For Professionals · Financial dashboards, reporting and advisory workflows
Bebaak for Virtual CFOs
Run monthly reviews for several clients from one place: health score, 13-week cash, bank-readiness and a board pack — built from each client's own books or trial balance.
Who it is for
- Independent and part-time CFOs serving several MSMEs
- Finance heads who also advise group or family businesses
- CA practices that run a virtual-CFO line
What Bebaak gives you
- Score, Cash, Capital and Nazar on any client's Tally, Zoho, QuickBooks, Xero or Excel trial balance
- A monthly board pack and management report without rebuilding Excel each month
- Scenario and decision notes you can take into the review meeting
- Client data kept separate per organisation; you control who sees what
Tools
Where to look next
Getting started
How a pilot works
- Start a trial and add one client's trial balance
- Review the Score, cash view and bank-readiness with the client
- Add more clients; move to CFO Desk or a partner arrangement when it suits you
Do more than manage accounts. Help businesses make better decisions.
Tell us what you need — we reply within one working day.