Love your ledger.

Scale Your Business With Optimized Accounting

Trust your numbers and business decisions with automation-driven accounting services.
Save Time
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Scale Affordably
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Close Faster
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Access Real- time Data
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About Us

What If Your Accountant Knew How To Code?

Imagine your regular account backed by technology. Our automation-powered accounting services let us rev up your accounting engine, so you get more out of your books. 

Whatever your business needs are, we tailor our software around them. FinOptimal gives you Tech + Team, all for a more cost-efficient price.

Close your books faster with greater precision. Save on headcount, time, and accounting costs.
Our Services

Ready to automate, optimize, and transform?

With FinOptimal you get better data. Increased visibility. And more customization.

Financial Operations

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

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Manual Journal Entries
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Revenge Recognition
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Fixed Asset Depreciation
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Bank Reconciliations.
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Prepaid Amortization
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Payroll Allocations

Accounting Tasks

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Manual Journal Entries
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Revenge Recognition
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Fixed Asset Depreciation
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Bank Reconciliations.
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Prepaid Amortization
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Payroll Allocations
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Reporting & Dashboards

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Department- specific Reporting
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Project level Performance
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COGS, Inventory and Margins
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Dashboards & Visulizations
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KPI Calculations & Monitoring
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Why Finoptimal

Less Spending, More Profit

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Maximize Cost Efficiency

That's another fancy term for save thousands per month compared to human-only bookkeeping or hiring internally.

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Close Your Books Faster

Our automation saves days of work each period and eliminates human error

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Real Time Data You Can Trust

We build custom reports and dashboards with data you can trust and deliver them automatically, every day.

The People Have Spoken

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.

Meir Rotenberg
Director of Finance at Spiff
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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."

Ryan Cheney
Co-Founder Raaka Chocolate ‍
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"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!"

Liz Weiner
CFO of six School of Rock franchises
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“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.”

Phil Mayer
CFO at Excel Sports Management
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Your Questions, Answered

01

Do you provide software or services?

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.

11

We already have a finance team, how do you fit in?

We work with existing finance teams and apply our automation to solve pain points, high-volume manual tasks, and other functions of their team that they would typically delegate to a senior or staff accountant. If you need help with just one or some of your processes, we can scope a solution that compliments your in-house team’s skill set.

02

What kind of software do you offer?

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!

Testimonials

What Our Clients Have To Say

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Meir Rotenberg
Director of Finance at Spiff

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.

Ryan Cheney
Co-Founder Raaka Chocolate ‍

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."

Liz Weiner
CFO of six School of Rock franchises

"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!"

Phil Mayer
CFO at Excel Sports Management

“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.”

Join Over 100 Companies Optimizing Their Accounting

We support forward-thinking organizations with our tech +team. Contact us and we’ll help you transform your finops.
Let's Talk