Case Studies
Finity is Tech-Savvy & Results-Driven
Finity empowers startups and growth-focused companies to achieve clarity, confidence, and measurable success in financial operations, delivering transformative outcomes with a tech-savvy, results-driven approach.
With expertise spanning financial management, investment advisory, operations, and automation, Finity consistently enables clients to navigate complex challenges and unlock new levels of value, paving the way for successful exits and scalable growth. Each Finity case study offers an inside look at how thoughtful strategy and innovative technology can transform a company’s future—from finance to operations and beyond.
Transforming a Claiming Client’s Finance Team
Finity overhauled the client’s unscalable, manual finance function, transforming it into a streamlined team that delivered real time business insights that directly underpinned a successful exit.
Business Overview
Cloud-based platform that streamlines special services documentation and Medicaid claiming for K–12 schools.
Automates data entry with state government claiming integrations and offers real-time analytics for visibility in over 800 districts and +300 schools.
Client Challenge
- Ineffective Financial Statements
- Completely Manual
- Deliverables took months
- No financial forecasting or planning
- Non-compliant processes
Finity Solution
- Insightful financial analysis
- Automated processes
- Real time reporting
- Fully functional FP&A Team
- Audit prepared processes