CFOs and Finance Leaders

SOLUTIONS FOR CFOS AND FINANCE LEADERS

The Finance Operating
Partner for CFOs

We work to your priorities, whether that means closing the month faster, getting board reports out on time or building forecasts you can stand behind. You stay in charge and get the extra hands without waiting months to hire.

Unison Direct CFO Solutions

Where CFOs lose time

Month-end runs into week three.

The board wants answers while your team is still fixing the numbers.

Hiring takes months, and the work keeps piling up in the meantime.

Most finance teams we meet are good at what they do. There just aren't enough hours in the month, so we take on the extra work.

What we take off the CFO's desk

Finance and Accounts Outsourcing

Bookkeeping, supplier and customer payments, bank reconciliations, payroll and month-end close.

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FP&A Services

Budgets, forecasts, cash flow planning and board reports.

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Senior Project Support

Extra senior hands for fundraising, investor readiness and board work, working to you.

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Finance Transformation

Simpler finance processes, automation and clearer reporting.

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Shared Services

One finance team for every company in your group.

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How we work with CFOs

1
A UD lead who knows your business.
2
A named team in India that stays with you.
3
Every piece of work checked three times before it reaches you.
4
Regular check-ins: weekly team calls, leadership reviews and a senior steering group.
YOU
CFO, CEO and board
YOUR UD LEAD
One point of contact
INDIA TEAM
Does the work, checks it three times
CLIENT RESULT

How a PE-backed property developer got to a 10-day month-end close

“[Client quote, approved for use]”

[Name or role], PE-backed property developer, London
5
UK companies managed
10 days
Month-end close
3 months
To move finance across
100%
Tax and compliance on time

Led by experienced finance leaders

Yash Dave - Unison Direct

Yash Dave

FCCA, ACA, MBA, ACG,
CEO, Unison Direct

Your data, protected:

ISO 27001 Certificate ISO 27701 Certificate SOC NonCPA Certificate GDPR / UK Data Protection Ready

Questions CFOs ask us

Everything you need to know about partnering with Unison Direct as your embedded finance operations team.

Talk to our team
It depends on what you need. In the first call we'll compare your current cost with ours, line by line. Most clients save 40% to 50% compared to equivalent in-house recruitment and overheads.
Yes. You set the priorities and sign off the numbers, and our team reports to you. We act as an extension of your in-house team rather than an external black box.
Yes. The CFO usually leads, but we report to whoever needs the numbers, including CEOs, board members, and operating partners.
One client moved five companies across in three months. Most start with one area (such as month-end close or AP/AR) and add more over time without disruption.
You do. We only use it for the work you've asked us to do, strictly governed under UK GDPR and ISO 27001 data security compliance.
Xero, QuickBooks, Sage, NetSuite, SAP, Zoho, Dext and more. We work directly inside your existing software ecosystem.

Talk to us about your finance team

A 30-minute call to understand where your finance function needs help. No pushy sales, just straightforward advice from finance practitioners.