Case Study: Built for Growth. Ready for Acquisition.
Permiso Growth Was Accelerating. Infrastructure Had to Catch Up.
Finity centralized financial and operational reporting, automated management dashboards
and transformed the processes supporting Permiso’s day-to-day operations.
Business Overview
In August 2026, Permiso completed its strategic acquisition by Okta, culminating an approximately two-and-a-half-year engagement that had begun with a much simpler question:
How much runway do we have?
Client Challenge
- Manual vendor management
- Manual invoice intake
- Manual billing + collections
- Fragmented reporting
- Accounting issues
- Disparate and expensive tech stack
Finity Solution
- Automated AP + AR
- Centralized reporting
- Structured budgeting
- Financial forecasting
- Board-level visibility
- Scalable HR + payroll