For finance and operations leaders
Finance should accelerate growth — not slow it down.Platform, advisory, and Heno — built for your industry.
We use our unique industry designs to implement accounting/ERP and continuous planning (FP&A) integrated with CRM — a single truth for business insights. Platform, advisory, and Heno for finance and operations leaders.
Connect finance, operations, and growth
Analyze, plan, measure, and execute — on one continuous cycle.
Platform overviewData Cubing
Data Cleansing
continuous cycle
- Analyze
- Planning
- Execute
- Measure
Heno + IFI Insights
The platform is Heno. The partner is IFI.
Product surfaces for accounting, planning, sales, and operations — plus the services team that implements Sage Intacct, Salesforce, Planful, and your industry stack.
Heno Accounting
Close, consolidation, and ledger you trust
View surfaceHeno Planning
Continuous FP&A tied to the books
View surfaceHeno Sales
Revenue motion aligned to finance
View surfaceHeno Operations
Execution across the business
View surfaceHeno BackOffice
Outsourced accounting, run as a service
View surfaceHeno AI
Intelligence across the suite
View surface
We are accountants that re-design your back office for continuous business transformation
Industries we know
We guide growth companies in industries with complex accounting & operations
Professional services, nonprofit, financial services, construction and real estate, solar and renewable energy, family offices, software and technology, and restaurants.
Professional services
Sage Intacct · NetSuite · CRM / PSA
Project accounting, utilization, and profitability for firms that bill on fixed fee, time and materials, or hybrid models.
Nonprofit
Sage Intacct · Blackbaud
Programs, grants, and restricted funds — timely reporting and board visibility without sacrificing mission spend.
Software & technology
Sage Intacct · Salesforce · NetSuite
SaaS and services revenue, deferred revenue, and project margins on one ledger leadership can trust.
Financial / REITs
Sage Intacct · Addepar
Multi-entity structures, complex instruments, and reporting for asset managers and private capital.
Construction
Sage Intacct · Procore · Sage 100
Job costing, WIP, commitments, and field-to-ledger integration for contractors and developers.
Solar & renewable
Sage Intacct · Procore
Development, EPC, and O&M — project accounting integrated with field and milestone reporting.
Real estate
Sage Intacct · Yardi · MRI
Development and asset accounting — entities, projects, and lender packs aligned to how deals close.
Family offices
Sage Intacct · Addepar
Consolidated visibility across operating entities, partnerships, and investments.
Restaurants
Restaurant365 · Sage Intacct
Multi-unit food cost, labor, and cash rhythm — finance and operations on the same numbers.
Continuous planning is made possible by continuous bookkeeping methodologies & systems
At IFI, we apply our years of accounting, operations, and software expertise to orchestrate continuous financial information that increases the Profitability IQ for your team.
- Get timely and truthful operational information
- Truly understand the numbers that drive your business
- Make smart decisions that promote growth and financial stability
By outsourcing your bookkeeping to our team or adopting these methodologies in-house, you gain the rhythm that makes planning possible.
Jim French — Founder & CFO (introduction)
A short introduction to IFI: why we built the firm, who we serve, and what “designed, delivered, and connected” means in practice.
From the founder
Finance and operations should accelerate growth — not absorb it
We built IFI because finance leaders were drowning in versions — not insights. Heno is the platform; our team is the advisory layer that designs it, delivers it, and stays until your close, plan, and CRM actually work as one system.
Success stories
What a few of our clients say about us
“Having the IFI Professionals team support our cloud accounting has been key to giving us the visibility and control we need to keep growing.”
“Non-profits have unique requirements and having a services partner who are accountants that understand our back-office operational needs for workflow and reporting has been key to our success.”
“Our accounting and Salesforce automation continues to improve and provide us with the visibility and control we need.”
“Working with people who understand the construction lifecycle in terms of construction operations, accounting and planning has been key to the success of our business.”
“Working with IFI to design and implement our modernized and automated back-office has improved our productivity and decision making.”
“The key benefit of using IFI’s CPAs and accountants to implement our advanced accounting system was their knowledge of SaaS accounting and operational issues. This expertise allowed my team to focus on their day-to-day responsibilities.”
The platforms we implement and run, every day
- Sage Intacct
- Planful
- Salesforce
- BILL Spend & Expense
- BILL
- Yooz
- Emburse Nexonia
- Expensify
- SAP Concur
- Addepar
- Procore
We’re hiring
Build finance operations with a team that cares about the close.
Fully remote, operator-led, and focused on Sage Intacct, planning, and the systems finance leaders actually run.
- Fully remote
- People-first culture
- Award-winning workplace
Next step
Let's see if IFI is the right partner for your next phase of growth.
Products, Heno, and services — one conversation with accountants who implement.