Finance as a Service · For £5m to £100m businesses

Technology meets
judgement.

The operated finance function for the mid-market. Everything automated, with a seasoned, Big-4-trained team embedded as part of yours.

Embedded as yours
Continuous close
Real-time reporting
Compliance assured

A 30-minute call. A clear read on your current finance function. No obligation.

Our team has delivered finance for

Morgan Stanley UBS Commerzbank The Home Office Marken Oracle NetSuite Adare Power Plate

Optimise is a young company. These are the organisations our people have personally built and run finance functions for, from global banks to central government. That track record is what we bring to your business.

£0
Revenue managed across the team's track record
Big 0
Trained. Chartered. Seasoned in the field
0%
UK based and onshore. Always
Day 0
Typical close, not week three
The mid-market squeeze

The issues are real. The options fall short.

Neither builds the finance function you need. Between five and one hundred million in turnover, finance gets complicated faster than it gets resourced.

Transaction volumes exceed bandwidth

The month-end close cycle drifts

The reported numbers are questioned

Little to no forward planning

Decisions made without the science

Faced with it, most businesses reach for one of two options.

Option one

Build a senior team in-house

Slow to hire, expensive to keep, and hard to retain once you have them. You carry the fixed cost, the recruitment risk, and the single-point-of-failure when your best person leaves.

Option two

Stretch the team you have

Capable people, pushed past their remit and their tooling. The work gets done, eventually, but control slips and the numbers arrive late.

Finance as a Service

A third option. The whole function, operated for you.

Not a hire. Not a bookkeeper. A complete, modern finance function plugged into your business, run by senior people and powered by automation, at a fixed monthly price.

01 · The base

Transactional finance, automated

Purchase-to-pay, order-to-cash and record-to-report handled end-to-end on Microsoft Business Central 365. Vendor onboarding, approvals, payments, billing, collections and reconciliations run without your team touching them.

Your people stop processing and start deciding.
02 · The control

Intelligent close and controls

A continuous, controlled close instead of a month-end scramble. Reconciliations run daily, exceptions are surfaced early, and every number carries an audit trail. No surprises.

Month-end in days, with numbers the board can trust.
03 · The judgement

Reporting and FP&A

Real-time dashboards, board-grade reporting and forward-looking analysis, read and interpreted by seasoned finance leaders. Performance at a glance, with the story behind it.

Decisions made on evidence, not on gut.
P2P
Purchase to pay
O2C
Order to cash
R2R
Record to report
Pay
Payroll & expenses
KPI
Reporting pack
Close
Continuous close
The difference

The real-world path to autonomous finance

The industry sells finance that runs itself. For most mid-market businesses that means an expensive, multi-year transformation that stalls before it delivers.

We deliver the outcome now. Automated processing, a continuous close and predictive insight, with senior, accountable people behind every number. Technology handles the volume. People own the judgement.

That is the line between automated and autonomous, and why the mid-market needs both at once.

Technology does
Processing, matching, reconciliation, reporting. At volume, on time, every time.
Judgement owns
Interpretation, control, forecasting, the advice you act on. The part that cannot be automated, and should not be.
Who it is for

Built for the businesses finance struggles to keep up with

Established and modernising

Mature businesses replacing legacy processes and systems with a finance function fit for how they operate now.

High growth, scaling fast

Businesses outgrowing their finance team, who need control and reporting to keep pace without a hiring spree.

PE-backed and carve-outs

Investor-grade finance at speed, with the governance and reporting rigour a board and a sponsor expect from day one.

Multi-entity groups

Consolidation, intercompany and multi-currency handled cleanly, with one real-time view across the whole group.

Why Optimise

Corporate rigour.
Mid-market fit.

We bring the standards of the world's largest finance functions to businesses that need them but were never meant to carry the cost.

Big-4 trained

Founded and staffed by ex-Big-4 consultants and seasoned contractors, with decades of delivering finance transformation across sectors.

Always on, always onshore

A UK-based, embedded team that works inside your business and your day, not a black box in another timezone.

Board-grade governance

ICO registered. AML and KYC enforced at onboarding. Making Tax Digital ready as standard. Controls built in, not bolted on.

Your stack, mastered

We run on Microsoft Business Central 365 and connect to the tools your team already uses. We bring the control layer to your platform, not another migration.

A whole finance function. From day one. Compliance assured. No implementation fee. No transformation programme to survive first.
Our offices

On the ground, across the UK.

Three UK locations giving us full operational coverage: London, Birmingham and Manchester. Always on. Always onshore.

Map of Optimise London office
London
68 Hanbury Street, London
E1 5JL
Map of Optimise Birmingham office
Birmingham
103 Colmore Row, Birmingham
B3 3AG
Map of Optimise Manchester office
Manchester
Embankment East Tower,
100 Cathedral Approach, Manchester M3 7FB

Map data © OpenStreetMap contributors © CARTO

See your finance function, reimagined

Start with a short, no-obligation conversation about where your finance function is today and where it could be.

1. A 30-minute discovery call 2. A clear read on your current state 3. A plan, whether or not we work together
Book a discovery call →

Or email us at cs@optimise.company