AI-Driven FaaS Solutions

Going beyond traditional finance and accounting outsourcing, our FaaS solutions combine the best of both worlds— our cutting-edge technology platform, Easby®, and our team of experienced finance, accounting, tax, and related technology professionals. With the best people, systems and practices in place, we position our clients for business success. Our system of engagement, Easby, enables you to manage all of your finance, accounting, and tax activities in one place. Leverage an AI enabled technology platform to help connect your people, process, technology, organization and data.

Features of Easby

Easby isn't just another system to learn; it's the only system you need to access your financial dashboard, financial and management reports, transactional details, and to process and approve accounting transactions.

Dashboard

High level view of your KPIs numerically and graphically. Comparison to Plan, Prior Year & Prior Period.

Reporting

View routine financial, management, and functional reporting.

Transactions

View Status of your Transactional Details including Audit Trails, Coding, Approvals, and Supporting Documents

Tasks

Work the transactional tasks that have been assigned to you

Get Set Up in No Time

ROSE will configure your Easby Solution during our Onboarding process. 

No technical skills required - it's Easby!

Easby AI Virtual Assistant

Looking for instant answers using your own financial data? Easby’s AI-powered Virtual Assistant delivers real-time responses using your company’s actual transaction and support ticket data.

Key Performance Indicators (KPIs) are easily visible

  • Visualize KPIs and key financial health metrics in near real time.
  • Turn data into interactive insights, prioritize the KPIs that are important to you
  • Access your full financials directly in Easby—no more relying static financials.
  • Gain an in depth understanding of your data for better and more meaningful insights and decision making

Easby Goes Mobile!

We are excited to introduce the Easby® mobile app, designed to bring seamless finance and accounting management to your fingertips. The Easby® mobile app allows users to manage their finance and accounting tasks anytime, anywhere. It offers real-time access to financial reports, dashboards, and key performance indicators. Users can also approve transactions, payroll, and invoices on the go. 

Getting started with ROSE®

Experience the difference that our expert professionals and leading-technology can make.

Schedule a Call

A quick introductory call can give you the information you need to determine what's possible with FaaS.

Assess Your Needs

Assess your options and determine whether you require a comprehensive solution or simply need to fill in the gaps where your existing team and systems need support.

Implement Your Solution

Implement your solution with a seasoned team of experts who not only execute your solution but also provide ongoing support month in and month out.

Get Set Up in No Time

ROSE will configure your Easby Solution during our Onboarding process. 

No technical skills required - it's Easby!

Access to Your Financial Information Has Never Been this Easy

Through Easby, you can easily access all your financial information and perform tasks in one location, anytime, anywhere—giving you the financial clarity you need to make sound business decisions.

  • View your Dashboard to monitor and compare key performance indicators (KPIs) against your goals and prior periods
  • Access financial, management and functional reporting
  • View monthly financial packages and historical transactions
  • Approve bills, payroll and billing
  • Authorize and issue payments and mor

The Benefits of Easby

  • Delivers a high-level dashboard of your KPIs numerically and graphically including predictive capabilities
  • Cost-effective — saving approximately 30 to 60 percent of what it would cost to manage these processes internally
  • Process accounting transactions electronically or manually
  • Provides transactional details for payables, payments, payroll, billing, cash receipts including full audit trails and supporting documentation
  • 24/7 access to near real-time financial information
  • Minimizes compliance-related risks
  • Increases efficiency

Industries We Serve

Saving government contractors time and money while maintaining compliance.

Empowering nonprofit organizations to achieve more with less. Ensuring they have access to qualified staff at all levels.

Technology and SaaS companies have unique issues around cash, subscription, R&D and equity management. Proper accounting for R&D projects is required for R&D credits.

Helping companies set-up correctly from the start and avoid roadblocks during the critical early stages.

Accounting for projects is critical to properly manage profitability for service based organizations. Contract variations including fixed fee, T&M, and cost types create complexity for billing, revenue recognition, and profit management.

ROSE is committed to the international market and to helping the U.S. ventures of our international clients succeed.

In Our Client's Words

Read what our satisfied clients have to say about their experiences with us. Your success story could be next!

Rose Financial Solutions Empowers Fractional CFOs and CPA Firms to Support Clients with Scalable, AI-Enabled Financial Infrastructure

September 4, 2025
Rose Financial Solutions (“ROSE®”), a pioneer in Finance as a Service ( FaaS ), today announced new strategic partnerships designed to empower fractional CFOs and CPA firms to support clients with scalable financial infrastructure. Through alliances with Apex Finance Solutions, CFO Advisory DC, CTM Partners, and Rubino & Company , ROSE is expanding access to scalable, AI -enabled solutions that simplify financial operations and amplify the value advisors deliver to growing businesses. “Fractional CFOs and CPA firms are critical growth partners for businesses, but they shouldn’t have to build financial infrastructure on their own,” said Ted Rose, President, CEO, and Founder of ROSE . “With these partnerships, we’re giving them access to enterprise-grade tools that drive efficiency, scalability, and insight—so they can remain focused on their most important role: trusted advisors.” At the center of these partnerships is ROSE’s Finance as a Service ( FaaS ) model, which integrates People, Process, Technology, Organization, and Data . This framework simplifies back-office operations while empowering financial leaders with real-time insights, audit-readiness, and proactive decision-making . All four partners now gain access to Easby ® , ROSE’s AI-powered, enterprise-grade automation platform that seamlessly integrates with accounting systems to transform financial data into actionable intelligence. Meet the Partners Apex Finance Solutions : Guides high-performing entrepreneurs with executive-level financial leadership. With Easby®, Apex enhances its strategic advisory capabilities through real-time data insights. CFO Advisory DC : Brings a global perspective from private equity, impact investing, and strategy consulting. Easby strengthens its ability to deliver operational excellence and scalable growth strategies. CTM Partners : Specializes in driving scalable growth and operational efficiency through financial leadership. By leveraging ROSE’s FaaS model, CTM expands client visibility and decision-making agility. Rubino : A Maryland-based CPA firm delivering audit, tax, and CFO consulting expertise (through their CAS – Client Accounting Services). By integrating Easby, Rubino enhances compliance readiness while delivering deeper client insights. “This is just the beginning of our CFO and CPA partner network buildout,” added Rose. “Our goal is to ensure every growth focused organization in the nation has access to the same level of sophistication and scalability as enterprise finance teams—without the cost or complexity. Our nationwide network will reshape the way financial leaders deliver trusted, data-driven advisory services.” About Rose Financial Solutions ROSE is a leading provider of Finance as a Service (FaaS – next generation of finance and accounting outsourcing) , helping businesses simplify financial operations by aligning People, Process, Technology, Organization, and Data . Its enterprise-grade AI-enabled automation platform, Easby® , transforms financial data into actionable insights, enabling companies to scale with confidence and agility. With ROSE and Easby, organizations achieve audit readiness, operational efficiency, and data-driven decision-making—redefining the future of finance and accounting. To learn more about how ROSE and Easby® can transform your financial operations, visit www.rosefinancial.com and www.easby.ai . Ready to empower your firm with enterprise-grade financial infrastructure? Contact us today to explore partnership opportunities.

ROSE Report: Transforming Accounting into a Growth Engine

By Ted Rose • August 29, 2025
Issue 98 - Transforming Accounting into a Growth Engine

ROSE Insights

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