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Furey

Can a boutique CPA and financial advisory firm build a differentiated practice by embedding and distributing fintech tools — such as AP automation and cash flow management — directly to its SMB clients?

IndustryVertical SaaS / Accounting
The story

Furey appears to be a CPA / accounting firm (fureycpa.com) that also operates a financial services advisory brand at fureyfs.com. The firm offers clients access to curated fintech tools — including bill payment via BILL and cash flow management via Settle — suggesting a services-plus-fintech-partnerships model rather than a pure software play. The partnership with Settle, through which Furey offers discounted pricing to clients, indicates a referral/embedded-finance distribution approach layered on top of traditional accounting services.

Last 12 months
The stack
Accounting
QuickBooksXero
Accounting gap: minor