Your Business. Fully Instrumented.
Real-time revenue tracking, margin analysis, cash flow forecasting, smart pricing, and lender-ready scoring — connected directly to your accounting software.
5 Modules
One Integrated Platform
Real-Time
Live Accounting Data
Lender-Ready
Financial Scoring Built In
Five Modules. One Command Centre.
Professionally managed financial intelligence — connected to your accounting software, configured for your business, and running in real time.
Automated
Data updated in real time
Integrated
QuickBooks & Xero connected
Always On
Monitored every month
Revenue Tracker
Live revenue. Zero surprises.
Live sales data pulled daily from your accounting software. Automated monthly projections and threshold alerts before problems arise.
Margin Monitor
Margins. Measured. Managed.
See exactly where your money goes — by product or service line. A live margin waterfall shows the full journey from revenue to net profit.
Cash Flow Engine
13-Week runway. Always visible.
A rolling 13-week cash flow projection built from your live receivables and payables. Know your runway. Act before thresholds are breached.
Desk Pricing
Price with precision. Every time.
Floor, target, and maximum prices calculated from your actual cost data — updated automatically as costs change.
Financial Readiness Score
Lender-ready. Every month.
Monthly scoring across six financial dimensions against ACOA, CBDC, BDC, and NB SBITC criteria. Lender-ready package available on demand.
Built for the Businesses Banks Overlook.
The Vertex Performance Platform was designed for Canadian SME owners who demand institutional-grade financial intelligence — without the institutional price tag.
Immigrant Entrepreneurs
A financial system that speaks the language of Canadian lenders — with the documentation to prove your business is ready.
Early-Stage SMEs
13-week cash flow visibility and real-time alerts — so you're never caught off guard.
Established Businesses
See exactly where profit is made and where it’s leaking — with live margin and pricing data.
Women-Owned Businesses
Build your readiness score and generate lender-ready packages so your numbers speak for themselves.
Do You Qualify?
Compatible Accounting Software
QuickBooks Online or Xero supported
$50,000+ Annual Revenue
Minimum revenue threshold to qualify
Based in Canada
Currently serving Greater Moncton & New Brunswick
Institutional Expertise. Built for SMEs.
Opeyemi Ayoola Atunwa, FCA, MBA
Founder & CEO, Vertex Performance
25+ years in corporate banking, credit analysis, and financial portfolio management — including Senior Vice President at Stanbic IBTC Bank.
As a Chartered Accountant, 2024 Data Analytics Fellow, and immigrant entrepreneur, she built Vertex Performance to give every SME owner access to institutional-grade financial infrastructure.
Years in Finance & Banking
Chartered Accountant & MBA
Data Analytics Fellow
Your Command Centre Is Ready.
Book a free discovery call. We'll review your setup, confirm eligibility, and show you exactly how Vertex Performance works for your business.
No lock-in. No jargon. Just clear financial visibility — from day one.
VERTEX PERFORMANCE
Financial Intelligence Platform for Canadian SMEs
Platform Modules
Cash Flow Visibility
Readiness Score
Platform
- Revenue Tracker
- Margin Monitor
- Cash Flow Engine
- Desk Pricing
- Financial Readiness Score
Company
- Who We Serve
- Meet the CEO
- Eligibility
- Book a Call
Moncton, New Brunswick, Canada
© 2026 Vertex Performance. All rights reserved. | PIPEDA Compliant | Built for Canadian SMEs