Helping you delegate your finance team.
We transform the finance function for commercial businesses and not-for-profits — streamlining internal accounting to cut cost and lift performance. You get accurate, timely insight without building a finance team of your own.
Precise, timely financial data
The numbers you need, when you need them — so you make well-informed decisions, not late ones.
A dynamic budgeting process
A budget that adapts as your organisation evolves, rather than a document that ages on a shelf.
Bookkeeping & processing, handled
Routine transaction processing and day-to-day financials managed with finesse.
Year-end, reporting & audit
Annual reporting and audit managed efficiently — mitigating risk for you, your Board and the organisation.
We slot in, cleanly.
Our job is to integrate seamlessly — to understand how you work and build a system that runs harmoniously alongside it.
Initial assessment
We sit down to understand how you operate today, pinpoint the gaps in your existing processes, and identify where we can integrate and improve.
Solution development
We recommend the software that fits, then map roles and responsibilities so everyone understands the new system before we switch it on.
Implementation
Training, financial-policy reviews, payroll changes or a review of external contracts — we put the new system in place and make it run.
A whole finance team, without the hiring.
Mitigate key-person risk
When a finance hire moves on, your processes should not move with them. Outsourcing removes the disruption of turnover in a crucial role.
Free your team to focus
Let your people concentrate on the work only they can do, instead of non-core finance tasks.
A full-capability team
Six chartered accountants, three skilled bookkeepers, a global support team and the technology to match — more capability than most businesses can hire.
Quality and control
You keep control of the financial decisions; we handle the execution — with regular updates, reporting and a seamless fit alongside your team.
Cultural fit
Our approach is collaborative and adaptive. We take the time to understand your values and the way you work.
Security and confidentiality
Your financial data is protected by stringent measures and confidentiality protocols.
Cost-effectiveness
No hiring, training or retaining an in-house team — transparent, fixed pricing with no surprises. Generally around 30% cheaper than staffing internally.
We replaced a departing Finance Manager — at 30% less cost.
A community-health not-for-profit with 45 staff lost its Finance Manager suddenly. We stepped in as a one-stop-shop: bookkeeping and Xero, payroll and IRD filings, creditors, GST and month-end reporting, plus year-end policies and audit support.
The result — their finance function ran without a gap, and our service came in around 30% cheaper than hiring a replacement.
Finance Manager hire
Scaling a start-up
Grew from 0 to 60 FTEs in 18 months with no internal finance team — we ran everything from payroll to forecasting, so they could focus on growth.
Revamping disorganised finances
Bills unpaid, records chaotic. We overhauled the system, caught up the backlog, then handed back a sustainable, efficient finance function.
Transition to remote operations
Helped a business close its physical office and move to cloud-based, remote-friendly financial processes.
"They handle our entire accounting function, from day-to-day processing to comprehensive board reporting, and serve as our virtual CFO. Convex allows us to focus on our core mission with the confidence that our financial management is in expert hands."
Simple, predictable, fixed.
Fixed monthly retainer
An all-inclusive model — full access to our finance services with no surprise costs. Tailored to your size and complexity, and scaling as you grow.
One-time setup fee
Covers the initial assessment, systems setup, process optimisation and training. Quoted transparently after we understand your needs.
- No hidden charges — you know exactly what you pay each month.
- Generally around 30% cheaper than staffing your finance function internally.
- Frees your leadership to focus on the business, not the books.