Efficiency, scalability, and visibility is what we’re getting from FinOptimal. When we started working with them, we had very manual processes that bogged down our team. FinOptimal’s team took the time to understand our business and deliver something designed just for us. They automated two of our biggest pain points, freeing up a ton of time immediately and setting us up to continue growing without additional costs. On top of the process automation, they also acted as thought partners to build us powerful dashboards that enable us to make better decisions faster using accounting data we can trust. I can’t imagine running a business on QuickBooks and not using FinOptimal to supercharge our financial operations and accounting.
FinOptimal has built and maintained our customized accounting system. Basically, everything that we are able to define in our financial operations and accounting processes, they automated for us or provided us. Their automation is tremendously thoughtful and tailored to our specific business needs which has enabled us to scale our business without inflating headcount, while increasing the speed and efficiency of our monthly close and significantly enhancing the accuracy and integrity of our data.
As a bean-to-bar chocolate manufacturer and a premier CPG brand, Raaka had complicated operations. They had omni-channel sales and a complicated manufacturing process. They were really struggling under the weight of their financial operations and a Netsuite implementation was too costly for their size, yet Quickbooks (and a bunch of other disparate financial software) was leading to a tremendous amount of manual data entry and data consolidation to just get a quarterly close. FinOptimal integrated Quickbooks with all their revenue streams to allow Raaka to have a super accurate view of their revenue by channel, and helped automate Whole Foods reporting. We also helped automate their expense allocations and the automation of a complicated payroll process. FinOptimal has been there side-by-side to help with ad hoc requests as new sales channels open. "Not only have I been able to keep overhead low as I’ve scaled my business through FinOptimal’s automations, but I have clear, clean, actionable data and auditable financials for my stakeholders."
"As a franchisee, what I appreciate most about FinOptimal is the scalable accounting system they built for me. In our time working together my location count has continued to increase, but my back-office costs have stayed very reasonable. Their integrations automate a complex payroll cycle and give me visibility into my metrics, and that helps me report performance to HQ in an incredibly streamlined way!"
“As Excel Sports Management has expanded and diversified into a full-service sports agency serving both athlete and B2B clients, FinOptimal has allowed us to scale rapidly without sacrificing the accuracy or timeliness of payments or financial reporting. FinOptimal’s highly customized, technology-forward tools have streamlined our billing and expense management processes, allowing us to track revenue and expenses on a granular basis to support real-time business decisions. They have largely automated our monthly close, saving a tremendous amount of time. We have been clients for over seven years and are incredibly pleased with the value. We have not encountered a competitor with the experience and expertise to build and operate our back-end financial operations at scale.”
Either or both - its up to you. We provide custom solutions using a blend of tech savvy accountants and proprietary software that's customized to your needs.
All of our software is proprietary and written in Python. We have a suite of tools that pull and push data from your systems and a number of QuickBooks add-ons that compliment its native functionality. This is true accounting automation, written by accountants for accountants. We do not outsource work overseas and dress it up as automation. All of our software has been used internally for several years by our accountants for our clients, and we are now putting it in the hands of others to use directly. Join the movement!
Private companies that use or are willing to use QuickBooks, and accounting firms who have clients on QuickBooks.
We help accounting firms automate the work they do for their clients so they can navigate staffing issues and reposition their best workers to tackle more complex work. We believe a rising tide lifts all boats and want to bring accounting automation to the masses, because automation won't replace accountants, accountants who use automation will replace accountants who don't.