Financy — Integrated Business Advisory
Our solutions

Eight connected solutions for clearer decisions and better-controlled work.

Start with one outcome. Financy connects the advisory, automation, finance and compliance capabilities needed to deliver it—through one accountable relationship.

Human-reviewed automation
Capture → Extract → Review → Approve → Record

AI and OCR support the workflow. Accountable people review important decisions, exceptions and outputs. Technology is applied where it improves control and the client outcome.

Solution scope

A concise public structure, with the detail organised underneath.

The detailed capabilities have not been removed. They are grouped inside the right solution so clients can understand the outcome first and the individual procedures second.

SOL-01

Advisory, CFO & Business Transformation

Senior financial leadership and practical decision support for stronger performance, control and change.

Included capability groups
  1. 01Fractional CFO and senior finance leadership
  2. 02Strategic planning, budgets and forecasts
  3. 03Cash flow and working-capital management
  4. 04Profitability, cost and financial-risk analysis
  5. 05Restructuring, governance and board support
  6. 06Business performance and decision support
SOL-02

AI, OCR & Business Automation

Human-reviewed automation that turns documents, data and approvals into controlled, connected workflows.

Included capability groups
  1. 01AI and automation opportunity assessment
  2. 02OCR and intelligent document processing
  3. 03Finance and accounting automation
  4. 04Workflow, approval and administrative automation
  5. 05Reporting, dashboard and data automation
  6. 06Systems integration and controlled data flows
SOL-03

Accounting, Reporting & Finance Operations

Reliable records, reporting and finance operations designed to give management timely, usable information.

Included capability groups
  1. 01Bookkeeping and outsourced monthly accounting
  2. 02Ledgers, chart of accounts and reconciliations
  3. 03Financial statements, assets and year-end closing
  4. 04Management accounts, cash flow and KPI reporting
  5. 05Audit, controls and evidence support
  6. 06Accounting systems and workflow support
SOL-04

Tax, VAT & Regulatory Compliance

One coordinated destination for VAT, tax registrations, filings, reviews, recovery and authority support.

Included capability groups
  1. 01Tax and VAT registration or deregistration
  2. 02VAT review, return preparation and submission
  3. 03VAT refunds and recovery support
  4. 04VAT health checks, records and invoice compliance
  5. 05VAT audit and tax-authority correspondence
  6. 06Tax/VAT advisory and ongoing compliance support
SOL-05

Company Formation & Corporate Services

Coordinated support to establish, maintain, change or close a company with the right documentation and registrations.

Included capability groups
  1. 01Legal-structure advice and company registration
  2. 02Commercial, Chamber and authority registrations
  3. 03Articles, shareholder documents and board resolutions
  4. 04UBO and annual corporate compliance
  5. 05Trademarks, corporate amendments and changes
  6. 06Dissolution and liquidation coordination
SOL-06

Payroll, People & NSSF

Connected payroll and social-security support across the employer and employee lifecycle.

Included capability groups
  1. 01Payroll processing and reporting
  2. 02Employer and employee registration
  3. 03Employee deregistration and status changes
  4. 04Monthly declarations and salary updates
  5. 05Family allowance, medical coverage and end-of-service procedures
  6. 06Clearance, contribution review and penalty resolution
SOL-07

Growth, Investment & Transactions

Financial preparation and decision support for funding, investment, expansion and transaction readiness.

Included capability groups
  1. 01Business plans and feasibility support
  2. 02Financial models, forecasts and scenarios
  3. 03Company valuation and capital-structure review
  4. 04Investor pitch and presentation support
  5. 05Investment due diligence and data-room preparation
  6. 06Growth and expansion strategy
SOL-08

Real Estate & Property Advisory

Coordinated financial, legal and technical support for property decisions, documentation and compliance.

Included capability groups
  1. 01Ownership transfer, registration and inheritance procedures
  2. 02Property due diligence and legal-document review
  3. 03Property valuation
  4. 04Survey, boundary and subdivision coordination
  5. 05Municipality certificates and property-tax support
  6. 06Housing-loan documentation support
Not sure where to start?
Start with the outcome, process or decision that needs to improve.
Request a Business & Automation Assessment