Financial Management Services

From high-growth private companies to listed organisations, our experts are here to enhance your operations.

"The Automic Group team were awesome, being instrumental in helping us transition from a start-up to the public markets. Speed and agility are integral in disruptive innovation, and the Automic Group delivered, allowing us to confidently meet our governance and financial reporting obligations in our fast-paced environment"

ZIP Co

Financial support that drives business growth

Professional, reliable, and scalable finance

Expert Advisory

Our advisors understand the unique challenges of your business, offering insights that go beyond compliance. We create strategic, growth-focused solutions tailored to your evolving needs.

Cost-Effective

Gain access to senior-level expertise without the expense of a full-time hire. Automic's flexible solutions are designed to scale with your business, supporting operations and driving cost efficiencies.

Holistic Solutions

Automic offers cost-effective, flexible access to seasoned financial expertise without the commitment of a full-time hire. Our scalable solutions evolve with your business, supporting operations while saving costs. 

Our Services

We provide comprehensive support, from strategic CFO advisory to managing essential back-office finance functions, tailored to your needs.

Outsourced CFO

Sales invoicing and debtor receipting

Invoice processing and creditor payments

Payroll functions, including single touch payroll compliance

Regular bank and balance sheet reconciliations

Monthly management reporting for accurate financial insight

PAYG/IAS/BAS lodgements for on time tax compliance

Other compliance services, such as superannuation and payroll tax

Unlock the benefits of outsourced financial support

Outsource your finance function to us and gain a dedicated team of experts to manage your financial needs efficiently. Enjoy cost savings, enhanced efficiency, and expert support with our comprehensive cloud-based accounting services, covering all key financial operations to keep your business running smoothly.

Improved productivity

Free up your internal team to focus on core tasks, increasing both productivity and job satisfaction.

Cost savings

Outsourcing is a cost-effective alternative to maintaining an in-house finance department.

Access to expertise

Leverage specialised knowledge from finance and accounting professionals to ensure compliance and accurate reporting.

Scalability and flexibility

Easily adjust your finance operations without the complications of hiring or redundancy.

Unlock the benefits of outsourced financial support

Improved productivity

Free up your internal team to focus on core tasks, increasing both productivity and job satisfaction.

Cost savings

Outsourcing is a cost-effective alternative to maintaining an in-house finance department.

Access to expertise

Leverage specialised knowledge from finance and accounting professionals to ensure compliance and accurate reporting.

Scalability and flexibility

Easily adjust your finance operations without the complications of hiring or redundancy.

CFO Function

Access expert CFOs who provide strategic financial insights and unbiased advice remotely. Optimise decisions, ensure compliance, and drive growth for both listed and unlisted companies.

Financial Analysis and Advisory

Financial statement analysis; ratio analysis and profitability analysis; financial consulting to support informed decision-making.

Budgeting and Forecasting

Developing budgets; creating financial forecasts; analysing variances between actual and projected financial performance.

Tax Co-ordination

Oversee and liaise with the company’s tax and consulting advisers; Income and fringe benefits tax; government grant processes; research & development rebates.

Financial Strategy

Named CFO; overseeing financial operations; advice, guidance & implementation of corporate strategies; board meeting attendance; IPO & recompliance.

Seamless IPOs

Access expert CFOs who provide strategic financial insights and unbiased advice remotely. Optimise decisions, ensure compliance, and drive growth for both listed and unlisted companies.

Find out more about Automic IPOs

IPO-Ready Phase

Financial systems & controls: Set up financial reporting, income, expenses, and payroll controls. Implement procedures to monitor compliance.

Financial records: Ensure current and historical accounts are audit-ready, prepare financial statements following IFRS/AASB standards.

Accounting policies: Document key accounting judgments and estimates, ensuring IFRS/AASB compliance.

Audit preparation: Assist with auditor onboarding and manage audit processes.

Pre-IPO Phase

ASX pre-lodgment advice: Prepare financial information, including pro-forma adjustments, for preliminary ASX consideration.

Prospectus financials: Develop financial information disclosures for the prospectus, manage pro-forma adjustments, and capital structure updates.

Independent accountant liaison: Coordinate with the Independent Accountant for prospectus signoff.

Use of funds: Work with management on budgets and forecasts for prospectus disclosures.

Post-Listing Phase

ASX compliance: Maintain reporting schedules with Company Secretary.

Quarterly reporting: Prepare Appendix 4C and other financial reports, including quarterly cash flow and ‘Use of Funds’ vs. actuals.

Annual & interim reporting: Compile annual and interim statements, coordinate audits.

Ad-hoc support: Provide additional accounting assistance, including technical accounting memos on areas like share-based compensation and revenue recognition.

Financial Reporting

We ensure your financial reports meet Australian standards and ASX rules, offering precise statements and disclosures so you can focus on your business.

Planning and inputs

We begin by reviewing your current financial statement process, identifying challenges and gathering the necessary inputs. We’ll issue a clear requirements list for your team.

Statement compilation

Using our cloud-native solution, we update your financial statement templates to reflect the latest standards. We also provide specialised accounting support as needed, such as developing accounting policies or consolidating first-time accounts.

Final delivery

We deliver the completed draft financial statements, followed by a debrief with insights and suggestions for process improvements.

As a member of Chartered Accountants Australia and New Zealand (CA ANZ), Automic Group adheres to the highest industry standards in accounting and governance. This membership underscores our commitment to excellence, integrity, and quality service, providing our clients with trusted expertise and regulatory assurance.

What are outsourced CFO services?

Outsourced CFO services at Automic provide you with access to high-calibre financial expertise without the commitment of a full-time hire. We offer strategic financial management and advisory support, covering everything from routine reporting and compliance to complex cash flow management and stakeholder coordination. Our approach is tailored to your business, ensuring that your financial operations are handled with precision and professionalism, enabling you to focus on growth.

Why choose Automic’s outsourced CFO services?

Partnering with Automic means gaining more than just financial support – you access a dedicated team that aligns with your strategic vision. Our outsourced CFO services are designed to help you navigate complex financial landscapes, optimise resources, and maintain compliance, all while freeing up your internal team. With Automic, you gain industry-leading expertise, scalability to meet your needs, and the confidence that your financial health is in expert hands.

When should you consider Automic’s outsourced CFO services?

Automic’s outsourced CFO services are ideal if you’re experiencing rapid business growth, facing complex regulatory requirements, or require strategic financial oversight but don’t need a full-time CFO. We’re here to support you during key transition periods, whether it’s scaling operations, preparing for an IPO, or tackling talent shortages in your finance team. Choose Automic when you need reliable, high-level financial support that’s flexible, cost-effective, and aligned with your long-term goals.

How does Automic’s CFO Advisory service integrate with your existing team?

Automic’s CFO Advisory service is designed to complement your existing structure, working seamlessly alongside your internal team. Whether you need full autonomy or ad-hoc support, we adapt to your needs to ensure continuity and smooth operations. Our specialists collaborate closely with your finance staff, offering strategic oversight and operational assistance without disrupting your current workflows. With our partnership, you gain the benefits of both in-house familiarity and external expertise, providing your business with enhanced financial management and strategic direction.

Finance and CFO Advisory

Financial support that drives business growth

Expert Advisory

Cost-Effective

Holistic Solutions

Trusted by organisations in every field

Our Services

Outsourced CFO

Sales invoicing and debtor receipting

Invoice processing and creditor payments

Payroll functions, including single touch payroll compliance

Regular bank and balance sheet reconciliations

Monthly management reporting for accurate financial insight

PAYG/IAS/BAS lodgements for on time tax compliance

Other compliance services, such as superannuation and payroll tax

Unlock the benefits of outsourced financial support

Improved productivity

Cost savings

Access to expertise

Scalability and flexibility

Unlock the benefits of outsourced financial support

Improved productivity

Cost savings

Access to expertise

Scalability and flexibility

CFO Function

Financial Analysis and Advisory

Budgeting and Forecasting

Tax Co-ordination

Financial Strategy

Seamless IPOs

IPO-Ready Phase

Pre-IPO Phase

Post-Listing Phase

Financial Reporting

Planning and inputs

Statement compilation

Final delivery

As Australia’s leading professional services provider for listed and unlisted entities, we help businesses accelerate growth and consolidate success.

Company Secretarial

Investor and Media Relations

Environmental, Social and Governance

Get in touch

Frequently Asked Questions (FAQs)

What are outsourced CFO services?

Why choose Automic’s outsourced CFO services?

When should you consider Automic’s outsourced CFO services?

How does Automic’s CFO Advisory service integrate with your existing team?

Frequently Asked Questions (FAQs) 