Kordis Review (2026): Fractional CFO with Built-in FP&A Software
Strategic finance leadership paired with purpose-built financial planning tools.
At a Glance
Key Takeaways
- •Fractional CFO services combined with proprietary FP&A software
- •Software built by experienced fractional CFOs for practical use
- •13-week cash flow forecasting as a core capability
- •Integrates with QuickBooks, Plaid, and Ramp
- •Pricing for services typically $5,000-15,000/month
What is Kordis?
Kordis is a fractional CFO firm that combines strategic finance leadership with proprietary financial planning software built specifically for fractional CFO workflows. Unlike traditional fractional CFO providers that rely on third-party tools, Kordis developed its own FP&A platform in-house—designed by practicing fractional CFOs who needed better tooling to serve their clients. This dual offering is their primary differentiator: clients get senior financial leadership paired with purpose-built technology that supports cash flow forecasting, financial reporting, and real-time financial visibility.
The Kordis fractional CFO service covers cash flow management, financial analysis, investor reporting, and broader strategic finance guidance. Their software complements the service by organizing financial data from QuickBooks, pulling bills from Ramp, and connecting directly to bank accounts via Plaid to generate a 13-week cash flow forecast that teams can actually rely on. This combination of human expertise and software tooling is designed to address the common frustration that fractional CFO engagements often lack robust data infrastructure to support the strategic work.
Fractional CFO engagements through Kordis typically run $5,000-15,000/month depending on the scope of service and engagement level. At the lower end, companies might receive limited weekly hours from a fractional CFO along with access to the software platform. At the higher end, clients get deeper CFO involvement including board-level reporting, capital raise support, and ongoing financial analysis. Kordis also offers its software platform separately for companies that already have finance leadership but want better FP&A tooling—starting at $40/month per additional organization beyond one included. This makes the software accessible as a standalone tool for companies not ready for full fractional CFO engagement.
The firm is best suited for growth-stage companies—typically $3M-20M in revenue—that have outgrown basic bookkeeping and need real strategic financial guidance but are not yet at the stage to hire a full-time CFO. Their software-first approach appeals to companies that value data-driven decision-making and want their financial tools and finance leadership to come from the same provider. Companies seeking comprehensive, continuous financial leadership paired with robust analytical tooling will find Kordis a distinctive option in the fractional CFO market.
Frequently Asked Questions
What is the relationship between Kordis's fractional CFO services and their software?
Kordis built its own FP&A software because its founders—who are fractional CFOs themselves—noticed that existing tools did not meet the practical needs of fractional CFO work. The software is designed to support the deliverables a fractional CFO provides: cash flow forecasting, financial reporting, and real-time visibility into business performance. Companies engaging Kordis for fractional CFO services get both human expertise and access to the integrated software platform, which is intended to make the CFO engagement more data-rich and actionable. The software can also be purchased separately for companies that want better tooling but already have in-house or fractional CFO coverage.
How much does Kordis cost for fractional CFO services?
Kordis fractional CFO services typically range from $5,000-15,000/month depending on engagement scope, the seniority of the CFO assigned, and the range of services required. Entry-level engagements provide limited weekly hours with a focus on core deliverables such as cash flow management and financial reporting. Full-service engagements at the higher end include comprehensive strategic finance, investor relations support, board reporting, and deeper analytical work. The software platform is priced separately at $40/month per additional organization beyond the first included organization, with up to five members per organization included.
What makes Kordis different from other fractional CFO providers?
The primary differentiator is that Kordis has built its own FP&A software rather than relying on third-party tools. This allows the fractional CFO engagement to be more integrated with the client's financial data—the CFO and the software are working from the same live data environment. The 13-week cash flow forecast, pulling from QuickBooks, Plaid, and Ramp integrations, gives clients a forward-looking view they can trust. Another difference is that Kordis specifically targets the growth-stage company segment and has oriented both their service model and software around the needs of businesses that are scaling and need better financial infrastructure.
What types of companies benefit most from Kordis?
Kordis works best with growth-stage companies in the $3-20M revenue range that have moved beyond basic bookkeeping and need real financial leadership paired with better tooling. They serve businesses preparing for fundraising, those experiencing rapid headcount growth that creates financial complexity, and companies that want to replace ad-hoc financial processes with structured FP&A workflows. Companies with simpler finance needs or those just needing transaction-level bookkeeping may find Kordis overkill, while companies at a later stage seeking full-time CFO-level strategic depth and scale will likely need a more comprehensive engagement.
How does Kordis compare to a full-service outsourced finance office?
Kordis and a full-service outsourced finance office like Eagle Rock CFO share the goal of providing strategic financial leadership to growing companies, but their models differ in scope and structure. Kordis combines a fractional CFO with proprietary FP&A software, which is excellent for data-driven financial planning and businesses that want integrated tooling. A comprehensive outsourced finance office typically provides the full finance function—bookkeeping, controller oversight, treasury management, and CFO-level strategy—in addition to FP&A capabilities, often at a comparable or more inclusive price point. The choice depends on whether you value integrated CFO-plus-tooling from a single provider or prefer the breadth of a full-service finance office that handles everything from transactions to strategy.
Need a Complete Finance Office?
Eagle Rock CFO provides the full finance function—from bookkeeping through strategic CFO leadership—for growing companies that need comprehensive, continuous financial management. See how we compare.
This article is part of our The Only Fractional CFO Review List You'll Need — Organized by Your Revenue Stage, Not Alphabetically guide.
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