Finance Transformation Services

Guiding CFOs through their modernization journey


Trusted by Leading Organizations from Mid-Market to Enterprise

25 Years Delivering Peak Performance

CFOs need to evolve their Finance Department into a true enabler of business value

The demand to provide almost real-time access to data and analysis of key financial information that can enable the business to act more quickly and decisively has never been greater, and yet, organizations still find themselves spending 75% or more of their time and resources on transactional work.

Finance leaders face difficult challenges in balancing both “day-to-day” execution and transformation initiatives including poor strategic focus, inefficient processes, inadequate IT capabilities, talent gaps, and increased complexity. In this context, CFOs need to evolve their finance departments from a traditional focus on reporting and controls to become a true modern finance organization.

The CFO role is now a value creator and strategic partner to the business with 69% of finance leaders already seeing this role fundamentally change as traditional finance tasks become more automated.”

Ernst & Young’s, DNA of the CFO 2020

Key Principles of The Modern Finance Organization

We help Finance organizations deliver seamless day-to-day execution while increasing their ability to focus and deliver on the corporate growth agenda.

Powered By:

Process Excellence


Re-Skilled Workforce

Digital Transformation

Innovation Mindset

Trusted Partnerships

Finance Transformation Services

We help you through your end-to-end finance transformation journey, from strategy to implementation. Our Finance Transformation Solutions for the CFO include:

Finance Optimization Assessment

We help you identify, quantify and prioritize high-impact optimization opportunities within your finance operation aimed at helping you modernize. Our assessments typically include the following areas:

    • Organizational & cost Structure
    • Performance benchmarking & metrics
    • Shared services & outsourcing opportunities
    • Digital maturity

Shared Services

We guide you through your entire Shared Services journey:

    • Strategy
    • Operating model & org design
    • Implementation
    • Optimization

Finance & Accounting Outsourcing

We become an extension of your team, performing your day-to-day accounting operations from Costa Rica, the #1 Nearshore Destination

    • Order to cash
    • Purchase to pay
    • Record to report
    • Decision support

Robotic Process Automation

We support you through the entire journey, starting as your RPA Services implementation consultant, all the way to managing and operating RPA for you under our Business Process Outsourcing model:

    • Opportunity assessment
    • Proof of concept
    • Implementation
    • Ongoing operations & management

BI & Analytics

From strategic consultation to outsourcing, Auxis Business Intelligence and Analytics offers you a wide range of functional expertise. Our key analytics services include:

    • Maturity roadmap
    • Business requirement definition
    • Data warehouse & dashboard implementation (Power BI/ Tableau)
    • Ongoing managed services

Other Process Improvement & Automation Tools

    • Process redesign & standardization
    • Systems selections & implementation
    • Intelligent data capture & document management
    • Automated workflow
    • Automated reconciliations
    • Financial close management
    • Collaboration & knowledge management

PEAK Matrix® for Finance & Accounting Outsourcing (FAO) Services 2023 Assessment

Auxis Named a Major Contender

Working Smarter

Auxis brings a range of proven finance automation tools to provide our clients with the highest levels of productivity efficiencies and controls. Some of these leading technology tools include:

Why Auxis Finance Transformation Services?


25-Year Track Record partnering with CFOs to achieve Peak Performance in Finance Operations

25+ Year Track Record


Flexible delivery models including consulting or outsourcing based on your needs

Flexible Delivery Models


The real-world, practical perspective that comes from being both an Advisor and a BPO Operator

Unique Perspective


Tenured, hands-on executives with a strong mix of industry and professional services experience

Hands-On Executives


Built to support you from strategy to implementation – we not only tell you what to do, we make it happen

Support You From Strategy


Committed to delivering tangible business outcomes. Our clients consistently get paybacks of less than one year with savings and efficiencies of 40%+

Tangible Business Outcomes


Best-in-class processes and technologies including RPA, Analytics, Cloud and more

Best-In-Class Technologies


Cost-effective & convenient delivery platform from Costa Rica, the #1 Nearshore Destination

Nearshore Center in Costa Rica

Pioneers of Nearshore Outsourcing

In 2005, Auxis Outsourcing Practice was established at the request of our consulting clients. At first, we started with U.S. based model, and later in 2009 we expanded our platform to Costa Rica, consistently ranked as the number one Nearshore Outsourcing destination of the Americas.


Trusted by Leading Organizations from Mid-Market to Enterprise

Finance Transformation Success Stories

Shared Services

Auxis implements Shared Services Center for PepsiCo Latin America Beverages.

Finance Transformation & BPO

$2B Jewelry Retailer Leverages Auxis’ Accounting BPO Center to Support Expansion.

Finance Transformation

Auxis Helps Global Media Giant Reduce Costs by Over 40% to Focus on Digital Growth Strategy.

Robotic Process Automation

Auxis designed an innovative solution that combines Business Intelligence (PowerBI) and RPA to automate the creation and distribution of daily managing reports for an international hospitality client.

Client Testimonials

  • There is no doubt that Auxis is a true business partner. The ability for me to take on challenges that I normally wouldn’t is based on my relationship and confidence in Auxis”

    John Ollet

    Executive VP of Finance


  • Auxis has the proven capability, talent, knowledge, and insight to help drive any organization. I would definitely recommend them…”

    Barbara Gomez

    CFO, Latin America Beverages


  • We chose Auxis because there was something very unique about them. Many consulting firms talk about what makes them different but very few really deliver what they promise.”

    Antonio Baez

    Regional Administration Director, Americas

    Melia Hotels International



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