We're Building the Future of Small Business Finance
FiscalInsights was founded in 2024 by a team of fintech veterans, CPAs, and AI engineers who were frustrated with how complicated financial tools had become for small businesses.
Our Mission
We believe that every freelancer, agency, and small business owner deserves access to the same financial intelligence that Fortune 500 companies have.
That's why we're building AI-powered financial tools that automate the tedious work—expense categorization, cash flow forecasting, tax estimates—so you can focus on what you do best: growing your business.
Our goal: Save every small business owner 10+ hours per month on financial management.
By the Numbers
What We Stand For
Security First
Bank-grade 256-bit encryption. SOC2 compliant. Your data is never sold.
AI That Actually Helps
Our AI saves hours per week, not seconds. We focus on meaningful automation.
Human Support
Real CPAs and finance experts available to help. Not just chatbots.
Built for Growth
From solo freelancer to 50-person agency. We scale with you.
Meet the Team
Our leadership team combines decades of experience in fintech, AI, and accounting.
Sarah Chen
CEO & Co-Founder
Former CFO, 15+ years in fintech
Sarah spent 15 years in fintech leadership roles at Square and Stripe before founding FiscalInsights. She holds an MBA from Stanford and is a licensed CPA.
LinkedInopen_in_newMichael Torres
CTO & Co-Founder
Ex-Google, ML/AI Expert
Michael led machine learning teams at Google for 10 years, building AI systems that processed billions of transactions. He holds a PhD in Computer Science from MIT.
LinkedInopen_in_newEmily Rodriguez
Head of Product
Ex-Intuit, QuickBooks Product Lead
Emily spent 8 years at Intuit leading QuickBooks product development. She understands the pain points of small business accounting firsthand.
LinkedInopen_in_newDavid Kim
Head of Customer Success
CPA, Small Business Advisor
David is a licensed CPA who spent 12 years running his own accounting practice serving small businesses. He ensures our product actually solves real problems.
LinkedInopen_in_newGet in Touch
Have questions? We'd love to hear from you.
Office: 548 Market Street, Suite 35000, San Francisco, CA 94104