Your Finance Team Office

Tech & SaaS Businesses

We provide outsourced finance for SaaS and tech companies across the UK that have outgrown a year-end accountant, from early stage start-ups to scaling software businesses preparing for their next funding round. You get monthly reporting built around how a tech business actually earns and spends money, and a finance director who can sit across the table from your investors.

When the finance setup stops keeping up

Most tech founders reach a point where the numbers they have no longer answer the questions they’re being asked. It usually looks like this:

  • Investors or the board ask for recurring revenue figures and you have to rebuild them from scratch each time.
  • You can see cash in the bank, but you’re not confident how many months it will last at the current hiring rate.
  • Annual contracts are invoiced up front, and the accounts don’t show how much of that money has actually been earned.
  • You know you’re entitled to R&D tax relief, but nobody has kept the records a claim needs.
  • You want to offer share options to key hires and don’t know where to start.

What we run for you

✔ Monthly reporting built for subscription businesses
Each month you get a reporting pack that shows annual and monthly recurring revenue, how much revenue you’re losing from customers who leave, and how that compares with the month before. Income from annual contracts is spread across the months it relates to, so your profit figure reflects what you’ve earned rather than what you’ve invoiced.

✔ Cash runway you can plan around
We keep a rolling 12-month cash forecast, updated with real figures every month, so you always know how long your cash will last and how a new hire or a slower sales quarter changes that.

✔ R&D tax relief claims
We work with your technical team through the year to record qualifying development work as it happens, so the claim is accurate, well supported and ready on time rather than pieced together at year end.

✔ Share options and investor schemes
We advise on setting up EMI share options for key staff, and on SEIS and EIS so your investors can claim the tax relief those schemes offer.

✔ Investor and board reporting
Your finance director prepares board packs, financial models and the numbers investors ask for during due diligence, and can join investor meetings with you.

How it fits together

All of this runs through our outsourced finance team service on a single rolling monthly contract. Bookkeeping, payroll, VAT and year-end compliance are handled day to day, and the reporting and finance director support scale up as the business grows. Packages start from £695 a month plus VAT. See pricing.

Our Innovation Toolkit

We believe in partnering with powerful tech that supports all types of businesses whilst integrating finance, operations, and growth seamlessly. Your Finance Team will work with you to create an efficient software toolkit that supports everything from cash flow to payroll, helping your business function like a well-oiled machine. Here are some of our app partners: smart, often AI-powered tools that help take your tech business to the next level.

Xero cloud-based accountancy software is our package of choice. We are certified Xero advisors and proud Gold Partners.Your Finance Team are Gold Partners of Xero Accounting System

The Dext Receipt Scanner App is a cutting-edge tool designed to simplify the process of digitising and managing receipts. We are proud Dext Partners.Your Finance Team are proud Partners of Dext Receipt
We love GoCardless because it provides a payment gateway that enables businesses to set up and manage payments, subscriptions and invoices with automated payment processing.

Harvest is our preferred time management tool because it handles time tracking, invoicing, and reporting so you can optimise planning and give your full focus to your clients.

Harvest is part of our toolkit and is a Time Tracking Software with Invoicing

We have partnered with Syft to provide data analytics and reporting to help organizations understand financial and non financial data.

Your Finance team is a syft partner

We love Fathom because it combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution.Your Finance Team is a fathom partner

BrightPay is our preferred payroll software because it automates and streamlines auto enrolment tasks and gives users a fast, secure and easy way to make payments to employees and HMRC.

with brightpay you can improve your payroll experience

Apron pulls all things payments together – weaving into your workflow, collating conversations, turning hours into minutes. We love a good all-rounder tool like this!

Pleo automates expense reports and gives you full, real-time insight into company spending. You will have better control over your spending, going paperless and making your employees happier. Yoru Finance team is a pleo partner

Ready to talk it through?

Book a free 30-minute call with our business experts. We’ll look at how you report today, what your investors or board are asking for, and which package would fit.

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Tell us a little about your business and we’ll come back to you with an honest view of what support you need.

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