NewAI-Powered Cash Flow Forecasting is now live for small businesses.Check it out
About Us

We believe every business owner deserves to know their numbers

Intellifin was founded in 2024 by a team of software engineers and business operators who were frustrated with financial tools built for accountants, not for the people actually running the business. We set out to build a financial operating system that any service business owner could understand in minutes, not months.

12,000+

Businesses Served

$3.8B+

Revenue Tracked

38%

Avg. Profit Increase

1.2M+

AI Recommendations

Our Story

From a garage to serving thousands

What started as a simple spreadsheet for tracking job profits in a friend's detailing business quickly evolved into something much bigger. We realized that service businesses everywhere were using the same broken combination of QuickBooks, spreadsheets, and paper receipts — and spending more time on bookkeeping than on the actual work.

Today, Intellifin helps thousands of service businesses across 15+ industries track over $3.8 billion in revenue. Our AI-powered platform gives business owners real-time visibility into their cash flow, job profitability, and financial health — so they can focus on growing their business, not wrestling with spreadsheets.

Our Mission

"To empower every service business owner with the financial clarity and confidence they need to build a thriving business — by making financial management simple, visual, and intelligent."

Our Values

What drives us

Clarity First

Every feature we build starts with one question: "Does this make our users' finances clearer?" We believe informed business owners make better decisions.

Security by Design

Your financial data is sacred. We use bank-level encryption, isolated tenant databases, and strict access controls to keep your information safe.

Built for Small Business

We are a small team ourselves. We understand the challenges of running a business with limited time and resources — so we build tools that save you both.

Continuous Improvement

Our AI learns from anonymized usage patterns to deliver better insights every month. We ship updates weekly based on real user feedback.

Our Team

The people behind Intellifin

A small, dedicated team building tools that make a difference.

AC

Alex Chen

CEO & Co-Founder

SM

Sarah Mitchell

CTO & Co-Founder

JR

Jordan Rivera

Head of Product

PP

Priya Patel

Lead Engineer

MT

Marcus Thompson

Head of Design

EW

Emily Watson

Customer Success

Ready to know your numbers?

Join thousands of service businesses using Intellifin to track cash flow, calculate job profits, and make smarter decisions.

Get Started Free