Financial Reporting Services
Wherever financial reports drive decisions, human judgment still wins.
We’ve delivered reports across frameworks. Consistent across analysts and frameworks. Your deadlines aren’t fire drills to us.
Management reports, board packages, regulatory filings, KPI dashboards—financial reporting transforms transaction data into decision-making intelligence. Reporting tools help automate, but they can’t ensure accuracy or interpret results.
Before you outsource anything, we’ll walk through your current operations with you and assess:
Where automation genuinely helps
Where human judgment is required
Whether outsourcing makes sense & how to do it cleanly
The Real Problem
Most teams don’t struggle to have reporting systems. They struggle to produce accurate, timely reports.
Automation generates speed, but it also generates risk
Data quality issues affect report accuracy
Report logic requires ongoing maintenance
Manual adjustments create reconciliation challenges
Deadline pressure creates quality risks
When reports drive decisions, “generated” isn’t the same as “accurate.”
Where Human-Led Operations Still Win
Report Production
Analysis & Commentary
Package Preparation
Regulatory Reporting
Dashboard Support
Your Operations May Be Different—That’s Fine
Most of our client work is bespoke. The categories above reflect our core expertise, but we’re always open to custom requirements. If your operations share the same fundamentals—high volume, real stakes, and the need for human follow-through—we should talk.
What Assivo Actually Does
Assivo provides managed financial reporting operations, with 99.7% accuracy rates, dedicated teams across four global offices, and fixed-price structures aligned to outcomes.
We take ownership of:
Process Design & Documentation
Dedicated, Trained Offshore Teams
Multi-layer Quality Assurance
Clear SLAs, Reporting, & Escalation
Strategic Human-in-the-Loop Governance
Automation scales the work. Humans own the result.
Three principles guide every engagement
Humans where data validation, analysis, and interpretation matter
Automation where report generation and scheduling make sense
Clear ownership when something breaks
Quiet execution. Clear ownership. No surprises.
Why Assivo
Founded in 2017, Assivo applies the rigor of institutional finance and strategy consulting to outsourced operations, with a focus on clear accountability, fixed-price commercial structures, and outcome-oriented delivery. As an independent, privately held firm, Assivo structures partnerships around client priorities, emphasizing continuity, transparency, long-term relationships, and client integrity.
Accuracy-first Execution
Every deliverable passes through multi-layer quality review before it reaches you. We measure in defect rates, not just throughput.
Strategic Human-in-the-Loop Governance
Automation handles volume. Human judgment handles exceptions, edge cases, and the decisions that affect outcomes.
Managed Teams, Not Seat-based Staffing
You get a trained team that learns your processes, not a rotating pool of contractors. Our annual turnover is ~15%—a fraction of the 50% industry average. Continuity drives quality.
Offshore Efficiency, Onshore Standards
Our global teams operate under U.S.-caliber management, documentation, and accountability structures.
Clear Accountability from Intake to Output
One point of contact. Defined SLAs. Transparent reporting. When something goes wrong, you know who owns the fix.
Trusted by America’s Leading Operators
Before you outsource anything, we’ll walk through your current operations with you and assess:
Where automation genuinely helps
Where human judgment is required
Whether outsourcing makes sense & how to do it cleanly