From Raw Data to Strategic Insight

Visual dashboards and data pipelines that deliver clarity on demand.
Key Technologies: Power BI, Tableau, Excel Macros, GPT-powered models

Live Dashboarding – Track trends, cash flow, and KPIs instantly with interactive dashboards.
KPI Monitoring – Measure IRR, ROE, margins, and expense ratios with real-time data sync.
Revenue & Profit Forecasting – Use predictive models to simulate future performance.
Automated Reconciliation (SQL) – Instantly flag mismatches between trades and transactions.

Unified views across asset classes with alerts, market feeds, and real-time monitoring.
Key Technologies: Bloomberg API, Refinitiv, Python, PostgreSQL, Power BI

Debt & Equity Tracking – View fixed-income, equity, and alternative assets in one place.
Smart Alerts – Get notified on maturity dates, redemptions, and overdue actions.
Market Data Feeds – Pull live data from Bloomberg or Refinitiv for performance benchmarking.

Speed up planning cycles and simulate financial scenarios with connected models.
Key Technologies: Excel VBA, QuickBooks API, ERP integrations, ML forecasting engines

Scenario-Based Forecasting – Test budget assumptions using Excel and macro logic.
ERP Sync – Integrate forecasts with accounting systems for live variance tracking.
Predictive Cash Flow Tools – Prevent liquidity issues with AI-informed cash planning.

Reduce audit effort with auto-matching systems and smart traceability.
Key Technologies: SQL Server, Xero API, Audit Trail Tools, Compliance Reporting Engines

Bank-to-GL Reconciliation – Automatically match transactions and flag outliers.
Trade Reconciliation with Logs – Maintain full audit trails of every flagged or cleared item.
SOX/SEC Audit Reporting – Generate period-end reports tailored to compliance formats.

Automated workflows that reduce compliance risk and simplify financial reporting.
Key Technologies: AML/KYC APIs, FinCEN, OFAC, Basel III logic engines

AML & KYC Automation – Risk scoring, document checks, and audit logs in one flow.
Regulatory Report Templates – Auto-generate 10-K, 10-Q, or other compliance filings.
International Data Checks – Screen clients against global sanction and FATCA databases.

Maximize recoveries and improve working capital with intelligent alerting and scoring.
Key Technologies: Zoho CRM, Salesforce, Razorpay, Receivables AI models

Overdue Alerts & Aging Reports – Know what’s outstanding, where, and for how long.
Smart Follow-ups – Trigger timely nudges via email/SMS based on CRM activity.
Risk Scoring – Classify receivables based on default probability and recovery priority.

Unify client history, performance, and compliance data inside one command center.
Key Technologies: Salesforce Finance Cloud, Zoho Finance+, APIs

Custom CRM Dashboards – Visualize investor performance and advisory workflows.
KYC & Onboarding Pipelines – Track progress from lead to compliant client.
Payment Gateway Sync – Match transactions with billing for full cash-flow visibility.

Model credit risk, run simulations, and analyze strategy performance — automatically.
Key Technologies: Scikit-learn, GPT-4, VaR engines, Monte Carlo backtesting tools

Credit Risk Modeling – Use ML to predict borrower default risk.
Liquidity & Exposure Dashboards – Monitor funding needs under stress scenarios.
Historical Strategy Testing – Simulate how investment strategies perform in volatile markets.

Break data silos with real-time connections across banking, ERP, and analytics.
Key Technologies: REST APIs, tokenization engines, cloud middleware, Snowflake

Bank Feed Connectors – Pull transactions directly into ERP systems.
Treasury Data Hubs – Centralize all treasury activity for search and reporting.
Secure Data Pipelines – Move sensitive data with encrypted, compliance-grade architecture.

Give retail brands financial visibility across branches, sales, and bank deposits.
Key Technologies: POS integrations, Tally, QuickBooks, Power BI

POS-to-Accounting Sync – Match real-time sales with books automatically.
Store-Level P&L Dashboards – Understand unit-level profitability in one view.
Deposit Reconciliation – Identify missed or delayed deposits quickly.