About OptiFin
Your Partner in Smarter Finance Operations
OptiFin was created to help businesses build future-ready finance teams. We understand that finance functions are often stretched thin, juggling manual tasks and patchy systems. That’s where we come in.We support finance leaders by simplifying complex workflows, cleaning messy data, and helping document clear, scalable processes. Whether you’re preparing for automation, switching systems, or getting ready for AI-powered tools, OptiFin helps you make it happen—smoothly and with confidence.We also work alongside trusted partners like WrightCFO to connect you with world-class interim CFOs, giving you strategic firepower when you need it most.
Finance Process Improvement
We simplify and optimise your existing workflows—making your month-end faster, your reporting clearer, and your team more productive.
Data Cleanup & Documentation
We clean and organise your finance data so it’s accurate, structured, and ready for automation or AI tools.
Finance Process Improvement
We simplify and optimise your existing workflows—making your month-end faster, your reporting clearer, and your team more productive.
Data Cleanup & Documentation
We clean and organise your finance data so it’s accurate, structured, and ready for automation or AI tools.
System Implementation & Migration
We help you move to smarter finance platforms like Xero, QuickBooks, NetSuite, or Dynamics 365—without the stress.
System Implementation & Migration
We help you move to smarter finance platforms like Xero, QuickBooks, NetSuite, or Dynamics 365—without the stress.
System Integration
We connect your current tools to third-party platforms (like Stripe, Salesforce, or payroll systems) to make your processes seamless and reduce manual work.
Tech Accounting Support (IFRS 15)
Need help with revenue recognition? We support SaaS and tech businesses with IFRS 15 implementation and ScaleXP integrations for automated reporting.
System Integration
We connect your current tools to third-party platforms (like Stripe, Salesforce, or payroll systems) to make your processes seamless and reduce manual work.
Tech Accounting Support (IFRS 15)
Need help with revenue recognition? We support SaaS and tech businesses with IFRS 15 implementation and ScaleXP integrations for automated reporting.
On-Demand Finance Leadership
Through our partnership with WrightCFO, we connect you with experienced interim CFOs to guide your business through change or growth.
On-Demand Finance Leadership
Through our partnership with WrightCFO, we connect you with experienced interim CFOs to guide your business through change or growth.
About Our Founder
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