Chasq · Strategic finance

Understand the numbers. Fix, improve and grow the business.

Chasq is a strategic finance platform. It sits above your accounting system, drawing in CRM, banking and operational data so you can see the whole business in one live view and act on the insight that matters.

Live data across 40+ connectors

Cash across 3 entities

£0

Synced 2m ago

  • Banking
    14 connected
  • CRM
    18 connected
  • Accounting
    9 connected

Connects to your stack

  • Xero
  • QuickBooks
  • HubSpot
  • Salesforce
  • Stripe
  • Open Banking
  • Notion

The platform

One view of the whole business.

Replace the weekly consolidation scramble with a live view across every entity, account and deal stage. Cash, pipeline, runway and operating signals in one place.

Net cash across all entities

Inflows, outflows and burn rolled up live from banking and accounting.

Complete data view

CRM, accounting, banking and operational data collapsed into one clean model. The whole business in one place, not just the books.

AI agents and insights

Purpose-built agents flag anomalies, draft commentary and surface what changed since last week without asking.

Forward-looking view

Scenario modelling, peer benchmarking and forecasts that tell you what is likely to happen, not just what already has.

The process · DIDO

Design, integrate, develop, operate.

Four phases, delivered by digital architects who stay with you from kickoff through steady state.

  1. 01Design

    Vision & insight

    AI tools and a verified knowledge base map the current state and the gap to where you want to be.

  2. 02Integrate

    Digital architects

    AI agents working alongside human specialists who plug your data sources into the platform properly. Not a ticket thrown over a wall.

  3. 03Develop

    Build solutions

    Tailored workflows, reports and automations. The platform keeps evolving with your business.

  4. 04Operate

    Software as a service

    Ongoing delivery and support through the Chasq surface. Continuous value, not a one-off project.

Digital architects

AI agents and human specialists who sit inside your business during the implementation phase. They map your data sources, integrate them properly and stay available for the problems that do not fit a ticket form.

Revenue efficiency

You vs peer cohort · 25th – 75th percentile band

Top 15%
YouPeer band (p25–p75)

Strategy

Benchmark against peers. Move before they do.

Chasq anonymously compares your financial shape to similar businesses on the platform, so you can see what is normal, what is not and where there is untapped margin.

Pricing

Two fees. One platform.

A one-off Launchpad fee to get you flying. A monthly Orbit fee to keep you there.

Launchpad

Implementation

A one-off upfront fee that sets you up for success. Get the platform configured around your business from day one.

  • Digital architect onboarding
  • Data source mapping
  • Integration setup
  • Initial platform configuration

Orbit

Ongoing

A flat monthly retainer that keeps you connected to the Chasq ecosystem and the infrastructure running.

  • Platform access
  • Token-based AI tool usage
  • Knowledge centre access
  • Community access
  • Core insights and reporting modules
  • Benchmarking

All pricing agreed on a case-by-case basis. Partner organisations are billed on commission against services delivered through the platform.

Compare

Faster than consultants. Smarter than software.

FeatureTraditional accountingChasqSaaS-only tools
Data scopeAccounting onlyCRM, accounting, banking, operationsSingle domain
ReportingBackward-lookingForward-looking insightBasic dashboards
Expert supportHourly billingDigital architectsNone included
Data modelFragmentedStandardisedGeneric
Strategic guidanceProject-basedContinuousNot available
AccountabilityLimitedFull ownershipNone

Questions

Straight answers for finance leaders.

No sales deck vocabulary. The things people actually ask us on a first call.

What is Chasq?
Chasq is a strategic finance platform. It sits above your accounting system and draws in data from your CRM, banking and operational tools to give you one live view of the business and the insight to act on it.
Who is Chasq for?
Owner-managers and finance leaders in businesses of 30 to 300 people. If you can read the management accounts but cannot turn the numbers into the strategic insight your role demands, Chasq closes that gap.
Does Chasq replace my accounting software?
No. Chasq sits above your accounting system. It draws data from accounting, CRM, banking and operational tools so you can see the whole business in one live view, not just the books. Transaction processing, reconciliation and month-end close stay in the systems built for them.
What does Chasq actually deliver?
A live view of where the business makes money by segment, customer and product. Scenario modelling. Working capital visibility. Peer benchmarking. Forward-looking forecasts. The point is unlocking growth and margin, not building another dashboard.
How is this different from hiring a CFO or finance director?
Chasq is the first step towards strategic finance. It either provides the tools of a strategic finance leader where you do not have one, or amplifies the expertise of an existing finance director by giving them the strategic infrastructure their role demands.
What does Chasq cost?
Two fees. A one-off Launchpad fee covers implementation, integration and configuration. A monthly Orbit fee covers ongoing platform access, AI tooling, insights and benchmarking. All pricing is agreed case by case.

Ready when you are

Stop reporting the past.
Start shaping the future.