Finance as a Service is a complete, modern finance function plugged into your business: senior people, automated processing and a continuous close, running on Microsoft Business Central 365 at a fixed monthly price. Not a hire. Not a tool. The function itself, operated.
It is not a bookkeeper, not a piece of software, and not a staffing agency filling a seat. It is a complete finance function, run by Big-4-trained people, powered by automation, at a fixed monthly price. You get the outcome of a mature finance department without building or carrying one.
Slow to hire, expensive to keep, and exposed the day your best person leaves. You own the fixed cost, the recruitment risk and the tooling bill, and you still have to design the processes yourself.
Capable people pushed past their remit and their tools. The work gets done, eventually, but control slips, month-end drifts, and the numbers arrive too late to act on.
Transactional finance runs itself. The close runs continuously and under control. Seasoned people read the numbers and tell you what to do about them.
Purchase-to-pay, order-to-cash and record-to-report handled end-to-end on Business Central 365. Vendor onboarding, PO workflow, invoice capture, approvals and payments on one side; billing, collections and cash allocation on the other.
A continuous, controlled close instead of a month-end scramble. Reconciliations run daily, exceptions surface early, approvals are enforced, and every number carries an audit trail back to source.
Real-time dashboards, board-grade reporting and forward-looking analysis, read and interpreted by seasoned finance leaders. Cash, margin and performance at a glance, with the story and the recommendation behind them.
A clear sequence, not an open-ended transformation. We read the current state, design and connect, then operate and advise.
We read your current finance function end-to-end: processes, systems, controls and reporting. You get an honest map of what works, what leaks and what it costs. The output is a clear plan, whether or not we go further.
We design the target function and connect it to Business Central 365 and the tools you already use. Workflows, approvals and controls are configured to your business, so automation runs on rails built for how you actually operate.
Automation goes live and the close starts running. Transactions clear as they arrive, reconciliations run daily, and month-end lands in days. Your team is freed from processing and the function keeps itself current.
Real-time reporting and forward-looking FP&A, interpreted by senior people who know your numbers. You get performance at a glance and the advice to act on it, so finance moves from a scoreboard to a steering wheel.
The industry sells finance that runs itself. In practice that means an expensive, multi-year programme that stalls long 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.
Four situations where finance gets complicated faster than it gets resourced, and where an operated function fits best.
Mature businesses replacing legacy processes and systems with a finance function fit for how they operate now.
Businesses outgrowing their finance team, who need control and reporting to keep pace without a hiring spree.
Investor-grade finance at speed, with the governance and reporting rigour a board and a sponsor expect from day one.
Consolidation, intercompany and multi-currency handled cleanly, with one real-time view across the whole group.
The standards of the world's largest finance functions, held to on a mid-market budget. Controls are part of the service, not an upgrade.
Founded and staffed by ex-Big-4 consultants and seasoned contractors, with decades of delivering finance across sectors.
A UK-based, embedded team that works inside your business and your day, not a black box in another timezone.
ICO registered. AML and KYC enforced at onboarding. Making Tax Digital ready as standard. Compliance is table stakes.
One monthly figure for the whole function. No build project to fund first, no transformation programme to survive before the value arrives.
Start with a short, no-obligation conversation about where your finance function is today and where it could be.
Or email us at cs@optimise.company