Global finance & research support

Your finance back office, running like clockwork.

From the month-end close to equity research and credit models, Financify gives finance teams an extended bench of analysts and accountants who deliver accurate work on time, every cycle.

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  • 5service lines
  • 40+specialist offerings
  • 24hfollow-the-sun delivery

Trusted support for finance teams across

Industries we serve
  • Banking & Financial Services
  • Insurance
  • Real Estate
  • Healthcare
  • Technology
  • Manufacturing
  • Retail
  • E-commerce
  • Education
  • Hospitality & Travel
  • Logistics & Transport
  • Energy & Utilities
  • Construction
  • Media & Entertainment
  • Telecommunications
  • Automotive
  • Pharmaceuticals
  • Agriculture & Food
  • Consumer Goods
  • Professional Services

End-to-end transactional and close accounting that keeps your ledgers clean, your cash visible and your auditors satisfied.

  • Month-end close & reconciliations

    Structured close calendars, balance-sheet reconciliations and variance commentary delivered on schedule.

  • Payables processing

    Vendor invoice capture, three-way matching, approvals and payment runs with full audit trails.

  • Receivables & collections

    Billing, cash application, ageing analysis and polite, persistent follow-up on overdue accounts.

  • Invoice lifecycle management

    Invoices tracked from receipt to settlement, with exceptions flagged before they become delays.

  • Treasury operations

    Bank reconciliations, intercompany settlements, FX tracking and daily treasury reporting.

  • Cash & liquidity management

    Daily cash positioning and short-term forecasts that show exactly where funds stand.

  • Audit readiness & support

    Organised schedules, PBC lists and quick responses to auditor queries for a smoother audit.

Scalable middle- and back-office support for asset management companies, so your investment teams can focus on performance.

  • KYC & client due diligence

    Document verification, risk screening and periodic KYC refreshes aligned with your compliance policies.

  • Data management services

    Security master, fund and client data upkeep with validation checks that keep records accurate.

  • RFP response support

    Collating DDQs, drafting standard answers and assembling polished, on-time proposal submissions.

  • Client onboarding assistance

    Account setup, documentation checks and onboarding workflows that give new investors a smooth start.

  • Marketing collateral & pitch decks

    Brand-consistent presentations, fund updates and marketing material refreshed every reporting cycle.

  • Financial process operations

    NAV support, fee calculations, reporting packs and other recurring finance operations.

Rigorous secondary research and clear storytelling that turn scattered information into insight leadership can act on.

  • Research content development

    Well-sourced research pieces, primers and explainers written for your audience.

  • Historical data clean-up

    Legacy datasets de-duplicated, normalised and restructured into a single reliable source.

  • Market & competitive intelligence

    Ongoing tracking of competitors, pricing, launches and deals in your markets.

  • Corporate communications content

    Business writing, reports and stakeholder communication that sound like your brand.

  • Industry & competitive landscaping

    Sector maps, market sizing and positioning studies that show where you stand.

  • In-depth company profiles

    Detailed profiles covering business model, financials, management and recent developments.

  • Newsletters & case studies

    Regular newsletters and client case studies, researched, drafted and designed.

  • Board packs & market briefs

    Concise board materials and market insight notes prepared for leadership meetings.

A dependable research desk for investment banks, funds and advisors, covering equities, credit and the wider economy.

  • Equity research reports

    Initiations, updates and sector notes built on solid models and clear investment theses.

  • Quarterly earnings reviews

    Fast turnaround earnings summaries, model updates and estimate revisions each quarter.

  • Fixed income & credit research

    Issuer analysis, credit metrics and bond comparables to support credit decisions.

  • Analytical charts & graphs

    Clean, publication-ready charts that make complex data easy to read.

  • Transaction due diligence support

    Data-room review, financial analysis and red-flag summaries for live deals.

  • Fund factsheets

    Accurate monthly and quarterly factsheets with performance, holdings and commentary.

  • Investment memos & reports

    Drafting support for investment memoranda and research reports, ready for committee.

  • Economic indicator tracking

    Dashboards and notes tracking macro data releases that matter to your portfolio.

  • KPI extraction from broker & call notes

    Key metrics collated from broker reports and management call transcripts into usable tables.

Robust models, sharp analysis and disciplined portfolio monitoring for private equity, private credit and lending teams.

  • Statement analysis & forecasting

    Three-statement analysis and forecasts grounded in sound assumptions.

  • Analyst summaries & flash notes

    Quick-read summaries that capture what changed and why it matters.

  • Trading & transaction comps

    Comparable company and precedent transaction analysis for valuation.

  • Add-on & acquirer screening

    Target lists of bolt-on opportunities and potential strategic buyers.

  • Key business driver tracking

    Regular monitoring of the operating metrics that move value.

  • Financial spreading & borrower models

    Accurate spreading and up-to-date borrower models for credit teams.

  • Origination & monitoring

    Deal screening support and ongoing portfolio performance reviews.

  • Discounted cash flow models

    Transparent DCF models with clear sensitivities and scenarios.

  • Lending value-chain support

    Outsourced help across origination, underwriting and servicing.

  • Term sheet evaluation

    Side-by-side review of key terms, pricing and structural protections.

  • Debt & covenant compliance

    Covenant testing, compliance certificates and early-warning flags.

  • Loan tape preparation

    Clean, validated loan tapes ready for lenders, buyers and auditors.

How we work

From first call to steady state
in four clear steps.

Moving finance and research work to a new team should feel controlled, never risky. Our four-stage approach gives you visibility at every step, named owners and documented standards, so quality is proven before volumes move and keeps improving long after go-live.

  1. 1

    Discover

    We start by understanding how your work really happens today, not just how it is documented, so the plan is built on facts rather than assumptions.

    • Walkthroughs of your processes, systems and data flows
    • Volumes, peaks, deadlines and turnaround expectations
    • Pain points, risks and control requirements

    You receiveA scoping summary with the recommended engagement model

  2. 2

    Design

    We turn what we learn into a clear operating blueprint that you review and approve before any work moves to our team.

    • Team structure, roles and a named delivery lead
    • Process checklists, templates and service levels
    • Quality-review framework, security and access set-up

    You receiveA signed-off service plan and transition timeline

  3. 3

    Transition

    Work moves across in controlled stages, with your team and ours running side by side until the quality is proven.

    • Knowledge-transfer sessions and recorded walkthroughs
    • A pilot on a defined scope with parallel runs
    • Sign-off gates before each process goes live

    You receivePilot results and a formal go-live approval

  4. 4

    Deliver & improve

    Steady, measured delivery from a team that gets faster and sharper the longer we work together.

    • Monthly service reviews against agreed service levels
    • Reporting on turnaround times and accuracy
    • Continuous improvement and automation ideas

    You receiveA monthly performance report and improvement log

Why Financify

Built for accuracy.
Designed to scale with you.

Outsourcing finance work is only worthwhile when the output is right, on time and secure. Financify is built around those three standards. Our qualified accountants and analysts work as an extension of your team, following your policies, your systems and your calendar.

You gain the capacity of a larger team without the cost and delay of hiring, backed by documented processes, measured service levels and senior oversight on every deliverable.

  • A named lead who learns your business and owns delivery
  • Clear scope and service levels agreed before work begins
  • A guided pilot so you see the quality before you commit
  • Regular reviews with reporting on turnaround and accuracy
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Secure by default

Your financial data is handled inside controlled environments, never on personal devices or in loose email threads.

  • NDAs and confidentiality undertakings for every team member
  • Role-based access and multi-factor sign-in
  • Clean-desk policy and audit trails on client systems

Time-zone advantage

Work moves forward while your team is offline, so deadlines feel shorter and every morning starts with progress.

  • Overnight turnaround on reconciliations, research and models
  • Overlap hours for live calls, reviews and handovers
  • Faster month-end closes and earlier reporting cycles

Two-level review

Accuracy is designed into the process, not left to chance or to whoever happens to check the file.

  • Every deliverable prepared, then checked by a senior reviewer
  • Standard checklists and templates for each service line
  • Errors traced to their root cause and fixed in the process

Flexible engagement

Scale support up or down as your workload changes, without long hiring cycles or fixed overheads.

  • Dedicated teams, shared pools or project-based work
  • Start small with a pilot and expand when ready
  • Add new service lines as your needs grow
Let's talk

Tell us what's on your desk.

Share a little about your requirements and we'll come back within one business day with next steps.

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