Exbo Group Tech Stack

Financial advisory and accounting services for growth-stage companies and PE portfolios

Financial Services New York, NY 51–200 employees Founded 2016 Privately Held

Exbo Group is a financial advisory firm serving portfolio companies, growth-stage businesses, and PE fund managers across accounting, FP&A, and transaction services. The tech stack reveals a transitional operation: heavy reliance on Excel, QuickBooks, and NetSuite paired with active adoption of Python, Tableau, and Alteryx — pointing toward automation of manual accounting and modeling workflows. Hiring remains concentrated in finance (senior-weighted), with decelerating velocity and recent additions across the US, Canada, and India.

Tech Stack 15 technologies

Core StackNetSuite QuickBooks Power Query Power BI Python Tableau QuickBooks Online Sage Excel PowerPoint Microsoft Office QuickBooks Desktop Alteryx Google Apps Script VBA

AdoptingPython Tableau Google Apps Script VBA Alteryx

What Exbo Group Is Building

◆Challenges

Supporting clients through growth
Modernizing finance operations
Improving accounting processes
Implementing finance systems
Operational improvement opportunities
Multiple client fp&a management
Standard adoption across pods
Scaling tax practice
Timely and accurate financial reporting
Enhancing diligence processes

▲Active Projects

Tax due diligence
Finance systems implementations and integrations
Post-acquisition finance work
Monthly fp&a reporting for 100+ clients
Financial modeling and scenario planning
13-week cash flow forecasting
Tax compliance services
Full-scale financial model
Monthly accounting close processes
Financial reports

Hiring Activity

Decelerating10 roles · 2 in 30d

Department

Finance

Seniority

Senior

Junior

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About Exbo Group

Exbo Group provides full-cycle financial advisory services to small and mid-cap companies and private equity portfolios. Services span accounting operations, financial transformation, FP&A, fundraising support, due diligence, and transaction advisory. The firm manages monthly close and reporting for over 100 clients, oversees 13-week cash flow forecasting, and conducts tax compliance and due diligence work. Headquartered in New York with 51–200 employees, the firm draws on investment banking, venture capital, and management consulting backgrounds to serve growth-stage companies navigating critical operational and capital transitions.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2016

Hiring MarketsCanada, India, United States

Frequently Asked Questions

What is Exbo Group's tech stack?

Core systems: NetSuite, QuickBooks Online/Desktop, Sage, Excel, and Microsoft Office. Analytics and automation: Power BI, Tableau, Alteryx, Python, VBA, and Google Apps Script. The firm is actively adopting Python, Tableau, and Alteryx to move beyond spreadsheet-driven workflows.

What services does Exbo Group offer?

Full-cycle accounting, FP&A, financial modeling, fundraising advisory, tax compliance and due diligence, transaction services, and financial transformation for growth-stage companies and PE-backed portfolios.