WHAT WE DO
How We Support Your Business
CorpFi As A Service
Your embedded finance team — from data to insights.
CorpFi + Ai
Implementations
Automate the manual work. Scale your finance team's output.
CorpFi Support & Ai Advisory
Financial leadership and support for the key strategic needs and events.
What's Included
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Data Management
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Accounting/Financial Close
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Cash Flow Management
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3-Statement Reporting
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Sales Analytics
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Budgeting & Rolling Forecasts
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Variance Analysis
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Financial Modeling
What's Included
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Custom AI Workflow Builds
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Data Alignment & Consolidation
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Dashboard Development
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Software & AI Solution Implementation
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Automated Reporting Systems
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Process Redesign & Documentation
What We Support
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Board Meeting Preparation
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Capital Raises (Debt / Equity)
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M&A Support
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Exit Preparation
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Capital Allocation Strategy
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AI Strategy & Roadmap
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Finance Automation Opportunity Identification
Who This Is For
CEOs and Founders at scaling companies who need reliable financial insights yesterday.
Who This Is For
CFOs and finance teams with manual, inefficient processes that need scalable automated systems.
Who This Is For
CEOs, Founders, and CFOs navigating fundraising, M&A, AI implementations or other strategic decisions for their business.
OUR APPROACH
The Embedded Finance Team Model
Most growing companies don't need a full-time finance hire for every function. They need the right specialist for each job — and only when they need them.
That's the embedded team model: a complete corporate finance team that works inside your business, scaled to exactly what you need.
Engagement Leads:
Corporate Finance Lead
Leads all client engagements. Interprets financial data, defines the insight framework, manages financial close, reporting, forecasting, modeling, and strategic advisory. Supports capital raises, M&A, board reporting, and investor relations.
AI Automation/Engineering Lead
Leads all technical build work. Builds data pipelines, automated reporting systems, AI workflows, and infrastructure (custom applications). Translates finance requirements into scalable technical solutions.
Supporting specialists:
Bookkeeper / Accountant — Month-end close, AP management, account reconciliations, GL maintenance. Ensures the clean financial data foundation everything else depends on.
Financial Analyst — Budgeting, forecasting, variance analysis, financial modeling, KPI tracking, and sales analytics. Turns data into the insights that drive decisions.
Data Specialist / BI Developer — Additional data integration, dashboard development, and ETL processes where needed.
HOW WE ENGAGE
Project
A defined scope, a clear deliverable, a one-time fee.
Best for companies with a specific problem to solve.
Retainer
Ongoing embedded support for a fixed monthly fee.
Best for companies that need a continuous process or function support .
Every engagement is scoped and priced based on the specific requirements and deliverables.
WHO WE SERVE
Who We Work With
CEOs and Founders
You're running a growing company but are making decisions without a real finance function behind you.
No reliable reporting. No forecast. No one connecting the numbers to what's actually happening in the business — or building the foundation your company needs to scale and eventually leverage AI.
We become your finance team — without the cost or commitment of full-time hires.
CFOs and VP Finance
You have little support or a small team. The problem is you are all spending most of their time on manual work — pulling data, rebuilding reports, reconciling numbers — instead of doing analysis.
You can't add headcount. The workload keeps growing.
We automate the manual work and build the infrastructure so your team can finally focus on strategy.
What Makes Us Different
✓ Corporate Finance Meets AI Engineering — A rare combination. One expert brings the finance context. The other brings the technical build capacity. Together they cover the full stack from financial process management to automated insight delivery
.✓ Foundation First, Automation Second — We build the data foundation and process infrastructure before layering AI on top. Most automation projects fail because the data isn't ready. We make sure it is.
✓ Execution Over Advice — We embed and do the actual work. No advisory decks without implementation.
✓ You Own What We Build — Every system, dashboard, and process belongs to you when we're done. No lock-in.
WHO I AM
Austin Camacho
Founder & Principal
I built Conveas because I kept seeing the same problem at growing companies — no real finance function, no reliable data, and no clear path to fixing it.
I have 5+ years in FP&A and Corporate Development. I closed a $150M acquisition at Netwrix, built automated FP&A systems for PE-backed companies, and delivered over $100M in revenue and cost optimizations across SaaS, CPG, fintech, and professional services.
At Conveas I work alongside a data engineering and AI automation specialist to cover the full stack — from managing current finance operations to building the automated systems that make insight delivery consistent and scalable.
Why Choose Conveas
7+
Years of Experience
100%
Client Satisfaction
10+
Industry Partners
Testimonials
Ready to Build a Finance Function That Delivers Key Insights?
Whether you need immediate finance support, a foundation built for scale, or automation that makes your team more effective — we can help.
Every engagement starts with a free 30-minute assessment where we identify your biggest gaps and recommend the right path forward.