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Guiding Finance Leaders Through Their Modernization Journey
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Transform Your Finance Operations and Become a True Enabler of Business Value

The roles and expectations of the finance function are changing across industries – and macroeconomic conditions, combined with disruptive technology transformation, have changes happening at a faster pace than could have ever been imagined.   

Finance leaders are shattering the boundaries of their traditional focus on reporting and controls to provide insight-driven strategies that drive enterprise growth.   

Forward-thinking CFOs are also looking to transform the way finance operations interact with customers and suppliers – moving away from manual, paper-based processes to drive speed and efficiency through new innovations such as automated vendor portals, electronic transmission of data, fast and secure digital payments, and more.  

However, despite initial investments in automation and advanced analytics, finance leaders still face challenges in balancing “business as usual” work and a successful finance transformation journey, including lack of strategic focus, inefficient finance processes, inadequate IT capabilities, finance talent gaps, and increased complexity.  

Finding the bandwidth to create more meaningful roles for finance teams bogged down by mundane activities is also a significant challenge.   

That’s where Auxis finance transformation solutions come in. We bring the people, processes, tools, and 25+ years of finance transformation experience to help CFOs evolve their finance operations and empower them to support their organization’s strategic goals.   

We work within your current system and also bring market-leading technology partners like Oracle NetSuite, UiPath, Microsoft, and Adra by Trintech to fill gaps and innovate solutions that are scalable, cloud accessible, and automate and integrate your transaction workflow. We can help you implement advanced analytics and reporting, creating next-generation data and real-time insights that enable agile decision-making and let you keep a critical eye on cash flow.  

We also can help you build a finance transformation roadmap that leverages emerging digital technologies like artificial intelligence, robotic process automation, and machine learning that make cloud-based enterprise resource planning (ERP) systems more powerful and simpler to operate.  

Today’s advancing technologies and forward-looking innovations have the power to infuse the finance function with game-changing capabilities – when they are strategically selected and implemented properly. Auxis finance transformation solutions help you unlock the value of digital finance to become a true strategic partner to your business. 

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92% of CFOs plan to increase their investment in finance technology, but only 30% of digital transformation projects succeed.

- Source: Gartner 2023 Finance Technology Guide

Key Principles of the Modern Finance Organization 

We help finance organizations achieve seamless day-to-day execution while increasing finance executives’ ability to focus and deliver on the corporate growth agenda.  

Get Out of Being a Transaction Processing Shop 

  • Maintain Quality 
  • Free Up Time 
  • Reduce Cost 

Become an Analytics Powerhouse

  • Real-time Analytics
  • Predictive Insights

Develop a Commercial Mindset 

  • True Understanding of Business Drivers
  • Market Knowledge 

Build a Collaborative Ecosystem 

  • Internal and External
  • Core and Flex Model
  • Expanded Access to Talent

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Finance Transformation Services 

Auxis is with you at every step of your finance transformation journey, from strategy to implementation. Our Finance Transformation Services, specifically tailored to meet the needs of the modern CFO agenda, include: 

Finance Optimization Assessment

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

  • Organizational & cost structure
  • Process documentation
  • Performance benchmarking & metrics 
  • Shared services & outsourcing opportunities
  • Digital maturity & process improvement roadmap

Shared Services

We guide you through your entire shared services journey: 

  • Finance strategy & transformation
  • Finance operating model & organizational design
  • Implementation 
  • Optimization

Finance & Accounting Outsourcing 

We become an extension of your finance team, performing your day-to-day finance operations from top nearshore hubs like Colombia and Costa Rica. Key services include:

  • Order to cash (O2C)
  • Purchase to pay (P2P)
  • Record to report (R2R)
  • Financial planning & analysis (FP&A)

Intelligent Automation

We support you through the entire journey, starting as your intelligent automation implementation consultant and taking you all the way to managing and operating your automations 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 & analytics services offer you a wide range of functional expertise. Our key services include: 

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

Other Process Improvement & Automation Tools 

  • Process redesign & standardization
  • Systems selection & implementation 
  • Intelligent data capture & document management
  • Automated workflow
  • Automated reconciliations
  • Financial close management
  • Collaboration & knowledge management 
  • Finance & accounting project management

Oracle NetSuite ERP implementation

  • Financial management modules
  • Procurement modules
  • Inventory & order management modules
  • Integrations
  • Maximizing automation opportunities like optical character recognition (OCR)

Finance Optimization Assessment

Finance Optimization Assessment

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

  • Organizational & cost structure
  • Process documentation
  • Performance benchmarking & metrics 
  • Shared services & outsourcing opportunities
  • Digital maturity & process improvement roadmap

Shared Services

We guide you through your entire shared services journey: 

  • Finance strategy & transformation
  • Finance operating model & organizational design
  • Implementation 
  • Optimization

Finance & Accounting Outsourcing 

We become an extension of your finance team, performing your day-to-day finance operations from top nearshore hubs like Colombia and Costa Rica. Key services include:

  • Order to cash (O2C)
  • Purchase to pay (P2P)
  • Record to report (R2R)
  • Financial planning & analysis (FP&A)

Intelligent Automation

We support you through the entire journey, starting as your intelligent automation implementation consultant and taking you all the way to managing and operating your automations 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 & analytics services offer you a wide range of functional expertise. Our key services include: 

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

Other Process Improvement & Automation Tools 

  • Process redesign & standardization
  • Systems selection & implementation 
  • Intelligent data capture & document management
  • Automated workflow
  • Automated reconciliations
  • Financial close management
  • Collaboration & knowledge management 
  • Finance & accounting project management

Oracle NetSuite ERP implementation

  • Financial management modules
  • Procurement modules
  • Inventory & order management modules
  • Integrations
  • Maximizing automation opportunities like optical character recognition (OCR)

Auxis Named a Major Contender

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

We Bring Cutting-Edge Technology to Help You Work Faster and Smarter

At Auxis, we adapt to your current systems while suggesting additional best-in-class tools to drive higher levels of efficiency, automation, and real-time insights. That includes a full suite of process automation, AI, analytics, and productivity technology, such as: 

Other critical digital solutions that Auxis works with include:

Nearshore Pioneers, Located in the Top Destinations of Latin America

With over 25 years of shared services experience in the region, Auxis’ BPO services are provided from Latin America’s top nearshore locations. Our customers receive critical advantages like time zone compatibility, strong cultural affinity, and proven, highly educated finance talent with exceptional English proficiency and familiarity of North American operations.

Costa Rica

Most mature shared services destination in the Americas, with over 350 multinationals providing business services from the country.

Colombia

Ranked #1 in Latin America for availability of skilled talent on the IMD World Talent Ranking and ranked #1 on the Offshore BPO Confidence Index.

Supporting Hubs

Our support hubs offer the best quality, technically skilled talent from top nearshoring destinations including Mexico, Argentina, and Guatemala, and use best practices, technology, and innovation to drive continuous process improvement.​

Trusted by Leading Organizations from Mid-Market to Enterprise

Featured Case Study

Client Experiences

The Auxis Difference

Why Auxis Finance Transformation Services

We’re not just consultants, we are BPO operators and former industry professionals: bringing unmatched insights into the best practices and operational strategy for achieving breakthrough F&A performance faster and more cost-effectively for more than 25 years. With comprehensive end-to-end process transformation capabilities and innovative technology solutions, we excel at optimizing finance operations and delivering ROI for Fortune 1000 companies across industries. 

Our location in top nearshore markets ensures outsourcing doesn’t sacrifice performance, providing certified finance talent trained to U.S. GAAP and IFRS accounting standards that can be difficult or expensive to hire at home. As organizations start to outsource more complex finance functions, our highly educated team of 200+ accounting professionals offer the knowledge, experience, and critical-thinking skills needed to successfully support more judgment-intensive processes. We also operate an Accounting Center of Excellence comprised of CPAs and top-performing managers focused on maintaining the highest-quality operations through continuous improvement and ongoing support. 

We take a business-led approach to technology innovation in your finance department, strategically layering intelligent automation, machine learning, advanced analytics, intelligent data capture, and more to enable agile decision-making and support business goals. At a time that most digital transformation efforts fail, we bring the skills, resources, and experience to ensure effective implementation, sustainable improvements, and organizational adoption.   

We don’t just come in to advise, we can become your operational partners, providing you with the people, tools, and best practices needed to successfully bring you step-by-step through your finance transformation journey. Our white-glove consulting teams deliver specific recommendations and an implementation roadmap to improve, innovate, and create value in your operations. Our tailored nearshore finance and accounting outsourcing solutions can empower your success by providing effective implementation, operational excellence, and fast access to the latest digital capabilities and top talent. 

We are nearshore outsourcing pioneers, recognized annually on IAOP’s Outsourcing Global 100 list, and continue to stand out as one of the only market leaders with a robust nearshore model. Our global delivery platform in top Latin American hubs like Costa Rica and Colombia combines significant labor arbitrage with highly educated finance talent, cultural alignment, outstanding English proficiency, and time zone compatibility – driving the real-time communication, collaboration, and critical-thinking skills essential to supporting finance and accounting processes across your value chain.  

With accounting fraud a global concern, we provide best practices and technology to help you strengthen your internal controls and ensure audit readiness, including robust SOX controls for public companies. Our proven migration methodology ensures activities are transitioned effectively with process improvements and controls in place. Benefit from our proven finance operating model that enforces segregation of duties, automated approval processes, AI-infused automation for spotting red flags, and more. 

Ready to Accelerate Your Journey to a Modern Finance Organization?

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Who are the top finance and accounting outsourcing companies? Discover why Everest named Auxis a Major Contender and nearshore leader

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Looking to modernize your business with refreshed finance transformation services? Auxis can help.

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