Automated Accounting Services

Why Its Better

Automation is amazing and keeps costs low. Humans need to handle edge cases and one-offs.

We strike the perfect balance.

  • Scale Affordably
    Our clients report saving up to four full-time finance hires compared to industry peers.

  • Save Time
    Automating manual tasks saves dozens of hours each period and eliminates human error.

  • Real-time Data
    We build you a suite of reports and dashboards and deliver them all, automatically, every day.

How Its Offered

Human and machine

Hybrid

Our software, our people, your people. Offload manual tasks to us so your in-house team can focus on the rest.

FinOptimal Logo

Outsourced

Our software and our people only.
Daily tasks through month-end close, we'll handle it.

How We Do It

Our software is system and industry agnostic. We invest time upfront, taking an iterative approach to tailor it to your business.

It just works better that way.

  • Magnifying glass

    Discovery
    Deep dive into your processes, identifying where data is coming from and where it needs to go.

  • Agile Implementation
    We turn the dials until our automation is running the way we both want it to.

  • Ongoing Partnership
    We keep the automation on track, with humans doing what robots aren't smart enough to do (yet).

What We Automate

Cogs

Financial Operations

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

Accounting Tasks

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

Custom Reporting

Personalized Financial
Statement Views
Project-level Performance
COGS, Inventory & Margins
Dashboards & Visualizations
Daily Data Refresh
JUST SOME OF OUR INTEGRATIONS
Quickbooks
Google Sheets
Microsoft Excel
ADP
Gusto
Justworks
Bill.com
Expensify
PayPal
Square
Shopify
DEAR
Rippling

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