Leading Advisory Firms trust Precisa for Financial Analysis

Financial advisory firms use our software to streamline client onboarding, accelerate M&A due diligence, and
provide deeper financial insights without expanding headcount.

Why Advisory Firms Choose Precisa?

  • Handle 10x more clients with the same team. Automated transaction categorization, cash flow analysis, and counterparty detection eliminate hours of manual data extraction per engagement.
  • Complete M&A due diligence in days, not weeks. Multi-account analysis, inter-bank transfer tracking, and financial health scoring process 15+ bank accounts simultaneously for faster deal closure.
  • Deliver comprehensive financial insights clients expect. Business cash flow separation, recurring revenue detection, and spending pattern analysis provide depth that manual review misses.
  • Reduce onboarding friction for new clients. Instant financial health assessment, creditworthiness scoring, and automated verification let you qualify prospects in minutes instead of days.
  • Support valuation and strategic recommendations with data. Monthly trend analysis, volatility scoring, and counterparty concentration metrics give you defensible numbers for business valuations and strategic advice.

Testimonials

Bhupesh Morye CoFounder, Gromor Finance

We use Precisa’s Bank Statement Analysis as an input for our Credit policies wrt our Loan products. The Auto CAM generation feature has greatly reduced evaluation and decision time. The credit team is taking qualitative, data backed decisions.

Muthu Mohon Partner,Unmaze Consulting

Integration of Unmaze with Precisa’s APIs has smoothened+fastened our client F&A onboarding. We are able to use Precisa analytics to frequently share pertinent advice and intervention with our clients.
Deepak Kaushik CEO,FinAKS Advisory

Precisa’s addition to our process has led to great efficiency gains in our team. We are able to share deeper insights with our clients as well.

Deepak Kothari Co Founder, tcash

Precisa’s APIs allow us to parse large numbers of bank statements and quickly return easily consumable outputs. They provide key inputs which enable initial checks for application assessment and detailed analysis for application processing. This partnership has supported us as we scale our operations. The Precisa team has been extremely helpful and responsive whenever we needed them.
Sourav Chatterjee Co-founder & Director, Fintheon

Precisa has been our trusted partner for bank statement parsing since our very inception. The high quality output and a responsive support team gives us great execution comfort. We appreciate Precisa as a long term partner in our journey of reducing MSME credit friction.

Sanjay Poddar CEO, S.Poddar & Co

We are using Precisa bank analysis for forensic audit for banks and gov Institutions and find it reliable and efficient in providing output.