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Finance Industry

IT Solutions for Finance That Deliver Security, Insight, and Control

Financial organizations face increasing cyber risks, tightening regulations, and pressure to deliver accurate, real-time insights, all while keeping costs predictable.

At ProServeIT, we help finance leaders turn technology into a competitive edge, with services built around automation, data protection, and cybersecurity for financial services. Our expertise lets you modernize, secure, and scale your finance operations without disruption. 

Finance Teams Are Reclaiming Time and Driving Greater Impact

With AI tools like Microsoft 365 Copilot, finance professionals are spending less time on manual tasks and more time on what really matters: strategy, insight, and innovation.

90%

of finance professionals say AI helps them save time and focus on higher-value work.

10 mins

is now the average weekly time financial analysts spend on data reconciliation — down from 1–2 hours.

78%

reduction in time spent analyzing financial data, enabling faster insights and decisions.

Source: Microsoft, AI for All: Finance with Microsoft 365 Copilot, 2025.

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Smarter Tech = Lower Risk, Faster Reporting, Greater Compliance

When your finance systems run smoothly and securely, your business stays strong and your clients feel confident. That’s why we focus on more than basic support. With our mix of automation, cloud, and cybersecurity for financial services, we help you: 

Let’s Talk About Your Finance IT Needs
  • Automate financial reporting so your team spends less time on manual work and more time on strategy
  • Protect sensitive data with built-in cybersecurity and compliance solutions 
  • Gain real-time insights using Power BI and analytics tools for better, faster decision-making 

How We Help Financial Companies Succeed with IT

Operational IT:
Stay Secure and Productive

We manage your day-to-day IT, including helpdesk, Microsoft tools and cybersecurity,  so your team can focus on value. Our managed IT for finance keeps data protected and systems running 24/7. 

Innovative IT:
Automate What Matters

From automating finance processes to integrating Power BI, analytics tools, AI, Copilot, and Dynamics 365, we modernize your workflow for real-time insight and compliance. Less busywork, more decision-making. 

Strategic IT:
Plan for Growth & Compliance

We help you build a long-term finance IT roadmap that aligns technology with business goals. That means better forecasting, cost control, and technology that supports both growth and regulatory requirements. 

Featured Customer Story

ReMark: Confident Decisions with a Cloud-First Data Strategy

ReMark was ready to move beyond outdated systems and make smarter use of their data. With help from ProServeIT, they migrated to Azure Synapse and gained faster performance, better scalability, and the confidence to grow with a modern cloud solution.

Read the Full Story

Shift Your Organization's IT Struggles to IT Success

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What IT Looks Like When It Actually Works for Finance

productivity helpdesk logo   CFOs: Make Smarter Decisions, Faster

Your challenges:

  • Accessing reliable, up-to-date financial data is difficult
  • Creating budgets without clear numbers leads to uncertainty
  • Existing forecasting tools don’t provide the accuracy or speed you need

How we help:

  • Power BI dashboards provide immediate access to your most important financial metrics
  • Managed IT services give you predictable, transparent technology costs
  • We protect your financial data, making it easy to deliver secure and confident reporting

Security and protection   COOs: Bring Clarity to the Chaos

Your challenges: 

  • Disconnected systems make handoffs slow and complex 
  • Manual processes take up valuable time and introduce errors
  • Supporting remote or hybrid finance teams securely is tough 

How we help: 

  • Automate key finance and operations workflows, reducing manual steps and speeding up approvals
  • Integrate systems and tools, so your teams always have the right information at the right time
  • Deploy secure, cloud-based platforms and mobile tools to keep everyone connected and productive, wherever they are

Microsoft 365 Support   CIOs & IT Leaders: Build a Future-Ready Tech Stack

Your challenges:

  • Legacy systems slow down innovation and add risk

  • There’s constant pressure to improve security and support compliance

  • Balancing many IT priorities with limited resources is a daily struggle

How we help:

  • Modernize your IT environment with secure cloud solutions and always-on protection

  • Proactive monitoring and managed services keep your systems resilient and your data safe

  • Strategic planning and roadmaps align IT investments with your business goals and growth

Trusted by Leading Financial Organizations

You're in good company! These companies trust us with their IT solutions.
CPA Logo BW
Meridian Logo - BW
Canadian Investment Regulatory Organization Logo - BW
KSM Logo BW
Costal Community Bank Logo BW
Epic Investment Services Logo BW
S+C Partners LLP Logo BW
OSBIE
Pacifice Blue Cross Logo BW
MSI Logo BW

Ready to Audit Your IT Strategy?

Finance moves quickly, and your IT needs to deliver reliable security, insight, and control. If your team is facing outdated systems, compliance worries, or unpredictable IT costs, we can help.

Let’s talk about how to:

  • Simplify and automate financial processes

  • Strengthen your cybersecurity and compliance

  • Modernize your technology without disrupting your day-to-day operations

Fill out the form to connect with one of our finance IT specialists.

Finance Industry Technology

Frequently Asked Questions

These are some of the most frequently asked questions. If your questions are not addressed here, please contact us at cloud@proserveit.com. 

 

What are the top IT challenges for finance organizations?

Finance teams often deal with fragmented systems, manual reporting, and growing cybersecurity risks. ProServeIT modernizes your environment with secure cloud, reporting automation, and AI-powered security tools.

How can IT reduce risk and compliance burden?

Automating reporting, securing sensitive data, and providing audit-ready solutions minimizes risk and simplifies compliance. Our clients regularly see reduced audit times and fewer errors.

How can IT help finance teams automate manual reporting and reconciliation?

Modern IT solutions like Power BI and Microsoft Copilot for Finance automate financial reporting, reduce manual data entry, and speed up reconciliations. This saves time and improves accuracy for finance teams.

What cybersecurity threats should financial organizations be most concerned about?

Finance companies are top targets for phishing, ransomware, and data breaches. ProServeIT uses advanced security tools, multi-factor authentication, and real-time monitoring to keep your financial data safe.

How does managed IT reduce costs for finance departments?

Managed IT services give you predictable monthly costs, reduce downtime, and eliminate the need for multiple vendors. This helps finance teams avoid surprise expenses and stay within budget. 

What are the benefits of moving finance systems to the cloud?

Cloud solutions give you secure access to your data and applications from anywhere, support remote work, and offer built-in backup and disaster recovery. All are essential for modern finance teams.

How do you protect sensitive financial information from cyber threats?

We use layered cybersecurity, including encryption, endpoint protection, secure cloud platforms, and continuous monitoring, to keep your financial data protected against evolving threats. 

Can automation tools really improve financial forecasting and budgeting?

Yes. Automation and AI tools like Power BI and Copilot provide real-time dashboards, trend analysis, and scenario planning to make forecasting and budgeting faster and more accurate.

What does a finance-focused IT roadmap look like?

A good IT roadmap aligns your technology investments with business goals, focusing on cost control, risk management, compliance, and scalable solutions that grow with your company.

Why choose ProServeIT for finance industry IT solutions?

We combine deep financial expertise with proven technology experience. Our team knows the compliance, security, and reporting needs of finance leaders, and we deliver tailored solutions,  not generic IT support.

What makes ProServeIT different?

With over 20 years of experience, we combine deep technical expertise with finance industry know-how. Our focus is on security, compliance, and measurable business impact, not just IT support. We understand the unique challenges of finance leaders and deliver tailored solutions that help you grow with confidence.