FLORA needed a scalable financial foundation to keep up with its creative growth

After powering campaigns for brands like Netflix, NBCUniversal, and Lionsgate, FLORA was scaling faster than its financial infrastructure could handle. New clients, expanding R&D projects, and complex vendor workflows were putting serious strain on a lean team built for speed.

Behind the scenes, the day-to-day finance work — bookkeeping, bill pay, tax prep, and reporting — had become a major time sink. Disconnected tools and manual processes slowed down growth and blurred the company’s financial picture.

“We were moving fast on every front, but our back-office finances were holding us back.” says Weber Wong, FLORA’s Founder & CEO. “Our systems just weren’t keeping up with how quickly we were scaling.”

The cracks were clear: transactions needed review, R&D credits weren’t being captured, and leadership lacked real-time visibility across accounts.

To regain focus, FLORA needed a partner who could take the entire financial back-office off their plate — without sacrificing accuracy or control.

They specifically needed an end-to-end solution that could:

1. Consolidate and clean historical data
   Years of financial data had been managed across multiple systems, leaving inconsistencies in how transactions and expenses were recorded. FLORA needed a team that could audit and reconcile their books, ensuring clean and accurate financial statements moving forward.
   
   
   

2. Automate bookkeeping and bill pay workflows
   Manual invoice reviews and payment approvals were slowing down operations. The team needed a modern, automated bill pay system that ensured vendors were paid on time — with full visibility and oversight.
   
   
   

3. Capture R&D tax credits accurately
   As an AI company investing heavily in research and development, FLORA wanted to ensure they were taking full advantage of every eligible R&D tax credit. But incomplete tracking and documentation made that process risky and inefficient.
   
   
   

4. Deliver reliable, investor-ready reporting
   With ambitious growth plans and ongoing investor conversations, FLORA required accurate monthly reporting and insights to guide strategic decisions — without adding an in-house accounting team.
   
   
   

Fortunately, they found the ideal solution in Haven. By partnering with Haven, FLORA gained a complete outsourced finance and accounting team dedicated to automating their creative agency’s back office.