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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We assist financial institutions in managing an almost limitless array of pertinent structured and unstructured data to streamline processes like customer onboarding, decision-making, risk pricing, and fulfillment. By extracting, categorizing, and analyzing data from numerous financial entities, we enable lenders to make automated, data-driven decisions regarding risk and pricing. Since 2018, Perfios has maintained a positive cash flow and EBITDA, bolstered by prominent investors including Bessemer Venture Partners and Warburg Pincus. Our data platform leverages a unique blend of proprietary machine learning methods to provide thorough data analysis tailored to individual customer needs, producing bespoke reports for each client. We have successfully scaled operations from handling thousands of transactions monthly to processing millions daily, all while maintaining optimal performance levels. Our team of engineers brings unique thinking styles and innovative problem-solving skills, ensuring a level of professionalism rarely found in other organizations. This distinctive approach sets us apart in the competitive landscape of financial technology services.

Description

A financial management platform designed for small enterprises, emerging startups, and individual entrepreneurs enables users to oversee budgets, income, expenditures, and profitability for various businesses or products all from one comprehensive interface. This platform boasts AI-enhanced financial insights, organizes transactions into categories, predicts cash flow, and offers over 15 complimentary financial calculators, such as those for burn rate, runway, SaaS-related metrics, and unit economics. Additionally, it integrates with Stripe, allowing users to monitor their revenue in real-time, enhancing financial oversight and decision-making capabilities. With its user-friendly features, it aims to simplify financial management for those juggling multiple ventures.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Klub
Stripe

Integrations

Klub
Stripe

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Perfios Software Solutions

Founded

2008

Country

India

Website

www.perfios.com

Vendor Details

Company Name

culta.ai

Founded

2026

Country

United Kingdom

Website

culta.ai/

Product Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Product Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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