FinOptimal's finance automation software optimizes your financial operations to save you time and cleanse your data, creating a single source of truth between your general ledger and supporting systems.

Our team of tech savvy accountants are here to handle everything else.

Finance Automation Solutions

Financial Operations

Customer Invoicing
Bill Ingestion, Coding & Payment
Commissions Calculations
Deductions & Chargebacks
Structured Record Filing

Accounting Services

Automated Journal Entries
Revenue Recognition
Accruals & Allocations
Account Reconciliations
Month End Close

Custom Reporting

Personalized Financial Statement Views
Project-level Performance
COGS, Inventory & Margins
Dashboards & Visualizations
Daily & On Demand Data Refresh

How It Works

Software and outsourced accounting services are offered in three packages:

Software As A Service

We implement our and maintain our proprietary finance automation software, tweaking connections as your business evolves. Your in-house team handles the rest.

Hybrid Approach

We implement and maintain our finance automation software, using our tech savvy accountants to supplement your in-house team where manual actions are still needed.

Fully Outsourced

FinOptimal's team of tech savvy accountants handles everything: software implementation and all ongoing accounting services.

All packages are priced based on complexity of services provided.
Pricing includes a one-time implementation fee and a monthly recurring services fee.
Recurring services are provided on a month-to-month basis. No commitment required.


Our Process

FinOptimal's agile implementation process allows us to customize our finance automation solutions based on your companies existing systems and needs.

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

  • Agile Implementation
    We follow an iterative approach to integrate your systems, optimize your processes, enhance your data, and build custom reports and dashboards.

  • Ongoing Partnership
    We partner with you for continuous on-demand support. We’re here as your full-service finance team to adapt your systems as your business evolves.

Quickbooks Online
Google Sheets
Microsoft Excel
Quickbooks Online
Google Sheets
Microsoft Excel

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