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Finance transformation, without the friction

Automation first finance & operations, plus our Integrated Business Planning platform to align people, policies, processes, and systems for
scale.

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AI powered. CFO approved. Ready to scale.

From close and compliance to hiring and analytics, we streamline the work and surface the decisions.

Smarter Finance Starts with the Smart Systems

Built for Startups. Ready to Scale

Our modular, cloud-native finance stack grows with your business-easily handling higher transaction volumes, new entities, and complex processes without disruption.

On-Demand Automated Finance Teams

Tap into our global roster of RPA-trained accountants and automation engineers who seamlessly integrate with your org to scale resources instantly.

Real-Time Financial Visibility

Live dashboards pull directly from your ERP and bank feeds, giving you up-to-the-minute KPIs and cash-flow insights for confident, timely decisions.

Built-In Compliance, No Guesswork

Automated SOX alerts, audit-ready logs, and 365-day retention ensure regulatory alignment and eliminate manual checklists and compliance risks.

Tech-Enabled Decision Support

Our analytics engine merges financial, operational, and market data to surface actionable insights - powering smarter forecasting, budgeting, and growth strategies.

Built for Startups. Ready to Scale

Our modular, cloud native finance stack grows with your business, easily handling higher transaction volumes, new entities, and complex processes without disruption

On Demand Automated Finance Teams

Tap into our global roster of RPA trained accountants and automation engineers who seamlessly integrate with your org to scale resources instantly

Real Time Financial Visibility

Live dashboards pull directly from your ERP and bank feeds, giving you up to the minute KPIs and cash flow insights for confident, timely decisions

Built In Compliance, No Guesswork

Automated SOX alerts, audit ready logs, and 365 day retention ensure regulatory alignment and eliminate manual checklists and compliance risks

Tech Enabled Decision Support

Our analytics engine merges financial, operational, and market data to surface actionable insights powering smarter forecasting, budgeting, and growth strategies

What we Do in a Nutshell

Automated | Accurate | Ahead

We don’t just manage your books we automate your back office, so you can focus on scaling your business

All in One Automation Partner

From accounting to talent acquisition, we digitize every workflow

Adaptive and Scalable

Plug and play services that grow as you do, without complexity

Human Insight, Automation Driven

Our experts work alongside intelligent tools to deliver actionable insights

Global Standards, Personalized Approach

Around the clock delivery with global standards and local context

Need Best in Class
Finance & Accounting Automation?

Streamline your back office AI powered automation for bookkeeping, payroll, HR, and compliance all run by one agile team

Real Time Financial Clarity

AI driven dashboards cut through chaos so you see every KPI as it happens.

Your Data, Our Mission

We obsess over your numbers so you can obsess over growth.

Startup Ready. Scale Optimized.

A modular finance stack that grows with you no rearchitecting required.

On Demand, RPA Enabled Experts

Tap into a global team of automation trained accountants and engineers.

Strategic Focus. Maximum Impact.

We automate routine tasks so you spend time on what moves the needle.

Human Verified, Tech Powered

RPA bots handle volume; senior accountants handle exceptions.

Join the Finance Automation Braintrust

How we work

Embedded as Your Team

We integrate with your workflows, acting as your in house finance squad

Simple Subscription Pricing

Predictable monthly costs no surprise billing

Time zone Aligned

Pacific coverage for seamless collaboration

Measurable outcomes

SLAs and KPIs tracked in shared dashboards

Finance in a Box Board Members

We have 100 Team Members. Click here to View More

Trusted by Teams that want to Do More

Startups and fast growing companies trust us to bring clarity, automation, and scale to their finance function

Knowledge Hub

Empower your decision making with actionable insights, automation first blogs, research briefs, and plug and play templates that make scaling your finance, accounting, and staffing operations simpler

Explore Our Blogs

Stay ahead of the curve with bite-sized, automation-focused articles that turn complex finance challenges into actionable wins

Downloadable Resources

Grab ready to use templates, checklists, and research guides that streamline workflows and unlock immediate efficiencies

Projects by Finance in a Box

Discover real-world wins powered by our automation-first approach. Every project card opens a concise case study that details the challenge, the tech stack we deployed, and the measurable outcomes we delivered

Want to see more Case Studies. Click here for More Cases

News & Updates

Recent Activities

Enjoy a range of features designed to enhance your project management experience, all at a price that fits your budget.

Our Partners

Empower Your Future

Let Finance in a Box simplify your back office with cutting-edge automation and expert support

Let’s elevate your business strategies together

Your Trusted Partner for Accounting, Financial, and Staffing Excellence.

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