Step 1
Finance Assessment Call
We map what you have, what you need, and what a Levanto professional would own. 45 minutes. No generic proposals — this is a real diagnostic conversation.
We built Levanto for finance leaders running growing companies — where conditions change every quarter, the team is always lean, and someone has to own the answer by Friday. Every professional we place has lived that job.
Every Levanto professional is admitted to the firm and shares in its economics. No contractors collecting hourly fees. No staffers waiting for the next placement. No account manager between you and the work. The person doing your work has a direct stake in whether your engagement succeeds.
At $2M–$25M ARR, the finance gap is real and the math is brutal. A bookkeeper can’t model your runway. A fractional CFO won’t own your close. So founders patch it themselves at 11pm — until the next board update, audit, or fundraise turns into a fire drill.
Before benefits, equity, or ramp.
Months you don’t have if you’re closing a round.
The board update or audit isn’t going to wait.
Every Levanto professional is admitted to a US professional services firm and shares in its economics. Selected, certified, and ready for your specific stack.
Every professional completes the firm’s certification track as part of deployment: NetSuite, QuickBooks ProAdvisor, Levanto Methodology, and the Levanto AI Workflow Suite.
US business hours, aligned to your operation. Real-time collaboration, not async handoffs.
Not shared capacity. Not a pod model. One person owns your function, full-time, full accountability.
Levanto professionals don’t just use AI tools. They work with you to identify the agentification opportunities inside your finance function and build them on a timeline that fits your priorities.
Experience seamless integration for your business.
Reconciliations
Variance commentary
Monthly reporting
Cash forecasting
Board pack drafts
Every client’s stack and every CEO’s priorities are different, so the agents your professional builds are scoped to what your business needs, not a template.
The result over time: a finance function that gets faster, more accurate, and more strategic. Not because we hired more people. Because we built better systems for the people you already have.
From engagement signed to first owned deliverable.
Active across LATAM.
From engagement signed to first owned deliverable.
One client. One professional. Full ownership.