Financial intelligence on demand.

Our Mission

Finagraph's mission is to make financial intelligence and analysis instantaneous.

We do this by delivering software that transforms the way professional and financial services firms collect and process financial data from their business clients' accounting systems, enabling them to focus on their most important work.

Our Promise to Our Customers

Our customers are at the heart of every decision we make, every product we develop, every problem we solve.

With each customer interaction, our goal is to eliminate the menial data collection and processing tasks that stand between these financial professionals and the work they need to do.

We hold ourselves accountable to our team and our customers. We embrace that true genius is about taking the complex and making it simple.

We've built tools for small businesses, accountants, financial services, and large advisory firms. We're backed by some of the biggest names in the business and have a proven track record of helping our customers thrive.

Simply put: we strive to be the best at making our customers the best.

Where Finance & Technology Meet

Finagraph products help businesses across a variety of financial sectors, including the majority of the Top 25 Accounting Firms and the largest fintech companies in the world.

Our tools integrate with industry-leading ERP and accounting systems, making it easy for our customers to work within their existing tools.

Security and privacy are a top priority, backed by best-in-class Cloud technology and SOC 2 Type 2 Certification.

Who We Are

James Walter

James Walter is the founder and CEO of Finagraph. He holds multiple patents in the fields of media and technology. Prior to Finagraph, he served as a top-ranked program manager at Microsoft, leading teams delivering products including Xbox 360 and Windows 7.

Justin Pulgrano, CPA

Justin Pulgrano brings financial, accounting, and technology expertise as the Finagraph CRO. He previously spent 8 years at Ernst & Young leading M&A advisory, audit, and assurance teams to serve clients across various industries.

Cheryl Abrahamson, Esq.

As VP of Finance and Corporate Operations, Cheryl adds over 15 years of experience to the team. She has worked with executives on legal needs, strategic planning, corporate structure, business delivery strategies, mergers, and acquisitions.

Steve Kelly

Finagraph's VP of Engineering, Steve has in the software and technology industry for 30 years. He has delivered numerous software products during the course of his career both as a software developer as well as in leadership and executive roles.