Case Study: Finance Box achieves consistent, automated finance operations and confident compliance with Senta

Finance Box - Customer Case Study

Finance Box, a growing practice of 12 people with sites in Canary Wharf and the South Coast, needed slick, efficient systems to deliver timely management reporting, forecasting and compliance while keeping services consistent as the team scaled. To organise everything from onboarding and internal training to credit control and anti‑money‑laundering checks, Finance Box chose Senta’s practice management platform as its central hub.

Senta was implemented as the firm’s workflow and automation engine — linking natively to Xero, Companies House and GoProposal, providing templates, staged tasks and file‑note evidence for AML. The result is the “Finance Box Standard”: consistent client service, automated reminders for tax and payments, easier onboarding and documented compliance, giving the leadership confidence to delegate work and scale operations while reducing compliance risk.

Finance Box

Steven Case

Chief Executive Officer