Clients & Success Stories: Finance Transformation in Action

Below, you’ll see how we standardize processes, integrate systems, and automate handoffs — reducing cycle times, improving data quality, and building audit-ready operations across Finance, People Ops, Payroll, and Recruiting.

Who We Serve

We partner with ambitious companies that treat G&A as a growth engine, not a back-office burden. Our clients choose us for efficiency, transparency, and innovation across finance, people operations, payroll, compliance, and recruitment — all powered by automation.

Trusted by 100+ companies that rely on Finance in a Box

Industries We Partner With

Our frameworks adapt across industries — from tech to manufacturing — to deliver clarity and control.

Technology & SaaS

Scalable solutions for high-growth environments

E-commerce & Retail

Real-time visibility for multi-channel operations

Professional Services

Automated billing, payroll, and compliance

Manufacturing & Supply Chain

ERP integrations and cost control

Startups & Scaleups

Investor-ready reporting and growth planning

Why They Choose Us

Clients choose us for speed, precision, and scalability, powered by intelligent automation.

Automation-Driven Efficiency

Less manual work, fewer errors, faster outcomes

End-to-End Partnership

From transaction operations to CFO strategy — all in one place

Investor-Ready Clarity

Real-time dashboards and automated insights

Scalable Support

Services that adapt as you grow

Customers Reviews

What Our Customers Say

Ready to see transformation — live?

We’ll review your goals, surface opportunities, and propose a right-sized plan.