Finance
FinanceOps support with audit-ready habits
From reconciliations to billing coordination, Yokly helps finance teams run repeatable back-office work with clearer process, better visibility, and stronger controls.
Who this is for
Controllers and finance leads
Finance leaders who need reliable execution capacity for routine operations without compromising accuracy, visibility, or control over critical workflows.
FinOps and RevOps teams
Operations teams supporting finance and revenue processes who need scalable support for recurring workflows and process coordination.
Founders who need accurate finance operations without adding FTEs
Business leaders who need professional finance operations but aren't ready to hire full-time finance staff or build an internal team.
What we support
Reconciliations support
Account reconciliation workflows including bank recs, credit card matching, GL review, and variance documentation.
AR/AP prep and workflow coordination
Accounts receivable and payable operations including invoice processing, vendor coordination, and payment preparation.
Billing and invoicing operations
End-to-end billing support including invoice generation, customer communication, payment tracking, and collections follow-up.
Audit evidence preparation
Audit-ready documentation, evidence gathering, support schedule preparation, and audit response coordination.
Finance handoffs across sales, success, and billing
Cross-functional workflow coordination between finance and other departments to ensure smooth data flow and accurate operations.
Tier guidance for Finance teams
Choose the delivery model that matches your finance operations scope and controls requirements.
Specialized Associate
For prep work and support tasks
Specialist support for routine finance tasks that don't involve sensitive data or require multi-level approvals.
Best for
- Data entry and categorization
- Invoice formatting and prep
- Non-sensitive reconciliation support
- Routine reporting assistance
Not for
- Multi-step approval workflows
- Sensitive financial data
- High-risk processes
Managed Team
For business-critical workflows and restricted data
CSM-led managed outcomes for finance workflows requiring stronger governance, controls, and accountability.
Best for
- Full AR/AP operations
- Month-end close support
- Audit preparation workflows
- Workflows with approvals and QA
Not for
- Simple one-off tasks
- Unproven workflows
Builder
For stable recurring finance processes
SOW-based automation for proven, rules-based finance workflows that are ready to be systematized.
Best for
- Recurring data routing
- Rules-based categorization
- Scheduled report generation
- Notification and handoff automation
Not for
- Workflows still evolving
- Processes requiring judgment
Why Finance teams choose Yokly
Audit-ready habits from day one
Work is documented, traceable, and organized with the controls and visibility your auditors expect.
Clear process and visibility
Know what's happening, when it's done, and what needs attention without constant check-ins.
Stronger controls for sensitive data
Managed Team tier provides enhanced security, access controls, and compliance frameworks for restricted workflows.
Scales with your operations
Start with support tasks, graduate to managed workflows, and automate when processes stabilize.
Get Started
Ready to strengthen your finance operations?
Built for the way finance operations actually work
- No long-term contracts
- Start within 48 hours
- Cancel anytime