[ Finance operations for biotech & SaaS ]
Close faster. Decide with confidence. Operate in a world built on AI.
We help biotech and SaaS companies – from startup to midsize – understand how their
finance operations actually work, then guide the selection and implementation of systems, automation, and AI with clarity and intention.
Most businesses have data. Very few have [CLARITY]
Financial data lives across systems, spreadsheets, and reports. Without structure, it’s difficult to understand what the data is actually telling you – especially when decisions need to be made.
[01/Struggle]
Financial data that is fragmented and difficult to access when it matters
[02/Struggle]
Information that explains what happened, but not what to do next
[03/Struggle]
Systems implemented without a clear vision of how the business operates
[04/Struggle]
The rapid growth of finance tools and AI creating more options but not more clarity
[CLARITY] comes before systems
The IF-THEN concept starts by mapping your real finance processes – how data moves, how work gets done, where decisions are made, and where handoffs break down.
Only after this clarity exists do we evaluate which finance systems make sense and how they should be implemented.
[If] a process is manual, fragmented, or unclear
→ [Then] automation or new tools won’t fix it.
[If] responsibilities and controls aren’t defined,
→ [Then] systems won’t perform as intended.
[If] data flows through disconnected spreadsheets,
→ [Then] new platforms will recreate the same issues.
[If] reporting relies on rework and reconciliation,
→ [Then] AI won’t create clarity on their own.
we begin with structure, process, and [intent]
Most accounting focuses on recording activity and producing reports. This approach focuses on designing a finance operation that actually works – now and as the business grows. Instead of starting with tools or templates, we begin with structure, process, and intent.
Process-first, not tool-first
We start by understanding how your finance operation runs – before recommending systems, automation, or technology.
Decision-oriented, not purely historical
Financial information is organized to support what comes next, not just explain what already happened.
System design with purpose
Tools are selected and implemented to fit real workflows, controls, and responsibilities – reducing rework and failed implementations.
AI applied with intention
AI is introduced only after the foundation is right, where it can reduce manual effort, improve access to information, and enhance reporting – without adding unnecessary complexity.
Clarity over complexity
The goal isn’t more reports or more tools. It’s a finance function that delivers clear, usable information across the business.
built on real-world [experience]
IF-THEN Finance Solutions is a Boston-area finance operations consultancy for biotech and SaaS companies, founded in 2025 by former biotech controller Mario Simms. Its approach is informed by over a decade of hands-on experience working inside finance teams – supporting growing businesses through system changes, process redesign, and increasing operational complexity.
That experience has shaped how we think about finance operations, system design, and why tools so often fail when clarity comes too late.
It’s the perspective we bring into every engagement from day one.
How engagements [work]
We work closely with a small number of clients to ensure each engagement is thoughtful, deliberate, and grounded in how the business operates.
Our engagements are designed to be high-touch and collaborative, with a focus on understanding before recommending or implementing changes.
Each engagement is tailored to the needs of the business, with the goal of creating lasting clarity – not short-term patches.
Deep discovery first
We start by learning your finance operation as it exists today – processes, workflows, systems, responsibilities, and constraints.
Clarity before action
Insights and recommendations are grounded in real observations, not assumptions. We focus on understanding what’s working, what’s breaking, and why.
Intentional recommendations
Whether it’s systems, workflows, or automation, recommendations are made with a clear view of downstream impact – not just immediate fixes.
Hands-on support
When changes are made, we stay involved to ensure decisions translate into systems and processes that work in practice.
See the Financial Outcome Before You Commit
If any of this feels familiar, let’s catch up. We’ll talk through how your finance operation works today, where things feel unclear, and whether it makes sense to explore next steps.