Achieve More with Financial Confidence

ROSE® is a leading Finance as a Service (FaaS) provider, simplifying back-office operations by aligning People, Process, Technology, Organization, and Data. Our cutting-edge system, Easby®, is an enterprise-grade, ai-enabled, hyper-automation system of engagement that transforms data into actionable insights to enhance financial performance. Our clients unlock their potential and achieve sustainable financial success with ROSE and Easby, the future of FaaS.

Trusted by clients like you for 30 years.

The ROSE® Difference

Trusted Advisors.

Our dedicated CFOs and finance managers provide superior financial guidance to our clients—and serve as their trusted advisors, providing key financial insights and recommendations that result in improved financial performance.

Industry Pioneers.

Most finance and accounting outsourcing firms are years behind in building the systems and best practices we’ve been developing and delivering to clients for decades. Today we’re leading the charge in Finance as a Service (FaaS), bringing highly qualified people that are supported by technology guardrails, proven processes, a coordinated organization, and the data required to leverage AI.

Cost Effective & Scalable.

Through our AI-enabled, advanced cloud-based platform, we’ll ensure you have access to a cost-effective and scalable financial infrastructure, including people, saving you approximately 20 to 50 percent of what it would cost to manage these processes internally.

ROSE’s 3 Step Process to Decision-Ready Finance


Starting with your Financial System Readiness Assessment

Step 1: Take Your ROSE Financial System Readiness Assessment and Receive Your Readiness Index

Step 2: Meet with a ROSE Professional to Discuss Your Results

Step 3: Build Your Long-Term Financial Readiness Plan

ROSE’s 3 Step Process to Decision-Ready Finance


Starting with your Financial System Readiness Assessment

Step 1: Take Your ROSE Financial System Readiness Assessment and Receive Your Readiness Index

Step 2: Meet with a ROSE Professional to Discuss Your Results

Step 3: Proceed with Full or Partial ROSE Financial System Readiness Review to Develop Your Long-term Roadmap and Ongoing Finance as a Service Support Plan

Working Seamlessly With Your Existing Accounting Software

Stay Informed. Stay Compliant. Stay Ahead.

By Ted Rose June 25, 2026
By TED ROSE , ROSE FINANCIAL SOLUTIONS
By Ted Rose June 24, 2026
ROSE Marks a New Milestone in a 30-Year Journey of Building Financial Infrastructure for Growing Organizations NORTH BETHESDA, Md., June 24, 2026 /PRNewswire/ -- Rose Financial Solutions (ROSE) , a pioneer in Finance as a Service (FaaS), today announced the activation of agentic AI capabilities across its proprietary Easby platform after bringing more than 100 AI agents live across client and internal workflows in 2026. For ROSE, this is not a breakthrough moment. It is the latest milestone in a 30-year mission the firm has been on since it was founded in 1994: ensuring that every growth company has access to the same financial infrastructure confidence as a Fortune 500 enterprise. In 2005, when most organizations were still running finance on spreadsheets, ROSE built rules-based workflow automation into what would become Easby. Machine learning followed in 2014. Generative AI launched in 2025. Agentic AI is live today. Each step has been layered onto the one before it, compounding the value delivered to every ROSE client. This is not a pivot. It is a progression. "I founded this company because I believed growing organizations deserved the same financial infrastructure as the largest companies in the world. That belief has not changed. What has changed is how fast we can now deliver on it." -- Ted Rose, President, CEO, and Founder, Rose Financial Solutions The 2030 Destination: A Measurable Commitment With this announcement, ROSE is clarifying its 2030 destination. The measure of success is not a single automation metric. It is a complete financial infrastructure outcome: every growth-oriented ROSE client reaching an RFRI ( ROSE Financial Readiness Index ) score of 85 or higher, representing enterprise-grade readiness across all five dimensions of financial system health: Structural Foundation, Systems Architecture, Operational Discipline, Financial Intelligence, and Strategic Enablement. Automation is the primary engine that drives clients toward that destination. The 2026 agentic AI launch accelerates that engine. With more than 100 AI agents launched this year, ROSE clients are moving toward that destination faster than at any point in the firm's history. The infrastructure improvements of the last 30 years are compounding, and the pace is accelerating. For more information about this transformation, see Ted Rose's weekly newsletter, Decision Ready Finance . A Journey, Not a Product When a company partners with ROSE, it is not purchasing software. It is joining a continuously improving financial infrastructure that has been compounding for decades. Clients benefit from every advance in Easby's capabilities, every workflow refinement, and every AI agent activated, without managing the architecture decisions, the integration complexity, or the technology risk that come with building finance systems from scratch. The hard decisions about how to design, connect, and improve the system have already been made. The ongoing decisions to improve are being made again every year. Clients inherit the result. Client leaders stay focused on their mission. The financial infrastructure handles the rest. "Our clients are not in the business of building financial systems. They are in the business of growing their companies, delivering on their missions, and creating value. ROSE exists so our clients can do that with complete confidence in their financial infrastructure, without having to build it themselves." -- Ted Rose A Track Record That Separates ROSE From New Entrants ROSE's AI and automation advancements are backed by a documented operating history that distinguishes the firm from new entrants: Rules-based workflow automation: 2005 Machine learning: 2014 Generative AI: 2025 Agentic AI: 2026 ROSE clients pass through audits with confidence, including DCAA, financial, bank review, and compliance reviews while the firm's Finance as a Service model delivers 30 to 60 percent cost savings compared to building comparable internal capabilities. Easby is built on Appian , an enterprise-grade, hyper-automation platform trusted by some of the world's largest organizations. The 2026 agentic AI deployment is not built from scratch. AI agents are being layered into workflows that have already been running reliably for years, rules-based, consistent, and proven in production. That distinction is important. This is a new capability added to a proven foundation. About Rose Financial Solutions Rose Financial Solutions is a leading Finance as a Service (FaaS) firm that builds and operates financial infrastructure for growth companies, GovCon businesses, nonprofits, and project-based professional services organizations throughout their lifecycle from start-up to exit. Founded in 1994, ROSE delivers financial clarity through its proprietary platform, Easby, powered by AI-enabled workflows, diagnostic tools, and a team of experienced finance and accounting professionals. With ROSE, organizations achieve the financial infrastructure confidence to grow, comply, and compete at any level. Explore ROSE's approach to financial infrastructure at www.rosefinancial.com . For additional insights, follow ROSE on LinkedIn .
By Ted Rose June 17, 2026
By TED ROSE , ROSE FINANCIAL SOLUTIONS

Our Finance as a Service Solutions

Whether you are seeking full-service outsourced finance and accounting solutions or want to choose the solution that best fits your company’s needs, turn to ROSE for the financial clarity you need to make confident business decisions and achieve more—all at the fraction of the cost of managing these processes internally.

Outsourced CFO and Financial Management Solutions

Our fractional CFO and financial management services provide you with financial clarity to make confident business decisions.

Accounting & Functional Services

We’re leading the paradigm shift from traditional outsourced finance & accounting services to Finance as a Service (FaaS).

Tax & Compliance Services

We tailor our tax and compliance solutions to each client’s needs based on their current needs as well as their future plans. Regulation compliance includes federal taxes, state and local jurisdictions, Federal Acquisition Regulations, DCAA, and more.

ROSE Financial Clarity Guarantee

We partner with our clients to guarantee that:


  • Monthly financial reports are delivered on time
  • Audits and reviews are successfully passed
  • Financial results improve over time


Learn more about how our ROSE Financial Clarity Promise can help you Achieve More with Financial Confidence. 

How Can Finance as a Service (FaaS) Help?

These five pillars set us apart from other organizations in the industry as we are able to combine these elements to help our clients scale effectively.

People

With a commitment to excellence and a commitment to helping clients navigate a complex financial landscape, our experienced professionals bring unmatched expertise to every engagement.

Process

We have refined our financial processes over decades of experience, ensuring they are designed to facilitate our clients' enduring success.

Technology

Our AI-driven system of engagement, Easby improves financial clarity and significantly reduces the disruptions clients experience due to their growth and the evolving technology landscape.

Organization

Our organization and scale gives you access to experts in all the financial, accounting, tax, and technology disciplines necessary for growth in this increasingly complex landscape.

Data

Data is the driver of better business decisions. It is also the key to building high-accuracy private AI-trained entity extraction models. Easby positions your organization to leverage AI to develop efficiencies and convert data into better information.

Let us be your helping hand.

Contact our team for outsourced finance and accounting guidance today.

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.

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.

Easby Makes It Easy

Our system of engagement, Easby, provides the guardrails our people need to perform at the next level. It ties together our people, processes, technology, organization and data to simplify and automate accounting functions, ensure compliance, and deliver strategic guidance and financial analysis from a team of top finance, accounting, and tax professionals.

Recognized for Our Award-Winning Solutions

In Our Client's Words

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

World-Class

Client Satisfaction

Rose Financial Solutions consistently ranked 70+ in Client Net Promoter Score (NPS), exceeding every major industry benchmark.

The Net Promoter Score is an industry-standard index reflecting customer satisfaction on a scale from 1-100

By Ted Rose June 25, 2026
Issue 127 - ROSE Insights: What AI Failure and Tax Exposure Have in Common
By Ted Rose June 25, 2026
By TED ROSE , ROSE FINANCIAL SOLUTIONS

ROSE Insights

Start your path to financial success and security now – take the first step by diving into our extensive collection of articles, tips, and expert advice. Don't miss out on the opportunity to bring clarity to your financial future!

Financial System Readiness Review


Powered by ROSE's Financial System & Compliance Analysis

Eliminate Manual Work, Hidden Risk, and System Friction—Before They Stall Growth and Reduce Profitability


Fix the hidden gaps in your financial systems before they cost you time, money, or compliance.