Aptic
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Office

No more surprises in the numbers.

The Finance office keeps a running view of revenue, margins, and cash, explains what changed and why, and looks weeks ahead, so you spot problems early and spend with confidence.

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Built on experience with

What it can do

What it takes off your desk.

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.

  • Plan and track the numbers

    Budgets, forecasts, and monthly budget-versus-actual reviews, with the biggest gaps explained.

  • Find what makes money

    Profit by product, service, customer, and location, including what each new customer costs to win.

  • Forecast cash and runway

    A rolling 13-week cash forecast, plus the stock, invoices, and bills that tie cash up.

  • Forecast revenue

    Pipeline, renewals, and forecasts in your CRM, reviewed every week so revenue is easier to predict.

  • Prepare the monthly close

    Checklists, reconciliations, and controls in QuickBooks or Xero, with revenue recorded at the right time.

  • Cut costs and spot fraud

    Find unused subscriptions and rising costs, and flag duplicate invoices or unusual payments.

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Questions it answers

Ask in your own words.

Each answer draws on your connected records and earlier decisions, with any gaps explained.

  • Why is profit down when sales are up?
  • Will we have enough cash for the next quarter?
  • Which products and customers actually make money?
  • How reliable is our sales forecast?
Industries

See it in your industry.

Worked examples from the industries we serve, each in that industry's own numbers.

Law firms

Find finished work that has not been billed, and get paid for it sooner.

A full calendar. A billing backlog.

Software and SaaS

See why customers leave, and what keeps the ones who stay.

Signups up 25%. Revenue flat.

Ecommerce

See which products still earn money after ads, shipping, and returns.

Sales up 18%. Profit down.
All industries
Straight answers

Common questions.

Does Aptic do our bookkeeping or taxes?

No. The Finance office prepares and reviews the monthly close with your bookkeeper or accountant. Tax advice and filings stay with a licensed professional.

Can Aptic pay bills or move money?

No. Aptic never holds payment credentials or moves money.

Can it spot fraud?

It flags unusual payments, duplicate invoices, and gaps in controls for review. A suspected fraud still needs your accountant or a forensic specialist.

Is this an alternative to a fractional CFO?

It covers much of the same ground, like cash forecasts, margins, budgets, and the monthly close, and it works every day rather than a few days a month, with Aptic's consultants working alongside it. Tax and audit work stays with your accountant.

Bring expert help to your business.

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.

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