Financial Solutions for your business
XInfin is a leading provider of process automation, financial advisory, accounting and bookkeeping, reporting requirements, virtual CFO, and dashboard preparation services.
We pride ourselves on delivering innovative solutions that help our clients streamline their operations and achieve their financial goals.
QBO/Xero to Excel - Automate
Bookkeeping & Accounting
Data Visualisation
Financial Modeling
Virtual CFO
Reporting Requirements
Monthly Engagement / Project Basis
Financial Agility Unleashed: Transforming QuickBooks/Xero Data into Live Excel Brilliance
Inclusions:
Automatically extract financial data from QuickBooks/Xero in real-time
Tailor data extraction to match specific reporting needs
Set up automated processes for dynamic data refresh in Excel
Create dynamic dashboards in Excel for real-time data visualization
Develop customized financial reports in Excel based on QuickBooks/Xero data
Set up Key Performance Indicator (KPI) tracking in Excel using live data
Create a unified and consolidated view of financial data
Implement validation checks to ensure data accuracy during extraction
Offer continuous support for any issues or updates related to automation
Start Up
Foundational Excellence for Business Success
Inclusions:
Daily Recording of Transactions
Expense Tracking
Bank Reconciliation
Financial Statement Preparation
Set up Basic Chart of Accounts
Essential
Streamlined Finances for Stability
Inclusions:
All the services in Start up
Accounts Payable Management
Accounts Receivable Management
Timely Payroll Calculation & Processing
Detailed Monthly Financial Reports
Plus
Comprehensive Excellence for Growth
Inclusions:
All the services in Start up & Essential
In-depth financial analysis
Detailed insights into ratios and trends
Budgeting and Forecasting
Customized Management Reports
Offer ongoing support and consultation
Project Basis / Ongoing Support
See Beyond the Numbers: Transforming Data into Insightful Visuals.
Inclusions:
Create interactive and customized dashboards for real-time data monitoring
Design dashboards tailored to specific business needs and KPIs
Develop visualizations that highlight trends, correlations, and anomalies
Visualize data trends over time using line charts, heatmaps, or other time-based visualizations
Develop charts and graphs for analyzing investment portfolios and risk factors
Develop interactive reports that allow users to explore and filter data
Integrate data visualizations with business intelligence (BI) platforms
Conduct in-depth data analysis to uncover patterns and insights
Enable users to explore and interact with data to gain deeper insights
Monthly Engagement / Project Basis
Where Numbers Meet Strategy: Unlocking Financial Potential with Precision
Inclusions:
Create financial models to project future revenues, expenses, and cash flows
Develop budgeting models to assist in planning and resource allocation
Build models to project and analyze cash flows over specific periods
Develop models to estimate the value of a business or its assets.
Assess the synergies and risks associated with M&A transactions
Conduct sensitivity testing to changes in key assumptions
Evaluate liquidity and cash flow adequacy for operational needs
Design dashboards and visualizations to present key financial metrics
Ensure alignment with accounting standards and regulations
Monthly Engagement / Project Basis
Strategic Finance, Virtual Expertise: Redefine your Success with Our CFO Services.
Inclusions:
Prepare annual budgets and financial forecasts
Optimize cash flow through effective management.
Create comprehensive financial plans aligned with business objectives
Generate regular financial reports for management
Conduct in-depth financial analysis to identify trends and opportunities.
Identify potential financial risks and develop mitigation strategies
Analyze cost structures and recommend cost-saving measures.
Streamline financial processes for efficiency and accuracy
Financial Modeling and Cost Analysis
Monthly Engagement / Project Basis
From Complexity to Clarity: Elevate Your Reporting Standards for Informed Excellence.
Inclusions:
Generate and analyze financial statements
Guarantee the accuracy of financial data for informed decision-making
Develop tailored reports based on specific organizational needs
Ensure data accuracy and consistency
Create visual dashboards for easy monitoring of critical metrics
Integrate reporting software for seamless data processing and visualization
Enhance decision-making by highlighting potential risks impacting the organization
Business KPI analysis and reporting
Provide accurate and timely submission of reports
