Helping CFOs Achieve Financial Excellence

Levy streamlines financial operations with its expert solutions, providing CFOs more time for impactful financial strategies & decision making.

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Financial Mastery Made Simple

Keep your focus on important financial functions

Experience the Levy difference with your dedicated Ops Partner – your expert partner in Finance and payments.

Adopt industry-leading Financial practices for internal operations, bolstered by Levy's extensive knowledge and experience.

Always stay ahead with your financial tasks and projects. Your Ops Partner proactively keeps your back-end streamlined.

Challenges for CFOs

Good CFOs focus on Financial Forecasting, Cost Optimization, Cashflows, and Strategic Planning. Don't let routine financial tasks overshadow these crucial functions.

Tackle Financial Operations with Ease

Streamline routine financial tasks. CFOs shouldn't let repeatable tasks like accounts payable (AP), reconciliations, reimbursements, and bookkeeper management stand in the way of their principal objectives.

Supplementing CFOs' Financial Capabilities

Enhance your Financial Operations and Accelerate Strategic Planning

Bank Account Management
Effortlessly move money, establish transfer and approval rules, and more, for optimum financial control.
Accounts Payable
Efficiently manage and pay invoices from vendors and contractors, eliminating the hassle and ensuring timely payments.
Process Reimbursements
Swiftly process employee or vendor reimbursements through payroll or a corporate card for a seamless financial workflow.
Monitor Sales Tax
Stay updated with sales tax triggers across states and maintain compliance effortlessly, reducing the risk of penalties and interest.