About Piggy Banker
Piggy Banker is a finance management platform from Raterman Group that provides fractional CFO services. It combines Fina.xyz, LenderPortal, and AlterCall to offer an accessible finance solution for businesses. Users can manage their financial operations effortlessly, making it suitable even for those without a strong financial background. The platform simplifies complex financial tasks so that business owners can focus on growth. Piggy Banker also ensures that businesses can use expert financial insights without the need for a full-time CFO. Key capabilities: Fina.xyz LenderPortal AlterCall ImpactOps financial reporting Best for: business owners that need efficient financial management solutions.
Piggy Banker by Raterman Group is a financial reporting and management software designed to help small businesses and entrepreneurs simplify their financial operations. Its main purpose is to automate bookkeeping, improve cash flow visibility, and support smarter business decision-making. The software combines traditional financial reporting with modern digital finance tools, allowing users to generate accurate profit and loss statements, manage budgets, and track financial performance efficiently. Key features include automated data imports, tax management, real-time reporting dashboards, and fractional CFO advisory support, making it ideal for startups and growing businesses seeking to professionalize their financial management. The user interface of Piggy Banker is clean, intuitive, and tailored for non-technical users. It offers a simplified dashboard with clear financial summaries and visual insights into income, expenses, and cash flow. The navigation is user-friendly, allowing users to move between reports, transactions, and analytics with ease. Its guided workflows, such as for tax filing and monthly reporting, make the system easy to use even for those without accounting backgrounds.
Pros & Cons
- +Offers strategic CFO-level expertise at a lower cost than a full-time executive hire.
- +Provides clear, custom, and digestible financial reports tailored to owner preferences.
- +Focuses on proactive cash flow forecasting and decision-driving planning, not just history.
- +Includes valuable high-level support for major events like acquisitions or business exit.
- +Flexible planning options, including a Basic, Growth, and a-la-carte Custom Plans.
- −Premium pricing may be inaccessible for very small businesses or early-stage startups.
- −The service explicitly avoids payroll and accounts payable functions.
- −Catch-up bookkeeping and investor data prep incur additional "add-on" fees.
- −Requires a business to be past the need for just basic bookkeeping services.
- −The core offering may require the client to use specific, approved accounting tools.
Features
Key features
- Fractional CFO Services
- Provides executive-level financial strategy and guidance at a fraction of the cost of hiring a full-time CFO.
- "Digestible" Financials
- A core promise to simplify complex business finance so that it is easy for business owners to understand.
- Custom Financial Hubs
- Creates completely custom financial models and personalized P&Ls tailored specifically to a business's unique structure and needs.
- Forward-Looking Analysis
- Goes beyond historical reporting to create proactive financial models for cash flow management and strategic KPI setting.
- Streamlined Process
- The 3-step system (Takeover Bookkeeping, Create Custom Reports, Schedule Check-in Cadence) ensures a predictable, unique, and easy-to-understand financial workflow.
- CFO Level Support
- Offers dedicated support to help business owners understand their financials and feel empowered to make major decisions, including acquisition/exit assistance.
Additional features
- Custom Monthly Financial Reports
- Delivers financial reports tailored to the business's specific reporting preferences.
- Discounted Catch-up Rates
- Offers special pricing and add-ons for bringing year-to-date bookkeeping current.
- Custom Financial Models
- Crafts personalized P&Ls and other financial models that suit the specific needs of the business.
- Regular Reporting Cadence
- Schedules monthly check-ins for closing the books, reviewing transactions, and making necessary adjustments.
- Planning & Analysis
- Creates forward-looking financial models to assist with strategic decision-making.
- Cash Flow Management
- Includes specific services to manage and forecast the business's cash inflows and outflows.
- Assisted KPI Setting
- Helps the business define and track key performance indicators to drive growth.
- Decision Support
- Provides availability for consultation to evaluate different strategic paths.
- Acquisition / Exit Assistance
- Offers support for preparing the financials for mergers, acquisitions, or selling the business.
- Personalized Chart of Accounts Setup
- Structures the bookkeeping's chart of accounts to be advantageous for long-term scalability.
- Custom Income Statement (P&L)
- Delivers a personalized profit and loss statement within the custom financial hub.
- Cash Flow Forecasting Model (Basic Plan)
- Provides a model to predict future cash positions.
- Streamlined Financial Infrastructure (Basic Plan)
- Sets up an efficient, foundational system for managing business finances.
- End of Year Tax Handoff
- Prepares and hands off organized financial data to the client's CPA for tax filing.
- On Demand CFO Level Support (Basic Plan)
- Offers flexible, as-needed access to executive financial expertise.
- Monthly Bookkeeping (Basic Plan)
- Ensures the books are closed on a monthly basis.
- Fully Custom Financial Models (Growth Plan)
- Creates detailed forward-looking and historical financial models.
- Personalized Financial Infrastructure (Growth Plan)
- Establishes a financial system specifically tailored to the complexity of the growing business.
- 24/7 CFO Level Support (Growth Plan)
- Provides around-the-clock access to executive financial expertise.
- Weekly Bookkeeping (Growth Plan)
- Ensures the books are closed on a weekly basis for higher-spend businesses.
- Year-to-Date Bookkeeping Catchup (Add-on)
- Optional service to reconcile past financial data.
- Acquisitions / Investor Data Room Preparation (Add-on)
- Optional service to organize and prepare financial data for potential investors or buyers.
- Security Consulting (Add-on)
- Optional service including detailed background checks, security audits, and consulting from former special agents.
- A-la-carte Custom Plans
- Offers flexible, tailored plans for businesses with unique needs or specific stages of growth.
Pricing
Monthly plans
The Basic Plan
USD 4,940
The Growth Plan
USD 9,880
Countries & Languages
Available in
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Piggy Banker
HOA Start
HOA Start is a management software from Membershine, LLC that supports homeowners association operations. It…
The Finance Suite
The Finance Suite is a financial management software from Authority Finance that supports better revenue…
Wave
Wave is an accounting software/platform from Wave Financial that provides tools for managing finances. It…
Syft Analytics
Syft Analytics is an interactive financial reporting tool from Syft that supports businesses, accountants, and…
About Piggy Banker
Piggy Banker is a finance management platform from Raterman Group that provides fractional CFO services. It combines Fina.xyz, LenderPortal, and AlterCall to offer an accessible finance solution for businesses. Users can manage their financial operations effortlessly, making it suitable even for those without a strong financial background. The platform simplifies complex financial tasks so that business owners can focus on growth. Piggy Banker also ensures that businesses can use expert financial insights without the need for a full-time CFO. Key capabilities: Fina.xyz LenderPortal AlterCall ImpactOps financial reporting Best for: business owners that need efficient financial management solutions.
Piggy Banker Details
Piggy Banker's In-App Market Place
Does Piggy Banker have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
The Basic Plan
USD 4,940
The Growth Plan
USD 9,880
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CNY (¥), INR (₹), MXN ($)
Pros & Cons
- Offers strategic CFO-level expertise at a lower cost than a full-time executive hire.
- Provides clear, custom, and digestible financial reports tailored to owner preferences.
- Focuses on proactive cash flow forecasting and decision-driving planning, not just history.
- Includes valuable high-level support for major events like acquisitions or business exit.
- Flexible planning options, including a Basic, Growth, and a-la-carte Custom Plans.
- Premium pricing may be inaccessible for very small businesses or early-stage startups.
- The service explicitly avoids payroll and accounts payable functions.
- Catch-up bookkeeping and investor data prep incur additional "add-on" fees.
- Requires a business to be past the need for just basic bookkeeping services.
- The core offering may require the client to use specific, approved accounting tools.
Piggy Banker's Support Options
Email Address
clay@piggybanker.ioCommunity Forums
https://www.skool.com/finance-3617/aboutPiggy Banker's Alternatives
HOA Start
HOA Start is a management software from Membershine, LLC that supports homeowners association operations. It…
The Finance Suite
The Finance Suite is a financial management software from Authority Finance that supports better revenue…
Wave
Wave is an accounting software/platform from Wave Financial that provides tools for managing finances. It…
Syft Analytics
Syft Analytics is an interactive financial reporting tool from Syft that supports businesses, accountants, and…
