getexact.com

What It Is

Exact Partners（exact_）is an outsourced accounting and financial advisory firm headquartered in Buffalo, New York, serving clients across the United States. It is not a traditional self-service SaaS product; instead, it primarily delivers services, combining cloud accounting, automation, and real-time reporting to provide growing businesses with Fractional CFO, outsourced accounting, and business tax services.

Core Capabilities

Its core offerings cover CFO-level budgeting, forecasting, scenario modeling, cash flow management, margin strategy, and investor/board reporting. On the accounting side, services include monthly close, transaction processing, AP/AR, GAAP compliance, bookkeeping cleanup, and migrations for QuickBooks, Xero, and NetSuite. On the tax side, it covers corporate income tax, sales tax, 1099s, tax credits, and mid-year planning. The company emphasizes embedded collaboration with client teams and improves financial transparency through real-time dashboards, KPI tracking, and cloud-based tools.

Pricing and Business Model

The website highlights transparent, predictable, flat-rate scalable pricing. The extracted text indicates that Fractional CFO services typically use a fixed monthly retainer of around $3,000–$10,000 per month, with most small and mid-market engagements falling around $5,000–$8,000 per month, depending on scope and complexity. It also offers a free consultation, Financial Clarity Audit, and Tax Review, but there is no standard free plan or SaaS trial.

Pros and Cons

The main advantages are its integrated accounting, tax, and CFO advisory services, making it suitable for complex scenarios such as fundraising, board reporting, multi-entity operations, or multi-location businesses. The fixed monthly fee also makes budgeting easier than hourly consulting. The drawbacks are that public package details and information on security/compliance certifications are limited, while software-style capabilities such as APIs, permission systems, and SLAs are not disclosed. For companies outside the United States—especially Chinese companies—its tax and accounting relevance is limited.

Who It’s For

It is suitable for U.S. startups, founder-led growing SMBs, franchise operators, PE-backed companies, and businesses that need clean books, fundraising models, cash flow visibility, and annual tax planning. It is not suitable for teams that only want to purchase standard SaaS financial software or need local Chinese tax services.

Access in China

No information was found regarding access from China, network nodes, or localization. Access status is therefore unknown.