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
Provides executive-level financial strategy and guidance at a fraction of the cost of hiring a full-time CFO.
A core promise to simplify complex business finance so that it is easy for business owners to understand.
Creates completely custom financial models and personalized P&Ls tailored specifically to a business's unique structure and needs.
Goes beyond historical reporting to create proactive financial models for cash flow management and strategic KPI setting.
The 3-step system (Takeover Bookkeeping, Create Custom Reports, Schedule Check-in Cadence) ensures a predictable, unique, and easy-to-understand financial workflow.
Offers dedicated support to help business owners understand their financials and feel empowered to make major decisions, including acquisition/exit assistance.
Additional features
Delivers financial reports tailored to the business's specific reporting preferences.
Offers special pricing and add-ons for bringing year-to-date bookkeeping current.
Crafts personalized P&Ls and other financial models that suit the specific needs of the business.
Schedules monthly check-ins for closing the books, reviewing transactions, and making necessary adjustments.
Creates forward-looking financial models to assist with strategic decision-making.
Includes specific services to manage and forecast the business's cash inflows and outflows.
Helps the business define and track key performance indicators to drive growth.
Provides availability for consultation to evaluate different strategic paths.
Offers support for preparing the financials for mergers, acquisitions, or selling the business.
Structures the bookkeeping's chart of accounts to be advantageous for long-term scalability.
Delivers a personalized profit and loss statement within the custom financial hub.
Provides a model to predict future cash positions.
Sets up an efficient, foundational system for managing business finances.
Prepares and hands off organized financial data to the client's CPA for tax filing.
Offers flexible, as-needed access to executive financial expertise.
Ensures the books are closed on a monthly basis.
Creates detailed forward-looking and historical financial models.
Establishes a financial system specifically tailored to the complexity of the growing business.
Provides around-the-clock access to executive financial expertise.
Ensures the books are closed on a weekly basis for higher-spend businesses.
Optional service to reconcile past financial data.
Optional service to organize and prepare financial data for potential investors or buyers.
Optional service including detailed background checks, security audits, and consulting from former special agents.
Offers flexible, tailored plans for businesses with unique needs or specific stages of growth.
Pricing
Monthly plans
Countries & Languages
Available in
Interface languages
Billing currencies
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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
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
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