Optimized

FinOptimal connects your financial and operational processes by tying all your systems together.  

Our custom automations and full-service finance team allow you to focus on what matters - the growth of your business. 🚀

Financial Operations

Invoicing
AR
AP
Payroll
Commissions
Much more...

Bookkeeping

Monthly closes
Bank reconciliation
Accrual journal entries
Revenue Recognition
Expenses classification
COGS
On-demand support

Custom Dashboarding

P&L Statements
Budget and Actuals
COGS and Margins
Inventory
Bank balances
Sales & Marketing
Operations
Quickbooks Online
Google Sheets
Microsoft Excel
ADP
gusto
Justworks
bill.com
Expensify
PayPal
Square
shopify
Dear
Rippling

Our Process

Discovery

Our solutions architects take a deep dive into your financial operations processes to identify manual bottlenecks to automate

Integration | Dashboarding

We connect your systems through API integrations to optimize your back-end, clean up your books, and build out custom dashboards.

On-demand Support

Slack, email, or call, we partner with you for continuous on-demand support. Everything from banks recs and monthly closes to ad-hoc dashboard help, we’re here as your full service finance team.

Multi-system
Integration

Yes
Financial &
Operational
Software
Medium
In-house
Bookkeeping
No
Outsourced
Bookkeeper
No
ERP
Implementation
Yes

Customized to
your business

Yes
Financial &
Operational
Software
No
In-house
Bookkeeping
Yes
Outsourced
Bookkeeper
No
ERP
Implementation
Yes

Scalable with
your business

Yes
Financial &
Operational
Software
Medium
In-house
Bookkeeping
Yes
Outsourced
Bookkeeper
Medium
ERP
Implementation
Medium

Cost

Affordable
Financial &
Operational
Software
Medium
In-house
Bookkeeping
Expensive
Outsourced
Bookkeeper
Affordable
ERP
Implementation
Crazy Expensive

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