Embedded Financial Intelligence

Your finances,
finally working
for you

Whether you need someone to run your financial operations, a product that surfaces what is holding your numbers back, or a system that removes the manual work your team is buried in. This is where it starts..

What brings you here?
Cleaner books Cash flow visibility Audit readiness Data automation Investment research Compliance gaps Workflow efficiency Vendor risk
Run Free FinPulse Check Explore Solutions All services
FinPulse · Business Vitals Sample
0  Caution
Profitability
74
Cash Flow
58
Risk Exposure
61
Efficiency
69
0%
Processing time saved for clients
4
Jurisdictions: RBI, SEC, FCA, MAS
Zero
Delegation: one expert owns your work
Fixed
Scope agreed before work begins
Currently accepting new engagements
FinPulse · Business Vitals Report· Python and Financial Data Automation· CashMap · ComplianceCheck · VendorScan· Investment Research and Modeling· Embedded Financial Operations· QuickBooks · Xero · Tally · Power BI· Workflow Automation and Data Scraping· Accounting · Compliance · Tax Coordination· FinPulse · Business Vitals Report· Python and Financial Data Automation· CashMap · ComplianceCheck · VendorScan· Investment Research and Modeling·
Find what fits your situation

There is a reason you are here.
Let us help you find the right starting point.

Different businesses come to Finology Nexus for very different reasons. Pick what resonates most.

📊
I do not fully understand what my numbers are telling me
Reports exist, but clarity does not. You want to know what is actually happening with profitability, cash, and risk exposure before it quietly becomes a crisis.
Run FinPulse: Free, 4 minutes Explore CashMap
⚙️
My team is spending too much time on manual financial work
Reports take hours to compile. Data lives in five different places. Errors appear under pressure. You know automation is the answer, but no one has the bandwidth to build it.
Financial Data Automation OpsIQ Workflow Diagnostic
📋
I need financial operations handled properly, without hiring a CFO
Books maintained, reconciliations done, month-end closed on time. You need a financial function that runs reliably, without the cost or commitment of a full-time senior hire.
Embedded Financial Operations Start with a consultation
🛡️
I am worried about compliance and audit exposure
An audit is approaching, or regulations have shifted. You want to know your gaps before someone else finds them, with a clear plan to close them on your terms.
ComplianceCheck Diagnostic VendorScan Risk Assessment
🌐
I am expanding across borders and need the right financial structure
New jurisdiction. New regulations. FEMA, RBI, foreign reporting, transfer pricing. You need someone who has built this infrastructure before and can do it right from the start.
Cross-Border Financial Operations Schedule a consultation
📈
I need investment research and modeling support I can actually trust
DCF models, comps, sector analysis. Your decisions depend on the quality of the underlying numbers. You want structured, methodology-driven outputs, not assumptions in a well-formatted slide.
Investment Research and Modeling Talk to us about your needs
Embedded Financial Operations

Expert-led work,
inside your workflow

Senior financial expertise that integrates into your existing systems and processes. Not a vendor you manage. A financial function you activate. Everything is delivered in your tools, documented to your standards, and built to last without depending on us.

01 · Flagship ⚡
Financial Data Automation
Custom Python pipelines that extract, clean, validate, and deliver structured financial data from regulatory databases, financial reports, and data repositories directly into your workflow. Built once, runs reliably every time.
PythonData pipelinesAutomationReporting
02📊
Investment Research and Modeling
DCF, comps, sector analysis, and competitive intelligence built for analyst consumption. Rigorous financial models with clear, documented methodology, not slide decoration that falls apart under scrutiny.
DCFCompsValuationMarket sizing
03🛡️
Risk and Compliance Management
Systematic risk diagnostics, RAG scoring, regulatory gap analysis, and compliance deadline tracking. Structured governance that gives you visibility and control without enterprise software complexity.
Risk ScoringRegulatory ComplianceDue DiligenceAudit-Ready
04📒
Accounting and Financial Reporting
Audit-ready books in QuickBooks, Xero, or Tally. Month-end close, reconciliations, AP/AR, and management reporting maintained to the standard your auditors and investors actually expect.
QuickBooksXeroTallyMonth-end close
05📋
Process Documentation and SOPs
End-to-end workflow mapping, internal control design, and audit-ready SOPs. Built for operations that need to hold up under scrutiny, scale without breaking, and onboard new team members cleanly.
SOPsWorkflow mappingAudit prepControls
06🌐
Cross-Border Financial Operations
Multi-jurisdiction tax coordination, FEMA and RBI compliance, transfer pricing documentation, and financial reporting for businesses operating across borders with complex regulatory requirements.
FEMARBIMulti-jurisdictionTransfer pricing
★ Free Intelligence Tool

Meet FinPulse: know exactly
where your business stands

Most business owners carry a quiet sense that something in their finances is not quite right. FinPulse turns that feeling into a clear answer. Answer 12 questions and get an AI-powered report that tells you what is working, what is not, and what to fix first. Four minutes. No sign-up. No spin.

Run FinPulse: It is Free →
FinPulse · Sample Vitals Report
72 / 100
Caution: Solid foundations with gaps Cash flow visibility and concentration risk create material exposure. Solvable with the right prioritisation.
Profitability
74
Cash Flow
58
Risk Exposure
61
Efficiency
69
🔒 Full analysis, 5 priority actions and peer benchmarks in the paid report
Check Your Business Pulse →
Finology Intelligence Suite

Self-serve diagnostics for
real financial decisions

Four targeted intelligence products. Each one surfaces a specific answer your business needs right now. Free to start, with a deeper paid report when you are ready for the full picture.

Business Vitals Free
💗
FinPulse
Your Business Vitals Report
A 4-minute diagnostic that reads your P&L, cash flow, risk exposure, and efficiency signals and returns an honest score with the top issues to fix. The fastest way to know where your business actually stands.
Profitability Cash Flow Risk Efficiency
Run FinPulse Free →
Cash Intelligence
🗺️
CashMap
Cash Flow Intelligence Report
A structured 30-day and 90-day cash visibility report. We map your receivables, payables, burn patterns, and liquidity gaps so you can see what is coming before it becomes a problem.
Runway Analysis Burn Rate Working Capital
Learn more
Regulatory Readiness
🏛️
ComplianceCheck
India Regulatory Readiness Scanner
A structured scan across RBI, FEMA, GST, and Companies Act requirements. Surfaces your compliance gaps and gives you a priority-ranked remediation plan before auditors or regulators do it for you.
RBI FEMA GST Companies Act
Learn more
Vendor Risk
🔍
VendorScan
Vendor Risk Quick Assessment
A rapid vendor risk assessment that scores your key suppliers across financial stability, compliance history, and operational resilience. Know your exposure before it becomes a board-level conversation.
RAG Scoring Financial Health Compliance
Learn more
How an engagement works

Simple, scoped,
no surprises

Every engagement follows the same structure. You know what you will receive, when it will be ready, and what it costs, before any work begins.

01
Discovery Call
A focused 30-minute conversation about your workflow, data environment, and what a successful outcome looks like for your specific situation.
→
02
Scoped Proposal
A fixed-deliverable proposal with timeline, methodology, and pricing. No vague retainers, no ambiguous scope, no billing surprises after the fact.
→
03
Execution and Review
Work begins inside your existing systems and tools. Regular progress check-ins, transparent updates, and zero surprises along the way.
→
04
Handover and Continuity
Every deliverable comes with documentation. Your team can run it independently, or we stay on as your embedded financial operations partner.
Real work · Verified results

Automating a ratings workflow that was eating 90 minutes a day

90 min → 15 min
Daily processing time. Same accuracy, a fraction of the effort.
Financial intelligence firm · India-based ratings team · Python automation

An analyst team spent 90 minutes every day manually reviewing HTML-format reports, identifying company mentions, and mapping them to a tracked entity list. The process was error-prone during high-volume periods and could not scale without adding headcount.

A Python automation script was built using progressive text matching: partial name detection followed by full-name validation, precisely replicating the existing manual logic. Deployed with zero workflow disruption. The same analyst now reviews exceptions in under 15 minutes.

~90%
Reduction in daily processing time
100%
Accuracy maintained post-automation
0
Added headcount needed to scale
Explore more work
Why this practice

What makes it
different

Most financial support falls into two camps: large firms that assign junior staff and charge senior rates, or freelancers without process rigour. Finology Nexus is neither.

01
Senior expertise embedded directly in your operation
Your financial function gets a principal-level expert working inside your systems, not an account manager handing off to someone junior. Every deliverable is produced by the same person who scoped it.
02
Fixed deliverables, not billable hours
Engagements are scoped to outcomes. You know exactly what you will receive, when, and what it costs. No invoice surprises, no scope creep, no retroactive additions.
03
Breadth across the full financial stack
From Python automation and compliance management to financial modeling and accounting operations. One point of expertise covering what normally requires multiple specialists at multiple firms.
04
Your systems, your tools, zero migration required
Work is delivered inside QuickBooks, Xero, Tally, or Excel. No new software to procure, no migration costs, and no disruption to the way your team already works.
05
Everything documented and fully transferable
Every script, process, and model comes with clear documentation. Your operation remains yours, auditable, transferable, and fully functional without depending on any one individual to keep it running.
Who we serve

Built for operators who need it done right

🌍
Global Businesses
Foreign companies entering India and Indian businesses expanding abroad. Compliance, operations, and reporting built for cross-border complexity from day one.
🏦
Fintechs and NBFCs
Vendor risk frameworks, RBI compliance, and operational documentation built for regulated environments that cannot afford compliance gaps or audit surprises.
📈
Investment Firms and Analysts
Data pipelines, Python automation, and research support for teams whose investment decisions depend entirely on data quality and speed of delivery.
🚀
Growth-Stage Companies
Clean books, structured processes, and audit-ready operations built early, so your financial function scales with the business rather than lagging behind it.

Tools we actually work with

PythonPython
TableauTableau
Power BIPower BI
QuickBooksQuickBooks
XeroXero
TallyTally
ExcelExcel
AWSAWS

Not sure where
to start?

Start with FinPulse and get a clear, honest picture of where your business stands financially, in under 5 minutes, at no cost. Or book a consultation and talk directly about what your operation needs. Either way, you will leave with more clarity than when you arrived.

Schedule a Consultation Run FinPulse Free
FinPulse (Free)