Support consistent financial information and management reporting across portfolio businesses.
- Global finance operations. Delivered with control.
Stronger finance operations. Clearer portfolio visibility. Scalable support for growth.
FineX helps private equity-backed businesses strengthen finance operations through outsourced accounting, management reporting, financial planning and dedicated finance teams.
From transaction processing to multi-entity reporting and finance transformation support, we provide structured finance capacity for growth and changing reporting requirements.
Private equity-backed businesses often face increasing reporting expectations, acquisition activity, tighter timelines and the need to improve finance processes.
FineX provides additional accounting and finance capacity so leadership can focus on financial performance, operational priorities and strategic decisions.
Support consistent financial information and management reporting across portfolio businesses.
Add accounting and finance resources as businesses expand or reporting requirements change.
Introduce structured reporting processes, reconciliations and month-end workflows.
Reduce pressure on internal finance teams through defined outsourcing responsibilities.
Support recurring accounting and reporting activities across multiple entities.
Build documented workflows, clear responsibilities and agreed review controls.
Support reliable records, clearer reporting and scalable portfolio-company operations.
Bookkeeping, general ledger support, reconciliations, month-end close and recurring accounting activities.
Invoice processing, payment preparation, customer invoicing, cash allocation, collections and working-capital reporting.
Monthly management accounts, performance reports, KPIs, budget-versus-actual analysis and reporting packs.
Budgeting, forecasting, cash-flow planning, scenario modelling and financial performance analysis.
Recurring accounting, intercompany reconciliations and reporting preparation across portfolio entities.
Outsourced finance teams for individual portfolio companies or agreed activities across multiple businesses.
Finance requirements change as portfolio companies grow and investment priorities evolve.
Organize accounting data and opening-balance information.
Document processes, access, responsibilities and reporting routines.
Strengthen bookkeeping, AP, AR, close and recurring reporting.
Add capacity, multi-entity reporting and budgeting support.
Prepare reconciliations, schedules and documentation for review.
Choose support based on workload, organizational structure and reporting requirements.
Outsource bookkeeping, AP, AR or reconciliations for a portfolio company.
Best for targeted operational support.
Add recurring accounting, reporting or FP&A capacity to an existing team.
Best for additional capability without every role in-house.
Build a broader outsourced finance team across processes with agreed workflows and reporting.
Best for growing portfolio companies or multi-entity groups.
FineX works as an extension of portfolio-company finance teams while leadership retains ownership of decisions, financial oversight and approvals.
Build Your Finance ModelUnderstand the portfolio company finance structure, processes, systems and reporting requirements.
Agree scope, team structure, workflows, reporting expectations and control points.
Coordinate documentation, knowledge transfer, system access and recurring procedures.
Perform agreed accounting, reporting and finance operations within established timelines.
Review performance, incorporate feedback and expand support as requirements evolve.
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
Tell us where you need capacity, control or specialist support. We’ll help you shape a practical next step.