For founder-led businesses and family offices
Financial oversight built around how you operate.
Pequan combines hands-on financial expertise with a tailored management platform — turning AP, card spend, reporting, controls and multi-entity information into clear decisions, without building an in-house finance department.
Tailored financial oversight is no longer only for large finance teams.
Connected financial tools now make it possible to give a CEO or principal decision-ready views built around their own entities, approvals and advisors — something once reserved for large finance teams. Pequan's professionals work inside the systems you already use, such as QuickBooks and Ramp, and bring the information together. We don't replace them.
From scattered information to clear decisions.
01The problem
- Dozens of payments and approvals across several entities
- Duplicate or recurring spend nobody is watching
- Bookkeepers, accountants and advisors not tied together
- Monthly reports that look different every time
- Hard to trace a number back to its invoice
02What Pequan does
- Prepares an approval-ready weekly AP view
- Monitors vendor and card spend for anomalies
- Maintains controls and month-end oversight
- Coordinates your bookkeeping, tax and outside advisors
- Keeps multi-entity records organised consistently
03What you see
- One place to review and approve what's due
- Clear reporting without learning QuickBooks or Ramp
- Drill-down from a total to the source invoice
- Flagged items that need your attention
- A finance team's expertise, without building one
Start with one or two needs and grow from there. See all capabilities →
Describe your ideal setup. We'll show you how it works.
Tell us what you want to see and approve each week. We'll talk it through and walk you through how we support similar businesses and family offices.