Review the output and decide how much support you need.
- Global finance operations. Delivered with control.
Outsourcing should not mean losing visibility over your work, clients or quality standards.
FineX works within your existing systems, processes and review structure, giving you reliable capacity while you retain control of client relationships, priorities and final approval.
No obligation. Real work. Your decision.
FineX provides a structured outsourcing model for UK accountancy firms and businesses across bookkeeping, payroll, accounts, tax, audit and wider finance operations.
Hiring internally can be slow, expensive and difficult to scale. Outsourcing can also feel risky without a clear process for communication, quality review, data security or workload visibility.
We begin by understanding your requirements, agree a practical workflow and give you the opportunity to test our service with 10 free hours of live work.
You retain ownership of your clients and how you serve them.
Work follows your instructions, templates and review points.
Review the output and decide how much support you need.
No obligation. Real work.
Clear visibility.
The best way to assess an outsourcing partner is through real work. Use your 10 hours for a live task, a backlog, a specific client file or an agreed service area.
Is the work accurate and in line with your instructions?
Does the team ask the right questions and keep you updated?
Start with a conversation. Test our work. Build a delivery rhythm that fits your organisation.
One clear workflow from first conversation to ongoing delivery.
You always know what happens next, who owns each step and how progress is reviewed.
FineX can support one stage of your workflow or become a long-term extension of your team across multiple services.
The process is built around your existing systems, client requirements, internal controls and preferred way of working.
Every firm and business works differently. We begin with a conversation to understand how your organisation operates and where additional support is needed.
The services or tasks to be outsourced
Your current systems and software
Your client or business requirements
Work allocation and turnaround expectations
Review and approval responsibilities
Communication and reporting preferences
This helps us build a delivery process that supports your existing operation rather than disrupting it.
Use the trial for a live task, a backlog of work, a specific client file or an agreed service area such as bookkeeping, payroll, accounts preparation, tax or audit support.
Review the output, provide feedback and decide whether to continue. The trial is designed to give you confidence before you make a longer-term decision.
Once you choose to proceed, we set up the engagement around your requirements.
Secure system access and permissions
Process notes and checklists
Client or job allocation procedures
Templates and working-paper guidance
Communication channels
Query and escalation procedures
Reporting requirements
Data-protection and confidentiality arrangements
FineX operates with GDPR-focused practices and ISO 27001-aligned security controls to support the responsible handling of client and business data.
Your team decides what work is outsourced, when it is assigned and the deadline required. Work can be handed over through the process that best suits your organisation.
Client folders or secure portals
Task-management systems
Email-based work allocation
Shared work queues
Practice-management platforms
Regular scheduled handovers
FineX processes the work in line with your instructions, agreed scope and internal procedures. Support may include:
Bookkeeping and bank reconciliations
VAT return preparation
Payroll processing and auto-enrolment support
Accounts preparation
Corporation tax and self-assessment processing
Audit support
Data migration
Accounts payable and receivable support
Management accounts and reporting
Finance operations and back-office administration
Where queries arise, they are raised clearly so your team can respond quickly and keep the work moving.
Your FineX team returns the agreed work for review, approval or onward submission, depending on the service and workflow.
Work is completed in accordance with the instructions, templates and review points agreed during onboarding. You retain ownership of client relationships, review procedures, approval decisions and priorities.
FineX provides regular updates based on the reporting format agreed with you. Regular feedback allows the process to become more efficient over time.
As FineX becomes familiar with your systems, templates and expectations, your outsourced team can provide increasingly consistent support. Increase or reduce support as your workload, client base or business requirements change.
We provide the people, process and scalable delivery capacity behind the scenes. Your team stays in charge of the decisions that matter.
Regular updates in the reporting format agreed with you keep both teams aligned.
Start with AP, AR, invoicing, credit control, reconciliations or another defined bottleneck.
Add offshore professionals who work alongside your internal team and follow your workflows.
Bring several processes together with defined responsibilities, reviews and governance.
A reliable accounting function needs more than extra capacity. Bring people, processes, technology and oversight together in a model built around your business.
Experienced finance professionals who understand the work and your team.
Defined workflows, review points, responsibilities and escalation routes.
Integration with your existing accounting and finance systems.
Clear reporting, communication routines and service expectations.
The ability to expand from bookkeeping support into a larger outsourced finance operation.
Good outsourcing should make the work easier to manage—not just move it elsewhere.
Add resources without having to recruit every accounting role internally.
Create structured routines around bookkeeping, reconciliations and period-end accounting.
Maintain accounting records throughout the month rather than leaving problems until reporting deadlines.
Move repeatable accounting work away from controllers, finance managers and senior team members so they can focus on higher-value responsibilities.
Increase resources as transaction volumes, entities and reporting requirements change.
Extend from bookkeeping and accounting into management reporting, FP&A, finance operations and Virtual CFO support.
Our teams work across leading cloud accounting and practice-management platforms.
Accounting Professionals
Years Experience
UK Clients Supported
Global Offices
Staff Cost Savings
Client Retention
Whether you need reliable bookkeeping, stronger month-end processes, additional accounting capacity or a complete dedicated offshore accounting team, Finex can build the right delivery model around your organisation. Start with the accounting support you need today. Scale into the finance capability you need tomorrow.