Automate your finance with AI without hiring full time
We help SaaS, Agencies, and E-commerce cut hours of manual work with AI-powered Investor-grade models, finance workflows, and fractional CFO support. Save 10+ hours/week and decide faster.”
What we do
Driving a better way of managing finance
Stay on top of your finances with precise, timely bookkeeping and reliable month-end close processes. We ensure your financial data is always accurate and audit-ready.
- Transaction categorization & reconciliation
- Monthly financial statements
- Accounts payable & receivable tracking
- Error detection and corrections
- Customized reports for business insights
93% of our clients say timely bookkeeping has improved their financial decision-making.
Struggling to build accurate financial forecasts?
Our expert financial modelers are here to help you plan smarter and grow with confidence.
- Revenue and expense forecasting
- Scenario and sensitivity analysis
- Cash flow projections
- Budgeting and planning models
- Investor-ready financial dashboards
82% of business leaders say financial modelling improves strategic decision-making and risk management.
Unlock your business’s full potential with smarter cash flow management.
- Optimize inflows and outflows
- Forecast short-term and long-term liquidity
- Identify and manage cash gaps
- Strengthen working capital efficiency
- Improve financial decision-making
71% of our clients report improved operational control through better cash flow visibility.
Finding the right balance between compliance and smart strategy is key to staying ahead in today’s financial landscape.
- Tax planning & advisory
- Corporate & individual tax filing
- Sales tax compliance
- IRS audit support
- Strategic tax-saving opportunities
86% of our clients report improved compliance and reduced tax liability through our tailored tax strategies.
About Finx Consultancy
We combine financial insight with AI-powered solutions
Finx Consultancy is a AI-enabled financial services provider, and we create custom strategies for each of our clients based on their needs and goals. As a result, we’ve optimized systems and improved financial performance for a number of businesses.
Discover
Map your data, pains, and outcomes with us
Design
Model the drivers. Define the KPIs that actually matter
Automate
Dashboards, monthly packs, and alerts that self-update
Uplift
Reviews, actions, and continuous improvement each month
Our customers are some of the world’s...
Fastest growing companies
Get your free marketing audit
- 30-min strategy call
- In- depth audit
- Growth Roadmap
Driving financial growth for our satisfied clients
Average improvement in cash flow efficiency
