Modern Finance forForward-Thinking Companies
At Luca NextGen Financial, we empower founders, startups, and growth-stage companies with forward-thinking CFO services enhanced by AI-driven tools. From financial clarity to strategic insight, we help you unlock your company's full potential.
AI + CFO Expertise
We combine advanced automation and AI-powered analytics with hands-on CFO guidance to deliver real-time insights, streamlined operations, and proactive financial leadership.
AI-Powered Insights
Intelligent algorithms that learn your business and surface meaningful patterns and opportunities.
Real-time Dashboards
Custom financial dashboards that give you a clear view of your business performance at any moment.
Strategic Guidance
Expert CFO advice that translates data into actionable strategies for sustainable growth.
Time Savings
Automated processes that free you from financial busywork so you can focus on growing your business.
Technology + Expertise
Our unique approach combines cutting-edge AI tools with seasoned financial expertise. This means faster reporting, smarter decisions, and a finance function that scales with you.
We don't just give you software — we give you a strategic partner who understands both technology and the nuances of financial leadership.
Three Tiers, One Goal: Your Financial Success
Whether you're just starting out or scaling rapidly, we have a service tier designed for your current needs and future growth.
Essentials
Build your financial backbone with clarity and consistency
The Essentials package is designed for early-stage businesses and lean teams that need structure, visibility, and peace of mind when it comes to their finances.
- AI-driven transaction processing
- Automated reconciliations
- Easy-to-read dashboards
- Monthly financial reports
- Clean, organized bookkeeping
Growth Partner
Scale with confidence and real-time financial intelligence
Built for businesses in motion — those entering new markets, hiring teams, or raising capital. Strategic planning meets operational efficiency.
- Fractional CFO access
- Dynamic forecasting & budget modeling
- Automated cash flow tracking
- Strategic financial planning
- AI-enhanced analytics
- Custom dashboards
Strategic Partner
Your outsourced finance team — reimagined for high-growth leadership
Our most comprehensive offering, designed for founders and CEOs who want to elevate their finance function to executive level.
- High-touch CFO leadership
- Advanced AI-driven infrastructure
- Fundraising preparation
- Board reporting & investor relations
- Scenario modeling
- Executive-level financial strategy
Industries We Serve
We bring tailored financial strategy and AI-driven insight to each industry we serve — helping our clients make confident, data-informed decisions that drive growth.
SaaS & Tech Startups
SaaS & Tech Startups
From early-stage funding through Series A and beyond, we help SaaS companies manage burn, forecast revenue, and build investor-ready financials — all with the speed and clarity that the startup world demands.
Client Snapshot:
Seed to Series B SaaS founders, tech-enabled startups, and product-led growth companies seeking operational finance and fundraising support.
Common Financial Challenges We Solve
Every growing business faces financial hurdles. Here's how LUCA transforms these challenges into competitive advantages.
Disorganized Finances
Your books are messy, reports are late (or nonexistent), and you're not even sure what your real numbers are.
LUCA's Solution
We clean up your financials, establish processes, and use AI to streamline reporting — giving you real-time clarity and confidence in your numbers.
No Strategic Financial Guidance
You have bookkeeping, maybe even a CPA, but no one is helping you make sense of the big picture — or plan for what's next.
LUCA's Solution
Our fractional CFOs guide your growth with financial forecasting, strategic planning, and insights that actually move the needle.
You're Always Playing Catch-Up
You're reactive instead of proactive. You find out problems after they happen — whether it's overspending, cash shortfalls, or missed targets.
LUCA's Solution
Our AI-powered systems flag issues early, track trends, and give you timely data so you can make informed decisions before it's too late.
Fundraising or Scaling Without Support
You're trying to raise money, expand operations, or hire — but don't have the financial infrastructure to back it up.
LUCA's Solution
We prepare investor-ready financials, build models, and create strategies that support sustainable, confident growth.