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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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

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

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

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

Smart automation and expert insight to simplify your back office, streamline workflows, and fuel your business growth.

Automated | Accurate | Ahead

All in One Automation Partner

Adaptive and Scalable

Human Insight, Automation Driven

Global Standards, Personalized Approach

Need Best in Class Finance & Accounting Automation?

Streamline your back office with AI-powered automation across accounting, payroll, HR, and compliance - 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.

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

Meet our Experts

Finance in a Box Board Members

Our Partners

Customers Reviews

Trusted by Teams that want to Do More

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

Every project card opens a concise case study that details the challenge, the tech stack we deployed, and the measurable outcomes we delivered

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!