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Unison Direct:

Embedded Finance Partners for Ambitious Enterprises

At Unison Direct, we empower growth-driven businesses with fully integrated, enterprise-grade financial services. From high-growth startups and mid-market firms to large enterprises, we operate as your embedded finance team fully aligned with your systems, culture, and goals.
We don’t just provide outsourced support we deliver the structure, insights, and scalability to turn finance function into a growth engine.
Whether you’re launching new ventures, scaling across markets, or raising capital, Unison Direct plugs into your business as a strategic finance partner you can rely on.
Serving enterprises across the UK, US, Canada, Australia, and the UAE.
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Why Businesses Choose Unison Direct as Their Embedded Finance Partner

  • Integrated Team, Not Just a Vendor – We operate within your systems, workflows, and reporting structure
  • Scalable Delivery Models – Adaptable to your size, sector, and stage of growth
  • CFO-Led Thinking – Strategic finance input at every level of engagement
  • Enterprise Reporting & Planning – From board packs to forecasts and dashboards
  • Flexible Resourcing – Start lean, scale fast with precision and control
We’re built for scale, speed, and strategic depth helping your business make smarter decisions, faster.

Trusted Globally. Backed by Numbers.

Why Businesses Choose Us

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Testimonials

Trusted by Clients

Proven by Results.

Frank Stitely

SK CPAs and Business Advisors PLLC

We have been working with the offshore team for 5 years. We are impressed with their diligence and knowledge. They are an essential part of our operations. We rely on them for both tax return preparation and support with our client accounting services. They are such an integral part of our team that we couldn't operate without them. Beyond the value of their professional contributions, we truly value their friendship.

Joe Hopkins

Hopkins CPA Firm P.C

Excellent, excellent, excellent. The tax return preparation and bookkeeping services provided by the offshore team are far superior to any other competitor services. Their team delivers detailed Excel spreadsheet reconciliations to support timely tax return processing. Being in the tax resolution business myself as a CPA, I trust them to produce — in some cases — as many as 10 tax returns for a single client. This is a proven service with vetted employees and a top-notch security policy. DO NOT GO ANYWHERE ELSE. Trust me.

Snehal Patel, Accountant

Tax & Business Solutions, CPA & Co., LLC

Working with an international team has been the most rewarding experience I've encountered. The remote accountant I collaborated with blends effortlessly into our firm, truly becoming part of the team.
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Our Core Enterprise Services

Finance & Accounts Outsourcing

Streamlined bookkeeping, accounts payable & receivable, treasury, payroll services, management reporting, audit support, compliances and filings and reconciliation delivered by professionals embedded in your team.

Virtual CFO Services

Strategic financial leadership tailored to your growth goals covering investor readiness, board reporting, cash flow strategy, financial oversight, and more.

Financial Planning and Analysis

End-to-end forecasting, budgeting, scenario planning, and variance analysis that translate data into decisions and strategies into numbers.

Comprehensive Business Advisory

Support for business transformation, working capital optimisation, expansion plans, and operational improvement plus tailored funding solutions for scaling.

  • Preparation of comprehensive business plans
  • Structuring of funding solutions for working capital, capex, and growth

Real Estate Investment Analyst

We specialise in supporting developers, investors, and SPVs with:

  • Detailed financial models and investment packs
  • End-to-end fundraising support for Bridge, Mezzanine, Senior Debt, and Preferred Equity
  • Cash flow tracking and JV waterfall structuring

Payroll Services

Fully managed, local and international payroll across employee types; compliant, secure, and scalable. Includes RTI, PAYE, auto-enrolment, pensions, and CIS processing.

Managing Shared Services

Design and operate centralised finance and business support hubs consolidating finance, payroll, procurement, and admin functions under one scalable structure.

Business Process Management

Streamlined process mapping, automation, finance transformation, reporting, compliance, AI integration, and industry-specific workflows delivered by professionals embedded in your team.

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Why Enterprises Trust Us

  • We’re Embedded: We function as part of your team, not as outsiders
  • We’re Strategic: We align finance with your business goals, not just your month-end
  • We’re Flexible: Services tailored to your industry, size, and stage
  • We’re Scalable: Scale from small teams to full-fledged finance departments
  • We’re Proven: Trusted by founders, CEOs, CFOs and management teams in real estate, healthcare, tech, services, retail, and more

Industries We Serve

Unison Direct provides tailored enterprise finance solutions across sectors such as:
Real Estate Development & Investment
Healthcare & Care Services
Technology & SaaS
Professional Services
Construction & Infrastructure
Hospitality & Leisure
Retail & E-Commerce
Manufacturing & Distribution
Education & Training Providers

Our Approach: 3 Steps to Financial Clarity and Control

Schedule a Discovery Call

1. Share

We listen to your business story, understand your goals, and assess the current financial setup.

2. Strategize

We co-create the right mix of finance functions, tools, and talent that align with your operations and growth trajectory.

3. Thrive

We embed our team, execute with precision, and give you real-time visibility to scale with confidence.
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Secure. Compliant. Connected.

Your Financial Data, Fully Protected

Our Security Backbone Includes:

  • Encrypted Cloud-Based Infrastructure
  • GDPR, SOC 2, HIPAA & ISO-Aligned Practices
  • Role-Based Access & 24/7 Monitored Facilities
  • Biometric User Authentication & Secure Portals
Your data security isn’t a feature, it’s our foundation.
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Technology That Works With You

We integrate seamlessly with your finance stack:

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Ready to Transform Your Finance Function?

Let’s Talk About What’s Possible

Schedule a discovery call with our leadership team to explore how Unison Direct can become your long-term embedded finance partner.
Book a Discovery Call