Our Services

A comprehensive range of financial solutions that support your business growth

IFI INSIGHTS YOUR SOLUTION FOR IMPLEMENTING AND
MANAGING YOUR BACKOFFICE FOR:

SALESFORCE CRM

INTEGRATION MANAGEMENT

Implementation Journey

Implementation as a Service

  • Rapid Provisioning & Accelerated Onboarding
  • Standardized Data Model & Workflow Design
  • OOTB Standard Reports & Dashboards
  • Reduced Implementation Risk
  • Accelerated Time to Revenue
  • Provides a Foundation for High Growth & Complex Needs

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We provide these solutions for the following industries:

Real Estate Development & Construction

Our transformation services are developed to help Real Estate Development & Construction companies improve the efficiency and productivity of their accounting, back-office and field operations.

Professional Services

Understanding project accounting is key to visibility for running a Marketing, Consulting, or Engineering services operation.

NON PROFIT

IFI supports Non Profits with the people, processes and pre-configured system designs for managing programs, projects and budgets with timely reporting for visibility and control.

Financial

For complex financial transaction workflow and structures our multi-dimensional accounting design ensures efficiency.

FAMILY OFFICES

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Software & Technology

As Professional Services and SaaS software providers we understand Services and Software company accounting and operations visibility.

RESTAURANTS

Strategic Partners

  • One Visions Solutions
  • CPA

Technology Partners

  • Sage Intacct
  • Planful
  • Salesforce
  • BILL Spend & Expense (formerly Divvy)
  • BILL
  • Yooz
  • Emburse Nexonia
  • Emburse Tallie
  • Expensify
  • SAP Concur
  • Addepar
  • Procore