Solutions · For advisors & global partners
Business Advisors
You advise MSMEs on growth, funding or turnaround and need fast, structured analysis of a client's financials.
The gap
- Analysis rebuilt in Excel for every client
- Clients' data in different accounting systems
The Bebaak solution
Use Data Bridge with Score, Cash and Capital on any client's trial balance; refer clients to Bebaak services and earn under the partner programme.
Your Bebaak stack
Apps, intelligence and services that fit
Business applications
Not required — keep your existing accounting system.
Specialist intelligence
Optional professional services
Expected outputs
What you get
Outcomes depend on your data and how consistently the routine is followed.
- A consistent diagnostic for every client
- Faster first meeting
- Referral income on conversions
Sample workflow
How it runs
- Client exports TB
- Upload and run Score
- Discuss findings with the client
- Refer for CMA or vCFO if needed
Bebaak for business advisors
Start with what you need. Our team helps you set it up.