Finance Managed Services

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A future-fit finance function, delivered as a service

From transactional processing to strategic insight, PwC’s Finance Managed Services team combines specialist talent, automation and a unified platform — so you, or your CFO can lead, not firefight.

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Video 19/05/26

Managed Services for Finance

Transform your finance operations with PwC's Finance Managed Services. In this video, discover how organisations are modernising their finance functions to drive efficiency and free up capacity for strategic growth, with PwC's Managed Services.

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Our methodology: People, Process, Technology


Specialist talent

Streamlined processes

Best of breed technology
Regulatory complexity is raising the stakes on control, compliance and reporting. Why consider a managed services arrangement? Why changeMargin pressure is forcing you to do more with less, without compromising on quality. Skills gaps and talent shortages are making it more difficult to build and sustain finance capability in-house. A fast-changing tech landscape is making it harder to choose, fund and scale the right solutions.

Who we serve

Built for ambitious organisations

PwC Managed Services is designed for businesses that need finance without institutional overhead.

Family offices

Concentrate on preserving and growing wealth across generations. We handle the complex finance, reporting and compliance obligations — including consolidation and reconciliation of information from investment houses, banks and private equity holdings — so your office runs with institutional discipline and no key-person risk.

Private businesses

Access PwC-grade finance capability without building it from scratch. We scale with your business through growth, acquisition or succession — giving you clear visibility and control without distracting the founders from the core business.

Inbound investors and operators

Enter new markets with confidence. We provide local finance infrastructure, regulatory compliance and reporting from day one — removing the operational unknowns so you can focus on executing your investment thesis.

Multi-site groups

Standardise finance operations across entities and geographies. We bring consistency, consolidation and real-time visibility to fragmented structures — reducing risk and closing faster every month.

Explore how we can help

How we work

From your ecosystem to outcomes that matter

A human-led, tech-powered finance engine — connecting your source systems to a single general ledger, then accelerating performance through agentic AI, automation, process excellence and specialist people.
 

Agentic AI Automation Process excellence Intelligent agents working for finance Smarter automation driving efficiency Better processes, better outcomes Human-led. Tech-powered. Finance Managed Services Transforming finance operations into a strategic advantage. Specialist talent Experts who bring insight and impact General ledgerThe foundaton of financial truth 01 Source systems connectSeamless flow of data into the general ledger 02 Human-led, tech-poweredIntelligence, automation and expertise working together 03 Transformation effectContinuous improvement and transformation as we operate 04 Outcomes deliveredDriving value that moves business forward 05 Compliance & controls Faster insights Clear financial reporting Agentic AIAI-powered agents monitor, analyse & assist AutomationIntelligent automation eliminates manual work & errors Process excellenceStandardised, efficient & continuously improving Specialised peopleFinance experts driving insight & value General ledgerSingle source of financial truth PayrollWorkforce compensation ReconciliationsAccount & transaction reconciliation Account receivableCustomer invoices & collections InventoryStock & valuation management BankCash management & transactions Accounts payableVendor obligations & payments

What we run for you

One partner across the full finance value chain

Plug into a modular service catalogue — take the entire stack, or start with a single tower. Our teams operate alongside your business from day one.
 

T ransactional Services General Ledger Maintenance Pay r oll Financial Reporting Compliance and Regulatory Services Strategy and Insights Bank r econciliation Payments p r ocessing Accounts payable Accounts r eceivable Expense management Monthly bookkeeping Balance sheet r econciliations Month end close Inte r company r econciliations Fixed asset accounting and r egister maintenance Pay r oll p r ocessing support Pay r oll r elated r eporting and compliance Pay r oll tax compliance Single touch pay r oll Pay day super Management r eporting Financial statements CFO support Budgeting & fo r ecasting Bespoke r eporting & analytics Boa r d pack p r eparation Business performance r eviews and KPI tracking Business Activity Statement Audit support and coo r dination Income tax compliance Corporate sec r etarial services Fringe benefits tax compliance

How we deliver

One expert. A whole network behind them.

Every client is led by a dedicated PwC finance expert — backed by a team of specialists, agents, and the full breadth of the PwC network.

Your dedicated finance expert

A named PwC finance leader accountable for the end-to-end delivery of your finance function — your single point of contact.

Supported by experts and agents

A blended pod of specialists and intelligent agents handles the work — AP, AR, reconciliations, close, reporting and compliance — at scale and on time.

A direct door to the PwC network

When you need it, instant access to PwC's specialist advisory — tax, risk, deals, technology and industry experts — without a new procurement cycle.

Why PwC

The trust of PwC. The agility of a managed service.

We bring together global firm rigour with a delivery model designed for speed, transparency and continuous improvement.

Specialist talent at scaleQualified accountants and finance professionalsbacked by PwC's global delivery network and learning academy. An operating model, not just a teamWorkflow, controls, reporting and client collaboration unified in one secure managed service arrangement. Embedded controlsControls and governance built into our process to ensure confidence inreporting complianceand decision making. Outcome-based commercialsTransparent pricing and SLAs aligned to volumesprotecting you from runaway hourly fees. We are investing in transformation, so you don’t have toPwC leverages its global expertise and innovation to continuously transform the finance functionand passes those benefits directly to you through the managed services arrangement. Specialist talent at scaleQualified accountants and finance professionalsbacked by PwC's global delivery network and learning academy. An operating model, not just a teamWorkflow, controls, reporting and client collaboration unified in one secure managed service arrangement. Embedded controlsControls and Governance builtinto our process to ensureconfidence in reportingcompliance and decision making. Outcome-based commercialsTransparent unit pricing and SLAs aligned to volumesprotecting you from runaway hourly fees. We are investing in transformation, so you don’t have toPwC leverages its global expertise and innovation to continuously transform the finance functionand passes those benefits directly to you through the managed services arrangement.

Time to rethink how finance gets done?

Speak with our specialists

Client case studies

Privately owned education group

Our client, a privately owned education group with multiple sites, was navigating a change in leadership and required greater clarity over the financial performance and position of the organisation. The group had limited oversight of performance across its sites, making it difficult to identify trends, understand profitability, and make informed strategic decisions.​ We worked with the client to bring structure and transparency to their financial information, helping them understand the performance of the group at both a consolidated and site level. By providing clear reporting, practical insights and ongoing finance support, we enabled the leadership team to make confident decisions about the future direction of the group. This gave them the clarity they needed to focus on strategic priorities and move the business forward.

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Retail franchise

Our client, a multi-site franchise operation with more than 200 locations, required outsourced accounting and tax compliance support across its network. Franchisees were spending valuable time managing finance administration and compliance tasks, reducing the time they had available to focus on customers, operations and growth.​ We provide outsourced accounting and tax compliance support to the group, bringing consistency to financial processes and reporting across the network. This has enabled the group to compare performance across sites, identify key trends and support better decision-making at both the franchisor and franchisee level. By reducing the back-office burden, franchisees have more time to work in the business, while the group benefits from greater consistency, improved visibility and confidence that its compliance obligations are being managed.

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Expanding in an unfamiliar environment

For international organisations looking to expand their operations into Australia, ensuring you comply with local financial reporting and tax requirements can be a daunting task. Our team of dedicated specialists can be your team ‘on the ground’, working alongside your finance team to help navigate Australia’s complex regulatory environment.

Our client, a global luxury retailer with an established presence across Asia, was looking to expand their retail presence in Australia. Unfamiliar with the Australian tax and legal landscape, our client approached PwC to support their global finance team and ensure they were meeting local financial reporting and tax requirements.

Engaging with stakeholders from the local store manager to the CFO in Hong Kong, our team of tax and legal specialists managed all elements of our client’s finance function. We ensured the client met local financial reporting requirements while also managing day-to-day bookkeeping, cash reconciliations, GST compliance and monthly reporting, leaving the client free to focus on the successful launch of its Australian stores.

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Balancing internal demands with external requirements

Often, multinational companies can have complex business structures with exacting internal reporting routines. It can be hard ensuring you meet these internal demands, but even harder when you have to balance this with external demands that you have little knowledge of, such as local tax compliance laws.

Our client, a major global steelmaker, held minority investments in a number of coal and iron ore mining joint ventures in Australia for many years. In acting for the client for over fifteen years, we navigate their complex business structure to meet their internal reporting routines. We also ensure that numerous tax and GST issues are appropriately dealt with and reported in Australia.

Not-for-Profit

When your business is independent and not-for-profit, completing your business’ objectives when you have budget constraints is a challenge. We can act as your finance team, so you don’t have to invest in a full finance function or a CFO and the associated infrastructure.

Our client was a not-for-profit business set up for a limited time, with committed funds. They also had to report to global stakeholders, each one with their own stringent audit requirements. In order to fulfil reporting requirements and make the most of their budget, the client engaged us to act as their finance function and their CFO.

We handled their financial reporting, ensuring that each global stakeholder’s requirements were met. We concentrated on cash management and budgeting so the CEO and COO, who had non-finance roles, could concentrate on achieving the business’ mandate.

Optimising your restructure to meet business needs

Restructuring your business can be difficult, especially when you have no experience with local tax, corporate and regulatory requirements. How can you ensure that you have considered all the available options and select the business structure which best suits your needs?

Our client, a foreign sovereign wealth fund, acquired a large portfolio of hotels in Australia which required restructuring, based on their commercial objectives. They did not want to establish a finance function in Australia but were concerned with reputational risk if they were not compliant and they were overwhelmed with the complexity of the restructure; so they engaged our team to manage the restructure process.

We presented complex information to the client in a way that they could understand, so they could make informed decisions about their assets in Australia. As a result of the successful restructure, we continued to provide ongoing services to ensure the client received timely financial information and be confident that all of its tax, GST and regulatory requirements in Australia are fulfilled.

Start up / scale up

A fast-growing technology start-up had recently secured venture capital funding and was entering a critical growth phase. The founders needed reliable financial management, investor-grade reporting and scalable controls, but they were not yet ready to build and employ a full in-house finance team. They needed a flexible solution that could provide senior finance capability immediately, without adding unnecessary fixed cost or operational complexity. 

We stepped in as the company’s outsourced finance function, working closely with the founders and leadership team. Our role included establishing fit-for-purpose finance policies, designing practical controls, managing reporting rhythms and creating financial information that supported confident decision-making. As the business grew, we helped improve visibility over cash flow, performance, compliance obligations and investor reporting requirements. 

Over time, the company reached a level of maturity where bringing finance capability in-house made commercial sense. We supported that transition by helping define the future finance operating model and transferring knowledge to the new internal team. This gave the business continuity during a key stage of growth, while ensuring the founders could scale responsibly before committing to a permanent finance function.

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Thought leadership

Explore our thinking

Research, insights and perspectives from PwC on the forces reshaping the finance function — and what they mean for your business.

FAQ

Everything you need to know about how PwC's Finance Managed Services works.

Most engagements are live within 4–6 weeks. We begin with a detailed discovery to understand your current state, then configure the model, set up any technology and reporting structures, and onboard your dedicated finance team.

Our managed services cover the entire finance value chain through a modular catalogue. This includes transactional services like accounts payable and receivable, bank reconciliation, payments processing, and expense management, as well as general ledger maintenance, monthly bookkeeping, balance sheet reconciliations, month-end close, fixed asset accounting, financial reporting, management reporting, compliance, regulatory services, payroll, and strategic support such as budgeting, forecasting, and CFO advisory.

We embed PwC-grade controls, supported by rigorous workflows, segregation of duties, continuous monitoring, and client collaboration. Our approach includes transparent reporting, exception monitoring, and compliance with industry standards and regulatory requirements to ensure consistent, high-quality outcomes.

Every client is assigned a dedicated PwC finance expert who is your accountable lead and single point of contact. This expert is backed by a blended team of specialists and intelligent agents who handle day-to-day tasks like reconciliations, reporting, compliance, and transactional processing, ensuring seamless communication and support.

PwC’s Finance Managed Services can be tailored to your preferences—whether you want a fully outsourced arrangement or a co-sourced model where our team works alongside your internal finance function. Our flexible, modular approach allows you to scale support in line with your business needs and maintain control over critical finance activities.

Transparent pricing aligned to transaction volumes and service tiers — so your costs scale predictably with your business. No runaway hourly fees.

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Contact us

Jade Dixon

Jade Dixon

Sydney Managing Partner, PwC Private, Finance Managed Services, PwC Australia

Kate Julius

Kate Julius

Partner, PwC Private, Finance Managed Services, PwC Australia

Nada Darido

Nada Darido

Partner, PwC Private, Finance Managed Services, PwC Australia

Elyssa Harris

Elyssa Harris

Partner, PwC Private, Finance Managed Services, PwC Australia

Darren Hall

Darren Hall

Partner, PwC Private, Finance Managed Services, PwC Australia

Kelly Scandrett

Kelly Scandrett

Director, PwC Private, Finance Managed Services, PwC Australia

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