How Anonymised systemised finance to scale fast

As an AdTech SaaS business scaling quickly, Anonymised had outgrown its in-house financial expertise. Reporting and forecasting were not keeping pace with the speed of the business, which made it hard to plan with confidence or see clearly how the company was really performing.

On top of that, important opportunities and obligations needed specialist attention: strategic financial planning, R&D tax and SEIS/EIS to support investment, alongside genuine compliance concerns around tax efficiency. They needed a finance partner who could cover all of it.

AI Accounts stepped in as their full finance operations partner, providing end-to-end support. We restructured their financial reporting and moved them onto advanced cloud-based accounting tools for far better visibility and control, while streamlining tax and payroll and keeping them firmly compliant with UK requirements.

We built a tax strategy that optimised their R&D claims and set them up to make the most of future investment under the SEIS/EIS scheme. And as their fractional CFO, we guided long-term financial planning and the bigger decisions, with a constant focus on scalability and efficiency.

With finance operations running smoothly, the team could put their energy back into the core business, saving time and resources. Real-time financial data meant better decisions, with performance tracked against budgets and projections rather than guessed at.

Our fractional CFO support helped them spot key growth opportunities and navigate complex financial decisions, while successful R&D tax credit claims and clear guidance on SEIS/EIS and share schemes left them well prepared for future investment.