Finance & Accounting
A quieter operating system for Investment Analysis (Finance & Accounting) teams
Investment Analysis (Finance & Accounting) teams usually stall when renewals surprise the team because dates live in chat. Omni Group gives Finance & Accounting operators AI drafts that stay inside your operating process, 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 the latest rate card
- • renewals surprise the team because dates live in chat
- • client documents arrive as email attachments
Launch
€79 / $89
Start on Launch, then add a scoped expert service if this niche needs a done-for-you setup.
Growth
€249 / $279
Start on Launch, then add a scoped expert service if this niche needs a done-for-you setup.
Scale
€429 / $469
Start on Launch, then add a scoped expert service if this niche needs a done-for-you setup.
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 nowRecommended deliverables
How we deliver
- 1. CRM
create-contact
- 2. Billing setup
invoice
- 3. Compliance record
record
- 4. Notify payment
send