Finance & Accounting Intelligence

The finance brain
your firm deserves.

Orgzen is the intelligent layer on top of your finance operations. It automates, tracks, learns from your processes, and responds to every team member based on their role and access.

Queries / day
2,847
Time saved
68%
Data points
14.2K
Accuracy
99.4%
live
orgzen console
Q3 2025
Role
Query
Status
Response time
Output
CEO
P&L, collections, unit economics — Q3
done
1.2s
.xlsx
CFO
Marketing spends, channel-wise, period comparison
done
2.1s
.xlsx
Controller
All POs pending approval > ₹5L
done
0.8s
view
Team
Vendor invoice status for Acme Corp
running
What is Orgzen

Your financial
command center.

Learns your existing processes, integrates with your tools, and becomes the single layer between your team and your data.

001

Learns & Adapts

Observes how your finance team works — processes, approvals, patterns — and learns continuously.

002

Automates & Tracks

Invoice matching, P&L generation, collection follow-ups, contract tracking — without manual effort.

003

Role-Based Intelligence

CEO gets summaries. Controller gets granular data. Team member gets task answers. Same system, different access.

004

Integrates Everything

  • P&L, Balance Sheet, Cash Flow
  • Collection status & ageing
  • Vendor & customer invoices
  • POs, Contracts, Master data
  • Marketing spends — channel & period
  • Unit economics & sales data
How it works

Three steps.
Zero manual overhead.

001

Orgzen Observes

Studies your existing workflows, team structure, data sources, and approval chains.

002

Orgzen Learns

Maps processes, identifies patterns, understands role-based access, builds knowledge graph.

003

Orgzen Delivers

Any team member asks — responds with the right data, right format, based on access level.

Built for

Every role in your
finance ecosystem.

Same Orgzen. Different responses. Because it understands who's asking.

001

CEO / Founder

P&L, collections, unit economics — structured answers and exports, instantly.

Summary
Detail
Entry
002

CFO / Finance Head

Marketing spends, vendor invoices, contracts, cash flow — deep dives across periods.

Summary
Detail
Entry
003

Controller / BP&A

PO tracking, master data, budget vs actual, variance analysis — the granular layer.

Summary
Detail
Entry
004

Team Members

Task-specific answers, raise requests, create entries — only within what's assigned.

Summary
Detail
Entry
What Orgzen sees

A snapshot of your
financial data.

This is what Orgzen processes, structures, and makes available to the right person at the right time.

Monthly Revenue ₹4.2Cr avg
JFMAMJJASOND
Revenue Split 4 segments
Services — 40%
Consulting — 25%
Retainers — 20%
Other — 15%
Collections Trend +12% MoM
JanMarMayJulSep
Receivables Ageing ₹2.4Cr total
0-30
68%
31-60
18%
61-90
9%
90+
5%
Launching first

Task & Employee Activity
Management for CA/CS Firms

Built for Indian professional firms. No more spreadsheets, no more WhatsApp follow-ups, no more "who is doing what?"

001

Task Assignment & Tracking

Assign with deadlines, priorities, client context. Track real-time status without asking.

002

Activity Logging

Automatic time tracking. Know how much time each person spends on each client and task.

003

Workload Visibility

See who's overloaded, who's underutilized. Balance work — especially during filing season.

004

Client-Wise Organization

Tasks, documents, communication grouped by client. No searching across emails and chats.

005

Deadline Alerts

Automatic reminders for filing deadlines, due dates, follow-ups. Never miss a statutory date.

006

Firm-Level Dashboards

Partner-level view of ongoing work, bottlenecks, productivity. Data-driven firm decisions.

Launching soon.

Building Orgzen for CA, CS, and professional firms across India. Be the first to know — and get founding user pricing.

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No spam. One email when we launch.

| Private by default
| Built for Indian firms
| Early access pricing