OUR SERVICES
Finance as a Service — Turnkey, scalable finance operations for growth-stage companies
ValDatum provides a fully-managed finance function that combines experienced finance leaders, modern systems, and automated workflows. We handle day-to-day accounting, month-end close, reporting, FP&A and compliance so you can focus on growth — with predictable costs and enterprise-grade controls.
Trusted by finance teams and CFOs in the US — month-end acceleration, cleaner books, and reliable leadership reporting.
Quick Snapshot
- Core focus — Month-end close, reconciliations, reporting
- Specialties — FP&A, technical accounting clean-ups, M&A support
- Technology — Spark ETL, Airflow, Power BI, Databricks
- Delivery — Offshore + US leadership, weekly reporting cadence
What is Finance as a Service (FaaS)?
Finance as a Service (FaaS) is a managed operating model where ValDatum becomes your outsourced finance function. Rather than building large in-house teams, we supply senior finance leadership and a specialized team that executes accounting, reporting, FP&A, and technical accounting — supported by automation and best-practice controls. The model is designed to deliver accuracy, speed, and predictable costs so you can scale without replacing leadership or losing control.
Who benefits most?
- Growth-stage startups with complex financial operations
- CFOs seeking additional capacity and technical expertise
- Private equity-backed firms needing investor-grade reporting
- Organizations preparing for M&A, fundraising, or audit
Outcomes you can expect
- Faster, predictable month-end close (days vs weeks)
- Audit-ready books and reconciliations
- Automated reporting and fewer manual spreadsheets
- Clear financial KPIs for leadership and investors
Our delivery model
Dedicated offshore team + US-based finance leads, weekly cadence, secure data practices, and documented SOPs for continuity.
Core FinOps Services — What we do
Each engagement is tailored, but the core FinOps services below form the backbone of our Finance-as-a-Service offering.
CFO & Controllership
Senior finance leadership that sets policy, governs month-end close, delivers board packs, and oversees accounting controls. Our fractional CFOs work closely with CEOs and board members to align finance strategy with business objectives.
Financial Accounting & Reporting
End-to-end accounting: AP, AR, GL, reconciliations, month-end close, journal entries, financial statements, and investor-ready reporting. We ensure data integrity and compliance with GAAP standards.
Budgeting, Forecasting & FP&A
Driver-based budgeting, rolling forecasts, scenario modeling, KPI design, and variance analysis. We convert raw data into actionable management insights to guide decisions.
Transactional Accounting
Daily transactional processing including AP, AR, payroll liaison, expense management, bank reconciliation, and supplier reconciliations — executed with strict controls and SLAs.
Technical Accounting & Clean-Up
Account re-structuring, chart-of-accounts rationalization, historical clean-ups, GAAP alignment, and audit remediation to prepare for investors or statutory audits.
M&A Support & Due Diligence
Quality-of-earnings support, data room preparation, financial modeling for valuations, carve-out accounting support, and integration planning.
Our Engagement Process
We follow a structured approach that balances speed with rigor — so your finance function stabilizes quickly and scales reliably.
1. Discovery & Alignment
Deep-dive into systems, processes, and stakeholder expectations. We map data sources, owners, and deliverable cadence.
2. Stabilize & Clean
Clean ledgers, resolve aged reconciling items, implement accounting policies, and document month-end workflows to ensure reliable numbers.
3. Automate & Integrate
Design ETL pipelines, integrate source systems, automate recurring journal entries, and build dashboards to reduce manual work.
4. Operate & Improve
Run month-end, deliver reports, conduct KPIs reviews, and continuously optimize processes based on metrics and feedback.
All steps are documented with SOPs, RACI, and SLAs — ensuring transparency and business continuity.
Deliverables — What you receive
Each engagement comes with clearly defined deliverables so you always know what to expect.
Monthly Close Pack
Trial balance, adjustments, reconciliation schedules, P&L, balance sheet and variance analysis — ready for leadership and audit.
Executive Dashboards
Interactive Power BI or ValDatum BI dashboards showing revenue, margins, cashflow and KPIs with filters and drill-downs.
SOPs & Control Matrix
Documented month-end workflows, control descriptions, sign-offs and policy manuals to ensure compliance and continuity.
Data Pipelines
ETL jobs, scheduling (Airflow), and pre-built transformations to normalize financial data for reporting and modeling.
Technical Remediation
Chart-of-accounts redesign, historic clean-up, correction journals and reconciliations to bring ledgers to audit-ready state.
Training & Handover
Team training, documentation, and handover sessions so you retain knowledge even after improvements are implemented.
Tools & Technology
Our stack is chosen to support high-volume finance workloads and provide secure, auditable pipelines for financial data.
Case Studies
Representative examples of how ValDatum transforms finance functions.
SaaS Scale-up — Month-end reduced from 12 days to 3 days
Challenge: A growth-stage SaaS company faced inconsistent reporting and a prolonged month-end. ValDatum implemented a stabilized close process, cleaned historic reconciling items, deployed ETL to centralize source data and built executive dashboards.
- Outcome: Month-end reduced to 3 business days
- Outcome: Investor-ready financial reports delivered on-time
- Outcome: Automated dashboards improved forecasting accuracy
Private Equity Portfolio — Clean books for due diligence
Challenge: Portfolio company needed rapid GAAP clean-up for acquisition. ValDatum executed a technical accounting remediation and prepared a quality-of-earnings pack for buyers.
- Outcome: Clean financials and reconciliations delivered in 6 weeks
- Outcome: Deal closed without price adjustments
Why choose ValDatum for FinOps?
Scalable cost model
A predictable offshore-based delivery model reduces fixed costs while maintaining senior oversight.
Faster insights
Automated pipelines and dashboards deliver faster, more reliable insights for decision-making.
Audit readiness
Standardized controls and supporting schedules reduce audit risk and improve compliance posture.
CFO-grade governance
Experienced finance leaders provide guidance and governance across the organization.
Pricing & Engagement Models
We offer flexible pricing to fit your needs — from fixed monthly retainers to outcome-based engagements.
Dedicated Team (Retainer)
A dedicated offshore team plus a US-based engagement manager. Best for ongoing operations and predictable monthly budget.
Project (Fixed-scope)
Defined deliverables and timelines — ideal for technical clean-ups, ERP migrations, and M&A readiness projects.
Hybrid / Outcome-based
Milestone-based payments tied to outcomes (e.g., month-end reduction, clean audit). Combines accountability with alignment to business goals.
Frequently asked questions
Typical onboarding is 4–8 weeks depending on system complexity and clean-up needs. Short stabilization engagements are available for urgent priorities.
Yes — our senior accountants are experienced with US GAAP and IFRS reporting and audit support.
Security is core to our delivery — encrypted SFTP/SSO, role-based access, audit logging, and GDPR/CCPA-aligned processes where required.
Ready to stabilize and scale your finance function?
Book a free consultation with our finance leaders to review your current processes, data flows, and reporting — we’ll propose a tailored plan to get you audit-ready and investor-grade quickly.
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