
WHAT WE DO
How We Support Your Business
Corporate Finance Managed Services
Your embedded finance team — from data to insights.
Corporate Finance Automation
Automate the manual work. Scale your finance team's output.
Strategic
Finance Advisory & Support
Finance leadership for your most important decisions.
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
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CEOs and Founders at scaling companies who need reliable financial insights yesterday.
Who This Is For
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CFOs and finance teams with manual, inefficient processes that need scalable automated systems.
Who This Is For
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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.
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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.​
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HOW WE ENGAGE
Project
A defined scope, a clear deliverable, a one-time fee.
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Best for companies with a specific problem to solve.
Retainer
Ongoing embedded support for a fixed monthly fee.
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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
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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.
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We become your finance team — without the cost or commitment of full-time hires.
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CFOs and VP Finance
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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.
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What Makes Us Different
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✓ 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.
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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.
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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
5+
Years of Operating
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.





