Whales Finance — Fractional CFO Advisory for IT & SaaS | AI-Powered Finance

Whales Finance · AI-Powered CFO · Built for Growth

FinancialLeadershipfor the AI era

Whales Finance·Fractional CFO·AI Automation·Financial Strategy·Investor Readiness·FP&A·M&A Advisory·Unit Economics·SaaS Metrics·
Whales Finance·Fractional CFO·AI Automation·Financial Strategy·Investor Readiness·FP&A·M&A Advisory·Unit Economics·SaaS Metrics·
Whales Finance·Fractional CFO·AI Automation·Financial Strategy·Investor Readiness·FP&A·M&A Advisory·Unit Economics·SaaS Metrics·
Whales Finance·Fractional CFO·AI Automation·Financial Strategy·Investor Readiness·FP&A·M&A Advisory·Unit Economics·SaaS Metrics·

01 - AI & Finance

Finance meets artificial intelligence

01.

AI-Powered Forecasting

Replace manual spreadsheet models with intelligent systems

02.

Automated Reporting

P&L, Cash Flow, Balance Sheets in real time

03.

Risk & Anomaly Detection

AI identifies deviations faster than any analyst

04.

CFO Intelligence Layer

Instant financial answers for CEOs

-60%
Reduction in monthly close time
+35%
Operating margin improvement
4x
Faster decision making
$280K
Annual savings per client avg.

"AI doesn't replace the CFO - it amplifies what a great CFO can do."

Would you like to measure your financial intelligence?

Take the assessment

03 - Services

What we do for your business

01

Fractional CFO

End-to-end finance leadership without the full-time cost

Financial model & budgetCash flow managementWeekly CEO reportingKPI control
02

Financial Strategy

Long-range planning and value creation models

3-5 year modelValuation & exitScenario analysisMonetization strategy
03

Investment Readiness

Prepare for funding rounds and M&A events

Investor deck & modelDue diligence prepM&A advisoryInvestor communication
04

AI Finance Automation

Replace manual processes with intelligent systems

Automated reportingAI forecastingSmart dashboardsProcess automation
05

FP&A & Unit Economics

Build the metrics that drive smarter decisions

Unit economicsCAC/LTV analysisKPI & OKR systemRolling forecasts
06

Finance for IT & SaaS

Specialized finance for technology companies

MRR/ARR/ChurnGlobal structureRevenue recognitionPricing strategy

Markets we have worked in

UkraineUkraineUSAUSAArgentinaArgentinaBrazilBrazilColombiaColombiaMexicoMexicoPortugalPortugalPolandPoland

04 - Results

Numbers that speak for themselves

12
Years in finance & tech
$50M
Assets under management
5
Successful projects
2x
Average valuation growth
IT Outsourcing

From chaos to financial clarity

Close period: 20 days → 5 days

SaaS Product

Series A preparation

Round closed in 4 months at 2x target valuation

IT Outsourcing

Full finance transformation

Margin doubled: 5% → 12% on $10M revenue

Global IT

International market expansion

Up to 40% improvement in operational margins through optimal structuring

What our clients say

Working with Anna was a privilege. She brought relentless energy, honesty, and commitment, and consistently operated as a strategic partner - not just a CFO. Her ability to connect financial discipline with business strategy made her instrumental to our success.

Alex Kalinovsky
Alex Kalinovsky
CEO, AgileEngine

Anna joined at a time when our finance function needed a full reset, not incremental fixes. As Fractional CFO, she rebuilt core processes, redesigned KPI dashboards, and improved cross-functional alignment and team performance. The impact was clear: operational margin increased 3x and month-end close shortened from 20 to 5 days.

Julia Stalnaya
Julia Stalnaya
COO, Kitrum

05 - Contact

Ready to build a smarter finance function?

Let's talk about your business. First call with Whales Finance is free.