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Finance solutions iconFinance Solutions for EdTech

Finance operations that match how education revenue actually worksFinance built for cohortsstarting in weeks, not months.

From bookkeeping and reconciliations to compliance filings and founder-ready reporting, we help EdTech teams maintain clean financials and stay on top of statutory obligations so founders can focus on product and growth rather than spreadsheets and tax calendars.

Monthly cycle
Bookkeeping, reconciliation, and reporting on schedule
Seed to growth
Scales from early-stage books to investor-grade reporting
Cohort-accurate
Revenue tracked the way education businesses actually earn
Filing support
Statutory deadlines coordinated with your CA or auditor

Finance Solutions for EdTech

Education revenue is complex. Your finance partner needs to understand cohorts, instalments, and programme cycles to be genuinely useful to your business.

Sound familiar?

The problems we help you solve

Most businesses that come to us are dealing with one or more of these situations. If any of these sound familiar, you are in the right place.

  • GST filings are delayed, filed incorrectly, or not filed at all

    GSTR-1 and GSTR-3B must be filed every month. Late or incorrect filing attracts penalties, blocks input tax credit for your vendors, and can trigger a notice from the GST department. Many Indian startups do not have a process that guarantees timely, accurate filing.

  • TDS is not being deducted on trainer and contractor payments, creating audit risk

    Payments to trainers, freelancers, and professional service providers in India attract TDS under Section 194C or 194J depending on the nature of work. Not deducting TDS at all or deducting at the wrong rate creates a liability that surfaces during an income tax assessment or CA-led audit.

  • You have no monthly P&L or cash flow view and are making decisions on the bank balance alone

    Running a business without a monthly profit and loss statement means you cannot see if you are actually making money or just generating revenue. Decisions about hiring, marketing spend, and new programmes made on the bank balance alone frequently lead to cash flow crises.

  • Your books are not ready for due diligence and you are approaching a fundraise

    When an angel investor or fund asks for financial statements, many founders discover their books have not been maintained properly, reconciliations are months behind, and the figures their CA produces do not tell a coherent story. Cleaning up books under due diligence pressure is expensive and stressful.

We handle all of this so you do not have to build the internal capacity yourself.

Outcomes

What working with us actually delivers

  1. Compliance managed proactively, not reactively

    We track statutory deadlines, coordinate with your CA, and ensure filings are completed on time with proper supporting documentation. This eliminates the risk of penalties, late fees, and compliance gaps that typically emerge when finance is handled reactively during growth phases. We maintain a compliance calendar so nothing is missed even during busy periods when your attention is elsewhere.

  2. Books that reflect how your education business actually earns

    We maintain your books with education-specific revenue structures in mind, properly accounting for cohort fees, instalment schedules, deferred revenue, and subscription models. Reconciliations are done on a defined cycle so your financial data is always current and accurate. When your CA, auditor, or investor requests supporting documentation, it is ready to provide immediately.

  3. Reporting that helps you make decisions, not just file returns

    You receive clear, concise dashboards showing revenue by cohort and programme, cash position, outstanding receivables, and key trends without needing to dig through a spreadsheet or request a report from your finance team. Reporting is structured so you can use it in investor meetings, board updates, and internal planning sessions without preparation. As you grow, we evolve the reporting format to match what your business actually needs.

Scope of work

Everything included in this engagement

A clear picture of what we own and deliver, so there are no surprises after the work begins.

01

Core finance operations

  • Day-to-day bookkeeping, accounts payable, and accounts receivable
  • Invoicing, payment tracking, and reconciliations
  • Payroll coordination with your HR team or CA
02

Compliance and filings

  • Statutory and tax filing support in coordination with your CA
  • Compliance calendar management and deadline tracking
  • Audit-ready documentation and supporting schedules
03

Reporting and planning

  • Cohort and programme-level revenue dashboards
  • Cash flow summaries for founder and leadership decision-making
  • Inputs into budget planning and investor reporting cycles

The process

From first conversation to live delivery

A clear, repeatable path. No long procurement cycles or months of onboarding before you see results.

  1. Step 01

    We assess your current financial state

    We map your revenue model, payment flows, existing tools, and compliance calendar. This gives us a clear picture of where the gaps are and what needs to be set up or improved before we take over ongoing operations.

  2. Step 02

    We take over finance operations

    We manage bookkeeping, reconciliations, invoicing, and compliance coordination on a defined schedule. You receive regular updates so you always know your financial position without having to dig for it.

  3. Step 03

    We report and improve as you grow

    We provide monthly dashboards and periodic planning inputs. As your revenue model evolves and your reporting requirements increase, we adjust the finance operations to match without requiring a full re-engagement.

Who this is built for

The roles we work with most

People who get the most value share a common challenge: clear outcomes in mind but limited capacity to execute reliably.

Talk to us
  • 01

    EdTech Founders Managing Their First Finance Setup

    You are spending too much time on financial admin and not enough time on building the product and acquiring customers. We take over the day-to-day finance operations so you have clean books, timely filings, and a clear picture of your financial health without becoming a part-time accountant.

  • 02

    Growth-stage Teams Preparing for Investor Scrutiny

    You are approaching a fundraising round and your financials need to be clean, well-documented, and clearly structured. We help you get your books in order, establish the reporting structure that investors expect, and ensure your compliance is up to date so due diligence does not produce surprises.

  • 03

    Finance Leads Who Need EdTech-specific Support

    Your finance team understands accounting but may not be familiar with EdTech-specific revenue recognition, instalment structures, or the compliance considerations unique to education businesses in your geography. We bring that context so your finance function works for your business model, not against it.

Honest assessment

When this engagement works best

We believe clarity about fit matters more from the start than discovering a mismatch months in.

Strong fit

  • You have clear outcomes but limited capacity to execute day-to-day work reliably.
  • You want a partner who owns operations, not just advises on what to do.
  • You value predictable weekly reporting and one accountable point of contact.
  • You are comfortable with an iterative model where both sides improve over time.

Worth knowing

  • If you need one-off freelancers for narrow tasks, a managed model may not match.
  • Without a clear internal owner for decisions, delivery quality is hard to sustain.
  • If you plan to hire a large in-house team immediately, a hybrid transition may fit better.
  • We find it most useful to scope together before proposing when requirements are undefined.

Common questions

Frequently asked questions

If your question is not answered here, reach out and we will respond the same day.

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Finance Solutions for EdTech

Ready to get financial clarity without the overhead?

Tell us your revenue model, current tools, and biggest finance pain points. We will propose a finance operations plan that addresses them directly.