Boutique Finance & AI Partner · SMB to Mid-Market

Transforming Finance Operations Through AI, Automation & Managed Services

Finovatech.Cloud delivers the precision of a Big 4 finance firm with the agility of a tech startup — combining U.S. expertise and offshore delivery to transform your P2P, O2C, R2R, and Tax operations.

Finance-Certified Team U.S. + Offshore Delivery BlackLine · HighRadius · Power Automate
🤖
AI-Powered CloseProjected 60% faster
Finance Ops Intelligence Live Dashboard
💳
Procure-to-Pay (P2P)
88% Auto
💰
Order-to-Cash (O2C)
92% Auto
📒
Record-to-Report (R2R)
75% Auto
🔄
Customer-to-Cash (C2C)
83% Auto
38%
Cost Save
5x
Faster Close
99%
Accuracy

* Projected outcomes based on industry benchmarks

📊
GAAP + STAT ReadyNAIC & Tax Compliant
500+
Projected
Finance Processes Automated
38%
Projected
Average Cost Reduction
5x
Projected
Faster Monthly Close
99%
Target
Process Accuracy Rate
3
Platforms
BlackLine · HighRadius · Power Automate
Procure-to-Pay (P2P) Customer-to-Cash (C2C) Record-to-Report (R2R) Order-to-Cash (O2C) Tax & Compliance NAIC Statutory Reporting GAAP Financial Reporting BlackLine Automation HighRadius AI Power Automate RPA Procure-to-Pay (P2P) Customer-to-Cash (C2C) Record-to-Report (R2R) Order-to-Cash (O2C) Tax & Compliance NAIC Statutory Reporting GAAP Financial Reporting BlackLine Automation HighRadius AI Power Automate RPA

End-to-end Finance & AI
Managed Services

From accounts payable to financial close — we combine deep finance domain expertise with automation-first technology to deliver measurable results.

01
🔄

Finance Transformation

End-to-end redesign of your finance function — from strategy and process reengineering to digital and AI-enabled operating models aligned with your growth goals.

P2PO2CR2RC2C
02
📒

Managed Accounting

Outsourced accounting services delivered by certified finance professionals — general ledger, reconciliations, financial close, GAAP reporting, and NAIC statutory accounting.

GAAPNAIC StatClose Mgmt
03
🤖

AI & RPA Automation

Deploy intelligent bots and AI agents using Power Automate, BlackLine, and HighRadius to automate repetitive finance tasks — AP matching, cash application, reconciliation, and more.

Power AutomateBlackLineHighRadius
04
⚖️

Tax & Compliance

Comprehensive tax support — federal & state income tax, sales & use tax, indirect tax automation, and regulatory compliance reporting for insurance and multi-industry clients.

Income TaxSales TaxRegulatory
05
📊

Data & Analytics

Transform finance data into strategic insight. Real-time dashboards, cash flow forecasting, FP&A automation, and AI-powered reporting to drive faster, smarter decisions.

FP&ADashboardsForecasting
06
🏢

Shared Services Setup

Design, build, and operationalize finance shared services centers — onshore or offshore — to standardize processes, cut overhead, and scale with your business growth.

OffshoreU.S. DeliveryShared Svcs

Specialized across every core finance process — end to end

Each solution is powered by AI automation tools, delivered by certified finance experts, and designed to reduce cost while improving control and compliance.

P2P

Procure-to-Pay

Purchase Requisition → Invoice → Payment

AI-driven invoice processing, 3-way PO matching, vendor management, and payment automation — fully integrated with Power Automate and BlackLine.

Invoice Processing Cost↓ 70%proj.
Exception Rate↓ 80%proj.
Cycle Time↓ 5 daysproj.
Learn more →
C2C

Customer-to-Cash

Customer Setup → Billing → Collections → Cash

Intelligent credit management, automated billing, AI-powered collections prioritization, and deduction management to accelerate cash inflow.

DSO Reduction↓ 25%proj.
Cash App Accuracy98%+proj.
Bad Debt Write-Off↓ 35%proj.
Learn more →
R2R

Record-to-Report

Journal Entry → Reconciliation → Close → Reporting

BlackLine-powered financial close management, automated reconciliations, intercompany accounting, and GAAP/STAT reporting — faster, cleaner close every period.

Close Cycle Time↓ 60%proj.
Manual JEs Eliminated↓ 85%proj.
Restatement RiskNear Zeroproj.
Learn more →
O2C

Order-to-Cash

Order → Fulfillment → Invoice → Revenue → Cash

HighRadius-powered O2C automation — from order management and credit decisioning to intelligent cash application and AR analytics for full revenue cycle visibility.

Cash App Touchless92%+proj.
Revenue Leakage↓ 45%proj.
Days Sales Outstanding↓ 30%proj.
Learn more →
TAX

Tax & Compliance Services

Income Tax · Sales & Use Tax · Indirect Tax · Regulatory Filing

End-to-end federal & state income tax preparation, sales and use tax compliance, indirect tax automation (VAT/GST), and multi-state filing. We serve insurance companies, CPA firms, healthcare, and retail with deep sector-specific tax expertise and full regulatory compliance.

Filing Accuracy99.9%proj.
Compliance Risk↓ 90%proj.
Tax Prep Effort↓ 55%proj.
Learn more →
NAIC + GAAP

NAIC Statutory & GAAP Reporting

Statutory Accounting · GAAP FASB Standards · Insurance Reporting · Annual Statement Filings

Specialized statutory accounting and NAIC annual statement preparation for insurance carriers — combined with full GAAP-compliant financial reporting. We bridge the STAT/GAAP difference with precision, ensuring regulators and stakeholders receive accurate, timely, and audit-ready financials every reporting cycle.

Annual Statement Prep↓ 65% effortproj.
STAT vs GAAP Adj.Automatedproj.
Regulatory On-Time Rate100%target
Learn more →

Powered by the world's leading finance automation platforms

We are implementation partners and power users of the three most impactful finance automation tools in the market today — bringing certified expertise and proven frameworks to every engagement.

BlackLine
Financial Close & Reconciliation

Automate & Accelerate Your Financial Close with BlackLine

BlackLine is the industry standard for continuous accounting and financial close automation. Finovatech.Cloud leverages BlackLine to eliminate manual reconciliations, automate journal entries, and give finance teams real-time visibility into close status — compressing the monthly close from weeks to days.

Automated account reconciliations across all entity types
Journal entry automation with full audit trail and compliance
Intercompany hub for elimination and consolidation
Task management and close checklist dashboards
Variance analysis and anomaly detection using AI
Supports GAAP, IFRS, and NAIC statutory reporting
Power Automate + BlackLine · Insurance · Case Study

Regional Insurer Cuts Close Cycle from 15 Days to 5 Days

A mid-market insurance carrier engaged Finovatech.Cloud to automate their NAIC statutory close using BlackLine reconciliation workflows and Power Automate triggers.

67%
Faster Close
85%
JEs Automated
$180K
Annual Savings

* Projected outcomes for comparable engagements

BlackLine · Healthcare · Case Study

Healthcare Network Achieves 99.8% Reconciliation Accuracy

Finovatech.Cloud deployed BlackLine across 12 entities for a multi-site healthcare group, eliminating manual spreadsheets and reducing restatement risk to near zero.

99.8%
Accuracy
12
Entities Live
0
Restatements

* Projected outcomes for comparable engagements

HighRadius
O2C & AR Automation

Transform Order-to-Cash with HighRadius AI

HighRadius leads the market in AI-powered Order-to-Cash and treasury management. Finovatech.Cloud configures and manages HighRadius to automate cash application, credit decisions, and collections — dramatically reducing DSO and bad debt while freeing your AR team for high-value work.

AI-powered touchless cash application (92%+ match rate)
Intelligent credit risk scoring and limit automation
Collections workbench with AI prioritization engine
Deduction management and dispute resolution workflows
Treasury and cash forecasting with ML models
ERP-native integration (SAP, Oracle, NetSuite, D365)
HighRadius · Retail · Case Study

National Retailer Reduces DSO by 28 Days with AI Cash Application

Finovatech.Cloud implemented HighRadius O2C for a multi-location retail brand, achieving near-touchless cash application and eliminating a 6-person AR team's manual workload.

28
DSO Days Saved
93%
Touchless Rate
$240K
Annual Savings

* Projected outcomes for comparable engagements

HighRadius · Logistics · Case Study

Logistics Firm Cuts Bad Debt by 40% with AI Credit Scoring

A regional logistics company used Finovatech.Cloud's HighRadius implementation to overhaul credit risk management, reducing write-offs and improving working capital by 22%.

40%
Bad Debt ↓
22%
Working Capital ↑
3x
ROI

* Projected outcomes for comparable engagements

Power Automate
RPA & AI Process Automation

Eliminate Manual Finance Work with Microsoft Power Automate

Power Automate (formerly Flow) is Microsoft's enterprise RPA and workflow automation platform. Finovatech.Cloud builds custom Power Automate flows and AI Builder models to automate AP invoices, tax filings, data entry, approvals, and reporting across every finance process.

AP invoice capture with AI Builder form processing
Automated approval workflows for PO, payments, and JEs
Tax form extraction and compliance filing automation
ERP data sync across D365, SAP, Oracle, and QuickBooks
Automated financial reporting and email distribution
Custom RPA bots for high-volume repetitive finance tasks
Power Automate · CPA Firm · Case Study

CPA Firm Automates 80% of Tax Filing Prep with Power Automate + AI

Finovatech.Cloud built a Power Automate + AI Builder solution for a 40-person CPA firm to extract, validate, and pre-populate federal & state tax returns — slashing prep time by 55%.

80%
Work Automated
55%
Time Saved
3x
Capacity Gain

* Projected outcomes for comparable engagements

Power Automate · Real Estate · Case Study

Real Estate Firm Automates AP Processing Across 30 Properties

A property management group deployed Finovatech.Cloud's Power Automate solution to centralize and automate vendor invoice processing across 30 properties — replacing 4 FTEs of manual work.

4
FTEs Redeployed
30
Sites Covered
$190K
Annual Savings

* Projected outcomes for comparable engagements

Deep expertise across 7 key sectors

Every industry has unique finance, tax, and compliance requirements. We bring sector-specific knowledge so you get solutions that fit — not just generic automation.

🏥
Healthcare
Revenue cycle, HIPAA-compliant AR, cost reporting, and multi-entity close management.
P2P · O2C · GAAP
🏠
Real Estate
Property management AP automation, lease accounting, and multi-property reporting.
P2P · R2R · Tax
🛡️
Insurance
NAIC statutory accounting, premium billing, claims accounting, and reinsurance.
NAIC Stat · GAAP · Tax
📋
CPA Firms
Tax automation, client bookkeeping outsourcing, and staff augmentation at scale.
Tax · R2R · Automation
🛒
Retail
High-volume AR/AP, inventory accounting, multi-location consolidation, and sales tax.
O2C · P2P · Tax
🍽️
Restaurants
Franchise accounting, food cost management, multi-unit close, and tipping compliance.
R2R · Tax · P2P
🚚
Logistics & Supply Chain
Freight billing automation, carrier payments, multi-currency AR/AP, and customs & duty compliance for complex logistics networks.
O2C · P2P · C2C · Tax

Enterprise-grade finance built for your scale

We bring the precision and rigor of a top-tier global finance services firm — without the enterprise price tag or the one-size-fits-all approach.

🤖

AI-Enabled Workflows

Every process is designed automation-first — bots handle the repetitive work, your team focuses on decisions.

🌐

U.S. + Offshore Delivery Model

Senior U.S. client leads paired with highly skilled offshore delivery teams — giving you quality and cost efficiency.

Faster Close Process

Projected 60% reduction in monthly close cycle time using BlackLine and smart workflow orchestration.

💰

Budget Friendly & Cost Optimized

SMB and mid-market pricing — no bloated enterprise contracts. Pay for outcomes, not headcount.

🏆

Best-in-Class Technology Stack

BlackLine · HighRadius · Power Automate · Microsoft 365 — the right tools, configured and managed for you.

📈

Finance Transformation Expertise

Domain experts with Big 4 and F500 backgrounds, bringing enterprise-grade process knowledge to your business.

🎯
Automation-FirstEvery process, every time
Our Delivery Model
🇺🇸 U.S. Delivery
Client-Facing
Senior Finance Leads
Client Success Mgmt
Strategy & Advisory
QA & Compliance
Escalation & Support
🔄
🌏 Offshore Delivery
Execution Team
Finance Specialists
AP/AR Processors
Tax Preparers
RPA Developers
Data Analysts
Technology Stack
BlackLine HighRadius Power Automate Microsoft 365 HubSpot CRM Zoho Portal SAP / Oracle NetSuite D365 Finance
💼
Finance-First AIBuilt for SMB & Mid-Market

AI-Powered Bookkeeping
for Growing Businesses

Accurate, real-time books — managed by certified accountants and powered by AI automation. From daily transaction recording to monthly close, we handle it all so you can focus on growing your business.

📥

Transaction Recording

Daily recording of all income, expenses, and bank transactions — categorized correctly and reconciled in real time using AI-assisted rules.

🏦

Bank & Credit Card Reconciliation

Monthly reconciliation of all bank and credit card accounts — catching discrepancies early and keeping your books 100% accurate.

📊

Financial Statements

Monthly P&L, Balance Sheet, and Cash Flow statements — GAAP-compliant and delivered on time, every month, with executive summary.

💳

Accounts Payable & Receivable

Full AP and AR management — vendor bills, customer invoicing, aging reports, and payment tracking to keep your cash flow healthy.

💼

Payroll Integration

Seamless integration with your payroll provider — journal entries, payroll liabilities, and employer tax recording handled automatically.

📁

Catch-Up & Clean-Up Bookkeeping

Behind on your books? We specialize in getting messy or months-behind books fully cleaned up and current — fast and accurately.

Your books, on the tools you already use

We work natively in your existing accounting platform — no migrations required. Our team is certified across all major platforms.

🟢
QuickBooks Online & Desktop
Most popular for SMB — ProAdvisor certified
Certified
🔵
Xero
Cloud-first bookkeeping for modern businesses
Certified
🟠
NetSuite
Mid-market ERP bookkeeping and reporting
Expert
🟣
Microsoft Dynamics 365
Enterprise-grade finance + Power Automate integration
Expert
🔴
Sage Intacct
Multi-entity, multi-currency bookkeeping
Expert

Simple, transparent pricing — no surprises

Starter
Up to $25K/mo revenue
$299/mo
Monthly Close Bank Reconciliation P&L + Balance Sheet QBO / Xero
Most Popular
Growth
$25K–$150K/mo revenue
$699/mo
Everything in Starter AP & AR Management Payroll Integration Cash Flow Report Dedicated Bookkeeper
Enterprise
$150K+/mo revenue · Multi-entity
Custom
Everything in Growth Multi-Entity GAAP Reporting CFO Advisory Audit Prep
99%
Accuracy Rate
Projected
5x
Faster Monthly Close
Projected
40%
Cost Savings vs In-House
Projected
24hr
Response Time SLA
Target
Tax & Compliance Services

End-to-End Tax Services for Every Business

From federal and state income tax to sales tax automation and NAIC statutory filings — Finovatech.Cloud delivers accurate, compliant, and on-time tax services backed by AI and certified tax professionals.

99.9%
Filing Accuracy
Projected
55%
Time Saved on Prep
Projected
50+
States Covered
Target
100%
On-Time Filing Rate
Target

Comprehensive tax coverage — every filing, every deadline

🏛️

Federal & State Income Tax

Corporate, partnership, S-corp, and individual income tax preparation and filing — federal and all 50 states. IRS-compliant with full e-filing support.

Form 1120 Form 1065 S-Corp 1120S Multi-State
🛒

Sales & Use Tax

Multi-state sales tax compliance, nexus analysis, registration, monthly/quarterly filing, and automated sales tax calculation using AI tools.

Nexus Analysis Auto-Filing Avalara / TaxJar 50 States
🌐

Indirect Tax (VAT / GST)

International VAT and GST compliance for businesses operating globally — registration, return preparation, and automated calculation across jurisdictions.

VAT EU GST Canada GST Australia Cross-Border
🛡️

NAIC Statutory Tax Filing

Specialized insurance company tax filings — state premium taxes, retaliatory taxes, and Schedule T filings for P&C and life insurance carriers under NAIC guidelines.

Premium Tax Schedule T Retaliatory Tax NAIC Annual

Tax Automation with Power Automate

Automate tax data collection, document extraction, and filing workflows using Power Automate and AI Builder — cutting prep time by up to 80%.

Power Automate AI Builder Auto-Extraction E-Filing
🔍

Tax Planning & Advisory

Proactive year-round tax planning — entity structure optimization, deduction strategies, estimated tax planning, and IRS audit support for businesses and CPA firms.

Tax Planning Entity Structure IRS Audit Support CPA Outsource
Ready to simplify your tax compliance?
Our tax team is ready. Reach us directly at tax@finovatech.cloud
Built On
BlackLine
Financial Close Platform
🔴
HighRadius
O2C AI Platform
🔵
Power Automate
Microsoft RPA
🟠
HubSpot CRM
Client Management
🟢
Microsoft 365
Enterprise Platform
📘
Zoho Portal
Client Self-Service

Ready to transform your finance operations?

Book a free consultation with our finance and automation experts. We'll assess your current processes and show you exactly where AI and automation can deliver the fastest ROI — at a price built for your business.

Book a Free Consultation
No commitment. Get a custom assessment within 48 hours.