For Fractional CFOs

Turn your Excel models into a client platform.

Stop giving away your IP in static spreadsheets. Build recurring revenue with a living Decision Engine your clients can access 24/7.

Trusted by Growth-Stage Companies

CloudSync
Meridian Labs
Apex Analytics
Quantum Ventures
Prism Health

The Revenue Trap

Why is it so hard to justify a monthly retainer for a spreadsheet?

TRANSACTIONAL

The One-Time Project Trap

You work 50 hours to build a model. You get paid once. The client uses that file forever. You constantly hunt for the next gig.

NO LEVERAGE

IP Leakage

Sending the file means sending your Secret Sauce. If they have your formulas, why do they need you for the next deal?

Recurring Revenue

Stop Charging for Time.
Charge for Access.

Move from "Project Fees" to "Retainers". With CostVela, you don't deliver a file; you deliver a Subscription to your Intelligence.

  • Sell the 'System', not the 'Sheet'
  • Clients pay for ongoing access & maintenance
  • Build a scalable asset that grows without you
$5k/mo
Active Retainer
Client Experience

Don't Send a Report.
Give Them a Decision Engine.

Clients answer their own questions 24/7. Your model becomes their comprehensive "Source of Truth" for every financial decision.

  • Interactive Scenarios (What-If Analysis)
  • Real-time Actuals vs Forecast
  • Branded, polished, and professional
10x
Faster Scenario Planning
100%
IP Security
24/7
Client Availability
Platform Capabilities

From Static Sheet to Logic Engine

Your expertise is currently locked in static spreadsheets. Operationalize it. Instantly transform legacy models into dynamic, scalable software assets.

1. Digitize Your Methodology

Don't rebuild. Our engine instantly transforms your unique Excel logic into a scalable software asset.
Clone your expertise, not your hours.

IP

2. Operationalize Your IP

Secure your proprietary formulas in a black-box environment with Enterprise-Grade Security.
You sell the insights, never the source code.

3. Power Decision Support

Move beyond static reports. Empower clients with a living, branded workspace for real-time scenario planning.

Enterprise Ready

Built for Teams. Secured for Enterprise.

Collaborate seamlessly with your team while maintaining enterprise-grade security and full GDPR compliance.

Security & Compliance

Enterprise-Grade Encryption

All data encrypted at rest and in transit with AES-256 and TLS 1.3.

GDPR Compliant

Full data portability, right to deletion, and EU data residency options.

SOC 2 Type II

Independently audited for security, availability, and confidentiality.

GDPR Controls and Security Dashboard
Team Management, User Roles, and Activity Logs

Team Collaboration

Multi-User Workspaces

Invite team members, assign roles, and collaborate on models in real-time.

Role-Based Access Control

Granular permissions for viewers, editors, and administrators.

Audit Logs & Activity Tracking

Complete visibility into who accessed what, when, and from where.

Transparent Billing

Usage-Based Pricing

Pay only for what you use. Track credit consumption in real-time.

Team Billing Controls

Set spending limits, view detailed invoices, and manage subscriptions.

Activity Monitoring

Complete visibility into credit usage by user, model, and time period.

Billing Dashboard and Usage Analytics

Ready to scale your practice?

Join CFOs building recurring revenue with client platforms.

Start with $25 free