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Your finance operations, automated.

Financial data, reconciliation, safeguarding and journals, connected. AI automation where you want it. Control where you need it. Always with human support.

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    Built side by side with global finance teams

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    Go live in 24 hours. Save time and money while improving financial data accuracy.

    98%

    reduction in reconciliation time

    50%

    faster month-end close

    35%

    quicker audit cycles

    55%

    improvement in data accuracy

    300

    hours saved per month

    1st

    year positive ROI

    24h

    to go live

    Contract signed

    Deploying

    Go live

    Book a demoB

    What do you get with Aurum FinanceOS?

    Financial operations with centralised control, cleaner data, powerful automation & unprecedented clarity

    New Import Screen

    Spend less time on manual data work

    Transform data from any source, regardless of format or structure. AI suggested expressions and custom tables replace hours of spreadsheet work. Start with clean, reliable data.

    Explore Data Automation
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    Create Connection Screen

    Centralise your financial data in one platform

    Every system, provider and account in one place. See your full position each day without switching tools. A single source of truth for your financial operations. 

    Explore Integrations
    Creating Reconciliation Matching Rule Screen

    Reconcile accounts and transactions automatically

    Cut configuration time. Set up deterministic matching rules with AI suggestions and reconcile transactions n-way in seconds. Validate balances, flag discrepancies, and keep ledgers updated.

    Explore Automated Reconciliation
    Wood Background
    Control Mapping Screen

    Stay compliant with tight safeguarding controls

    Automatically confirm balances cover client liabilities, and ensure fund segregation. Turn safeguarding rules into daily controls, with breaks auto-routed to owners. Generate regulatory reports from live data in one-click.

    Explore Control Centre
    Stone Background
    Journals Template and Explorer Screens

    Keep ledgers clean with automatic journal entries

    Map and post journal entries to your ERP automatically. Get audit-ready ledgers while cutting calculation errors and the manual work that slows down your team.

    Explore Journal Automation
    Exceptions and Chat Screens

    Speed up month-end close

    Run reconciliations on a schedule for a faster close. Track statuses in one view and resolve exceptions in a click. Backed by a full audit trail.

    Boreal Sky Background
    Data Workflow and AI Agent Chat Screen

    Automate Accounting Workflows

    Turn natural language instructions into time-saving workflows. Aurum pulls data from documents, AgentOne transforms and applies your deterministic logic before drafting or auto-posting entries.

    Build Workflows
    New Report and Schedule Screens

    Enterprise-level reporting, easy setup

    Build, tailor and schedule dashboards and reports without technical knowledge. Track KPIs and trigger threshold alerts with links back to the corresponding view.

    Your first 30 days with Aurum

    Switch to Aurum
    Day 1Go live
    Connect your data sources
    Map your accounts
    Invite your team
    Day 5Set it up
    Create workflows & deterministic matching logic (AI-assisted)
    Establish approval processes
    Structure your journals
    Day 30Enjoy
    Journals posted to your ERP
    AgentOne AI ongoing improvement suggestions
    Reconciliation & month-end automated

    Professional Services

    Our team, now an extension of yours

    Our Finance and Business Consultants work side by side with global finance teams across more than 15 industries. They can help you connect your systems, design financial workflows, automate the ones that work for you, apply proven approaches, configure and implement Aurum around the way your business operates, and roll out AI automation across your team.

    Aurum Sales and Marketing team
    • Design and implement financial processes
    • Roll out AI workflow automation
    • Team training and enablement
    • Systems integration and data warehouse setup
    • Migration from your existing finance tools
    • Customise Aurum to your specific needs

    Integrations

    6,000+ integrations and counting

    Connect any data source including bank feeds, PSPs, ERPs and non-API systems in seconds. Aurum’s ETL prepares the data automatically.

    Customer Support

    In-house human support, by chat or phone

    4.6 stars on Trustpilot
    15 industries with experts
    27 minute average response time
    87% of all support cases are resolved within 1 day
    LCKY Group Logo

    “We have been interacting with Aurum’s customer support for several months now, and their service has been nothing short of exceptional. Every time I’ve reached out, the response has been impressively quick and incredibly efficient.”

    Matthew Abela

    Matthew Abela

    Senior Financial Controller

    Wall of Love

    "Therapeutic" — Jo Potter, Head of Accounts Operations at Fexco Property Services

    Fexco Property Services

    “How I’d describe Aurum is, therapeutic, systematic and easy-to-use. It leaves me with no doubt that it gets the job done.”

    Jo Potter

    Head of Client Accounts Operations at Fexco Property Services

    5.0

    “I like the simplicity of how to use the platform and how to navigate between reports. It allows me to access the information that I need quickly. It is perfect for managing our reconciliation and is excellent value for money as a service.”

    Ashley M.

    RPA Developer at Busy Bees Nurseries

    Moneybox

    “Generating our CMAR reports directly within Aurum is a huge benefit because accuracy is assured, with the intel coming from just one trusted source instead of various different places.”

    Adam Burgess

    Adam Burgess

    Senior CASS Associate

    Client Survey

    “I’m very satisfied with Aurum. They’ve already implemented three processes for me, and the more I use their solutions, the more I realise how much time they save. The team members are highly competent, responsive, and always willing to find the best and most efficient solutions. I’m really looking forward to starting my fourth project with them.”

    Sara Dall'Ara

    Sara Dall'Ara

    Financial Accountant at Loveholidays

    Buster + Punch

    “Aurum has absolutely saved people hours – it has definitely saved time without a doubt”

    Fraser Mackenzie

    Fraser Mackenzie

    Chief Technology Officer

    5.0

    “Very positive. It's efficient [...], user friendly, and support was excellent. It reconciles large volume of transactions easily and allows batch reconciliation. Customer support is excellent and very obliging.”

    Tom W.

    Financial Accountant at National Transport Authority

    AvaTrade

    “It's going to save us a million [euros].”

    Azizeh Headshot

    Azizeh Mohammadzadeh

    Treasury Analyst and Finance Operation Manager

    5.0

    “Fabulous experience. From software to sales to Tech support and customer service Aurum Solutions hits the spot every time. Simplicity of day-to-day activities and the presentation of data is brilliant. Support team are always fantastic and resolve any issues swiftly and accurately.”

    Alexander S.

    Bookkeeper Administrator at Savills

    Stonegate Group

    “I don’t think anything could have gone better for us. We achieved exactly what we wanted and more. My team loves it.”

    Dave Ross

    Dave Ross

    CFO

    As seen on
    Latest Awards
    Thames Valley Chamber of Commerce Business Awards 2026Employer of the year
    Shortlisted

    Security

    Built with enterprise-grade security

    Industry-leading safeguards secure your data, govern AI, and protect your financial reporting integrity.

    Encryption

    Your data stays locked up, both in transit (TLS) and at rest (AES-256).

    Access controls

    Control exactly who sees what with role-based permissions.

    Audit logs

    Every action is logged, so you’re always in the know.

    Compliance

    ISO 27001:2022 and FSQS certified, plus GDPR compliant.

    Deployment

    Choose between on-prem, private cloud, or SaaS deployment.

    Enterprise support

    Hands-on forward deployed support and tailored SLAs to meet your enterprise needs.

    15+ industries,
    global experience

    Our experts deliver 20+ years of financial experience side by side with your team from day one, from troubleshooting to best practices.

    Desk with calculator and book
    Desk with calculator and book
    Accounting Icon

    Accounting

    Automate reconciliations, client financial workflows, and reporting to reduce manual work and improve accuracy.

    Latest from Aurum

    Resources, News, Events and Customer Stories

    Frequently Asked Questions

    Our office hours are 09:00 – 17:30 (GMT) Monday – Friday; however, we encourage all enquiries to be sent at any time so that we can reply to you as soon as possible.

    Our headquarters are in Reading, United Kingdom, and we also have an office in Braga, Portugal.

    We aim to respond to all enquiries within 24 hours during business days.

    You can contact us about product demos, pricing, partnerships, press enquiries, career opportunities, and general questions about our platform.