Structured finance pathways

Choose the package that matches your financial stage and complexity.

FoundationGrowthLeadership

Which description sounds most like you?

Start with the business situation. Then choose the right finance path.

If none of these routes fits cleanly, use Build Your Financial Scope instead of forcing the business into a generic package.

Stage 01 / Foundation

Reliable books

Bookkeeping Essentials

For a business that needs current records, disciplined reconciliation and a dependable financial baseline before adding more complexity.

  • Up to 150 transactions
  • One entity and two bank accounts
  • Monthly bookkeeping and reconciliation
  • Standard reporting and tax-ready record organisation
Explore Accounting & Bookkeeping

Stage 03 / Leadership

Financial direction

Controller + FP&A

For complex, multi-entity or funded businesses that need advanced close, cash visibility and senior financial direction together.

  • Multi-entity and FX context
  • Board-ready reports and cash forecasting
  • Automation-ready accounting operations
  • Fractional CFO oversight
Compare service paths

Add-on package pathways

When the question is specialist, add the right financial capability.

Specialist pathways can be scoped as a focused project, an ongoing cadence, or a combined engagement where the business needs more than one financial lens.

Financial direction

FP&A pathways

Forecasting, financial modelling, cash visibility, fundraising readiness and Fractional CFO support for specific decision needs.

Compare FP&A packages
Tax context

Tax pathways

Business tax planning, tax and regulatory compliance, and personal tax planning for founders, directors and individuals.

Explore tax pathways
Payroll accounting

Payroll add-on pathway

Provider-led payroll journals, reconciliation, labour-cost visibility and accounting controls added to the relevant accounting relationship.

Explore payroll support

Route matrix

See the next finance move in one clear view.

A comparison of common business situations and the relevant Finatomics package or path.
SituationMost likely package or pathWhat changesNext step
01Books are behind or inconsistentBookkeeping Essentials or clean-up scopeReliable baseline, reconciliations and recordsBuild your scope
02Growth outpaced the current finance rhythmGrowth AccountingClose, AP/AR, management reporting and KPI contextSee accounting pricing
03Payroll is running outside the ledger or cash viewPayroll Operations & Accounting SupportProvider reports, journals, liabilities and labour-cost visibility join the accounting rhythmSee payroll support
04Leadership needs forecasts, cash and scenariosFP&A or Controller + FP&ADecision support and financial directionSee FP&A pricing
05Tax context needs to be proactiveTax Planning & StrategyProjected position, timing and planning contextExplore tax planning

A package should fit the real business

If the fit is unclear, build a starting framework instead.

Use the Scope Builder to connect service needs, transaction range, entities, current books and markets to the most useful published starting path.