CFO - Pawlicy Advisor
“Flexible structure, seamless daily communication, and real cost savings.”
At Finance in a Box, we make finance and operations work for you through AI‑enabled automation and RPA powered workflows. We simplify complexity, integrate with your current tools, and deliver real‑time insight and on‑demand talent so you can move faster, smarter, and with confidence.
We accelerate growth and operational efficiency by transforming back‑office finance and people operations through expert talent, AI‑powered systems, and live analytics. We strengthen People, Policies, Processes, and Systems to create lasting efficiency and control.
To be the go to partner, automating finance, people ops, and recruitment for growth stage companies.
Our Values
Building trust through clear, candid collaboration
Implementing smart, cloud-native solutions that simplify work and amplify results
We do what’s right, even when no one’s looking. Trust is earned – and protected – DAILY!
Proactively solving challenges and acting in clients’ best interests
Finance, HR, payroll, and compliance on autopilot with our AI powered, RPA enabled solutions so you can focus on growth, not grunt work.
Customers Reviews
Our track record speaks for itself but we’d rather let our clients do the talking.
“Flexible structure, seamless daily communication, and real cost savings.”
“Personalized guidance and integrity—outstanding partnership.”
Build your core and stay compliant
Month end close, AP/AR, billing & collections, cash application, GL, accuracy, timeliness, and controls by design
HR support, payroll admin, compliance calendars, and onboarding flows
1099/Form 3921, Sales & Use Tax, Delaware & other state annual filings, Business & Individual income tax returns
Core configurations, clean charts, role‑based access, audit logs
Technical accounting, SEC/reporting support, audit readiness, tax provision (incl. footnotes)
Quote‑to‑cash hygiene, usage/billing accuracy, collections playbooks, dispute handling
Cross‑functional ops support for finance, data, and people processes
Implementations, integrations, process automation (AI + RPA), Excel automation, data‑viz automation
SOX, internal controls, policies, M&A due diligence
Build Operate Transfer your India team with documented SOPs, controls, and SLAs
Budgeting, forecasting, scenario planning, management reporting, board packs
Investor‑ready leadership for capital strategy, cash runway, pricing, and performance
Dashboards for KPIs and cash across ERP, banks, and billing
Work optimization and cost‑reduction programs driven by time‑study and automation
Combining automation-first technology and senior finance talent, we deliver Clarity, Control, and Confidence for your operations.
Senior Level Talent, Startup Ready Mindset
Experienced professionals who drive rapid value with automation
Systems That Scale
Flexible frameworks that grow with you, ensuring compliance and audit readiness
Real Time Visibility
Live dashboards and proactive alerts eliminate month-end surprises
One Team, Full Support
From daily accounting to full-cycle recruiting, we cover all your G&A needs
From daily accounting to full-cycle recruiting, we cover all your G&A needs.
No matter your stage, bootstrapped, seed-funded, or scaling, we’ve walked the road with companies like yours
We integrate with Tools you already use, NetSuite, QuickBooks, Gusto, RazorpayX, Zoho, and more, so your systems stay intact and nothing slips through
Building a finance team from scratch? Hiring your first HR manager?
We’re already in the room with you.
Let’s help you get back to building your business.
We transform finance by simplifying complexity and guiding businesses with expertise.
Copyright © 2025. All rights reserved.
At Finance in a Box, we are on a mission to transform the financial landscape by simplifying complex financial matters and providing expert guidance to businesses.
