Carly leads a finance team of two at Apxium Group, a fintech provider that helps accounting and professional service firms across three continents accelerate cash flow by automating receivables, payments, compliance and lending. With more than 350 firm clients and $5B+ in annual invoices processed through its own platform, Apxium's finance function operates at real scale, spanning multiple entities, currencies and regions. Carly's team has built a stack that keeps that complexity manageable, reducing manual reconciliation and giving the business clearer, faster visibility over its numbers.

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Xero. Our core accounting and finance platform, used across our multiple entities. We also run payroll through Xero, keeping the finance and people data in one connected system.

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Mayday. Mayday handles our inter-company and month end requirements. With loans and recharges running between multiple entities every month, it has freed up significant time that used to go into manual reconciliation, letting the team focus on analysis rather than admin.

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Wise. Apxium operates across multiple regions and currencies, and Wise gives us a practical alternative to opening a separate overseas bank account for each one. It is also useful for team members who travel internationally, as well as for local expenses. Receipts can be attached directly to the card transaction, and they upload straight through as a bill in Xero, cutting out a manual step at month end.

Fathom. Fathom is our reporting app of choice. We use it to produce consolidated reports on a monthly and annual basis, as well as for ad hoc reporting periods, giving leadership a consistent, consolidated view across all entities without rebuilding reports from scratch each time.

Claude AI. A recent addition to the stack, Claude has become central to how we approach financial modelling and budgeting. We have used it to completely rebuild our modelling and budget processes, making them faster to update and easier to adapt as the business grows.

Primary. Primary is our treasury platform. It brings all of our bank accounts into a single view and lets us set up automations to track balances, giving the team real-time visibility over cash position across the group without logging into multiple banking portals.