Levits BPO

An end-to-end solution combining advanced financial automation, artificial intelligence, and specialized outsourced services, designed for mid-sized companies seeking to eliminate operational bottlenecks, reduce fixed costs, and enhance accounting and tax compliance efficiency.

MVP Completed & Validated
Core functionalities of the FinCore360 platform have been developed and tested with early adopters across different industries.

Initial Client Base Secured
5+ mid-sized companies onboarded in pilot phase, with monthly recurring revenue (MRR) already in place.

Operational BPO Team Active
A dedicated team of finance professionals currently delivers outsourced services, achieving 95%+ SLA compliance.

Tech Stack Consolidated
Fully cloud-based, secure, and scalable infrastructure ready for broader deployment and enterprise integration.

User Feedback Loop Established
Continuous improvement based on structured feedback from current users, leading to +30% increase in client satisfaction scores.

Sales Pipeline Growing
20+ qualified leads in advanced conversations, with clear potential to triple MRR within the next quarter.

Strategic Partnerships Underway
In talks with ERP vendors, fintechs, and accounting firms to expand integrations and distribution channels.

Target Customer Segments:
Mid-sized Companies (50–500 employees):
Especially those with complex financial operations but limited internal resources.

Industries:

Technology startups and scale-ups

Healthcare providers and clinics

Manufacturing and industrial firms

Professional services and consultancies

Retail chains and e-commerce businesses

Finance and Accounting Leaders:
CFOs, controllers, and finance managers looking for efficiency, compliance, and strategic insights.

Market Overview:
Growing Demand:
Increasing adoption of automation and outsourcing in finance due to cost pressures and regulatory complexity.

Market Size:
The mid-market financial outsourcing and automation sector is projected to grow at a CAGR of 12-15% over the next 5 years globally.

Competitive Landscape:
Fragmented market with many small players and no dominant end-to-end solution, creating space for integrated offerings like FinCore360.

Geographic Focus:
Initial focus on Brazil and Latin America, with scalability potential to North America and Europe.

The Problem
Mid-sized companies face a critical operational gap in managing their financial processes:

Fragmented Systems:
Disconnected tools and spreadsheets lead to inefficiencies, human error, and lack of real-time visibility.

High Operational Costs:
Maintaining an in-house finance team is expensive, with limited scalability and increasing compliance complexity.

Low Financial Intelligence:
Most businesses lack timely insights for strategic decision-making, relying on delayed or incomplete financial data.

Compliance Risks:
Constantly changing tax laws and regulatory requirements increase exposure to penalties and legal risks.

The Opportunity
There is a growing demand for integrated, intelligent, and cost-efficient financial solutions that combine:

Automation + Human Expertise

Real-Time Data + Strategic Insights

Scalability + Compliance Assurance

FinCore360 addresses this gap by offering an all-in-one solution that transforms finance from a cost center into a strategic growth driver.

The opportunity to invest in FinCore360 represents a strategic move to capitalize on the underserved mid-market segment’s urgent need for advanced financial automation and outsourcing.

Key decision points:

Market Readiness:
Mid-sized companies are actively seeking solutions that reduce costs and increase financial agility.

Competitive Edge:
Our hybrid model—combining cutting-edge technology with expert human teams—positions us uniquely against pure software or pure outsourcing competitors.

Scalability Potential:
The platform and service architecture enable rapid scaling with minimal incremental cost.

Financial Impact:
Early adopters are already realizing up to 40% reduction in financial operations expenses, validating ROI.

Partnership & Growth:
Strategic alliances with ERP providers and fintech companies will accelerate market penetration.

The decision to proceed with additional investment and market expansion will unlock significant value creation for stakeholders and clients alike.

Direct Competitors:
Pure SaaS Financial Automation Platforms:
Examples include QuickBooks, Xero, and ContaAzul—offer automation but limited outsourcing services and human support.

Traditional BPO Providers:
Companies offering outsourced financial operations without integrated technology platforms, often less scalable and less agile.

ERP Vendors with Financial Modules:
SAP, Oracle NetSuite, and TOTVS provide comprehensive systems but are costly and complex for mid-sized companies.

Indirect Competitors:
Accounting Firms:
Provide advisory and compliance services but usually lack automation and real-time operational support.

Manual In-House Teams:
Many companies still rely on internal finance teams supported by spreadsheets and disconnected tools.

Key Differentiators of FinCore360:
Seamless integration of automation + human expertise.

Real-time insights and predictive analytics.

Scalable hybrid model tailored to mid-market needs.

Focus on compliance, security, and industry-specific customization.

Hybrid Model (Technology + Human Expertise):
Combines advanced automation with specialized finance professionals, ensuring accuracy, flexibility, and personalized service.

End-to-End Financial Solution:
Covers the full finance cycle—from accounts payable/receivable to reporting and compliance—within a single platform.

Real-Time Data & Predictive Analytics:
Enables proactive decision-making with AI-driven insights and anomaly detection.

Highly Customizable & Industry-Specific:
Tailored workflows and features for verticals such as tech, healthcare, manufacturing, and retail.

Scalable Architecture:
Supports companies from startups to large enterprises, adapting to growth without major disruptions.

Compliance & Security Focus:
Ensures adherence to regulatory standards (e.g., LGPD) with bank-grade encryption and audit trails.

Cost Efficiency:
Demonstrated reduction of up to 40% in financial operational expenses within months of adoption.

Dedicated Customer Success:
Proactive support teams focused on onboarding, retention, and maximizing client ROI.

Revenue Streams and Cost Structure
Revenue Streams:
Subscription Fees (SaaS):
Recurring monthly or annual fees based on the number of users, transaction volume, or company size.

Outsourcing Service Fees (BPO):
Monthly retainers or pay-per-use fees for outsourced financial operations (billing, collections, reporting).

Consulting and Advisory:
Project-based fees for data-driven financial consulting, tax planning, and strategic advisory services.

Integration and Customization:
One-time or ongoing fees for system integrations, custom workflows, and API development.

Premium Support and Training:
Additional revenue from dedicated support plans, onboarding, and user training programs.

Cost Structure:
Technology Development & Maintenance:
Platform development, cloud infrastructure, cybersecurity, and ongoing updates.

Personnel Costs:
Salaries for finance experts, software engineers, sales, and support teams.

Sales and Marketing:
Customer acquisition, partnerships, branding, and lead generation campaigns.

Operational Expenses:
Office infrastructure, tools, legal, compliance, and administrative costs.

Customer Support & Training:
Helpdesk, onboarding, and continuous education resources.

Business Model:
Hybrid SaaS + BPO:
Combines a subscription-based software platform with outsourced financial services, delivering both technology and expert human support.

Tiered Pricing:
Different plans based on company size, service complexity, and additional features (e.g., basic automation to full outsourcing).

Customer Success Focus:
Dedicated teams ensure client onboarding, retention, and value realization to minimize churn.

Channels:
Direct Sales:
Targeted outreach to CFOs and finance leaders through industry events, webinars, and personalized demos.

Strategic Partnerships:
Collaborations with ERP vendors, fintechs, accounting firms, and business consultants.

Digital Marketing:
SEO, content marketing, LinkedIn campaigns, and paid ads focusing on financial automation and outsourcing keywords.

Referral Programs:
Incentives for existing clients and partners to refer new customers.

Key Metrics:
Monthly Recurring Revenue (MRR):
Tracks subscription and service revenue growth.

Customer Acquisition Cost (CAC):
Measures the cost to acquire a new customer.

Customer Lifetime Value (LTV):
Estimates the total revenue expected from a customer over time.

Churn Rate:
Percentage of customers who cancel or do not renew.

Service Level Agreement (SLA) Compliance:
Measures quality and timeliness of outsourced service delivery.

Net Promoter Score (NPS):
Gauges customer satisfaction and loyalty.

Operational Efficiency Gains:
Reduction in client financial operation costs and processing times.

The capital raised will be allocated to accelerate growth and strengthen FinCore360’s market position through the following key areas:

Product Development:
Enhance platform features, AI capabilities, API integrations, and security measures.

Talent Acquisition:
Hire additional finance experts, software engineers, sales, and customer success teams.

Sales and Marketing:
Invest in lead generation, digital marketing campaigns, participation in industry events, and partnership development.

Operational Scaling:
Expand infrastructure, customer support, and onboarding processes to handle increased client volume.

Compliance and Legal:
Ensure adherence to evolving regulations, data privacy laws, and secure certifications.

Research and Innovation:
Explore new technologies and service enhancements to maintain competitive advantage.

Technology Adoption Resistance:
Some mid-sized companies may hesitate to switch from legacy systems or manual processes to an integrated automated platform.

Data Security and Privacy:
Handling sensitive financial data requires robust security; any breach could damage reputation and client trust.

Regulatory Changes:
Frequent updates in tax laws and compliance requirements may necessitate rapid platform adjustments and training.

Market Competition:
Emerging competitors or established players could develop similar hybrid solutions, increasing market pressure.

Operational Scalability:
Rapid growth may strain human resources and support capacity, impacting service quality.

Dependence on Strategic Partners:
Reliance on ERP vendors and fintech integrations may create vulnerabilities if partnerships falter.

Current Status:
FinCore360 has been accepted into [Nome do Programa], a leading fintech acceleration program focused on scaling innovative financial technology startups.

Benefits Gained:

Access to mentorship from industry experts in finance and technology.

Networking opportunities with potential investors, partners, and clients.

Technical support for platform development and scalability.

Guidance on regulatory compliance and go-to-market strategies.

Upcoming Plans:

Participate in demo days and pitch events to attract investment.

Leverage program resources to accelerate customer acquisition and product refinement.

Expand strategic partnerships facilitated by the program network.

Previous Experiences:

Successfully completed [Nome do Programa Anterior], resulting in pilot clients and initial revenue streams.