Discovery call
30 minutes on your stack, your calendar and the process that costs you most.
Built by finance people,
for finance teams.
We started Finance Buildr because finance teams were being offered two options: live with spreadsheets, or replace half their stack. We think there’s a better third one. Keep what works, and build the rest around it.
Custom-built beats one size fits all.
No two finance teams close, plan or report the same way. Off-the-shelf tools make you change your process to fit the software. We fit the software to your process.
And the people building it know finance from the inside — months closed, forecasts built, audits sat through. You never have to explain your job to a generic development team.
Our blocks can be mixed and matched: start with Close Companion, add Plan or Statements, and connect the pieces your team needs. Each block starts from the same tested foundation and shares data and approval rules, so you don’t pay for a blank-page project. Then we shape it around your chart of accounts, entities, calendar, thresholds and the way your team signs things off.
The ERP is the system of record. Everything around it, the planning, the close, the reporting, is where finance teams lose their weeks. That’s where we build.
HOW AN ENGAGEMENT RUNS
Weeks, not quarters.
We start small, prove it on your own numbers, and grow from there.
Map and connect
We walk through the process with your team and connect your ERP and other sources.
Build and test
We fit the blocks and agents to your rules and run them on past periods, so you can compare against what you already know.
Run together
We run the first live periods with you, tune what needs tuning, then keep improving it as you grow.
DATA AND SECURITY
Your numbers, handled with care.
Finance data is sensitive. These are the rules every Finance Buildr block follows.
You set the rules
Choose per process what agents may post on their own. Everything else waits for approval, and every action is logged.
Secrets stay secret
Credentials are kept in a secure vault, never in files, code or email.
Sign in with your company SSO
Your team signs in through the identity provider you already use, such as Microsoft Entra ID, Okta or Google Workspace, so access follows your own users and roles.
Hosted for you, or by you
Run it in our hosted environment, or ask about running it on your own infrastructure.
Agreements first
Confidentiality and a data processing agreement are in place before we touch any data.
Audit-ready
Workpapers, evidence and the decision log are kept per period, ready for your auditors.
Hosted in the EU
Your data is stored securely and processed in EU data centres, under European data protection rules.
IN THEIR WORDS
“Using Finance Buildr's custom fit applications have allowed us to focus on what matters most for our clients; strategic sparring and value creation. Knowing that we can deploy these tools as part of our engagement with clients with ease has allowed our company to move on to the next level”
Let’s look at your stack together.
Book a 30-minute call. We’ll ask about your ERP, your calendar and the process you’d most like to hand over.
Book a call