The Basics
FinCrest provides niche CFO services for Indian startups and SMEs: Virtual CFO services, financial intelligence and reporting, and business finance and compliance. We bring financial clarity, strong reporting and smooth compliance to growing businesses.
Founders of growing Indian startups and SMEs who want a strong and dependable finance function, whether they are scaling, preparing for investment or formalizing their finance function.
Unclear profitability, delayed or inaccurate reporting, and compliance follow-ups and bottlenecks. Working with businesses across industries, we kept seeing the same challenges: unclear financial visibility, inconsistent reporting, scattered processes and last-minute compliance stress. FinCrest fixes them with clear numbers, predictable workflows and systems that grow with the business.
14+ years of expertise in finance, compliance and reporting, 216+ founders and directors supported across industries, 32+ specialists in the team, and ₹53+ crore facilitated in debt and equity. See About Us.
What We Do
Three core services: Virtual CFO Services for financial leadership, planning and monthly reviews; Financial Intelligence & Reporting for MIS dashboards, cash flow visibility and performance tracking; and Business Finance & Compliance for accounting, taxation, reconciliations and statutory filings.
It runs in four steps: discovery and diagnostics (we study your business, numbers, challenges and goals), finance setup and review structure (dashboards, reporting formats and governance), monthly CFO leadership (deep-dive performance reviews with actionable insights), and ongoing support and decision guidance.
Dashboards and reports that show revenue, cash flow, expenses and KPIs clearly, with cash flow monitoring and alerts, and defined KPIs and review systems that help you track progress. The aim is to monitor performance, identify trends and make informed decisions quickly.
Yes. Business Finance & Compliance covers monthly bookkeeping and account reconciliations, GST, TDS, Income Tax, ROC, payroll and other statutory filings, practical tax planning, and control frameworks such as approval policies and reconciliation routines.
Yes. The Virtual CFO service includes investor-ready financial reporting (clean MIS, dashboards and financial narratives designed to support investor discussions), and Business Finance & Compliance keeps your records audit-ready for investors and regulators.
Process & Discipline
We first learn your goals, challenges, team structure and financial gaps. Then we set up the financial foundation: standardizing reports, cleaning books, formalizing approvals and building clarity. After that come monthly reporting and reviews, and compliance and documentation discipline.
Every month. Monthly CFO reviews cover revenue trends, cost behavior, performance gaps and clear action steps, and MIS reports are prepared on a monthly review cycle. Under Business Finance & Compliance, filings and tax positions are also reviewed every quarter.
At the start we create schedules, approval flows and record-keeping standards. Every month we close the books, run reconciliations and prepare statutory returns, so filings and checks run on time without last-minute pressure.
Visibility & AI
Everything we do for you, visible live from one secure login that you can access anytime, from any device. No more chasing updates over email or WhatsApp. See Our Technology.
Yes. Live Project Tracking shows the live status of every task and lets you review and manage deliverables in one place, so you always know what is done, what is due and what needs you.
200+ agents and AI skills work round the clock on routine finance work, done the same way every time. AI is used responsibly: everything that reaches you is checked by an expert at least once.
By sharing a custom link with each vendor. Vendors enter their details straight into our ERP, captured once and in one place, so there are no more Google Sheets or scattered vendor data.
A CFO Dashboard (in development) that shows your key financial metrics, such as cash flow, revenue and margins, live, so you can decide on today's numbers. A vCFO AI model (planned) that brings SMEs CFO-level expertise at an affordable cost.
Working With FinCrest
It depends on the size and complexity of your business, the services you need and how often reviews are held. In a free consultation we understand your needs and propose a suitable engagement model.
Our team responds quickly and helps you understand your needs clearly, then guides you toward the right financial solutions. From your first message to onboarding, we support you end to end.
Fill out the form on our contact page, email [email protected] or call +91 72589 84555 (Monday to Friday, 10:00am to 06:00pm). Our office is at 1st Floor, No. 7, Above Domino's Pizza, JP Nagar 4th Phase, Dollar Layout, Bengaluru 560078.