Our services
Build a Compliant, Investor-Ready Foundation.
Founders shouldn’t waste time fighting with spreadsheets or worrying about tax notices. We handle the operational heavy lifting so you can focus on building your product.
Business Incorporation & Setup
Start Right. Scale Smoothly.
We structure your entity for long-term success, ensuring you are legally protected and financially organized from Day 1.
- Entity Registration: Private Limited, LLP, and OPC registration.
- Licensing: PAN, TAN, MSME (Udyam) certification.
- Governance: Setup of basic internal financial controls and SOPs.
- Statutory Roadmap: A clear compliance calendar for your first year.
Tax & Regulatory Compliance
Zero Penalties. 100% Peace of Mind.
We manage the complex Indian regulatory landscape with precision. No more surprises during tax season.
- GST & TDS: End-to-end filing, reconciliation, and compliance.
- Income Tax: Corporate ITR filing and Advance Tax computation.
- Secretarial (ROC): MCA filings, Director KYC, and annual returns.
- Representation: Expert handling of scrutiny notices and tax assessments.
Bookkeeping & Financial Reporting
Clean Books. Clear Insights.
Accurate data is the fuel for growth. We transform your transaction data into a strategic asset.
- Cloud Accounting: Zoho Books / QuickBooks setup and management.
- Daily Ops: Transaction recording, bank reconciliations, and vendor tracking.
- Founder Dashboards: Monthly P&L, Balance Sheet, and Variance Analysis.
- Investor Reporting: MIS reports tailored for board meetings and investors.
Investor Reporting
Build Trust Through Structured Investor Communication
Managing investors is more than sending reports—it’s about fostering transparency and strategic alignment. At Fimansy, we provide comprehensive investor relations support for startups and scaling enterprises. As part of our Virtual CFO services, we ensure your stakeholders remain confident in your growth trajectory.
Our Investor Management Solutions Include:
- Monthly & Quarterly Investor Reporting: Professional, data-driven updates.
- Investor-Ready MIS & Dashboards: Real-time visibility into financial health.
- Board Meeting Support: Expert preparation of board decks and strategic narratives.
- KPI & Performance Tracking: Turning complex numbers into a compelling growth story.
- Cap Table Management: Accurate tracking of equity and dilution.
Risk Management & Compliance
Protect Your Business While You Scale
Rapid growth without financial oversight leads to compliance risks and operational gaps. Our risk management and compliance advisory services ensure your business scales responsibly. We help Indian startups navigate the complex regulatory landscape with proactive internal controls.
Key Compliance & Risk Services:
- Financial Risk Assessment: Early identification of liquidity and operational threats.
- Internal Controls & SOP Development: Building a roadmap for financial discipline.
- Tax & Regulatory Oversight: Expert management of GST, TDS, ROC, and Income Tax compliance.
- Audit Readiness: Ensuring documentation is airtight for external auditors.
- Compliance Calendars: Automated monitoring to avoid penalties and legal friction.
Finance Team Management
Building High-Performance Finance Departments
As your business expands, a disorganized finance team can lead to reporting delays and manual errors. Through our Virtual CFO leadership, we oversee and optimize your internal finance functions, ensuring every role contributes to your strategic goals.
How We Optimize Your Finance Function:
- Team Structuring: Defining roles for maximum accountability and clarity.
- KPI Frameworks: Setting performance benchmarks for your finance staff.
- Workflow Automation: Implementing tools to eliminate repetitive manual bookkeeping.
- Professional Coordination: Bridging the gap between accountants, auditors, and consultants.
- Outsource Finance Support: Assisting in recruiting top-tier financial talent.
Cashflow Management
Visibility, Stability, and Financial Control
“Profit does not equal cash.” Many businesses fail due to poor liquidity management, not a lack of revenue. Our cash flow forecasting services provide founders with the visibility needed to manage runways and obligations effectively.
Our Cash Flow Management Framework:
- 12–18 Month Forecasting: Predicting future liquidity with precision.
- Working Capital Optimization: Balancing payables and receivables to keep cash moving.
- Burn Rate & Runway Analysis: Critical insights for venture-backed startups.
- Scenario Planning: Preparing for “What If” financial situations.
- Cost Rationalization: Identifying areas to improve margins and preserve capital.
Financial Review & Reporting
Turning Financial Data Into Actionable Insights
Accurate reporting is the backbone of informed decision-making. Our financial review services go beyond basic bookkeeping—we provide the deep-dive analysis required to drive performance and improve margins.
Strategic Reporting Services Include:
- Monthly Financial Reviews: A deep dive into your P&L, Balance Sheet, and Cash Flow.
- Profitability & Margin Analysis: Identifying which products or services drive the most value.
- Budget vs. Actual Variance: Tracking spend against targets to stay on course.
- Board-Level Presentations: Professional reporting packages designed for executive stakeholders.
- Trend Analysis: Understanding historical data to predict future performance.
Executive Leadership Without the Overhead.
For startups and MSMEs that need high-level financial strategy but aren’t ready for a full-time CFO. We act as your growth partner, helping you navigate capital raises and market expansion.
Fundraising & Capital Readiness
From Pitch Deck to Bank Check: Investment Readiness Services
Raising capital requires more than a vision—it requires surgical precision in your financials. At Fimansy, we provide end-to-end fundraising advisory services for startups. We bridge the gap between your “story” and the “numbers,” preparing you to navigate VC due diligence and close rounds with confidence.
Our Fundraising Support Ecosystem:
- Pitch Deck Optimization: Structuring narratives that highlight unit economics, KPIs, and market traction.
- Financial Modeling for Startups: Building robust 3–5 year projections and sensitivity analyses that stand up to investor scrutiny.
- Virtual Data Room (VDR) Management: Organizing your documentation to accelerate the closing process.
- Term Sheet Advisory: Expert guidance on valuation, dilution, liquidation preferences, and founder protection.
- Investor Q&A Prep: Coaching founders to handle tough financial inquiries during the roadshow.
Business Valuation
Know Your Worth Before You Dilute
A defensible valuation is the cornerstone of a successful fundraise, ESOP rollout, or M&A exit. Our business valuation services combine DCF modeling and market benchmarking to provide a credible, justifiable valuation range.
- Valuation Methodologies: Discounted Cash Flow (DCF), Comparable Company Analysis, and Revenue/EBITDA multiples.
- Pre-Money Valuation: Strategic positioning for Seed, Series A, and growth-stage rounds.
- Compliance-Based Valuations: Certified reports for ESOPs, regulatory filings, and fair market value assessments.
Due Diligence
De-Risk Your Deal Before Investors Step In
Due diligence is the “make or break” phase of any transaction. We provide pre-investment due diligence support to identify and resolve red flags in your financials and compliance records before they become deal-breakers.
- Clean-up Services: Financial statement rectification and cap table verification.
- Compliance Review: Thorough review of GST, ROC, and Income Tax history.
- Liability Assessment: Uncovering hidden risks and contract obligations to ensure a smooth exit or entry.
Business Restructuring
Optimizing Structure for Capital Efficiency
As businesses evolve, their initial structures often become inefficient. Our restructuring advisory focuses on improving governance and preparing your corporate entity for institutional investment or international expansion.
- Corporate Governance Setup: Aligning your legal and financial structure with long-term growth.
- Debt & Equity Restructuring: Improving the balance sheet to increase borrowing power or investment appeal.
- Pre-Investment Readiness : Guidance on restructuring for global capital raising.
Deal Structuring
Designing Transactions That Protect Founder Interests
Deal structuring is a delicate balance of growth, control, and risk. We help founders design instruments that secure the capital they need without sacrificing their long-term vision.
- Instrument Advisory: Strategic guidance on SAFE notes, CCPS, and convertible instruments.
- Dilution Modeling: Real-time analysis of how new capital impacts founder equity.
- M&A Transaction Support: Structuring earn-outs and profit-sharing to maximize value.
ESOP planning
Reward Talent While Protecting Equity
An Employee Stock Option Plan (ESOP) is your best retention tool—if it’s structured right. We help startups design ESOP frameworks that motivate teams while remaining tax-efficient and compliant.
- Plan Design: Sizing the ESOP pool and designing vesting schedules (Cliff/Graded).
- Cap Table Impact: Analyzing how options affect future fundraising rounds.
- Employee Communication: Creating frameworks to help your team understand the true value of their equity.
Demat of shares
Modernize Your Private Limited Company Structure
Stay compliant with the latest Ministry of Corporate Affairs (MCA) mandates. We facilitate the seamless conversion of physical share certificates into Demat form.
- End-to-End Coordination: Liaising with RTAs and Depository Participants (NSDL/CDSL).
- Regulatory Alignment: Ensuring all share capital reconciliations meet Companies Act requirements.
Fund raising compliance advsiory
Secure Your Capital Without Regulatory Friction
Inbound investment involves strict adherence to FEMA (Foreign Exchange Management Act) and RBI guidelines. Our compliance advisory ensures your fundraising is legally airtight.
- Foreign Investment Compliance: Handling FCGPR filings and valuation certificates for overseas investors.
- ROC Filings: Managing share allotments and post-funding documentation.
- Post-Funding Monitoring: Tracking regulatory timelines to avoid heavy penalties.
The Tech Infrastructure for Scale.
Fimansy bridges the gap between growth and operational efficiency as an Official Zoho Books Partner. We specialize in ERP implementation for MSMEs, centralizing finance, stock management, and sales pipelines to eliminate data silos and establish a definitive single source of truth for your financial data.
Our Software Expertise include Zoho ERP, TallyPrime, SAP Business One, and Odoo.
MSME ERP IMPLEMENTATION
Integrated ERP Solutions for Scalable Business Operations
As MSMEs grow, disconnected tools create silos and inefficiencies. We specialize in ERP implementation for startups, centralizing finance, inventory, and sales into one cohesive ecosystem. Our goal is to automate your workflows and provide 360-degree financial visibility.
Our ERP Deployment Framework Includes:
- End-to-End Planning: Business process mapping and workflow automation.
- Financial Module Configuration: Tailoring the core ledger to your industry.
- Seamless Integration: Connecting CRM, inventory, and payroll modules.
- Compliance-Ready Setup: Ensuring the system meets GST and regulatory standards.
- Executive Dashboards: Real-time reporting for data-driven decision-making.
CRM IMPLEMENTATION
Streamline Sales with Expert CRM Integration
Revenue tracking and forecasting are only as good as your data. We implement CRM systems like Zoho CRM, Salesforce, HubSpot, and Pipedrive that integrate directly with your accounting and ERP software to provide a “single source of truth” for your sales pipeline.
- Software Selection & Setup: Choosing the right CRM for your growth stage.
- Accounting Integration: Syncing sales data.
- Lead Management: Automated workflows to improve conversion rates.
- Revenue Dashboards: KPI tracking for sales teams and growth forecasting.
ACCOUNTING SOFTWARE IMPLEMENTATION
Digitized Accounting with Certified Zoho Books Setup
Fimansy specializes in Zoho Books, TallyPrime, QuickBooks and Xero implementation in India for startups seeking automated, GST-compliant financial systems. We don’t just install software; we design intelligent accounting engines that manage your invoices and cash flow with zero friction.
Our Services Include:
- Custom Configuration: Structuring your Chart of Accounts for strategic reporting.
- Tax Compliance: Seamless GST & TDS integration for error-free filings.
- Automated Invoicing: Setting up recurring billing and payment gateway links.
- MIS Reporting: Configurable dashboards to track your real-time financial health.
HRMS IMPLEMENTATION
Digitized HR & Compliant Workforce Management
Manual HR processes are a major compliance risk. We implement HRMS systems that automate attendance, leave management, and statutory filings, allowing your leadership to focus on culture rather than paperwork.
- HR Software Setup: Configuring employee databases and self-service portals.
- Leave & Attendance: Automated tracking integrated with payroll.
- Statutory Compliance: Automated monitoring for PF, ESIC, and Professional Tax (PT).
- System Integration: Linking HR data with Razorpay Payroll and accounting.
PAYROLL SETUP
Accurate Salaries with Razorpay Payroll, Zoho Payroll, and Keka Payroll Integration
Payroll errors lead to dissatisfied employees and heavy penalties. We provide Razorpay Payroll setup services to automate salary processing, statutory deductions, and tax compliance.
- Salary Structure Design: Optimizing CTC for tax efficiency and compliance.
- Full Automation: Automated PF, PT, ESIC, and TDS deductions.
- Digital Payslips: Automated generation and reporting for employees.
- Accounting Sync: Real-time integration with Zoho Books for labor cost tracking.
INVENTORY MANAGEMENT
Real-Time Stock Control with Zoho Inventory
Inventory mismanagement drains working capital. We implement Zoho Inventory to provide real-time stock visibility, SKU management, and order tracking, ensuring your margins remain healthy.
- Warehouse Management: Multi-location stock tracking and SKU organization.
- Order Automation: Seamless purchase order and sales order workflows.
- Inventory Valuation: Real-time reporting on stock value and cost of goods sold.
- Reorder Logic: Automated alerts to prevent stock-outs and over-ordering.
EXPENSE MANAGEMENT SOFTWARE
Control Costs with Integrated Expense Tracking
Untracked “leaks” reduce profitability. We implement automated expense management software (integrated with Zoho Inventory, TallyPrime (Inventory Modul, and Unicommerce) to ensure every rupee spent is approved, categorized, and compliant.
- Workflow Automation: Multi-level approval systems for employee reimbursements.
- Corporate Card Integration: Real-time tracking of company spending.
- GST Categorization: Ensuring all business expenses are tax-optimized.
- Spending Analytics: Dashboards that identify cost-saving opportunities.
Virtual CFO
your finance team on demand
Founders shouldn’t waste time fighting with spreadsheets or worrying about tax notices. We handle the operational heavy lifting so you can focus on building your product.
Business Incorporation & Setup
Start Right. Scale Smoothly.
We structure your entity for long-term success, ensuring you are legally protected and financially organized from Day 1.
- Entity Registration: Private Limited, LLP, and OPC registration.
- Licensing: PAN, TAN, MSME (Udyam) certification.
- Governance: Setup of basic internal financial controls and SOPs.
- Statutory Roadmap: A clear compliance calendar for your first year.
Tax & Regulatory Compliance
Zero Penalties. 100% Peace of Mind.
We manage the complex Indian regulatory landscape with precision. No more surprises during tax season.
- GST & TDS: End-to-end filing, reconciliation, and compliance.
- Income Tax: Corporate ITR filing and Advance Tax computation.
- Secretarial (ROC): MCA filings, Director KYC, and annual returns.
- Representation: Expert handling of scrutiny notices and tax assessments.
Bookkeeping & Financial Reporting
Clean Books. Clear Insights.
Accurate data is the fuel for growth. We transform your transaction data into a strategic asset.
- Cloud Accounting: Zoho Books / QuickBooks setup and management.
- Daily Ops: Transaction recording, bank reconciliations, and vendor tracking.
- Founder Dashboards: Monthly P&L, Balance Sheet, and Variance Analysis.
Investor Reporting: MIS reports tailored for board meetings and investors.
Fundraising and advisory
Executive Leadership Without the Overhead.
For startups and MSMEs that need high-level financial strategy but aren’t ready for a full-time CFO. We act as your growth partner, helping you navigate capital raises and market expansion.
Fundraising & Capital Readiness
From Pitch Deck to Bank Check.
- Investor Collateral: Preparation of Pitch Decks and Financial Narratives.
- Valuation Services: Defensible startup valuation and cap table structuring.
- Due Diligence: Managing the Data Room to speed up investor checks.
- Deal Support: Term sheet review, negotiation support, and closure.
ERP & Automation
The Tech Infrastructure for Scale.
Manual processes break as you grow. We implement scalable technology that centralizes your operations and automates your workflows.
Centralize Your Truth.
We move you from fragmented software to a unified ERP tailored for your industry.
- End-to-End Setup: Financial module configuration and data migration.
- Inventory Integration: Syncing operations with finance for real-time stock views.
- Custom Reporting: Automated dashboards that update in real-time.
Efficiency by Design.
Reduce human error and administrative hours.
- Payroll Systems: Automated salary processing and statutory compliance (PF/ESIC).
- CRM Integration: Linking sales data directly to your financial books.
- Inventory management software, Expense management software
Features & Benefit
Why Choose Our Services?
Integrated Approach
We connect compliance, strategy, and tech so you don't need 3 different vendors.
Founder-Centric
We speak the language of "Runway" and "CAC," not just "Debits" and "Credits."
Tech-First
We leverage Zoho, ERPs, and AI tools to keep your costs low and speed high.
Partner with Fimansy for Financial Excellence
Let us help you build a resilient, future-ready business.