Every question, answered once.

We publish our plan pricing rather than quote it privately. Managed accounting starts at $1,500 a month for up to 100 monthly transactions and one bank account, and runs to $5,000 a month at 500 transactions and five accounts; above that we quote. Payroll, accounts payable and accounts receivable are priced as add-ons. The cost estimator shows the whole ladder.

Two, both in the United States. Cleveland, at 1300 East 9th Street, Suite 1210, Cleveland, OH 44114. New York, at 800 Third Avenue, Suite 1105, New York, NY 10022. Both are open Monday to Friday, 8am to 5pm, and closed at the weekend.

Call (216) 759-3119, email info@finalert.com, or leave four details on the contact page and we will call you back. You can also pick a time on the calendar directly.

The platforms shown in the logo strip across the site. If yours is not among them, ask; the question is whether we can get clean data out of it, not whether we have a badge for it.

More than 110 U.S. businesses to date, across the eleven sectors we work in.

Read the case studies, where the numbers are the ones the client agreed to publish.

At its core, Procure to Pay (P2P) is an end-to-end process that connects procurement activities with accounts payable functions. It starts with identifying a need and extends to paying vendors after goods or services are received. The goal is to establish a streamlined, transparent process that minimizes errors and enhances operational efficiency. Our Procure to Pay services at Finalert ensure that this entire cycle is managed efficiently, offering businesses better control, reduced costs, and improved supplier relationships.

Finalert provides customized P2P solutions designed to streamline procurement and payment processes for businesses of all sizes. We automate procurement workflows, enforce policy compliance, and deliver real-time visibility, helping your team reduce cycle time, improve spend control, and enhance supplier performance. From vendor onboarding to invoice processing and spend analytics, our comprehensive services improve accuracy, reduce operational delays, and help businesses make smarter purchasing decisions. With Finalert, your P2P becomes a value-generating function, not just an operational necessity.

Yes, integration is a core part of our service. Finalert specializes in connecting your procure to payment processes with leading ERP platforms and internal systems while preserving your existing processes. Whether you're using SAP, Oracle, Microsoft Dynamics, or any other enterprise software, we ensure smooth data flow across procurement, finance, and accounting. Our experts handle everything from configuration to testing and support, so your team can continue operations without missing a beat. Integration means better visibility, faster payments, and fewer errors.

Our P2P solutions are ideal for industries where procurement plays a critical role, such as manufacturing, retail, technology, logistics, and healthcare. These sectors rely heavily on timely sourcing, vendor coordination, and accurate payments. nAt Finalert, we understand each industryu2019s unique procurement challenges and offer tailored workflows to match. Whether itu2019s reducing lead time in manufacturing or managing thousands of invoices in retail, our solutions help organizations gain efficiency, control costs, and strengthen supplier partnerships. P2P is not one-size-fits-all, and thatu2019s exactly why our support is personalized.

Getting started with Finalertu2019s Procure to Pay services is simple. Begin by reaching out to our team for a free consultation where weu2019ll understand your current P2P challenges and goals. From there, weu2019ll design a customized roadmap that aligns with your business operations and growth strategy. Our onboarding is straightforward, and we provide full implementation support along with training and ongoing assistance. Whether you're upgrading from manual processes or optimizing existing ones, weu2019re here to help you take full control of your P2P cycle.

Accounts Payable refers to the process of managing and paying invoices from vendors and suppliers for goods or services provided to a business.

Outsourcing AP can save time, reduce errors, optimize cash flow, and ensure compliance with tax regulations.

We work directly with vendors to resolve discrepancies promptly, ensuring that any issues are addressed and payments are accurate.

Businesses of all sizes can benefit from our AP services, whether you're a small startup or a large enterprise.

We schedule payments based on your business’s cash flow cycle and ensure timely disbursements to avoid late fees and maintain strong vendor relationships.

Purchase requisitioning is the process of requesting, approving, and tracking business purchases before generating purchase orders.

It streamlines approvals, reduces manual errors, ensures budget control, and improves vendor selection.

Financial Planning & Analysis (FP&A) encompasses budgeting, forecasting, and financial analysis activities that help businesses make informed decisions. It's essential for understanding financial performance, planning for growth, and allocating resources effectively.

While accounting focuses on recording and reporting historical financial data, FP&A is forward-looking. It uses historical data to build forecasts, analyze trends, and provide strategic insights that guide future business decisions.

You'll receive dynamic financial models, rolling forecasts, variance analysis reports, KPI dashboards, and strategic recommendations. We also provide regular planning sessions and performance reviews with your leadership team.

We recommend monthly forecast updates with quarterly deep-dive reviews. This cadence allows you to respond to changing conditions while maintaining strategic focus on longer-term objectives.

Yes. Our FP&A processes integrate with your existing accounting software and ERP systems. We work with platforms like QuickBooks, Xero, NetSuite, and Sage to keep data and reporting in sync.

Driver-based budgeting builds financial plans around key business metrics (like units sold, headcount, or transactions) rather than simple line-item increases. This creates more accurate, logically-connected budgets.

We recommend monthly forecast updates with a rolling 12-18 month horizon. This provides continuous visibility while maintaining manageable effort levels.

A budget is an approved financial plan for a specific period, typically annual. A forecast is a projection of expected results based on current trends and updated assumptions. Forecasts are updated regularly while budgets remain fixed as a performance benchmark.

Yes. We support the full annual budget cycle including timeline development, template creation, assumption setting, consolidation, and presentation to leadership.

We work with your existing tools or can implement solutions ranging from Excel-based models to dedicated planning platforms like Adaptive Insights, Prophix, or Vena.

A 13-week cash flow forecast provides week-by-week projections of cash inflows and outflows over a rolling quarter. It's the standard tool for detailed short-term liquidity management.

P&L forecasts project revenue and expenses on an accrual basis. Cash flow forecasts track when cash actually moves, accounting for timing differences in collections, payments, and non-cash items.

We provide descriptive analytics (what happened), diagnostic analytics (why it happened), predictive analytics (what will happen), and prescriptive analytics (what you should do).

We work with financial data (GL, AR, AP), operational data (sales, inventory, production), and external data (market, competitor) as available. We help identify and access the most valuable data sources.

Initial insights can often be delivered within weeks. Building comprehensive analytics capabilities is an ongoing journey, with value delivered incrementally as capabilities mature.

Yes, where appropriate. We apply machine learning for forecasting, anomaly detection, customer segmentation, and other applications where these techniques add value beyond traditional methods.

We implement data validation, cleansing, and reconciliation processes to ensure analytics are built on reliable data. We also document data lineage and limitations.

We work with leading platforms including Power BI, Tableau, Looker, and Google Data Studio. We recommend the best fit based on your existing technology stack and requirements.

We recommend focusing on 10-15 key metrics for executive dashboards. Too many metrics create noise and reduce focus on what truly matters. Detailed operational dashboards may include more metrics for specific functions.

Refresh frequency depends on your systems and needs. Many dashboards update daily, while some critical metrics may refresh hourly or in real-time.

Yes. Modern BI platforms provide mobile-optimized views that allow executives to monitor KPIs from anywhere.

We integrate data from multiple sources into unified dashboards, reconciling and transforming data as needed to provide a single source of truth.

Your accounting system prints the period. It does not define your ratios, rebuild history on one basis, compare each measure against plan and prior year in the same view, or explain what moved. We do that work on top of the ledger, keep the definitions fixed, and deliver a pack that reads as a trend rather than a stack of monthly exports.

Usually two to three years, which is enough to show a seasonal pattern and a genuine trend. How far we can go depends on the state of the ledger. If the chart of accounts changed, or prior periods were restated without a note, we rebuild to the point where the data still supports one basis and say plainly where the series starts.