A finance function that closes on time and holds up to diligence
AP through FP&A, designed for efficiency and audit readiness.
● End To End
What sits inside this practice
The full finance operating cycle, from the invoice arriving to the board pack going out.
Accounts Payable
Accounts Receivable
Payroll
Bookkeeping and General Ledger
Month-End Close
Financial Reporting
FP&A and Budgeting
Tax Preparation Support
Audit Readiness and Documentation
● The Recurring Bottlenecks
Where finance functions typically get stuck
The close takes longer every quarter
As the business grows, the finance and accounting processes depend on a handful of people who know where the exceptions live. Each new entity or acquisition adds days to the calendar, because there is no standard set of processes that work without key personnel.
Reporting arrives after the decision
Leadership receives numbers describing a period that has already closed. By the time reporting is completed, the operating question it was built to answer is out of date.
Diligence becomes a reconstruction project
The documentation exists, but it lives across people, folders, and formats. An audit or a diligence request turns into a labor-intensive process, compiling records that should already have been current.
● How Capabilities Connect
How every capability applies to finance
Clients engage one or more of these at their discretion. Sometimes a process redesign is the whole engagement. In others, automating a time-consuming function is all that is needed. Where a managed services team is deployed, it runs under an ISO 9001 certified quality framework with supervision and quality assurance at every stage of the process.
One capability or all of them. Whichever way an engagement starts, the same standards govern the work.
Strategy & Advisory
A comprehensive assessment of the finance operating model is conducted. It covers where the close breaks down, which entities sit on which systems, and what the current reporting cadence costs in decisions made without current numbers. The output is a baseline and a sequenced plan.
Operations & Process Engineering
The workflows get redesigned. A standard close calendar, documented procedures for AP, AR, and reconciliation, defined exception handling, and a control environment mapped to ISO 9001 quality standards.
Technology & AI
Automation gets deployed within the tech stack already in place. Document processing on invoice intake, automated matching on predictable reconciliations, and reporting that reaches leadership without finance rebuilding it by hand every month.
Managed Services
An experienced finance team runs the model as needed, with supervision and accountability provided by dedicated senior finance professionals. Team performance is benchmarked and reported against an agreed baseline set at the start of the engagement.
● Built Around Yours
The systems running modern finance operations
Platform-agnostic. Solutions are designed around your current stack. When new platforms are in scope, the same team can advise on changes to improve throughput and accuracy.
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● Frequently Asked Questions
Questions finance leaders ask
Does an engagement require outsourcing our accounting?
No. Clients engage Cordatus for one or more of the capabilities outlined above at their discretion. Sometimes a process redesign or automation buildout is all that is required. When clients need to augment their team with world-class professionals, managed services can be applied.
What happens to our existing finance team?
They become the best source of information on how the function actually runs. They know where the exceptions and the inefficiencies sit, and they help identify and quantify them. As efficiency improves, that team spends less of its week on repetitive, low-value work and more of it on work that calls for their experience and judgment.
What credentials does the Cordatus finance team hold?
The bench includes CPAs, CFAs, and internationally chartered accountants. It runs from early career accountants working toward certification through to CFOs who have led multinational organizations and banks. Every engagement is supervised by senior finance professionals.
Do we have to change our accounting system?
No. Cordatus does not require any changes to client tech stacks. There are no reseller agreements and no preferred platforms. Where a migration is genuinely the right move, that case gets made with numbers behind it.
How is our financial data secured?
Cordatus runs inside an ISO 27001 certified information security environment, with access controls and data handling protocols mapped to SOC 2, GDPR, and HIPAA requirements where the sector demands it.
Can you support an audit or a diligence request?
Audit readiness is designed into the process, so the documentation is current on the day the request arrives. All internal operations at Cordatus are mapped to a certified ISO 9001 framework, so client documentation, controls, and records are built to meet the same standard.
Do you work with private equity backed companies?
Yes. Typically right after an acquisition or inside a value creation window, and frequently involving consolidation of finance operations across newly combined entities.
How does an engagement start?
With an assessment. It maps the current close, the systems, and the reporting cadence, and produces a baseline and a sequenced plan before anything changes.
● Proof Across Industries
What this looks like on a real engagement
Unifying Finance and IT Across a Five-Entity Private Equity Roll-Up and Reducing AR, AP, and Reporting Time 34%
Five acquired entities, five ways of working. See how a unified private equity roll-up operating model cut AR, AP, and reporting time 34%.
Recovering 8 New Client Engagements per Month for a Regional Accounting Firm
Declining seven qualified prospects a month, a regional firm rebuilt its client accounting services capacity and reached eight new engagements monthly.
Start with an assessment
A consultation looks at how finance processes actually run today and where the risk sits. It produces a read on what is worth changing first.