support@tellwether.app
support@tellwether.app

Custom software, built by a practicing CFO.

CRM systems, internal tools, reporting and workflow platforms. Designed backwards from the numbers they have to produce, by someone who has spent years on the other side of them.

What we build

Why that matters

Every business has the spreadsheet the software made necessary.

Most internal systems are built by people who think in workflows and treat reporting as the last screen. The system ships. It works. And finance quietly keeps a spreadsheet on the side, because the answers leadership actually asks for are not in there.

We build the other way around. Start with what the business has to know, then design the system that captures it cleanly the first time. The test of a system is not whether it works. It is whether anyone has to work around it.

Who is behind it

The person designing the system has run the one it replaces.

Tellwether is led by Cody Wilkinson. He has held CFO and Controller seats, and he runs a fractional CFO practice serving fifteen companies. He closes their books, builds their forecasts, and sits across from their owners every month.

That is not a credential on a page. It is the reason a project here does not start with three weeks of teaching a development team what a chart of accounts is for, why the close matters, or what a lender wants to see. The domain is not something we research at your expense. It is the day job.

Work

Product, in production

The Pro CFO App

A financial intelligence platform connected to QuickBooks Online. Live KPIs, benchmarks, cash flow forecasting, and board ready reporting for small business owners. Built, shipped, and operated by us, with paying customers.

Client engagement, in progress

Custom CRM for a private client

A CRM being built around how the business actually operates, replacing a process assembled from spreadsheets and off the shelf tools.

Security and diligence

We have already been through somebody else's review.

Most small software firms answer a security questionnaire with promises. We can answer it with a third party that already checked.

Technical review
The Pro CFO App passed Intuit's technical review for the QuickBooks App Store.
Security assessment
In review. Independent third party penetration test, part of Intuit's security review for the QuickBooks App Store.
Data handling
Read only access to connected accounting systems. We never see or store customer passwords. Access tokens are rotated and revocable by the customer at any time.
Regulated buyers
We work with buyers who carry third party risk requirements and can complete vendor questionnaires, provide business continuity documentation, and meet incident notification terms.

Start a conversation

Tell us what your team is working around.

The first conversation is not a pitch. It is a description of the process that is costing you time, and an honest answer about whether software is the right fix for it. Sometimes it is not.

support@tellwether.app