Building Financial Clarity for an India–U.S. SaaS Startup

Client Profile

Industry: SaaS
Stage: Early-to-Growth Stage
Operations: India & United States
Team Size: 15–25 employees

The client was an India-based SaaS startup with customers in the U.S., preparing for growth and future fundraising.

The Challenge

As the business grew, the founders faced increasing finance-related challenges:

Fragmented accounting between India and the U.S.
Inconsistent documentation and reconciliations
Limited visibility into cash flow and runway
Delays in compliance and reporting
Difficulty answering investor questions with confidence

Finance had become reactive, and the founders lacked a single, reliable view of their financial position.

Our Approach

AccuraCFO partnered with the founders to build a structured, system-driven finance function.

Our engagement focused on:

Cleaning up and standardising accounting records
Implementing disciplined monthly closes
Building MIS and founder dashboards
Creating SOPs and internal controls
Aligning India and U.S. financial reporting
Ensuring audit- and investor-ready documentation

The goal was not just compliance — but clarity, consistency, and control.

The Solution

AccuraCFO delivered an end-to-end finance setup that included:

Clean Books & Reconciliations
Accurate accounting with proper documentation and audit trails.
Monthly MIS & Dashboards
Clear visibility into revenue, expenses, burn rate, and runway.
Cash Flow & Runway Tracking
Forward-looking insights to support planning and decision-making.
SOPs & Controls
Process-driven workflows that reduced dependency on individuals.
Investor-Ready Financials
Structured reports and schedules aligned with investor expectations.

The Outcome

With a structured finance function in place, the founders experienced:

Clear visibility into financial performance
Predictable compliance and reporting cycles
Reduced finance-related stress
Improved confidence during investor discussions
A finance system that could scale with growth

Finance shifted from being a pain point to a reliable foundation for decision-making.

Key Takeaway

For startups operating across India and the U.S., finance clarity comes from systems — not firefighting.

By implementing disciplined processes, clear reporting, and integrated finance operations, founders can focus on growth while staying compliant and investor-ready.

Looking to Build Similar Clarity?

If your startup is navigating growth, cross-border operations, or investor readiness, we’d be happy to discuss how a structured finance approach can help.

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