We run your finance back office,
Accounting, insurance operations and automation for businesses that have outgrown spreadsheets and overloaded finance teams. Cuboid takes ownership of recurring workflows: bookkeeping, payables, reconciliations, month-end close, bordereaux and policy administration, running inside the systems you already use.
This work doesn’t grow your business.
But skipping it stalls everything.
Every invoice, every bank line, every month-end, every bordereau: the work is unavoidable, but it's not what your team should be spending their time on. Hiring for it is slow and expensive. Offshoring it usually means error-prone ticket queues.
Cuboid is the third option: a dedicated team that knows your business, plus automation that removes most of the manual work.
One operating partner. Three layers ofsupport.
Finance operations as your core, insurance operations for delegated authority, and automation to rebuild manual spreadsheets. Most clients start with a diagnostic health check or a fixed-price cleanup project.
Finance operations
Bookkeeping, payables, reconciliations and month-end close, run inside your accounting system, with a second reviewer on everything.
Insurance operations
Bordereaux, premium and commission reconciliations, and policy admin support for MGAs and agencies, done under your licence.
Automation & reporting
The workbook your business runs on rebuilt as a system, turning documents into clean data and keeping dashboards current.
From rating workbooks to a tested rating engine
A Canadian commercial-lines MGA priced its business in Excel workbooks. We rebuilt the rating logic as a tested engine and a web application around it.
NetSuite · SAP · QuickBooks · Xero
We work inside your systems: nothing to migrate, nothing new to learn.
Start with a Finance Health Check or MGA Operations Audit.
Get a clear operational scorecard of your reconciliations, backlog and reporting bottlenecks before committing to monthly operations.
How it works
A fixed-price start first. Automation second. Then daily operations with a second reviewer on everything, and a weekly report on what was done.
- 01Diagnostic
Health check or fixed-price cleanup
We start with a diagnostic review or fix the immediate pain first: a backlog, an overdue reconciliation, or a carrier deadline, starting with read-only access.
- 02Automate
We automate the repetitive work
Capture, matching and posting standardized for your exact systems, and checked by two people before anything touches your records.
- 03Operations
We run it, you review it
A monthly package for your volume: a named lead, a second reviewer on everything, and a weekly report on what was done.
You keep control.We take the work.
- Your systems stay exactly as they are: we work inside them, under your access controls.
- Every deliverable passes a second reviewer before it reaches your records.
- A named lead who knows your business, not a rotating ticket queue.
- A fixed price to start, then a monthly fee for your volume. No hourly billing.
- Your data stays in your systems. If you leave, everything stays with you.
Tell us what’s slowing your teamdown.
An accountant, not a salesperson, replies within one business day with a straight answer on whether we can help, what the first project costs, and when we could start.