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Prospect finance leaders when companies hire their first finance-ops role

Help a spend-management or payments team reach CFOs and finance managers when finance processes are being set up.

  • Free API key
  • No credit card
  • Run your sample

A selection of teams that run this job on Forager · plus other teams on Forager

  • Clay
  • Juicebox
  • Nooks
  • Deep Lake
  • HubSpot
  • Cube Software
  • Dynasty Financial Partners
  • Kalkine

Uses POST /job_search/, POST /organization_search/, POST /person_role_search/ · Job postings API reference

What it costs: 15 credits per mobile found · 5 credits per email found. A mobile or email lookup that returns nothing costs 0 credits. Enrichment and search are charged per request: credit pricing.

How the data flows

2 inputs → People search + Work emails + Mobile numbers + Job postings API → 3 fields sample data
01 · Inputs
Title
Head of Treasury
Client ICP
Founders · e-commerce brands · US
02 · Forager
People search + Work emails + Mobile numbers + Job postings API POST /job_search/
Match found
03 · Outputs
Priya FixtureHead of Treasury · Example Capital
company
Example Capital
name
Priya Fixture
title
Head of Treasury
mobile
+44 20 7946 0958
work email
priya@examplecapital.example
3 fields in the responseexample data

Steps

  1. Detect first finance-ops postings with POST /job_search/ (title controller OR "finance operations" OR "accounts payable")
  2. Confirm company stage and size with POST /organization_search/
  3. Find the finance leader with POST /person_role_search/
  4. Enrich work_email and mobile and sequence with a set-up-finance offer
import json, os, requests

BASE = "https://api-v2.forager.ai/api/{account_id}/datastorage"
HEADERS = {"X-API-KEY": os.environ["FORAGER_KEY"]}
body = json.load(open("request.json"))  # request fields: see the API reference

# 1. Detect first finance-ops postings with POST /job_search/ (title
# controller OR "finance operations" OR "accounts payable")
r1 = requests.post(f"{BASE}/job_search/", headers=HEADERS, json=body)

# 2. Confirm company stage and size with POST /organization_search/
r2 = requests.post(f"{BASE}/organization_search/", headers=HEADERS, json=body)

# 3. Find the finance leader with POST /person_role_search/
r3 = requests.post(f"{BASE}/person_role_search/", headers=HEADERS, json=body)

# 4. Enrich work_email and mobile and sequence with a set-up-finance offer
Generated from the recipe stepsRequest fields: API reference

Run it yourself: Job postings API reference

  • Free API key
  • No credit card
  • Run your sample

Inputs and outputs

InputsOutputs
finance role keywordscompany
ICP size bandfinance posting
finance leader contact

Questions about this recipe

When is the best time to sell spend-management software to a company?

Use it when a company posts its first finance operations, controller or AP role. Outreach lands while finance processes are being chosen, producing more qualified demos.

What does it cost to prospect finance leaders when companies hire their first finance-ops role?

People search: people search 1 credit per request and people search: role details 1 credit per request, charged whether or not data comes back. Work emails: 5 credits per work email found, and a work email lookup that finds nothing costs 0 credits. Mobile numbers: 15 credits per mobile number found, and a mobile number lookup that finds nothing costs 0 credits. Job postings API: 2 credits per request, charged whether or not data comes back. Growth's 8,250 monthly credits cover 550 mobiles, 1,650 emails or 8,250 search requests, or a mix. Self-serve plans are Starter, Growth, Pro and Scale. See plans and prices

What do I need to run this recipe, and what comes back?

You send finance role keywords and ICP size band. You get back company, finance leader contact and finance posting, as JSON. You also need a Forager API key, which comes with a free account.

How can I tell when a company is setting up its finance function?

Use it when a company posts its first finance operations, controller or AP role. Outreach lands while finance processes are being chosen, producing more qualified demos.

Is there a free way to try Forager on this workflow?

Yes. Create a free account at app.forager.ai: it comes with $5 in free credits and an API key, and there is no credit card to sign up. Run it on records you already know, or book a demo and send us a list: we run it and show you what we find.

When should I run this workflow?

When a company posts its first finance operations, controller or AP role. Outreach lands while finance processes are being chosen, producing more qualified demos.

Which Forager products does this recipe use?

People search, work emails, mobile numbers and job postings API. People search: find the people who hold a role at target companies, filtered by title, seniority, department and location. Work emails: verified work email addresses for a person at their current employer.

How do I know the data is right?

Forager ranked #1 of 10 in Clay's 2026 test of mobile data providers, by quality score: Clay's measure of how likely a dialled number reaches the right person. The test that counts is your own: send a list of profiles you care about. We run it and show you what we find, number by number, so you can measure hit rate and connect rate yourself.

How do I find cfo contacts at growing companies?

Detect first finance-ops postings with POST /job_search/ (title controller OR "finance operations" OR "accounts payable"). Find the finance leader with POST /person_role_search/.

Which tools can run this workflow?

Native in Clay and Zapier, partner-built in Deepline and Cargo and called through the API from your own code, Make and n8n. Or call the endpoints in the steps above from your own code with one API key.

How many steps is this workflow?

4 steps: detect first finance-ops postings with POST /job_search/ (title controller OR "finance operations" OR "accounts payable"), confirm company stage and size with POST /organization_search/, find the finance leader with POST /person_role_search/ and enrich work_email and mobile and sequence with a set-up-finance offer.

Is there a contract or minimum commitment?

No contract to start: a free account comes with $5 in credits. To keep using Forager, choose a monthly or yearly plan. Monthly plans cancel anytime and unused credits roll over; yearly plans grant all credits upfront and cost 10% less. Larger volumes are agreed with our team.

A selection of teams that run this job on Forager · plus other teams on Forager

  • Clay
    • GTM workflow builders

    Selected use case: Forager mobile numbers, emails and people data inside Clay tables.

  • Juicebox
    • AI candidate sourcing

    Selected use case: Forager data behind its PeopleGPT search and sourcing agents.

  • Nooks
    • Power & parallel dialers

    Selected use case: mobile numbers inside their dialer.

  • Deep Lake
    • Internal use

    Early-stage programmable money infrastructure company.

  • HubSpot
    • CRM add-ons

    Selected use case: enriching contact and company records with people, company and job-posting data.

  • Cube Software
    • Internal use

    FP&A platform that unifies financial data for planning and reporting.

  • Dynasty Financial Partners
    • Internal use

    Firm that helps financial advisors build and grow independent practices.

  • Kalkine
    • Internal use

    Equities research publisher.

Start building

Put people, company and job data your users can act on inside your product

Send us a list. We run it, show you what we find, then talk volume and terms.

  • $5 free credits
  • No credit card
  • Run your sample
Platforms and teams that build on Forager
  • Clay
  • Juicebox
  • Nooks
  • Andela
  • HubSpot
  • SeekOut