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Financial BPO

Maintaining an in-house finance department can be expensive and resource-intensive, especially for small and medium-sized businesses. The complexity of tax and financial regulations can also be a challenge for companies that do not have a dedicated internal specialist.

Our Financial BPO service may include activities such as managing accounts payable and receivable, preparing financial reports, and administering cash flow. By outsourcing financial operations, companies can redirect time and resources to focus on other critical areas of the business—such as sales and marketing.

This helps businesses grow and stay competitive in the market.

Financial BPO Services

With a team of financial experts, we handle the entire operational side of your company’s financial management. This includes issuing cash flow reports, generating aging lists for both accounts payable and receivable, managing working capital, and performing other essential activities to maintain your business’s financial health.

We rely on technology tools that streamline financial management and strategic decision-making, helping improve your company’s financial performance.

Technology at your service

We use OMIE, a cloud-based enterprise management platform, to deliver our Financial BPO services. This system enables automation of many financial tasks, increasing both efficiency and service quality. The result is full integration of financial management with accounting, electronic invoice processing, bank reconciliation, system-based inventory control, invoice issuance, and more.

Key activities

  • Issuing invoices and payment slips for customers

  • Monitoring all receivables and managing overdue payments

  • Daily review of bank statements and system reconciliation

  • Forecasting and tracking future cash flow for proactive decision-making

  • Objective reporting and results monitoring by a dedicated specialist

  • Recording payments and provisioning future financial obligations

Frequently asked questions

When is the right time to outsource the financial area?

Outsourcing the finance function can provide several benefits—from cost reduction to process improvement. Signs that it might be time to outsource include:

  • Lack of internal expertise in finance or accounting
  • Internal team is overloaded and unable to focus on financial routines
  • Absence of advanced technology for cash flow and financial analysis
  • Rapid business growth that demands a more robust financial team
  • Need to reduce costs related to staff, training, and infrastructure
  • Desire to enhance data security with a specialized and confidential service provider 

Every company is unique, so it’s essential to assess your specific needs and challenges.

Why choose Financial BPO?

By partnering with us, you gain access to a team of skilled professionals who take care of all your financial operational routines. We use advanced technology to automate tasks, minimize errors, and ensure accurate, up-to-date information.

You benefit from cost savings, increased efficiency, and enhanced data security. Our team handles everything—from invoice recording and expense provisioning to the generation of financial reports.

This allows your internal team to focus on strategic business areas, boosting competitiveness and productivity without worrying about managing infrastructure or additional staff.

We provide your company with a complete, integrated platform that centralizes all financial processes in one place—delivering agility, control, and clarity in financial management.

What technology is used in Financial BPO?

We use OMIE, an online enterprise management system designed to support financial administration.

The platform is intuitive and user-friendly, allowing clients to generate reports at any time without needing to rely on our team.

One of the key benefits of OMIE is the automation of many financial processes, reducing manual intervention and minimizing the risk of errors.

It provides instant access to financial data for our specialists, enabling faster decision-making and more efficient service delivery.

OMIE also offers advanced data security features to ensure that your financial information is always safe and protected.

Finally, the system is highly scalable, which means it can grow with your business—regardless of size or industry.

How does the service transition work?

The transition process for Financial BPO is carefully structured to ensure uninterrupted financial operations.

It begins with a thorough assessment of your company’s financial processes to tailor a personalized action plan. This includes gathering legal documents, setting up bank access, and addressing other administrative tasks.

Next, we configure the system to ensure accurate financial data generation. We also define how document sharing, invoice processing, payment scheduling, approval workflows, and other procedures will be handled.

We conduct system tests during the transition to verify the accuracy of all data and processes.

Throughout the transition, our team works closely with your company to ensure a smooth and efficient onboarding experience, minimizing any disruption to your financial routines.

Once the transition is complete, we continue to offer ongoing support and guidance to ensure consistent excellence in Financial BPO service delivery.

Optimize the management of your business