AI + FinancetoAdvanced CFO

CFO intelligence.Always within reach, within budget and on call.

CFO-level advice for Indian startups, SMEs and finance teams: fundraising, FP&A, board and investor reporting, controls and practical AI workflows.

From a network of CFOs, Chartered Accountants and finance specialists with Big 4 and VC/PE-backed experience.

Human-ledAI-poweredBuilt for finance
Intelligence layer
CFO + AIJudgment meets computation
FINANCE // AGENT WORKSPACE✧
Workflow conceptILLUSTRATIVE DEMO
Month-end intelligence
⌁
Collect & reconcile
Connect financial records and systems
✓
◈
Analyse & explain
Spot anomalies, drivers and risks
✓
✧
Recommend next steps
Surface actions for human review
● ● ●
WORKFLOW PREVIEW
76%
Designed for trust
Human in controlReview · Approve · Act
What we cover
✦ Fundraising◈ FP&A◎ Board & investors⌁ M&A↗ AI workflows

Finance leadership, with AI built in.

Indian startups & SMEs

For founders who need CFO-level thinking before they need a full-time CFO.

  • Fundraising and investor readiness: equity and debt
  • FP&A, budgets, MIS and 13-week cash forecasting
  • Board, investor and governance reporting
  • Month-end close, controls and audit readiness

Finance teams adopting AI

For CFOs and controllers who want AI to save real time without weakening controls.

  • Choosing which finance workflows to automate first
  • Designing pilots with human review and evidence
  • Workshops on practical AI for finance teams
  • Governance for AI-assisted reporting and analysis
15+ yrsfrom Big 4 audit and advisory to CFO leadership
$50M+₹400 Cr+equity raised, seed to Series D+
$50M+₹400 Cr+debt raised: venture debt, banks, family offices
9×revenue scaling, with an EBITDA turnaround

Figures reflect the career experience of our network's leadership, not results promised to clients. INR at ₹80 per US$.

Finance deserves more than another dashboard.

A dashboard tells you what happened. A CFO tells you why, what it means and what to do next. Switch views to see the difference.

“Should we worry about this month?”

Yes, but it's a timing issue, not a demand problem. Most of the revenue dip comes from two renewals that moved into next month. The real concern is collections: receivables have stretched to 62 days, and that is what's draining cash.

At the current burn, runway shortens by about two months unless collections recover.

  1. Chase the five largest overdue invoices this week.
  2. Tighten payment terms for new contracts.
  3. Re-run the 13-week cash forecast and share it with the board.

Illustrative example with made-up figures.

✦ Explains, not just reports

Drivers, risks and options, in plain language that founders and boards can act on.

◈ Experience on tap

Fundraising, FP&A, M&A and governance know-how from people who have done the job.

◎ Controls by design

Evidence, approvals and accountable human review built into every AI-assisted workflow.

A glimpse into what's possible.

Click through three finance-agent scenarios to see the kind of insight a future finance copilot could produce. These previews are illustrative and use no live financial data.

✦ AI FINANCE CFO / CONCEPT STUDIO● DEMO MODE
What needs my attention before we close this month?

Your close, with context.

A future agent could review reconciliations, highlight unusual journal entries, identify missing approvals, and prepare an evidence-backed close checklist for the finance team.

Exception detectionClose checklistHuman approval
Illustrative interface only · Not connected to real financial systems

Less time managing the process.
More time shaping the future.

We're building a finance-first AI experience: practical, rigorous and ambitious, and always grounded in the judgment of experienced finance professionals.

CFO Brain and finance agents in development · More coming soon

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