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Clarify the objective, facts, urgency and stakeholders.
Integrated Business Advisory | AI | OCR | Automation
Clarity, control and intelligent workflows for ambitious businesses.
We help organisations make better decisions, strengthen financial control and modernise how work gets done by connecting senior advisory, finance, compliance and human-reviewed automation.
Accounting & audit-ready reporting
Accurate books, monthly management accounts and audit-ready records — every figure reviewed by a Financy professional.
The Financy position
Strategic advisory, intelligent automation and dependable finance and compliance delivery—connected.
Financy is not positioned as only an accounting firm or only a technology vendor. We combine business judgment, modern workflows and controlled professional delivery through one accountable relationship.
8
Connected business solutions
AI + OCR
Human-reviewed automation
1
Accountable relationship
5
Controlled engagement stages
Starting a business?
Start your company online — answer a few questions, we take it from there.
Tell us your structure, owners and activity. Financy reviews it and confirms the exact registration path, documents and next steps.
Our solutions
Eight solutions. One joined‑up view of the business.
Eight connected solutions, delivered through one accountable relationship.
SOL-01Flagship
Advisory, CFO & Business Transformation
Senior financial leadership and practical decision support for stronger performance, control and change.
- Fractional CFO and senior finance leadership
- Strategic planning, budgets and forecasts
- Cash flow and working-capital management
SOL-02Flagship
AI, OCR & Business Automation
Human-reviewed automation that turns documents, data and approvals into controlled, connected workflows.
- AI and automation opportunity assessment
- OCR and intelligent document processing
- Finance and accounting automation
SOL-03
Accounting, Reporting & Finance Operations
Reliable records, reporting and finance operations designed to give management timely, usable information.
- Bookkeeping and outsourced monthly accounting
- Ledgers, chart of accounts and reconciliations
- Financial statements, assets and year-end closing
SOL-04
Tax, VAT & Regulatory Compliance
One coordinated destination for VAT, tax registrations, filings, reviews, recovery and authority support.
- Tax and VAT registration or deregistration
- VAT review, return preparation and submission
- VAT refunds and recovery support
SOL-05
Company Formation & Corporate Services
Coordinated support to establish, maintain, change or close a company with the right documentation and registrations.
- Legal-structure advice and company registration
- Commercial, Chamber and authority registrations
- Articles, shareholder documents and board resolutions
SOL-06
Payroll, People & NSSF
Connected payroll and social-security support across the employer and employee lifecycle.
- Payroll processing and reporting
- Employer and employee registration
- Employee deregistration and status changes
SOL-07
Growth, Investment & Transactions
Financial preparation and decision support for funding, investment, expansion and transaction readiness.
- Business plans and feasibility support
- Financial models, forecasts and scenarios
- Company valuation and capital-structure review
SOL-08
Real Estate & Property Advisory
Coordinated financial, legal and technical support for property decisions, documentation and compliance.
- Ownership transfer, registration and inheritance procedures
- Property due diligence and legal-document review
- Property valuation
AI, OCR & business automation
Technology improves the workflow. People remain accountable.
We identify practical opportunities to capture information, reduce repetitive work, route approvals and connect reporting—without removing the controls and human review that important outputs require.
AI and OCR support the process. Accountable people review important decisions, exceptions and outputs.
Explore AI, OCR & automation →The method behind every engagement
The Financy formula
Every engagement follows a controlled five-stage journey.
Design
Agree scope, proposal, engagement terms and deliverables.
Deploy
Collect information, onboard systems and confirm the timetable.
Deliver
Complete the work, review evidence and issue the agreed output.
Develop
Review results and define the next improvement phase.
A written engagement defines the actual scope, timing, responsibilities and fees.
Who you work with
One accountable relationship, led by the people who own it.
Financy is owner-led. The people below are responsible for the work, and you deal with them directly rather than through an account layer.
CEO & Founder
Ms. Amani El Masri
Leads firm strategy, finance, reporting standards and senior client relationships.
Co-Founder & Head of Business Development
Mr. Bahaa El Masri
Leads growth, partnerships, client onboarding and technology-enabled service development.
Financy SARL · Commercial Register 1028253 · Registered in Lebanon. Regulated work is delivered or coordinated in accordance with applicable professional requirements. See our Professional Services Disclaimer.
Who we serve
Built for decision‑makers who need joined‑up support.
Sector-aware finance, compliance and automation support for 11 industries. Choose yours to see where we typically help.
- Where we typically help
- Term, cohort or programme-based revenue
- Teacher and staff payroll records
- Deferred income and receivable follow-up
- Where we typically help
- Cash, card and delivery-platform reconciliation
- Supplier costs, inventory, yield and wastage
- Shift payroll, tips and employee records
- Where we typically help
- Seasonal cash flow and occupancy patterns
- Multi-outlet or department reporting
- Rotating staff and payroll changes
- Where we typically help
- Material, labour and production-cost visibility
- Fixed assets, maintenance and capital expenditure
- Inventory movement and work in progress
- Where we typically help
- Policy, commission and insurer reconciliation
- Client money and settlement visibility
- Document-heavy quotation and renewal processes
- Where we typically help
- Entity, ownership and registration choices
- Remote documents, authority and approvals
- Tax, payroll and local operating requirements
- Where we typically help
- Project budgets, milestones and profitability
- Freelancer, contractor and employee distinctions
- International clients and multi-currency receipts
- Where we typically help
- Ownership, legal and property evidence
- Development, rental and service-charge accounting
- Valuation, survey and specialist coordination
- Where we typically help
- Inventory, landed cost and margin visibility
- Multi-currency suppliers and settlements
- Store, online and payment-channel reconciliation
- Where we typically help
- Membership and package revenue tracking
- Coach, practitioner and staff arrangements
- Cash, online and recurring payments
- Where we typically help
- Choosing the structure and registrations
- Building finance operations from day one
- Cash runway and decision reporting
Client stories
Our success stories
Explore how Financy brings clarity and control to our clients’ businesses.
↑0XFaster month-end close
Aluminium · Industrial
MTG: Monthly management accounts an industrial manufacturer can rely on for decisions
Read the story↑0%Faster payroll processing
Basketball · Sports Academy
RCB: Same-day responsiveness that made Financy part of a sports academy’s team
Read the story0%Tax & VAT accuracy
Media · TV Entertainment
R.Z.: Clear, worry-free compliance for a TV presenter’s growing business
Read the story↑0%Less invoice processing time
Fashion · Retail
A.M.: One all-in-one model replacing three separate providers for a fashion brand
Read the storyKnowledge & evidence
Useful content, controlled documents and evidence-led client stories.
Insights
Decision-focused guidance across advisory, AI, OCR, finance, tax, compliance and growth.
Browse insightsGuides & resources
Approved downloads with versions, owners, last-update dates and review controls.
Open resourcesClient stories
Case studies and testimonials shared with our clients’ permission.
Read client storiesTestimonials
What they say about us
In our clients’ own words, shared with their permission.
Month-end used to drag on, and we were never fully sure the numbers were right. Now the management accounts arrive on time every month, and we actually use them when we make decisions.
Our partners
The programmes and platforms we work with to deliver connected finance and automation.
Microsoft for Startups
Google Cloud
Financysuite
QuickBooks / Intuit
Khaled Haj Chehade
Stripe
OpenAI
Azure AI
HubSpot
Zoho
Make
n8n
Let's talk growth
Tell us where your business is today and where you want it to be. We'll come back to you to discuss your needs and show you how to bring clarity and control to your finances.
Amani & Bahaa El MasriFounders, Financy
- 1We review your requestand match it to the right Financy specialist.
- 2We contact youon WhatsApp, by phone or by email — as you prefer.
- 3You receive a clear proposalwith scope, timeline and fees in writing.