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๐Ÿข Our Story

We Built the FP&A Platform We Always Wished Existed

We spent years as CFOs and FP&A directors watching brilliant finance teams waste 80% of their time on manual work โ€” copying data, reconciling spreadsheets, and building the same reports month after month. So we built what should have existed all along.

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NEXTFPA GROWTH 2021 42 2022 98 2023 220 2024 390 2025 500+ CUSTOMER SATISFACTION 98% AVG IMPLEMENTATION 4 wks INTEGRATIONS 200+ Built by finance professionals ยท Dallas, TX ยท Since 2021
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Our Mission

Empower every finance team to move from operational execution to strategic partnership โ€” by eliminating the manual work that consumes 80% of their time. We want CFOs to be strategic advisors, not spreadsheet operators.

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Our Vision

A world where every CFO has a real-time, AI-powered view of their entire financial picture โ€” connected, accurate, and instantly actionable. Where finance teams spend their time on what only humans can do: judgment, strategy, and leadership.

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Our Values

Finance-first. Excel-native. Customer-obsessed. Privacy by design. Fast implementation. Continuous innovation. Radical transparency. These aren't slogans โ€” they're the principles that drive every product and business decision we make.

By The Numbers

Trusted. Proven. Growing.

500+
Finance Teams
98%
CSAT Score
200+
Integrations
4 wks
Avg Go-Live
Why We're Different

Not Just Another FP&A Vendor

Most FP&A vendors were built by software engineers who read about finance. We were built by finance professionals who learned to build software.

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Finance Background Required

Every customer success manager on our team has worked in FP&A or finance operations. They understand the challenges because they've lived them โ€” and they bring real domain expertise to your implementation and ongoing success.

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Excel-First Philosophy

We made a deliberate choice to build for Excel rather than replace it. Your team spends years mastering Excel models. We're not going to throw that away. We make Excel 10ร— better โ€” not obsolete.

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Speed as a Core Value

Most FP&A implementations take 6โ€“12 months. We do it in 4โ€“6 weeks. Our in-house integration team handles setup โ€” no third-party consultants, no IT tickets, no delays. We believe time-to-value should be weeks, not years.

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Privacy by Design

Your financial data is never used to train external AI models. Never shared between customers. Stored in your own dedicated instance. SOC 2 Type II certified. GDPR and CCPA compliant. Security isn't a feature โ€” it's the foundation.

Join 500+ Finance Teams on NextFPA

Start with 2 users free. Sam sets you up within 4 hours.

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