Félix cut 5 days off their monthly close and built a consistent, audit-ready foundation with Haven
5 days
Faster monthly closes
30% time
Saved on financial management
100%
Accurate, audit-ready books
“We’re a lean team, so every hour matters. Haven made our finance function feel 10x bigger without adding any headcount or sacrificing control.”
Introduction
Company Overview
Félix is a financial technology company simplifying money transmission between the U.S. and Latin America.
Through a secure, modern payments infrastructure, Félix enables individuals and businesses to send remittances efficiently across borders — bridging financial systems throughout the Americas.
Challenge
A one-person finance function couldn’t keep up with rapid growth
As Félix began scaling its payment operations across Latin America, financial reporting became critical for investor confidence and compliance.
But with just one person managing finance, the company relied entirely on third-party bookkeepers — without the bandwidth to supervise or verify their work.
The result: records that struggled to keep pace with the company’s growth and increasing investor demands ahead of its planned Series B and partnership expansion.
“We trusted our bookkeepers completely because we had no internal capacity to double-check their work. As we started to scale, keeping up with that growth became a real challenge.”
Félix needed a partner who could move fast, maintain accuracy, and provide complete financial clarity — all without adding headcount.
Solution
Haven brought consistency, expertise, and high-touch execution to Félix’s finance stack
After hearing strong recommendations, Félix reached out to Haven and quickly saw a fit.
Haven stepped in to manage bookkeeping, accounts payable, and federal tax filing — all built for a fast-moving startup with limited internal bandwidth.
Unlike traditional firms, Haven’s high-touch, responsive approach allowed Félix to offload financial operations entirely while still maintaining full visibility into every transaction.
“They’re highly qualified, have great experience, and are all hands when it’s needed. It’s been a huge lift for us.”
With Haven’s team in place, Félix gained a stable financial foundation capable of supporting both current growth and future investor readiness.
