FinTech Finance Outsourcing Done You Can Trust
Your embedded finance workforce.
Experts in Sage Intacct, QuickBooks, Xero, & Your ERP.
The discovery call are completely free of charge, no obligation.
Our Stats
DATA THAT DRIVES US
Our expert accounting experts focus for excellence.
Here are some key KPIs we have been able to achieve constantly:
322
Facilities Supported
1 Week
Avg. Monthly Closing Time
+700k
Invoices Handled
Our Edge
Why FinTech Companies Go for
Touch Support Accounting Services
“One of our consistent pieces of negative feedback was, 'you have a really knowledgeable team, but you guys are so slow'... We don't have that anymore. The tickets get picked up really fast”
Greg Harvey,
Managing Director, Code EnigmaLive within 7 Days
Our onboarding SOP is so streamlined, most partners are fully operational in under 7 days.
Finance Teams Trained on Your Tools
We operate directly inside QuickBooks, Xero, Sage Intacct, & your ERP. No switching required.
Built for Growth, Ready for Audits
Whether you're managing one company or five+, your financials are prepared for investment, growth, or audits.
An Embedded Team, Not a Vendor
Our specialists plug into your processes, follow your rules, and report just like your own staff.
Highest Quality Accounting
How We Support Your FinTech Team
Accounts Payable Services
- Invoice Capture
- Approval Management
- Bill Pay
- Vendor Management
Accounts Receivable Management
- Client Invoice Generation
- Payment Monitoring|Collections Tracking
- Polite Collections
- Aging Reports
Financial Reporting and Analysis
- Financial Statements
- Cash Flow Reports
- Board-Ready Decks
- Account Sheet
Let's Talk
Want better books in san francisco?
Our team provides you all the accuracy and control of an in-house finance team.
But without all the overhead, payroll, or hiring headaches.
Our strategy calls and quotes are entirely free, no strings attached.
FAQ
Your Finance Questions Answered
Everything you need to know about our accounting services.
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Must I switch software to work with you?
No. We operate inside your current platform, including Sage Intacct, QuickBooks, Xero, or even Excel. No retraining required.
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How fast can we go live?
Most clients launch in about 7 business days, including all training, access mapping, and role assignment.
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Will we give up visibility or control over our finances?
No. You will have complete access, transparent workflows, and weekly reports. We integrate into your team, we do not operate in a silo.
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Can you support multiple locations or entities?
Yes. We regularly handle multi-location, multi-entity, and international finance operations.
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Is this secure and compliant?
Yes. We operate under strict standards in data protection, financial compliance, and strict access control.
Who Is Our Finance Service For?
Our F&A service is the perfect fit for FinTech businesses that:
- Struggle with slow monthly close processes or inefficient manual processes.
- Lose key staff time on manual AP and AR.
- Use Sage Intacct or plan to migrate and lack capacity.
- Want streamlined finance ops across multiple entities.
- Want clean, auditable financials without hiring in-house.
"...we were able to staff significantly more headcount which allowed us to meet our customers needs express as we grew as a business while continuing to maintain the same CSAT and NPs that our customers have known to expect from us, while maintaining or even reducing costs."
