Finance and accounting are foundational functions within any organization, underpinning strategic decision-making, regulatory compliance, and operational efficiency. These functions serve as the financial backbone, ensuring that an organization’s financial health is accurately tracked, reported, and optimized. In today’s dynamic business environment, organizations face increasing pressure to improve financial performance, manage risks, and adapt rapidly to market changes. As a result, finance and accounting services have evolved from traditional bookkeeping and reporting to encompass strategic advisory, digital transformation, and automation.

Policy&, a global leader in management consulting, delivers agile, technology-infused solutions that empower clients to navigate complexity, optimize performance, and future-proof their financial operations. Our approach integrates cutting-edge AI+ frameworks, proprietary tools from the Policy& Store, and deep industry expertise to redefine how finance teams operate, collaborate, and innovate.

Our solutions are underpinned by the Policy& Store, a proprietary digital platform offering AI-optimized policies, automated reporting templates, and real-time compliance frameworks. This platform accelerates decision-making, enhances transparency, and ensures scalability across global operations. Whether supporting mergers and acquisitions, optimizing treasury functions, or enabling digital finance transformations, Policy& delivers tailored strategies combining strategic foresight and operational precision.

Modern finance and accounting services focus on delivering real-time financial insights, enhancing compliance with evolving regulations, and leveraging advanced technology such as analytics, artificial intelligence, and cloud computing. Organizations are increasingly seeking to optimize costs, improve cash flow, and support growth through innovative financial strategies. These services also play a crucial role in mergers and acquisitions, tax planning, and risk management, helping organizations navigate complex financial landscapes.

Furthermore, the integration of finance and accounting with broader business functions like operations, supply chain, and IT has become essential. This integrated approach enables organizations to gain a holistic view of their financial performance and make informed decisions that drive value creation. Strategic finance management, coupled with operational efficiency and technological innovation, empowers organizations to stay competitive, resilient, and agile in a rapidly changing environment.

As organizations continue to digitize their financial processes, the role of finance and accounting services is shifting toward automation, data analytics, and strategic advisory. This shift helps reduce manual effort, minimize errors, and provide timely insights for executive decision-making. Ultimately, effective finance and accounting functions are critical for maintaining stakeholder confidence, ensuring regulatory compliance, and achieving long-term financial sustainability.

Explore Our Finance & Accounting Services

Strategy

Financial Strategy and Transformation

Financial strategy and transformation services help organizations develop long-term financial plans aligned with their overall business objectives. This involves assessing current financial processes, identifying inefficiencies, and designing strategies to optimize capital allocation, cost management, and revenue growth. Organizations often undertake large-scale financial transformations to digitize processes, implement new financial systems, and embed best practices.

The goal is to improve financial performance, increase transparency, and enable agility. This includes developing models for scenario planning, capital structure optimization, and investment strategies. Financial transformation also encompasses restructuring finance functions to leverage automation and analytics, thereby reducing manual effort and enhancing decision-making. Effective financial strategy ensures organizations can fund growth initiatives, manage risks, and create value for stakeholders.

Policy& partners with organizations to design and execute forward-looking financial strategies that align with overarching business goals. We conduct comprehensive diagnostics to evaluate existing processes, systems, and governance models, identifying gaps in efficiency, transparency, and strategic alignment. Our experts craft tailored roadmaps for digital transformation, capital optimization, and organizational redesign, leveraging AI-driven tools to enhance forecasting accuracy and scenario planning.

The transformation journey includes restructuring finance operating models to integrate automation, cloud-based ERP systems, and advanced analytics. We prioritize stakeholder engagement through workshops and iterative feedback loops, ensuring seamless adoption of new processes. Outcomes include enhanced working capital management, accelerated decision-making, and alignment of financial metrics with ESG and sustainability objectives. By embedding agility into financial operations, Policy& enables clients to pivot swiftly in response to market shifts while maintaining compliance with global standards.

Cost Optimization

Cost management and optimization services focus on identifying cost-saving opportunities across all areas of the organization. This involves detailed and deep cost analysis, benchmarking against industry standards, and implementing lean processes. We help organizations to reduce operational expenses while maintaining quality and customer satisfaction.

Policy& delivers sustainable cost excellence through a zero-based mindset, granular spend analysis, and cross-functional process reengineering. Our teams dissect cost drivers across operational and capital expenditures, benchmarking performance against industry peers to identify inefficiencies in procurement, labor, and overhead structures.

We deploy lean methodologies and automation tools to eliminate non-value-added activities, streamline workflows, and rationalize supplier ecosystems. The focus extends beyond immediate savings to structural reforms, such as shared service centers and dynamic resource allocation models, that ensure long-term efficiency. Continuous monitoring to sustain performance gains while reinvesting savings into innovation and growth initiatives.

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Treasury& Cash Flow Management

Treasury and cash flow management services help organizations optimize liquidity, manage financial risks, and ensure sufficient cash availability for operations and investments. This involves forecasting cash flows, managing banking relationships, and implementing liquidity management strategies.

Organizations often adopt treasury management systems to gain real-time visibility into cash positions and automate routine transactions. Risk management techniques, such as hedging and currency management, are also integral. Strong treasury functions enable organizations to reduce financing costs, support strategic initiatives, and withstand financial shocks.

Policy& transforms treasury functions into strategic liquidity hubs. Our experts design advanced cash flow forecasting models that integrate real-time data from ERP systems, banking platforms, and market feeds. This enables proactive liquidity planning, working capital optimization, and risk mitigation through hedging strategies and dynamic discounting.

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Performance Improvement

Performance improvement services aim to enhance financial and operational efficiency through targeted initiatives. This includes process optimization, restructuring, and implementing performance measurement frameworks. Organizations work to streamline financial reporting, improve accuracy, and accelerate closing cycles.

Performance improvement also involves aligning financial KPIs with strategic goals, enabling better decision-making. By leveraging data analytics, organizations can identify bottlenecks and areas for improvement. The ultimate goal is to maximize value creation, reduce waste, and foster a culture of continuous improvement.

Policy& drives operational and financial excellence by aligning KPIs with strategic priorities. We conduct process mining to map inefficiencies in financial reporting, budget cycles, and month-end closes. By reengineering workflows and deploying AI-powered analytics, we enhance forecast accuracy, accelerate reporting timelines, and embed a culture of continuous improvement.

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Digital Finance & Automation

Digital finance and automation services focus on transforming traditional finance functions through technology. This includes deploying automation tools, AI, and machine learning to streamline routine processes such as accounts payable/receivable, financial reporting, and reconciliations.


Digital finance enhances accuracy, speeds up processes, and frees finance teams to focus on strategic tasks. It also enables real-time reporting and advanced analytics, providing deeper insights into financial performance. Organizations that adopt digital finance are better positioned to adapt swiftly to changing business needs and improve overall agility.


Policy& accelerates finance digitization by automating accounts payable/receivable, reconciliations, and compliance workflows. AI-driven tools classify transactions, flag anomalies, and auto-generate audit trails, reducing manual effort and minimizing errors.

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Mergers & Acquisitions (M&A) Support

M&A support involves providing financial due diligence, valuation, integration planning, and post-merger performance tracking. This ensures that transactions are financially sound and that integration efforts maximize value.

Services include assessing target companies’ financial health, identifying synergies, and developing integration roadmaps. Effective M&A support minimizes risks, accelerates value realization, and ensures smooth transitions.

Policy& ensures value capture at every stage of the M&A lifecycle, from due diligence to post-merger integration. Our experts evaluate target synergies, assess cultural alignment, and design integration roadmaps, harmonizing systems, policies, and reporting frameworks.

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Financial Due Diligence

Financial due diligence involves a comprehensive review of a target company’s financial statements, operations, and risks before a transaction. This helps buyers understand the financial position, uncover potential liabilities, and assess valuation.

The process includes analyzing historical financial data, assessing cash flows, and reviewing internal controls. Accurate due diligence informs better decision-making and negotiation strategies.

Policy& conducts rigorous assessments of target companies, validating financial health, cash flow projections, and tax exposures. Our forensic-level analysis identifies hidden liabilities, contingent risks, and valuation discrepancies, empowering clients to negotiate with confidence.

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Regulatory & Tax Advisory

Regulatory and tax advisory services help organizations navigate complex tax laws and regulatory frameworks. This includes planning to optimize tax liabilities, ensuring compliance, and managing tax audits.

We navigate complex regulatory landscapes, delivering compliance frameworks, tax optimization strategies, and audit readiness plans. Policy& aligns clients with evolving standards such as IFRS, GAAP, and ESG disclosures while mitigating legal and reputational risks.

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Key Deliverables

Financial Strategy & Roadmap: A multi-year plan detailing capital allocation priority, digital transformation milestones, and value-creation initiatives.

Process & System Assessment Report: Detailed analysis of current financial processes and systems, including gaps and opportunities for automation.

Implementation Roadmap for Digital Finance: Step-by-step plan for deploying automation tools, analytics platforms, and new financial systems.

Cost Reduction & Efficiency Plan: Actionable recommendations and targets for reducing costs, optimizing workflows, and improving financial throughput.

Financial Transformation Program: Project management plan, including milestones, KPIs, and resource allocations for executing transformation initiatives.

Regulatory & Compliance Framework: Guidelines and processes to ensure adherence to relevant financial regulations and standards.

Automated Financial Reporting Dashboards: Custom dashboards providing real-time financial insights, KPIs, and performance metrics.

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    Leaner

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    We leverage our extensive professional experience with leading practices and the latest technologies.

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    Holistic

    We deliver integrated, world-class quality to optimize performance and drive success.

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