Services
Three capabilities, one system.
Each one stands alone. Together they are a finance function that closes on time, reports from one source of truth, and runs without a spreadsheet holding it up.
Data
Finance runs on data that lives in a dozen places. We bring it into one place and make it trustworthy.
What’s included
- Nightly connectors to the general ledger (QuickBooks, Sage Intacct), payroll (Paylocity, Paychex), billing, time tracking, CRM, and bank.
- A governed warehouse with a single definition of every metric — revenue, margin, utilization, headcount, covenant ratios — that every deliverable reads from.
- Full lineage: every figure on every report traces to its source record.
- Reporting views that feed the close, the board deck, and the lender package directly. No re-keying, no second spreadsheet, no two versions of a number.
Who it’s for
Companies whose reporting is right but slow, or fast but argued over. Multi-entity groups. Anyone who has watched two decks disagree.
CFO
The CFO seat, fractionally. Judgment and accountability — not a report.
What’s included
- Monthly close and financial statements, reconciled and locked.
- Board and investor reporting.
- Lender reporting, covenant calculations, and compliance certificates.
- 13-week cash forecasting and working-capital management.
- Budgeting, forecasting, and FP&A — driver-based models tied to actuals.
- Transaction support: diligence readiness, lender packages, quality-of-earnings preparation.
Who it’s for
PE-backed and founder-led companies from roughly $5M to $100M in revenue that need a CFO’s judgment on a fractional footprint — and the infrastructure to back it.
Automation
The work that doesn’t need a human, done by agents we build — inside a system your CFO supervises.
What’s included
- Agent-run month-end close: accruals, prepaid and fixed-asset schedules, reconciliations, and journal entries — each with a full audit trail and attached workpaper.
- Invoicing and receivables follow-up drafted by the system, approved by a person.
- Recurring reporting packs — monthly, board, lender — generated from the warehouse, not rebuilt by hand.
- Document intake: invoices, statements, and notices routed, filed, and logged.
- Deployed on Acta’s platform or inside your Microsoft 365 / Azure tenant.
- Every step logged. Anything that moves money requires an operator’s approval.
Who it’s for
Companies that want the close to take hours, not weeks — and want to own the system that does it.
Two ways to engage.
On Acta’s platform
We connect your systems to our warehouse and run the full stack. You get a CFO, a close, and reporting from one source of truth — without standing anything up.
- Fastest start
- Operated and maintained by Acta
- Best for companies without an IT function
In your tenant
We build the same stack inside your Microsoft 365 / Azure environment. Your data stays on your plane; the system is documented and turnover-ready from day one.
- Your governance, your data residency
- Built for regulated and PE-portfolio settings
- You own the asset
Which comes first depends on where it hurts.
A thirty-minute conversation is enough to tell you what we would build first.