AI-powered financial reporting & forecasting

Clear, investor-ready financials in days, not weeks.

Ross FinTech Group delivers reporting, forecasting, and budgeting for small businesses, mid-size companies, and non-profits — faster and more affordably than building the function in-house.

Finance-professional oversight on every engagement — modern tooling, traditional rigor.

Reports in minutes, not hours
Forecasts across Base / Best / Worst scenarios
Built for businesses & non-profits

How it works

Three steps to reporting you trust

A simple engagement model designed to fit around the systems and bookkeeping you already have.

01

Share your numbers

Send us your accounting exports or connect your existing bookkeeping. No system migration required.

02

We model, forecast & analyze

Our AI-assisted models build your statements, projections, and variance analysis — then a finance professional reviews them.

03

You receive clear reports fast

Board-ready statements with written commentary you can send to lenders, investors, or your leadership team.

Who we serve

Built for organizations that outgrew spreadsheets

Small businesses

Owner-led companies that need real financial visibility without the cost of a full-time finance hire.

Mid-size companies

Growing teams that need departmental budgets, rolling forecasts, and disciplined monthly reporting.

Non-profits

Mission-driven organizations reporting to boards, funders, and grantors with clarity and confidence.

Pricing

Simple tiers, scoped to your stage

Starting points only — every engagement is scoped to your entity count, transaction volume, and reporting cadence. Custom quotes available.

Starter

Essential monthly reporting

$500/ month

  • Monthly P&L and cash-flow reporting
  • Clear management summary each period
  • Email support
Get Started

Growth

Most popular

Reporting + forecasting + budget vs. actuals

$1,200/ month

  • Everything in Starter
  • 12-month forecasting with Base / Best / Worst scenarios
  • Budgeting and budget-vs-actuals variance analysis
  • Quarterly review call
Get Started

Advisory

Full FP&A and board-level reporting

$2,500/ month

  • Everything in Growth
  • Full FP&A support
  • Board / investor-ready reporting
  • Cash-flow & runway planning
  • Monthly strategy calls
  • Priority support
Get Started

Custom quotes available · Nonprofit rates on request

Testimonials

What clients say

We're collecting feedback from our first engagements — this space is reserved for their words.

Client testimonial coming soon.
Client nameTitle, Company
Client testimonial coming soon.
Client nameTitle, Company
Client testimonial coming soon.
Client nameTitle, Organization