About Pecunia

Our Mission

At Pecunia, we believe that financial consulting firms should spend their time advising clients—not wrestling with manual processes and administrative overhead.

Founded by former financial consultants and enterprise software engineers, we built Pecunia to solve the operational challenges we experienced firsthand. We understand the pressure of managing multiple clients, maintaining compliance, and delivering accurate work under tight deadlines.

Our custom-built solutions were designed from the ground up to automate the workflows that consume valuable hours every day—client onboarding, document management, reporting, approvals, and data integration. By eliminating these bottlenecks, Pecunia enables firms to scale efficiently, increase profitability, and deliver exceptional client service.

Why Pecunia is Different

Built for Financial Firms, Not Adapted

Generic workflow tools force you to bend your processes to fit their limitations. Pecunia was purpose-built for the financial consulting industry. We understand your regulatory requirements, data security needs, and the complexity of managing multiple client engagements.

Right-Sized for Growing Firms

Enterprise platforms are overkill and overpriced for firms. Consumer tools lack the security and sophistication you need. Pecunia is designed specifically for your size—powerful enough to handle complex workflows, flexible enough to adapt as you grow.

Implementation That Actually Works

We've seen too many automation projects fail due to poor implementation. Our team includes former financial consultants who understand your operations. We guide you through setup, training, and optimization to ensure rapid time-to-value.