What we do

Three
kinds
of
work.
One
team.
Your
systems.

We take over recurring finance and insurance operations and run them inside the systems you already use. Every engagement starts with a fixed-price project.

Financial operations team collaborating on bookkeeping, AP and reconciliation workflows
01

Finance operations

Your books, payables and close, run for you.

For companies with a finance team of one to five people.

Fixed-price starts
  • Finance Health Check
  • Books brought current
  • AP backlog cleared
Monthly packages
  • Essentials
  • Operations
  • Intelligence
Insurance operations professionals reviewing carrier reporting and bordereaux schedules
02

Insurance operations

Bordereaux, reconciliations and policy admin, run for your MGA.

For MGAs, coverholders, program administrators and agencies.

Fixed-price starts
  • MGA Operations Audit
  • Next carrier deadline met
  • Reconciliations brought current
Monthly packages
  • Reporting
  • Insurance Finance
  • MGA Back Office
Specialist turning manual spreadsheets and PDF documents into automated data pipelines
03

Automation & reporting

If your business runs on spreadsheets, we’ll turn the process into a system.

Usually for clients whose operations we already run.

Projects and services
  • Workbook rebuilt as an application
  • Document processing
  • Migrations and integrations
  • Dashboards kept current

Questions we get asked

What does Cuboid Business Solutions do?

We run recurring back-office work for two kinds of business: finance operations (bookkeeping, payables, reconciliations and month-end close) for companies with a small finance team, and insurance operations (bordereaux, premium and commission reconciliations, policy administration support) for MGAs, coverholders and agencies. We also rebuild fragile spreadsheets as tested applications.

Where is your team based?

Our team works from India. For clients in the United States, Canada and the United Kingdom, most of the work happens while your office is closed, so it is ready when your day starts.

Do you replace our accounting software?

No. We work inside the systems you already use, NetSuite, SAP, QuickBooks, Xero and the rest. There is nothing to migrate and nothing new for your team to learn.

How do we start?

With a fixed-price project that fixes the problem in front of you, a backlog, a late bordereau, an overdue reconciliation, or a paid pilot on your own data. Access is read-only to begin with.

How is Cuboid priced?

After the first project, a monthly fee covers an agreed volume, invoices, bank accounts, entities or bordereaux, with a per-unit rate above it. No hourly billing.

Do you prepare tax returns?

No. We don’t prepare tax returns or give tax advice. We hand your tax preparer clean, reconciled books.

Is Cuboid SOC 2 or ISO 27001 certified?

Not yet. Cuboid doesn’t hold SOC 2 or ISO/IEC 27001 certification, and our readiness work is internal. Our email, files and working documents are held in Google Workspace, whose infrastructure Google independently certifies to SOC 2 and ISO/IEC 27001.

How every engagement works

  1. 01 · Diagnostic

    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.

  2. 02 · Automate

    We automate the repetitive work

    Capture, matching and posting standardized for your exact systems, and checked by two people before anything touches your records.

  3. 03 · Operations

    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.