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IT support and cyber security for finance firms

Client money and personal data call for careful systems. Geidi keeps finance teams secure, supported and running.

IT for finance

Finance businesses run on trust, deadlines and accurate records. Accountants, planners and fund administrators hold tax file numbers, bank details and identity documents, and a single compromised mailbox can do real damage. Geidi looks after the whole environment for organisations of 5 to 1,000 staff: the service desk, Microsoft 365, financial systems integration and a 24/7 security operations centre aligned to Essential Eight and NIST.

Common IT challenges

  • A target for email fraud

    Scams that change bank details in an email aim squarely at firms that move money. One convincing fake message can divert a client payment.

  • Peak periods leave no slack

    End of financial year and reporting deadlines are when systems work hardest and downtime hurts most.

  • Privacy obligations

    Many finance businesses are covered by the Privacy Act 1988 and the Notifiable Data Breaches scheme, so a breach can mean notifying clients and the regulator.

How Geidi helps

  • Cyber Security

    A 24/7 security operations centre with SIEM monitoring and managed detection and response watches your environment year-round.

    About Cyber Security
  • Cloud & Business Systems

    Microsoft 365, Dynamics 365 and financial systems integration connect the tools your team uses every day, implemented and managed as one environment.

    About Cloud & Business Systems
  • Managed IT & Support

    Backup and disaster recovery, patching and performance monitoring, with a 7-day service desk behind them.

    About Managed IT & Support
  • AI & Automation

    Geidi AI builds workflows that run regular reconciliations on schedule, and billing checks that flag what needs human attention.

    About AI & Automation

What a client said

SharePoint advice for Supervision SMSF

“Geidi gave us some very sound advice at the early stages of our SharePoint project. The scope of what we wanted to do was pretty big and our thoughts and ideas were limitless. The guidance that Geidi gave during that crucial period helped put a framework around our SharePoint project and we now understand the value of the advice they provided since implementation.”
Christofer Homer, Supervision SMSF

Questions from finance organisations

Something else on your mind? Call 1300 855 049.

How does Geidi protect a finance firm's email and data?

Our 24/7 security operations centre monitors your environment for suspicious activity, with managed detection and response and incident response. Our security practices are aligned to Essential Eight and NIST.

Can Geidi integrate our financial systems?

Financial systems integration is part of our Cloud and Business Systems service, alongside Microsoft 365, Dynamics 365 and CRM. Where off-the-shelf tools fall short, we build custom software.

What happens if we lose data before a deadline?

Backup and disaster recovery is part of our managed IT service, and hosted backups are part of Cloud and Business Systems. Our 7-day service desk is the first call when something goes wrong.

Related industries and services

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  • A 24/7 security operations centre with monitoring, detection and response, aligned to Essential Eight and NIST.

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  • Microsoft 365, SharePoint, Dynamics 365, hosted infrastructure, custom software and websites, implemented and run as one environment.

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  • A 7-day service desk with unlimited incident and onsite support, plus fixed-cost coverage of the servers, networks and remote access your business depends on.

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  • Geidi AI, our newest division. Practical AI and automation, built safely on the Microsoft 365 environments and security we already manage.

    Explore AI & Automation

One partner for the whole environment.

Tell us about your existing IT. We would be pleased to review your current system and give you an overview as to how Geidi may be able to deliver and enhance your IT operations.