Empowering Growth with Expert Bookkeeping and Strategic Insights

Precision Bookkeeping for Portfolio Finance Directors. Gain Strategic Insights and Smarter Decisions.

About us

Al-powered finance department on demand

We specialise in providing comprehensive bookkeeping services to support Finance Directors. Our proprietary software integrates with Xero, Google Sheets, and other platforms, facilitating Finance Directors to offer high-quality advisory services backed with accurate, real-time data. With daily bank reconciliations, follow-ups on receipts and invoices at least weekly—often more frequently depending on clients' needs—and customisable dashboards, we ensure your bookkeeping is always up to date, accurate, and actionable.

  • Tailored bookkeeping for Finance Directors.
  • Seamless integration with Xero, Google Sheets, and more for detailed insights.
  • Delivering precise, data-driven bookkeeping to support Finance Directors in offering exceptional advisory services.

Services

What we offer

accounts payable services

Accounts Payable

At GenZed, we specialise in helping Portfolio FDs efficiently manage the complexities of accounts payable across multiple clients. Our AI-supported service enhances accuracy by automating key tasks, such as verifying invoice details, checking for VAT accuracy, and identifying duplicates. We also manage payment schedules, supplier invoices, and cash flow forecasting, ensuring your day-to-day financial processes run smoothly. With tools like Dext, Hubdoc, and other expense management software, we streamline invoice handling and support thorough, consistent reconciliation—allowing you to focus on delivering strategic insights.

accounts receivable services

Accounts Receivable

At GenZed, we understand that as a Portfolio FD, maintaining strong financial oversight for your clients is essential. Our Accounts Receivable service supports your efforts by providing detailed, up-to-date information, proactive trend-based reporting, and effective relationship management. We ensure that your clients receive timely payments, and potential issues are identified early, helping to protect their cash flow and ensure financial stability.

ad-hoc analysis

Ad-hoc Analysis

We understand the unique challenges faced by Portfolio FDs and are here to provide hands-on service combined with powerful technology. Our dedicated team works alongside you to manage, analyse, and interpret your financial data, providing expert insights and helping you make informed decisions. We integrate tools like Google Sheets and Xero with our in-depth bookkeeping and reporting expertise, ensuring you get a complete financial overview. Our team is always available to provide personalised service and ensure that you’re maximising the value of your data.

billing services

Billing

Our Billing services are designed to support Portfolio FDs by ensuring their clients’ billing processes are prompt, accurate, and aligned with their financial goals. We leverage advanced technology, detailed bookkeeping practices, and expert knowledge to streamline the billing process, whether it’s time-based, subscription, or milestone-based billing. By integrating with powerful platforms like Google Sheets, Xero, and others, we ensure up-to-date data is always accessible, helping you manage billing efficiently.

bookkeeping services

Bookkeeping

Team GenZed are your finance department on demand, providing comprehensive Bookkeeping services designed to meet the specific needs of Portfolio FDs and their clients. Our services are built to support Portfolio FDs in delivering accurate and efficient financial management to the businesses they oversee. By integrating advanced technology and our bookkeeping expertise, we ensure that your clients’ financial data is managed with precision, allowing you to deliver valuable insights to help them grow.

cash flow management services

Cash Flow Management

At GenZed, we understand that managing cashflow is critical to your clients’ financial health and success. Our Cashflow Management services can support Portfolio FDs with precise, daily forecasts that account for payment runs, payroll, and other key outflows, along with long-term projections to ensure financial stability and growth. Through seamless integration with advanced technology and hands-on expertise, we deliver actionable insights tailored to your clients’ needs.

cap table management services

Cap Table Management

We offer comprehensive Cap Table Management services tailored for Portfolio FDs and their clients. Whether your clients are navigating equity changes or preparing for investment rounds, we ensure their cap tables are always accurate and up-to-date. Our services allow you to focus on strategic decisions while we handle the details, with ongoing support available whenever needed.

KPI Management services

KPI Management

At GenZed, we offer KPI Management services for Portfolio FDs specifically tailored for individual clients, enabling you to track and improve respective clients’ performance. We work closely with you to identify the key metrics that matter most to each client, ensuring that time reporting, profitability, utilisation rates, conversion rates, CAC, and other critical KPIs are monitored and optimised. Our hands-on service ensures your clients get the insights they need to make informed, data-driven decisions that drive their success.

management accounting services

Management Accounting

We offer comprehensive Management Accounting services tailored for the needs of Portfolio FDs, allowing you to provide detailed, accurate financial reporting to your clients. As your finance department on demand, we combine meticulous bookkeeping, advanced technology, and a hands-on approach to deliver management accounts that provide deep insights into the business performance. From revenue recognition to departmental profitability, we ensure your clients receive actionable, timely, and accurate data that helps them make informed decisions.

payroll management services

Payroll Management

At GenZed, we provide a comprehensive Payroll service designed to support Portfolio FDs in managing their clients’ payroll processes seamlessly and accurately. Our service integrates with systems like Xero, Google Sheets, and others to streamline payroll management, ensuring compliance with HMRC regulations, and offering clear, detailed reporting to meet the specific needs of your clients. With our deep accounting expertise and a focus on precision, we ensure that your clients’ payroll processes are handled efficiently, allowing you to focus on strategic financial oversight.

VAT returns services

VAT Returns

As a Portfolio FD, managing VAT compliance and maximising VAT reclaims across multiple businesses can be challenging and time consuming. At GenZed, we streamline this process by combining advanced AI technology with human expertise to ensure every transaction is accurately recorded, helping to create precise and compliant VAT returns. Using tools like Dext and Hubdoc, we efficiently process invoices and receipts, while our AI systems check each entry to ensure VAT accuracy. Our expert team also ensures that all documentation is audit-ready, so you can focus on your strategic goals while we handle your VAT obligations.

How we work

Our Proven Processes

Testimonials

What Our Clients Say About Us

Ben Smith

Working with Genzed on our finances has been a breeze. They are easy to work with and always available should we have any queries. If you’re looking for people that know your numbers and make it feel like a chat over coffee, then Genzed are your go to people!

Co-Founder Foo Engine

Illa Sharma

Genzed are always a pleasure to work with. Every interaction has been marked by professionalism and a genuine dedication to our success. Their exceptional team not only simplified our complex needs but anticipated and solved issues before they could even arise.

CFO Middlesex Cricket Club

Angus Fear

Genzed have managed the finances for Ad Signal for a considerable amount of time. They have ensured the smooth running of the company’s finances and given the Company’s board excellent visibility of the Company’s finances

Chairman Ad Signal

Tom Kirkby-Jones

Genzed have transformed our business; not only have they given a level of financial transparency we desperately needed to make better decisions, but also they’ve given indispensable advice and they’re always there to support. We wouldn’t have had a year like this without them

Breaks Agency Managing Director

Daniel Hearn

Genzed have become an integral part of my business. Since I started using their services my business operations have become significantly smoother.

Founder Treacle7

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    Accounts Payable
    Accounts Receivable
    Ad-hoc Analysis
    Advisory
    Cap Table Management
    Cash Flow Management
    KPI Management
    Management Accounts
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    Budget & Forecast
    VAT
    Payroll
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    Frequently Asked Question

    Find answers to key questions about our bookkeeping and accounting services.

    How does GenZed support Portfolio FDs?

    Q2- How does GenZed use advanced technology?

    Q3- What is 'finance department on demand'?

    How does GenZed help with short-term cash flow forecasts?

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    How does GenZed’s technology make financial management easier?

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