About the service
What is Financial BPO?
Financial BPO (Business Process Outsourcing) is the outsourcing of a company's operational financial management. An external specialized team takes over the activities of the internal finance department (or creates that department where it doesn't yet exist).
At Pró-Contaty, Financial BPO is integrated with the accounting service. This means financial and accounting data are always aligned. Accounting and finance work from the same base, which eliminates rework and duplicate data.
In practice: reports that make sense, obligations met on time, and data to decide with confidence. Without building an in-house finance team.
"A professional finance department, at a fraction of the cost of a CFO's salary."
Ideal profile
Who is this service for?
Pró-Contaty's Financial BPO is ideal when:
- The company doesn't yet have a structured finance department and the partner accumulates this function
- The internal finance team is overloaded or experiencing high turnover
- Existing reports are insufficient to support strategic decisions
- The cost of maintaining a qualified in-house team exceeds that of BPO
- The company is growing and the financial volume has increased faster than the current structure can handle
- You need reliable financial data to negotiate with banks or investors
Service scope
What's included
The exact scope is defined according to each company's needs. Typical deliverables include:
Accounts payable and receivable
Management of payment and collection flows, with due date control, supplier negotiation, and invoice issuance.
Bank reconciliation
Daily or weekly reconciliation of bank accounts so the numbers match and any inconsistency surfaces before it becomes a problem.
Cash flow
Projection and monitoring of cash flow to anticipate capital needs and avoid surprises at month-end.
Management reports
Income statement, balance sheet, and customized reports in accessible language, so you understand what the numbers are telling you.
Invoice issuance
Issuance and control of service and product invoices, integrated with the accounting system. Each piece of information is entered once.
Financial decision support
Indicator analysis and financial planning support, with early identification of warning signs before they become problems.
The process
How it works
Financial diagnosis
We map the current financial structure, identify gaps, and define the BPO scope based on your company's size, sector, and particular circumstances.
Implementation and onboarding
Our team takes over the processes, integrates the systems, gets the records in order, and defines how things will work.
Integrated operation
Continuous financial management with periodic deliverables (daily, weekly, or monthly as appropriate), management analysis meetings, and day-to-day availability.
What you gain
Expected results
-80%
The partner steps out of day-to-day financial operations.
30 days
Typical timeframe for full Financial BPO implementation
100%
Financial and accounting data always in sync
Daily
Cash position updated every day. You decide with the information you need, when you need it.
Depoimento de cliente
"Before, I made financial decisions in the dark. I received balance sheets I couldn't read and no one explained what to do with them. Today I have a management report I understand — and use every week to run the business. This clarity changed everything."
Result:
From balance sheets that just sat there to reports used every week to run the business.
Next step
I want a free financial diagnosis
In 30 minutes, we assess your current financial structure, identify the main bottlenecks, and present a tailored proposal for your business.
Pró-Contaty Contabilidade & Consultoria · CRC-SP 2SP024428/O-0 · 31 anos de atuação em São Paulo