Finance in a Box

We provide on-demand, tech-enabled finance teams. We offer services to address finance needs and scale General & Administrative (G&A) operations for startups and scale-ups. These include outsourced controller and accounting operations, audit support and technical accounting, systems evaluation and implementation, and cost-cutting.

We assist with converting financial statements from cash to GAAP and support IPO processes. Our other services include staffing, technology stack management, tax and compliance filing, FP&A insights, and full-time employee recruitment.

We serve various industries, such as SaaS, HealthTech, Logistics Tech, Telecom, Real-Estate Tech, Robotics, and Insurance Tech. Our cross-border expertise, especially between the US and India, ensures localized statutory compliance.

We use modern technology stacks, including NetSuite, Zoho, QuickBooks, Tipalti, Airbase, Rippling, ADP, Gusto, Lever (ATS), ManageEngine, and business intelligence tools like Power BI, Tableau, Looker, and Qlik. Our automation focuses on procure-to-pay (P2P), order-to-cash (O2C), record-to-report (R2R), payroll, and recruiting.

Our mission is to help clients succeed by scaling their G&A operations through valuable, reliable services and solutions, with a focus on our people, processes, and platforms. We aim to be the comprehensive solution for all G&A needs.

Our approach includes helping employees grow, solving problems from month-end processes to RevOps by standardizing work and automating hand-offs. We deliver quickly like a startup, maintaining quality through Service Level Agreements (SLAs), Standard Operating Procedures (SOPs), and dashboards.

Finance in a Box was founded in 2018 and has 51-200 employees. The team operates as a remote-first organization across the US and India, with roles aligned to specific time zones. The company emphasizes an automation-first approach and is outcome-driven. The work culture is professional, direct, and kind. It prioritizes clear goals, mentorship, and opportunities for employees to lead projects. The company values continuous improvement, aiming to standardize work processes, automate hand-offs, and ensure data integrity. The team structure includes a dedicated pod model, where each pod comprises a lead and specialists responsible for daily operations and driving continuous improvement, operating with a quarterly roadmap.

We provide several employee benefits and perks. Our benefits include company-sponsored medical coverage through health insurance. Employees receive guaranteed paid leave each year, with additional leave considered for special cases. We support a remote-first work environment, allowing employees to work from anywhere.

We offer access to training for continuous learning and development. Our recognition program includes Bonusly points and shout-outs. Employees also receive a company laptop for use during employment.