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INDEPENDENT · PRECISE · ACTIONABLE

Finance run from inside your business.

We take on a small number of companies at a time — their books, their forecasting, their CFO-level calls — and automate the manual work that slows all of it down.

Book your Financial Health Check See what we do
Fynalyse advisors in a client planning meeting reviewing financial reports

WHY CLIENTS STAY

A short client list, on purpose.

01

Reports you can read

Monthly statements in plain language, with the two or three numbers that actually moved flagged.

02

A straight answer

You hear what we would do if it were our money, including when the answer is to wait.

03

Senior judgment, part-time cost

The judgment a full-time CFO brings, on the days your business actually needs it.

FINANCIAL HEALTH CHECK

A diagnostic of your company’s financial position.

WHO THIS IS FOR

Never had an independent review
Preparing to raise capital or borrow
Weighing a major hire or expansion
Sense something’s off in the numbers

WHAT’S INCLUDED

Cash flow snapshot
P&L and margin review
Balance sheet quick-scan
Key ratio scorecard vs. benchmarks
Bookkeeping & records quality check
Prioritized red-flag list

HOW IT WORKS

5 BUSINESS DAYS
01

Book your slot

Pick a week. We confirm the same day and send a short list of what to share.

02

Share financials securely

Ledgers, bank data and last year’s accounts, over an encrypted link. Nothing else needed.

03

Report + 30-min debrief

A written diagnostic, then a call where we walk you through what we would fix first.

$250
FLAT FEE
Credited back in full

If you take on any follow-on work — bookkeeping, CFO services, modelling or automation — the fee comes off your first invoice.

Book Your Diagnostic
5 BUSINESS DAYS · 30-MIN DEBRIEF

Not ready to book yet?

Get the two-page guide — what we review, what you receive, and how the five days run.

CORE FINANCIAL SERVICES

From day-to-day books to CFO advisory.

Six services, one team. Engage them separately or together, depending on where your finance function needs the most help.

Bookkeeping & Accounting

Accurate books, closed and reconciled every month.

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FP&A & Budgeting

Budgets and rolling forecasts built around the KPIs you track.

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Financial Modeling

Models built for fundraising, pricing and scenario planning.

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Fractional CFO

Senior financial leadership on a part-time schedule.

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Valuation & Advisory

Fair-value assessments for deals, exits and shareholder decisions.

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Cash Flow Forecasting

A weekly, workable view of what's coming in and going out.

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AI AUTOMATION

Automate the work behind the numbers.

We map where your finance and back-office hours actually go, then build the automation that removes them — with the audit trail a finance function needs to keep.

WHERE THE HOURS GO
91hours back, every month

A typical finance function spends 116 hours a month on work that rules can do. We take it to 25.

Bank & ledger reconciliation38h6h
Invoice capture & approvals26h4h
Month-end close32h12h
Monthly reporting pack20h3h
Manual todayAfter automation

Illustrative. We measure your actual baseline in the AI Readiness Assessment and report against it monthly.

AI Readiness Assessment

A map of your processes, data quality and where automation pays off first.

Finance Process Automation

Invoice capture, reconciliation, approvals and close, run on rules instead of hours.

Reporting & Analytics Pipelines

One source of truth feeding live dashboards — nobody rebuilds the workbook.

AI Copilots & Document Intelligence

Assistants that answer questions on your contracts, ledgers and policies, with sources attached.

HOW WE WORK

We diagnose, we build, then we stay.

Diagnostic

We learn the business, read the numbers, and agree what gets fixed first.

Build

Clean books, the right model, and the automation sitting around both.

Run

Monthly reporting, the judgment calls, and a standing seat at your table as things change.

Silhouetted advisory team meeting around a boardroom table

ABOUT FYNALYSE

Built by Big 4 consultants who got tired of slow, manual finance.

We built the firm we wished we’d had — technical enough to do the accounting properly, direct enough to tell you what it means.

Meet the team →
15
CLIENTS
6
SERVICES
4
COUNTRIES

SYSTEMS WE WORK IN

We meet you in the software you already run.

No migration, no “you should really be on…”. We work in what you have.

  • Xero
  • QuickBooks Online
  • Sage
  • NetSuite
  • Zoho Books
  • FreshBooks
  • Dext
  • Fathom
WHAT THAT MEANS FOR YOU

We pick your books up as they are and close month one on schedule.

Full reconciliation, plus a reporting pack that reads in plain language.

Legacy setups untangled without a migration you did not ask for.

Reporting built on top, so nobody rebuilds the workbook each month.

A clean close, plus automation around capture and approvals.

Straightforward books, tightened up and kept current.

Receipt and invoice capture wired into the ledger, not a shoebox.

Management reporting your board can read without a walkthrough.

On something else? Send a sample export and we will tell you honestly whether we can work with it.

Ready to see where you stand?

Book a financial diagnostic session. Every engagement starts with a review of your numbers, not a sales pitch.

Book a Consultation