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    Managed Finance Services, Europe

    Finance that runs.
    So you don't have to.

    Defined finance services delivered in your systems, overseen from Berlin and Amsterdam and delivered from Colombo. Month-end close. AP/AR. DATEV preparation. Working capital control.

    <0Day month-end close
    ~0%Cost saving vs in-house
    3–0 wkTime to full delivery
    0%Accuracy on deliverables
    ACCA & CIMA qualified accountantsGDPR compliant · EU-hosted infrastructureSalesforce · DATEV · Exact · SAP · PayhawkEuropean oversight · single engagement manager3-month trial. 3-month exit clause.
    The problem

    Your finance function is holding you back

    The current process cannot keep pace. Month-end close takes twelve days and still is not clean. Your tax advisor is chasing inputs you do not have.

    Hiring costs remain high while close, reporting and control processes depend on too few people.

    You need reliable finance outputs, clear accountability and continuity without expanding operational complexity.

    That is exactly what Serana Partners delivers.

    See our model →
    01

    Slow month-end close

    Decisions made on stale data. Lender reports missed. Board packs produced over the weekend.

    02

    Cash visibility gaps

    You don't know your cash position until mid-month. AR ages unmonitored. AP runs on gut feel.

    03

    Pre-bookkeeping bottleneck

    Invoices pile up. DATEV prep is manual. The tax advisor is waiting on data only you can produce.

    04

    Key-person dependency

    Critical processes rely on individuals, cover is limited and continuity is difficult to maintain.

    Ideal client fit

    Built for businesses like yours

    We work best where finance complexity is growing faster than the team can handle, and where building a full internal function isn't the right answer yet.

    Scaleups

    B2B scaleups, Series A–C

    €5M–€50M revenue. Finance complexity is outpacing current processes across European operations.

    CFOCOOCEO / Founder
    Trading & Operations

    High-volume trading companies

    Thin margins, high AP/AR volume, inventory tracking, European VAT complexity. Pre-bookkeeping and controlling done right.

    CFOFinance Director
    Holdcos & PE-backed

    Multi-entity groups

    2–6 operating entities. Intercompany eliminations. Consolidated reporting. Standardised close across the group.

    Group CFOInvestorsBoard
    Finance delivery from Colombo

    A consistent delivery team standard

    Our Colombo delivery hub provides qualified finance capability under European oversight. Serana organises the work, provides cover and remains accountable for every deliverable.

    #1

    ACCA and CIMA qualified delivery

    Scope matched to the required output

    Senior review and quality control

    Two paths, one outcome

    Choose how you want finance delivered

    Choose a defined package or a broader managed service. Both use written scope, named deliverables and a fixed monthly fee.

    Finance as a Service

    Lift the load entirely

    Productised packages run end-to-end in your systems. You receive the agreed output and cadence while Serana manages delivery, quality and cover.

    Serana CloseBooks closed by WD7. Every month. Guaranteed."We're still closing on day 14."
    Serana CashWeekly cash visibility. AP/AR under control. Always."I don't know our cash until mid-month."
    Serana BoardBoard-ready pack, produced on time. Every quarter."Our board pack takes a week to produce."
    Serana HoldcoConsolidated reporting across 2–6 entities."Consolidation is still done in Excel."
    Managed Finance Service

    Expand the service scope

    A broader finance scope delivered in your systems. One Serana engagement manager allocates work, supervises delivery and coordinates requests and scope questions.

    • Written scope with named outputs
    • ACCA and CIMA qualified delivery standard
    • Live in weeks, not months
    • Serana provides continuity and cover
    • EU oversight. Same timezone. Same language.

    Ready to talk?

    Tell us what's broken. 30 minutes. No commitment.

    From first call to full delivery

    Live in 3–4 weeks

    Most providers take months to mobilise. Here is exactly what the first four weeks look like.

    1
    Week 1, Discovery

    30-minute discovery call

    We learn your finance setup, systems, and pain points. You receive a scoped questionnaire. No commitment.

    2
    Weeks 1–2, Onboarding

    System access and service plan

    We map your processes, set up secure access and confirm the written scope, deliverables and reporting calendar.

    3
    Week 3, Transition

    Parallel close

    We run a close alongside your existing process. You verify everything before we take over. Zero disruption.

    4
    Month 2+, Ongoing

    Full ownership. Agreed cadence.

    Serana delivers to the agreed service level. Your engagement manager is the single point of contact for requests, priorities and scope questions.

    The engagement arc

    01

    Diagnose

    We assess your finance function, gaps, risks, and priorities, across systems, close process, AP/AR workflow, and reporting cadence.

    1–2 weeks
    02

    Stabilise

    Fix what's broken. Establish a reliable close, a clean reporting cadence, and working capital visibility. Quick wins first.

    03

    Optimise

    Automate repetitive tasks, build dashboards, and create processes that scale with your business, DATEV connections, Salesforce integration, reporting automation.

    Why Serana

    Why Serana? Six reasons, and one honest comparison.

    What sets us apart from in-house teams, large advisory firms and freelance providers on the criteria that matter to a CFO.

    Your systems, your control

    We work inside Salesforce, DATEV, Exact, SAP, Payhawk, and Netsuite. Your data never leaves your systems. No platform switching. Ever.

    European management, your timezone

    Your primary contact is in Berlin or Amsterdam, German or Dutch speaker, available during your business hours.

    Wir sprechen Ihr Deutsch.

    Multi-entity experience

    Intercompany eliminations, consolidated group reporting, entity-by-entity P&L. Most providers stop at single-entity. We go further.

    Built for holdco complexity.

    Predictable fixed fee

    A monthly fee covers the agreed scope, delivery management, continuity and quality control.

    Additional work is priced per deliverable.

    Hands-on and proactive

    We flag discrepancies, missed invoices, and VAT misclassifications before you ask. We drive action, not just reporting.

    Corporate responsibility

    Above-market compensation for our Colombo team. Structured career paths. ACCA sponsorship. Good work, well rewarded.

    The honest comparison

    SeranaIn-houseBig-4Freelance
    CostFixed monthly feeVariable internal costPremium project feesVariable pricing
    Time to start3–4 weeksDependent on internal capacitySeveral weeksFast, variable integration
    QualityQualified team, senior reviewDepends on internal coverLayered reviewVariable assurance
    Inside your systemsYes, alwaysYesTheir dashboardsDepends on person
    Multi-entityYes, intercompany, consolidationCostly at scalePremium ratesRarely
    ContinuitySerana provides coverDepends on internal coverProvider dependentIndividual dependent
    FlexibilityScope reviewed quarterlyProcess dependentChange-order processFlexible, less predictable
    Client results

    What good looks like in practice

    Berlin · B2B Trading · Series B

    "Our finance team had completely turned over. Month-end was broken, DATEV prep was two months behind, and the audit was in six weeks. Serana stabilised everything in three weeks. By month two, close was running on day 6."

    Head of Finance, Berlin-based B2B trading company
    ~€15M monthly revenue · multi-entity operations
    Amsterdam · SaaS · Series A

    "We needed someone who could work inside our Salesforce setup from day one. The team was up and running in two weeks. Now we have weekly cash visibility and a board pack that goes out on working day 5."

    CFO, Amsterdam SaaS scaleup
    €4M ARR · European operations
    <7
    Day month-end closeDown from 14–18 days across client engagements
    100%
    On-time reportingAgreed timetable met on every deliverable
    Weekly
    Cash position visibilityRolling forecast every Monday, not mid-month scrambling
    Fixed
    Monthly service feeAgreed scope with predictable cost
    3–4 wk
    Average mobilisation timeFrom signed agreement to full delivery cadence

    Amsterdam

    NetherlandsManagement

    Strategic leadership and client operations. Registered HQ. Dutch legal and GDPR framework.

    Berlin

    GermanyManagement

    European business development and client management. German-speaking. DACH market focus.

    Colombo

    Sri Lanka, Delivery HubFinance Delivery

    ACCA and CIMA qualified delivery under an agreed calendar, with senior review and continuity.

    Pricing

    Priced around your business. Not a rate card.

    Every engagement is scoped after we understand your finance function. Here is what most single-entity scaleup engagements look like.

    Serana Close

    Pre-bookkeeping, monthly close, DATEV prep. Single entity.

    From €3,500per month

    Serana Cash

    AP/AR management, bank reconciliation, weekly cash report.

    From €3,000per month

    Serana Board

    Close + management accounts + board pack. Quarterly.

    From €4,500per month

    Serana Holdco

    Consolidated group reporting. 2–6 entities.

    From €6,000per month

    Managed Finance Service

    Broader defined scope with a single engagement manager.

    From €4,500per month

    Indicative pricing only. Final fee is scoped after discovery, volume, complexity, and entity count all affect scope. No quote until we've completed a diagnostic.

    01

    Diagnostic first, we scope before we quote

    We never give a final fee before understanding your finance function. Volume, complexity, and systems all affect scope.

    02

    One monthly fee. No hidden costs.

    The fixed monthly fee covers the agreed scope. Additional work is priced per deliverable.

    03

    Scope evolves with your needs

    Review the service quarterly and adjust deliverables as priorities change.

    04

    Transparent and agreed in writing

    Every engagement starts with a written scope. Deliverables, cadence, and SLAs agreed before work begins.

    Contract terms

    3-month trial period. Prove it works before committing.
    Open-ended engagement after trial.
    3-month exit clause, both parties.
    Annual SLA review. Scope and pricing revisited together.
    GDPR compliant. EU-hosted. Data stays in your systems.
    Frequently asked

    Frequently asked about managed finance services

    DATEV setup, German language, time to start, contract terms, the questions every CFO asks before signing.

    Do your finance services speak German?
    Your primary contact is based in Berlin or Amsterdam and communicates in German, Dutch, or English. Our Colombo delivery team works in English and is fully briefed on German accounting conventions, DATEV workflows, and HGB requirements.
    Can you work inside our existing Salesforce or DATEV setup?
    Yes. We work inside your systems, not ours. Our team has operated in Salesforce (including custom ERP extensions), DATEV, Exact, SAP, Netsuite, and Payhawk. We never ask you to switch platforms or adopt new tooling.
    How quickly can you start?
    Typically 3–4 weeks from signed agreement to full delivery. Weeks 1–2 cover onboarding and system access. Week 3 is a parallel close alongside your existing process. Week 4 onwards is full handover. If you have a team departure or imminent audit, we can prioritise accordingly.
    Do you replace our tax advisor?
    No. We handle pre-bookkeeping, operational finance, and reporting. Your tax advisor continues to own formal bookkeeping, statutory filing, and tax compliance. We feed them clean, organised, complete data every month, so they work faster and you get fewer chasing calls.
    How is the service scope structured?
    Every engagement has a written scope, named deliverables, a reporting calendar and a fixed monthly fee. Additional work is priced per deliverable. One Serana engagement manager allocates work, supervises delivery and handles requests and scope questions.
    Can you handle multi-entity or holdco structures?
    Yes. This is one of our strongest capabilities. Serana Holdco is designed for groups with 2–6 entities requiring consolidated reporting, intercompany eliminations, and entity-level P&L visibility. Most providers stop at single-entity. We were built for the complexity that comes after an acquisition or multi-country expansion.
    What does "DATEV pre-bookkeeping" mean in practice?
    Pre-bookkeeping (Vorbuchhaltung) covers everything upstream of the formal booking your tax advisor does. We sort incoming invoices, check GL account assignments, classify VAT, prepare inventory usage reports, and deliver a clean, complete file to your tax advisor via API push or file export, on the agreed cadence, every month.
    Is there a minimum contract term?
    We start with a 3-month trial period. After that, the engagement is open-ended with a 3-month mutual exit clause. We don't believe in locking clients in, we believe in delivering results that make the relationship worth continuing.