Skip to main content
Welcome to Deloitte
If we have selected the wrong experience for you, please change it above.

Finance Operate services

Integrating top talent, advanced AI and scalable capability to meet your end-to-end operational needs across finance, tax and accounting.

Download overview
Submit RFP

Operate your finance function of the future.

Finance leaders feel the pressure to streamline operations, respond to regulatory changes, and embed AI across their functions—but this requires specialist experience, advanced technology, and ongoing execution capability. It’s hard to build and manage internally, especially while running day-to-day operations.

Through Finance Operate services, Deloitte helps embeds continuous advantage by integrating top talent, advanced AI, and time-tested methodologies delivering end-to-end operations across your finance value chain. We are a leader in both transformation and ongoing operations—achieving measurable outcomes with speed and scale.

The result? A finance function that doesn’t just run efficiently—it drives competitive advantage, unlocks strategic capacity, and positions your organization to capitalize on what's next.

Challenges

Scarcity of specialist talent

Organizations struggle to hire, train and retain specialist, in-demand talent across finance, tax and accounting domains. They need access to external talent on-demand to unlock greater internal capacity to support their business more strategically.
Read more

Pressure to embed emerging tech

Emerging technologies, like Agentic AI, are supercharging the pace of change. Businesses need to look beyond the automation of narrow and static finance processes to holistic finance function transformation. But how and where do they start?
Read more

Flexibility and speed to deliver

Organizations are looking for flexible service capability that scales with business demand and accelerates time to transformation. They seek service providers who offer hybrid delivery models with a mix of global, regional, and local capabilities that support multi-regional operations.
Read more

Trying to innovate beyond BAU operations

It is difficult to build and transform internally while running day-to-day operations, especially when working on tight budgets and reduced headcounts. Businesses require the technical ability and agility to innovate, while still delivering the same level of business-as-usual (BAU) continuity.
Read more

One-size solutions do not fit all

Demand for more innovative, verticalized industry/sector-specific solutions is increasing. And, gone are the days of rigid SLA-led agreements. Organizations are increasingly exploring more dynamic service agreements based on measurable business outcomes and value.
Read more

Expanded strategic scope

Looking beyond traditional Record-to-Report, Order-to-Cash, and Procure-to-Pay capabilities, businesses now seek end-to-end managed solutions supporting higher value and more complex finance domains like tax compliance, internal audit, and financial planning and analysis.
Read more

Finance Operate services

Financial planning and analysis

Increase efficiency of planning/ forecasting to fuel decision-making and unlock strategic capacity.

Find out more

Business unit (BU) finance

Engage specialized finance experience in helping optimize pricing, R&D, sales and supply chain.

Find out more

Finance operations

Reinvent and automate operational processes – OTC, P2P, and more.

Find out more

Controllership

Streamline technical accounting to accelerate closing cycles and enhance external reporting to boost compliance.

Find out more

Internal controls and internal audit

Augment assessment of internal controls, review of enterprise risk and compliance, including assurance and readiness for AI adoption.

Find out more

Treasury

Helping optimize cash management to reinforce compliance and reduce risk.

Find out more

Tax

Drive greater value through tax, while maintaining quality and transparency.

Find out more

Investor relations

Build stakeholder trust through transparent investor communication and engagement.

Find out more

Data and technology

Maintain, monitor, and optimize finance technology and master data management.

Find out more

You can access services through:

Strategic finance capacity

Deliver ongoing analysis and insights utilizing Deloitte-owned IP, assets, and our network of finance, accounting, tax, and assurance specialists.

Find out more

Finance-as-a-service

Deliver value-driven, ongoing services—across all finance domains including accounting and tax—leveraging specialized talent and advanced technology.

Find out more

Build-Operate-Transform-Transfer

Provide a hybrid shared service alternative leveraging market-leading experience to stand-up, stabilize, transform, and eventually transition a finance delivery center.

Find out more

Captive optimization

Rebadge captive resources, modernize operations with AI / agentic solutions to drive enhancement and digital adoption across the function.

Find out more

News & Insights

Agentic AI: Orchestrating Intelligent Operations

Organizations are increasingly looking to next-generation managed service providers to orchestrate Agentic AI programs and move from isolated automation pilots to long-term enterprise-wide business transformation.
Perspective
5 minute read

Deloitte Finance Trends 2027: Shaping the next era of stakeholder value

Tax and finance leaders are focused on data, compliance, cost management, automation and AI, and finding their optimal resource mix—a balance between outsourcing, shared services, and core tax functions.
Article
Deloitte Finance Trends 2027: Shaping the next era of stakeholder value

2025 Tax Transformation Trends

Tax and finance leaders are focused on data, compliance, cost management, automation and AI, and finding their optimal resource mix—a balance between outsourcing, shared services, and core tax functions.
Research

Finance, Tax, and Payroll alignment gap

Deloitte’s survey of 1,300 finance and tax leaders explores how misalignment across Finance, Tax, and Payroll can create compliance risk, hidden cost, and barriers to better decision-making. 
Explore our thinking

  • Finance Operate in action

    Case study: Global asset management company

    Helping strengthen an asset management firm’s finance and tax operations to drive business expansion.

    Read the full story

  • Finance Operate in action

    Case study: Global energy operator

    Improving nearshore finance operations for a world leading energy operator.

    Read the full story

Deloitte is a global leader

Deloitte is recognized as a Leader in the Gartner® Magic Quadrant™ for Finance and Accounting Business Process Outsourcing (BPO) for the third year in a row!

Read more
Deloitte is recognized as a Leader in the Gartner® Critical Capabilities for Finance and Accounting Business Process Outsourcing

Read more
Deloitte ranked No. 1 Consulting Service Provider worldwide by revenue in 2026 Gartner® Market Share report for ninth consecutive year

Read more
Deloitte has been recognized as a Leader in the ISG Provider Lens®: Finance and Accounting Outsourcing (FAO) Services 2025 across all four quadrants—3 years in a row!

Read more
Deloitte is positioned as a Leader in the inaugural Everest Group Application Management Services PEAK Matrix® Assessment 2025

Read more

Leader

Recognized by industry analysts

40,000+

Finance Operate practitioners globally

120,000+

Operate multidisciplinary practitioners

Scaled

Global Delivery Center Network

Meet our leaders

Dave Turk

Dave Turk

Global Finance Operate Leader
416-775-7169
Christopher Roberge

Christopher Roberge

Tax & Legal Operate Leader, Deloitte Asia Pacific
Isabelle Dassier

Isabelle Dassier

Deloitte Global Assurance Operate Leader
+55 11 96470 1694

Let's connect

Note: The services and experiences described herein are intended to demonstrate Deloitte's experience and capabilities in these areas, however, due to independence restrictions that apply to audit clients (including affiliates), Deloitte is unable to provide certain services based on individual facts and circumstances. Therefore, the experiences and descriptions would not apply to services to audit clients.

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited (“DTTL”), its global network of member firms, and their related entities (collectively, the “Deloitte organization”). DTTL (also referred to as “Deloitte Global”) and each of its member firms and related entities are legally separate and independent entities, which cannot obligate or bind each other in respect of third parties. DTTL and each DTTL member firm and related entity is liable only for its own acts and omissions, and not those of each other. DTTL does not provide services to clients. Please see www.deloitte.com/about to learn more.

© 2026. For information, contact Deloitte Global.