Finance

Accounting (Finance): CRM, billing, and handoffs together

Accounting (Finance) teams usually stall when new hires cannot see what the last project promised. Omni Group gives Finance operators a client portal your buyers can actually log into, starting from Launch at €79 / $89 per month. Expert services are scoped deliverables — a portal, documents, or a live page — not a custom rebuild of the whole practice.

  • quotes stall while someone hunts for the latest price list
  • operations still copy data between CRM and billing
  • clients ask for status because there is no portal
finansijeSMBlocal businessautomationaccountingfinance

Vertical package

Ready to buy

€790/mo

Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.

Buy now

Recommended deliverables

  • Vertical solution€790Buy
  • Full onboarding€1,690Buy
  • Lead gen retainer€990Buy
  • Landing + copy€1,290Buy

How we deliver

  1. 1. Discover local leads

    discover

  2. 2. Score leads

    score

  3. 3. CRM capture

    create-contact

  4. 4. Outreach sequence

    sequence

  5. 5. Follow-up

    run

  6. 6. Billing

    invoice