Three representative scenarios drawn from real engagements. Client names and some identifying details have been changed to protect confidentiality — numbers and processes reflect actual outcomes we’ve delivered.
These studies are illustrative. They draw on real engagements but names, industries, and specific figures are anonymized or composited. For named references to verify, please contact us directly.
Beyond our own products, we design and run bespoke software for clients — each of these is live today, running real operations. Outcome figures below are placeholders, pending final numbers from the client.
TradeDeskBroker contract notes → portfolio P&L, automated.
Upload broker PDF contract notes and get computed holdings, realized & unrealized P&L, and reports on a broker-aware dashboard — plus an AI agent that answers questions about the portfolio.
Secure, searchable, audit-ready record archival.
A role-based vault for financial & operational records: bulk Excel import, search by voucher / GRN / invoice / date / department / FY, and a Verify → Remark → Submit workflow into an immutable audit log.
AMMSA chaotic shared inbox, turned into a sorted pipeline.
Auto-reads a sales mailbox and classifies every email into four types, extracts text from attachments (incl. OCR for scanned PDFs), and routes each to the right internal team — with inquiry & tender management and a full audit log.
The firm was spending 3-4 days per statutory audit manually reviewing Tally data. Senior partners were personally checking every ledger, every journal entry, every stock register — because one missed duplicate voucher during a bank audit nearly cost them a client in 2022. The review process was thorough but exhausting, and the firm couldn't take on new clients without hiring more seniors.
Fintale Lens was deployed across their practice in March 2024. The platform connected directly to each client's Tally instance and ran 50+ automated audit rules — from duplicate voucher detection to negative stock alerts, round-sum transaction flagging, and GST mismatch identification.
We thought we were thorough. Fintale Lens found ₹4.2 lakh in duplicate vouchers that we'd been missing for two years. It paid for itself in the first week.— Managing Partner, Mumbai
This growing tax practice had a classic mid-size CA firm billing problem: invoices were raised in Excel, sent manually via email, and tracked in a shared Google Sheet. Payment follow-ups happened over WhatsApp — inconsistently. The firm was billing ₹82L annually but collecting only ₹64L, with ₹18L perpetually stuck in "will pay next month" territory. The founder spent 3 hours every Friday manually chasing payments.
InvoiceOS was implemented in January 2024. The platform automated the entire billing cycle — from generating GST-compliant invoices based on service agreements, to sending payment reminders via email and WhatsApp at configurable intervals, to tracking collections in a real-time dashboard with aging analysis.
InvoiceOS turned our billing from a Friday headache into a system that runs itself. We recovered ₹18L in the first quarter that we'd basically written off.— Founder & Managing Partner, Pune
The firm's differentiator was "strategic advisory" — but their monthly client reporting process was anything but strategic. Every month, a junior analyst would spend 4-6 hours per client exporting Xero Trial Balance data, building a P&L in Excel, manually writing commentary, and formatting a PDF report. With 40+ clients, this consumed nearly 60% of the junior team's capacity. Clients were getting reports 2-3 weeks after month-end — by which time the insights were stale.
CFO Intelligence was rolled out in June 2024. The platform takes a Xero or QuickBooks Trial Balance export and generates a complete board-ready financial report — including AI-generated CFO commentary, automated variance analysis, risk alerts, and trend visualizations — in under 30 seconds.
The CFO Intelligence dashboard is phenomenal. Upload the Xero TB, get a board-ready report in 30 seconds. Our clients think we have a team of analysts — it's just Fintale.— Managing Director, Sydney
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