[CASE STUDY]
Helping Connixt Reclaim 15 CEO Hours/Week on Back Office Admin
10%
Annual cost savings by onboarding to Beacon's centralized back office
15 hours/week
CEO time reclaimed
80%
Increase in customer support capacity
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Before Beacon, I was spending up to 15 hours a week just trying to keep our books straight and pull together basic financial reports. Now, with Beacon's centralized CFO services, I get automated insights without lifting a finger — and I can focus that time on what actually grows the business: our customers and our product.
G. Satish
Co-Founder & CEO of Connixt
Founders Buried in Spreadsheets
Like most early-stage B2B software companies, Connixt didn't have dedicated finance staff. Instead, the company relied on expensive outsourced accounting firms that handled basic bookkeeping but offered little strategic value. The result was a finance function that drained time and money without delivering insights.
No financial infrastructure
Connixt lacked organized datasets on financial or operating performance, making it nearly impossible to track metrics, identify trends, or benchmark progress.
No time for FP&A
Outsourced accountants focused exclusively on compliance and bookkeeping. Strategic financial planning and analysis simply wasn't part of the service — and Connixt didn't have the bandwidth to do it in-house.
CEO consumed by finance busywork
Connixt's CEO was forced to spend 5–15 hours per week reconciling accounts, chasing down invoices, and manually piecing together financial reports just to understand the business's performance.
For a founder leading product development and go-to-market efforts, this was unsustainable. Every hour spent on accounting was an hour not spent with customers, closing deals, or building the product. Meanwhile, the lack of clean financial data meant critical business decisions were being made on gut feeling rather than hard numbers.
Onboarding onto Beacon's Centralized Finance Stack
Beacon brought in a completely different model: centralized, portfolio-wide CFO services designed specifically for B2B software companies at Connixt's stage. Rather than outsourcing bookkeeping to disconnected third parties, Beacon provided:
In-house CFO team and modern finance tech stack
Beacon manages financial modeling and bookkeeping across its entire portfolio using a unified infrastructure — cloud accounting, expense management, automated payments, and FP&A tools all integrated into one system.
Maintained financial and operational datasets
Beacon didn't just process transactions. The team built and maintained comprehensive datasets for Connixt, tracking both financial performance and operational metrics. This gave leadership real visibility into unit economics, cash burn, runway, and growth trends.
Automated reporting and insights
Instead of waiting weeks for reports or manually building dashboards, Connixt now receives automated financial reporting delivered directly to the CEO and Beacon. Every key metric is up to date, accurate, and accessible in real time.
The shift was both operational and cultural. Finance went from being a compliance burden to a strategic asset that informed every major decision.
Cost Savings, Hours Reclaimed, and a Scalable Finance Foundation
Beacon's centralized CFO services delivered immediate financial and operational impact:
10% annual savings
By migrating from expensive outsourced accounting to Beacon's in-house CFO services, Connixt cut its finance costs by roughly $50,000 per year — capital that could be reinvested into product, sales, or hiring.
15 hours per week freed up for the CEO
Connixt’s CEO went from spending 5–15 hours per week on bookkeeping and reporting to spending none. That time was immediately redirected to what mattered most: talking to customers, refining go-to-market strategy, and driving product development.
Operational leverage unlocked
The efficiency gains rippled across the organization. Connixt's support hire, who had previously split time 50/50 between support and administrative tasks, was able to reallocate focus to 90% customer support — significantly improving response times and customer satisfaction.
Faster, data-driven decision-making
With automated reporting and clean datasets, Connixt's leadership team could make strategic decisions in days instead of weeks. Whether evaluating new market opportunities, adjusting pricing, or forecasting hiring needs, every decision was now backed by real-time financial data.
Takeaways
For Connixt, Beacon's centralized CFO services eliminated a structural bottleneck that was limiting the company's ability to scale. By freeing up CEO time, cutting costs, and building a finance foundation designed for growth, Beacon gave Connixt the infrastructure it needed to focus on its core competencies.
For Beacon, it was another example of how centralizing operational functions across a portfolio can create leverage that individual companies could never achieve on their own.
