From 22+ years of Excel and MIS work, to finding what's leaking, to delivering it as clarity every morning — one connected system, five ways to engage with it.
Every product below — Finance OS, 7AM & Realtime CFO™, the Full Package — is built on top of this. It's where the 22+ years and the biggest client wins actually come from.
Excel (VBA, Power Query, Power Pivot), Power BI, Google Sheets, Tableau — custom dashboards, MIS, and reporting systems built and automated end-to-end. 20+ projects completed.
Whole-organisation finance automation — accounts payable, accounts receivable, inventory control and cash flow, built in Python and SQL for the heavier data pipelines and Excel/Power Query where a spreadsheet-native workflow fits best, so the numbers move without someone re-keying them every month.
Each layer builds on the one before it — start wherever your business needs clarity first.
Finance OS doesn't just connect your data. Built on Excel, Power Query and SQL pipelines under the hood, it finds fraud hiding in the last layer, margin bleeding by product and channel, and cash trapped in the working capital cycle. System built. Leakage found. Decision ready.
Data in 4 disconnected systems. MIS arriving 15–22 days late. Manual reconciliation errors. No single version of truth.
Single automated data hub. Daily automated reporting layer. System-to-physical reconciliation. Clean, verified, trusted data.
Inventory businesses ₹5Cr+. Multi-location, multi-entity. Founders needing control. Growing businesses scaling fast.
Indisciplined data — scattered across ERPs, custom software, PDFs, WhatsApp, Excel, emails, drives, departments, branches, entities, currencies and countries. All of it consolidated, verified, analyzed, and delivered as one message on your preferred channel.
No dashboard. No Excel. No waiting for your accountant. Just your CFO — before your first meeting. Need it mid-day? Type CURRENT. Same One Page News within 10 minutes.
When you need the full picture, not just today's decision — every number, every variance, every trend, delivered as a live Power BI dashboard with a full CFO narrative: what happened, why it happened, what to do next. Not a static report. A living view of your business.
Not a tool. Not a report. A CFO. Strategic decisions, investor conversations, board presentations, lender relationships, fundraising support, business OS reviews — the thinking partner your business needs before it can afford a full-time CFO.
Decisions that need a senior finance mind in the room — not just the numbers, but what to do about them.
Strategic input on fundraising, board reporting, lender relationships and business-OS decisions, layered on top of your existing daily visibility.
Businesses already running on 7AM & Realtime CFO™ who now also need a senior finance voice for high-stakes conversations — not a replacement for daily clarity, an addition to it.
Also known as a Virtual CFO, Part-Time CFO, Interim CFO or Outsourced Finance Consultant — different names, same idea: senior finance leadership without a full-time hire. See why this works, and for whom →
The complete system. Every layer. One engagement. Finance OS finds the leakage, 7AM & Realtime CFO™ delivers daily clarity, the Full Report gives you the weekly deep-dive, and Fractional CFO gives you the senior partner in the room. Custom pricing based on business size, data complexity and engagement scope.
One is the daily engine every business here runs on. The other is an optional senior voice you add when the stakes call for it. Most businesses need only the first. Some add the second.
Start with 7AM & Realtime CFO™. Add Fractional CFO only when a specific decision genuinely needs a senior finance mind in the room.
Same finance discipline, applied differently depending on whether you're building the finance function from zero, or fixing one that's already carrying real weight.
Early-stage and growth-stage businesses rarely have a finance function yet — just an accountant closing books in Excel, and a founder guessing the rest. This is about putting the basic architecture — usually an Excel or Power BI-led MIS to start — in place before it's forced on you by a bad month.
Established, multi-location or multi-entity businesses usually have a finance function — just one still leaning on manual Excel consolidation, slower and less trustworthy than the business has outgrown. This is about finding where it's leaking and re-architecting it with Power BI, Power Query and n8n-driven automation, without disrupting operations.
Inventory-driven businesses share a shape, but the leaks look different by industry. Here's where it hides in yours.
A short consultation call — no pitch deck, no pressure. We look at where your business actually stands and whether a diagnostic, a full Finance OS build, or a Fractional CFO engagement is the right place to start.
Book a Consultation →Most finance audits start and stop at the top — P&L, trial balance, system records. Strategy work (Financial Diagnostic & Control Architecture) fixes what the numbers reveal. The Last Layer Approach™ goes below that, to the warehouse floor, the security guard, the delivery rider, the office boy who handled the physical document. Fraud does not live in boardrooms. It lives in the gap between what the system records and what the last layer knows.
7AM & Realtime CFO™ is not just a report. Every report passes through a protection layer before it ever reaches the founder.
Data confidence rating for each entity before report generation. "Data Confidence: 84% — UAE entity sync pending."
Anomalies are flagged for review, never overclaimed. "Unusual variance pattern — review needed," never "Fraud detected."
Anomaly detection, leakage indicators, cash flow warnings built in. Inventory shrinkage spikes, DSO threshold crossings, margin compression signals.
On-demand mid-day report. Type CURRENT anytime. Instant update. No calls. No waiting.
ERP + Excel + WhatsApp + PDF + Drives + Email + API sources — pulled from wherever your business actually keeps its numbers.
A 12-layer check runs first — data confidence score, anomaly detection, flag generation. AI is not allowed in until this passes.
AI touches data only after all 12 Rakshak checks pass. CFO-level commentary, written in the owner's language, not a developer's.
Delivered at 7AM on your chosen channel. Cash. Variance. Working Capital. Decision. Done.
Data First. Rakshak Second. AI Third. — One Page Financial News, every morning at 7AM.
Every engagement follows the same disciplined build sequence — nothing skipped, everything documented, so you know exactly where your system stands at every stage.
Business discovery, data mapping, requirements gathering and architecture planning.
Configure the automation engine — Power Automate, n8n or Python scripts depending on the integration — validation rules and monitoring.
Connect ERP / accounting systems via Power Query or SQL and automate journal workflows.
Extract financial and operational data using SQL and Python for analysis and reporting.
AI converts raw data into insights, flags and actionable recommendations.
Generate branded one-page reports with key business metrics.
Configure 7AM delivery and CURRENT realtime access channels (WhatsApp, Email, Dashboard, etc.).
Validate workflows and train users for smooth adoption and accuracy.
Go-live deployment, knowledge transfer and post-launch support.
Best for: teams with strong internal capability to manage the system independently.
Best for: peace of mind and system reliability without operational burden.
Best for: strategic growth, board/investor meetings, CFO-level decision guidance.
Partner · Excel & Power BI Developer
Excel and Power BI reporting systems, layered with AI-powered automation and structured workflows, so your team spends its time on decisions — not on re-keying numbers.
These sit alongside the core finance automation work — facilitated through our trusted CA and CS partner network, so you get one point of coordination instead of five separate vendors.
Xero, QBO, Zoho, Tally — day-to-day bookkeeping set up and automated, so entries don't pile up for month-end.
Statutory bookkeeping, tax filing and audit support, coordinated through our CA network — one point of contact.
New entity setup, ROC compliance and secretarial filings, coordinated through our CS network.
Beyond finance — SOPs, workflow automation and process design across other functions of the business.
Standalone MIS setup and reporting for businesses that need it delivered on its own, outside the full 7AM system.
Cash, inventory, costing or controls — the diagnostic ranks where your biggest visibility gap actually is, so you engage at the right layer, not the most expensive one.
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Know a founder who needs this? Send them a Fin-vite — that's how most conversations here start.