The Finance office shows whether the numbers work, from revenue and margins to cash and forecasts, so you spot problems early and plan with confidence.
In Management, the office does this work at the level of autonomy you set. In Advisory, it recommends each step and your team makes the change.
Budgets, forecasts, and monthly budget-versus-actual reviews, with the biggest gaps explained.
Profit by product, service, customer, and location, including what each new customer costs to win.
A rolling 13-week cash forecast, plus the stock, invoices, and bills that tie cash up.
Pipeline, renewals, and forecasts in your CRM, reviewed every week so revenue is easier to predict.
Checklists, reconciliations, and controls in QuickBooks or Xero, with revenue recorded at the right time.
Find unused subscriptions and rising costs, and flag duplicate invoices or unusual payments.
Each answer draws on your connected records and earlier decisions, with any gaps explained.
Worked examples from the industries we serve, each in that industry's own numbers.
See finished work that has not been billed yet.
A full calendar. A billing backlog.See which products earn money after returns and shipping.
Sales up 18%. Profit down.Keep best sellers on the shelf and free up cash from slow stock.
Shelves full. Best sellers missing.No. The Finance office prepares and reviews the monthly close with your bookkeeper or accountant. Tax advice and filings stay with a licensed professional.
No. Aptic never holds payment credentials or moves money.
It flags unusual payments, duplicate invoices, and gaps in controls for review. A suspected fraud still needs your accountant or a forensic specialist.
We are bringing companies on in small groups. Tell us about your business and we will reach out when there is a place for you.