect to your NetSuite instance over OAuth and respect the structure already there. No parallel chart of accounts. No required re-keying. No shadow warehouse to maintain. Your books stay the source of truth.
Finley: AI grounded in your numbers
Finley is our AI financial advisor. Unlike a generic chatbot, Finley answers using your accounts, your classes, your projects, and your history. Ask the question in plain English. Get an answer your CFO can stand behind.
Built by an operator, not a vendor
Every feature in FinanceIQ traces back to a question I have personally been asked as a CEO or as a fractional CFO. We ship what finance teams actually use, not what looks good in a marketing deck.
Who We Build For
Finance leaders at growing companies running on NetSuite. CFOs, controllers, FP&A leads, and the founders who wear those hats.
The teams we serve are typically:
- Tired of exporting to Excel for every board meeting
- Stitching dashboards together across SuiteAnalytics, spreadsheets, and BI tools
- Wishing financial analysis did not require major setup of a new system integration
Where We Are
FinanceIQ is operated from Seattle, Washington.
How we handle your data is as important as what we do with it. See our Trust Center for our security posture, certifications, and data practices.
Get in Touch
For sales, support, partnerships, or press, see our Contact page or email contact@tryfinanceiq.com.