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
Results
1.5x Increase in EV / ARR multiple
Over $400k / year in savings
Customers doubled with a leaner finance team
Cut reporting time from months to days
Automation for Lean Financial Operations
Finity helped this client automate its entire accounting process using QuickBooks and other tools to ensure Generally Accepted Accounting Principles (GAAP) compliance and real-time reporting. Ultimately, this automation drastically reduced the client’s monthly bookkeeping cost, making the service significantly cheaper than industry competitors while delivering timely, accurate financial outcomes.
Business Overview
A bootstrapped technology company that develops software for knowledge base automation for large enterprises.
Client Challenge
- Critical Compliance Deadlines
- Absence of Financial Infrastructure
- Significant Transaction Backlog
- Need for Lean Operations
Finity Solution
- End-to-End Process Automation
- GAAP Compliant System Setup
- Upfront Investment for Long-Term Savings
- Value-Based Billing
Results
Timely Compliance
Massive Cost Reduction
Sustained Cost Efficiency - 3.5x cheaper than industry average
Enhanced Reporting Capabilities
Finance Transformation in Cybersecurity
How Finity streamlined finance operations for a fast-growing cybersecurity startup.
Business Overview
A cybersecurity startup had just raised $15 million in funding.
With growth capital secured, the CEO’s focus needed to be on scaling the business, but instead, he was buried in manual finance and accounting tasks.
Client Challenge
- Manually running payroll
- Manually processing reimbursements
- Manually handling vendor bills and customer invoices
- Manually responding to technical accouting questions
Finity Solution
- Payroll automation
- Corporate cards & benefits activation
- Automated bill pay and accounting integration
- Nationwide business registration
Results
10-20 hours per month saved for the CEO by removing manual finance tasks
5-10 hours per week freed up to focus on scaling the business
5x lower cost than hiring a dedicated bookkeeper
End-to-end automation of finance operations
More Pay at a LowerPrice
How Finity fully managed the end-to-end transition from the existing payroll setup to the PEO model.
Business Overview
Our client was running direct payroll.
While the platform performed well at an early stage, national expansion introduced hidden operational and financial friction.
The objective was not simply to replace a payroll tool but to redesign the payroll model to support scale.
Client Challenge
- Reduce the total cost of payroll and benefits
- Eliminate the operational burden of multi-state payroll compliance
- Enable continued national hiring without disrupting payroll operations or employee experience
Finity Solution
- We evaluated alternative payroll operating models and sourced a Professional Employer Organization (PEO) that enabled a co-employment structure.
- By leveraging the PEO’s aggregated employee base, the PEO provided favorable commercial and health benefits terms on the client’s behalf.
- We then fully managed the end-to-end transition from the existing payroll setup to the PEO model covering:
- Payroll operations
- Benefits administration
- Multi-state compliance
Results
Nationwide hiring without compliance friction
Access to nearly all 50 states without the need for individual state registrations, filings, or unemployment withholding management
Higher employee take-home pay, same coverage
Average employee take-home pay increased 5% due to reduced healthcare costs thanks to a PEO with lower cost benefits but like for like coverage
Immediate payroll cost reduction
Biweekly payroll reduced from $277K to $211K per cycle ($66K savings per cycle; 24% reduction per pay cycle)
Annual health benefits savings at scale
Annual benefits Costs reduced by $172K for equivalent healthcare coverage
You Got a Term Sheet. Now What?
A Founder’s Guide to Navigating the Post-Term Sheet Reality
Business Overview
Why Everything Changes Immediately
Signing a term sheet marks a turning point for a startup. Before funding, speed and experimentation dominate.
After funding, expectations change.
Client Challenge
- Implement Accounting Systems
- Set up Bankling Infrastucture
- Build Payroll Operations
- Track SaaS Perfomance Metrics
- Manage Investor Reporting
- Scale Financial Infrastructure
- Register across States for Hiring
Finity Solution
- Accounting Architecture
- Integrated Financial Tech Stack
- Automated Financial Workflows
- Structured Financial Reporting