Outsourced accounting and FP&A for multi-site companies
We build, run, and modernize your finance function
Finance as a Service for growing multi-site companies.
Omnifi runs your accounting, close and FP&A, sets up the systems behind them, and improves it all every quarter.
Sound familiar?
When does a growing company outgrow its finance setup?
- Your controller or accounting firm just left.
- You added a location, an entity or an acquisition.
- You can’t see across your systems.
- An investor or lender wants reliable reporting.
- The close takes weeks; decisions are made blind.
What does Omnifi’s Finance as a Service include?
Omnifi’s Finance as a Service covers your whole finance function: we build it, run it every day and modernize it every quarter. Run is the core of every engagement, with the scope set around your business. Build and Modernize come with it.
Build
Build: finance systems, processes and controls
Most firms at our level work with whatever systems you already have. We set up the function we’re going to run, so it works well and grows with you.
- Finance function design: processes, chart of accounts and controls
- System selection, implementation and migration: QuickBooks, Bill.com, Ramp, Paylocity and Procurify
Omnifi also implements Ramp for multi-entity companies, including moving AP for every entity onto one process.
See our technology partnersRun
Run: outsourced accounting, close and FP&A
A named senior owner leads your account and says “this number doesn’t look right” before leadership sees it. Your scope can include:
- Accounting and month-end close
- Multi-entity consolidation
- Accounts payable
- Accounts receivable
- Payroll
- Procurement and expense management
- Cash management
- Compliance support
- Budgeting, forecasting and FP&A
- Controller oversight
Control is built in: reconciliations, approval gates and human sign-off on anything that moves money.
Modernize
Modernize: reporting, automation and AI
Every client has a modernization roadmap, reviewed at each quarterly business review. For example:
- Financial reporting and business intelligence: Power BI dashboards that join finance, payroll and operational data
- Finance automation and AI: less manual work in coding, matching and AP. Agents propose, people approve.
- A data warehouse across your finance and operational systems: one version of the truth for management
Need CFO-level leadership too? We provide it as part of your finance function.
How does outsourcing your finance function to Omnifi work?
Omnifi takes over in four steps, with one named senior owner from the first call.
- Discovery call.We learn about your business, your entities and locations, and what’s prompting the change.
- Scope.We agree which processes we run and set up the systems and controls they need.
- Run.Your senior owner takes over the day-to-day work and the monthly close.
- Every quarter.We review the numbers with you and agree the next steps on your roadmap.
How is Omnifi’s Finance as a Service priced?
One predictable monthly fee. No surprise invoices.
Based on the scope we agree with you up front.
Who is Omnifi’s Finance as a Service for?
US companies with $5M to $75M in revenue, owner-led or investor-backed, that operate across multiple entities or locations.
Multi-site healthcare
Physician groups, specialty practices and MSOs.
How we work with healthcare groupsPE and sponsor-backed
Reliable reporting across every portfolio company and add-on.
Portfolio companiesWhat do Omnifi’s Finance as a Service clients say?
See our healthcare case studies“Working with Omnifi gives our organization access to world class financial support as well as a strong strategic partner.”
Dave Palkovich, CEO, Precision Healthcare Specialists
Finance as a Service and outsourced accounting FAQ
What is Finance as a Service?
Finance as a Service is a model where one partner builds, runs and modernizes your entire finance function for a monthly fee. At Omnifi, that means a named senior owner, a delivery team and integrated systems covering AP, AR, payroll, close, reporting and FP&A, instead of separate hires, tools and firms.
Is it cheaper than an in-house finance team?
For most companies with $5M to $75M in revenue, yes. Omnifi costs less than a US in-house team with the same skills, because a senior owner leads a hands-on India-based delivery team. You also avoid recruiting, training and the gap when someone leaves.
Can we choose which services you handle?
Yes, within Run. Omnifi operates your finance function every day, and the scope is set around your needs, from AP and payroll to close, consolidation and FP&A. Build and Modernize work is done for the companies we run, so the systems we set up and improve are the ones we operate.
Who is Omnifi a good fit for?
Omnifi works with US companies with $5M to $75M in revenue, owner-led or investor-backed, that operate across multiple entities or locations. We’re not the right fit for pre-revenue startups, single-entity bookkeeping, tax-only engagements or heavy inventory accounting.
How does onboarding work?
Onboarding with Omnifi starts with a discovery call. We then map your current processes, systems and entities, agree the scope, and set up what’s missing. Once the setup is in place, your named senior owner takes over the day-to-day work and the monthly close.
How is Omnifi priced?
Omnifi charges one predictable monthly fee, with no surprise invoices. The fee is based on the scope we agree with you up front. If you need something outside that scope, such as a one-time cleanup, we agree it with you before any work starts.
Ready to talk about your finance function?