Financial Infrastructure for FinTech Innovation

Smart. Scalable. Structured.

Innovative FinTech products demand flexible, forward-looking finance. We help companies lead with clarity—from clean books to regulatory prep to investor strategy—so your finance stack keeps up with your ideas.

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What You Get with Ursa

  • Accounting & Bookkeeping

    Get compliance-grade financials designed to scale with your platform—whether you’re building on blockchain, API rails, or embedded finance.

  • Fractional CFO Services

    Ursa CFOs bring strategic leadership to guide innovation—pricing models, capital structure, market expansion, and more.

  • Cash Flow & Treasury Management

    We help you manage liquidity across banking partners, payment processors, and markets. We keep your cash tight and traceable.

  • Capital Planning & Fundraising

    We help you plan your capital path and prep for each raise with models that reflect how your business actually works.

  • KPI Metrics& Monitoring

    We build reporting around the metrics that matter most: CAC, LTV, GMV, margin per transaction, and beyond.

  • Revenue Modeling

    Subscription, usage-based, multi-sided platforms—we structure and recognize revenue in ways investors and auditors understand.

  • Audit, SOC 2 & Risk Readiness

    Innovative doesn’t mean unstructured. We make sure your back office can pass audits, meet controls, and scale securely.

  • FinTech R&D Tax Compliance

    We handle tax filings across all jurisdictions and help you identify and claim startup R&D tax credits—so you stay compliant and capture every dollar you’re owed.

Supporting FinTech Growth—and What Comes After

We know how fast things move in FinTech. Regulation shifts. Capital needs change. Investors push for precision. We’ve supported FinTechs across the lifecycle—from first raise to audit prep to M&A readiness—with real strategy, structure and execution that holds up under pressure.

Resources for FinTech Teams

  • Blog: Where’s the Money Going? A No-BS Guide to Cost Accounting

    Messy cost tracking is one of the biggest silent killers of early-stage businesses. One day, you realize you’ve burned half your raise and have no idea what actually moved the needle.

    That’s where cost accounting comes in.

    Let’s break it down.

  • Blog: Cash Flow Basics: What it is and How it Works

    Cash flow is one of the most basic (and most misunderstood) pieces of financial management—and when it goes sideways, so does your business. In this guide, we’re breaking it down: what cash flow is, how it actually works, and how to use it to stay alive, grow smart, and stop making decisions in the dark.

  • Podcast: Why Should Care About the Financial Health of Your Employees

    In this episode of Beyond the Balance Sheet, Jace talks with Andy Bandyopadhyay, PhD, founder & CEO of Attune Insights, about the future of finance, building financial-health communities, people-first business models, and helping employees live with less financial stress.

Let’s Clear Your Path to Innovation

Your product is changing the space. We’ll help your financial systems evolve with it—clean, compliant, and ready for what’s next.

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