Trusted by 100+ firms · US · UK · Australia

Your Offshore Finance Team — Built for RIAs, CPAs & Founders

Bookkeeping, financial planning, pitchdecks, valuations and data audits — delivered by a senior India-based team that works on your timezone, with no headcount lock-in.

MS

Maithili Shah

Founder & CEO, Syntelligence

We provide service with a human touch — backed by people who bring passion, pride and ownership to everything they do.

Ahmedabad, IN

4 hrs

Avg US overlap

< 24 hr

Turnaround

10+

Years in business

500+

Financial plans built

1000+

Valuations done

18

Platforms covered

Years in business

1 +

Financial plans built

50 +

Valuation done

500 +

Platform Covered

TRUSTED BY FIRMS USING THE INDUSTRY’S LEADING PLATFORMS

What We Deliver

Six Finance Functions, Delivered as a Service

Pick one or stack them. Each engagement gets a dedicated manager from day one and senior-only staffing.

Advisory / RIA Support

A client-centric ecosystem with service verticals and best-in-class support for registered investment advisors and wealth managers.

Business Valuation

Support at every step of a valuation — from client discussion to the final financial model and valuation report.

Forensic Accounting

Daily bookkeeping, virtual CFO services, AP/AR management — built so your team focuses on client deliverables, not data entry.

Investment Banking Support

Comprehensive financial models and investor-ready decks for startup founders & business leaders to bring in the right capital.

Accounting Solutions

Rigorous data quality audits that resolve issues across the organisation — giving you clarity on quality, completeness and consistency.

Taxation Support

1,000+ basic and advanced plans built across all life stages — working with your templates or leading planning software.

Built for your model

Who We Serve

Different business models need different finance support. Pick yours.

FOR RIAs

Registered Investment Advisors

Free your senior advisors from plan inputs, performance reporting and back-office data hygiene.

Black Diamond

eMoney

Orion

FOR CPAs

CPA & Accounting Firms

Scale capacity during tax season and beyond — without rotating hires or training overhead.

QuickBooks

Sage

SAP

FOR IBs

Investment Bankers

On-demand industry research, comp sets, valuation models and pitchbook support that move with your deal pace.

S&P Capital IQ

PitchBook

FOR ADVISORS

Wealth & Financial Advisors

Plan-building, client-portfolio reviews and onboarding workflows handled by a team that thinks like a planner.

MoneyGuidePro

RightCapital

Founders & Operators

Investor-ready financial models, pitchdecks and valuation memos that hold up to VC scrutiny.

Carta

DocuSign

Excel

FOR IBs

Investment Bankers

On-demand industry research, comp sets, valuation models and pitchbook support that move with your deal pace.

QuickBooks

Tableau

Shopify

Stack-native

We Plug Into The Tools You Already Use

No platform migrations. No “let us set up our system.” Your stack, your data, our hands.

Wealth Management

7 leading planning & portfolio platforms

Accounting

Books across the size curve

CRM & Docs

Client lifecycle & agreements

Research & BI

Intelligence & reporting

A note from the founder's desk

We have only one objective: to ensure our client's mission objectives are achieved with the highest level of capability and assurance, and at the lowest possible cost.

India is becoming a financial services hub for the world — favourable policy, fast-developing infrastructure, and an immensely talented workforce. Syntelligence is reshaping its business units to take advantage of emerging trends and technology in growing global financial services markets.

We earn the trust and respect of global customers for one simple reason: we have great people. They are experts in their fields. They bring a strong service ethos to everything they do. They take pride and ownership in the jobs they do. We bring passion, pride and experience together — every single day.

— Maithili

Why teams pick us

Why Firms Choose Syntelligence Over Generic BPOs

A finance partner, not a vendor. Built around four commitments.

1 Wealth & Financial Advisors

Plan-building, client-portfolio reviews and onboarding workflows handled by a team that thinks like a planner.

2 Dedicated engagement manager

One point of contact from day one. They know your stack, your team and your standards.

3 Confidentiality & data security

Strict standards of client confidentiality across financial and identity data. Built into every process.

4 Month-to-month flexibility

Scale up or down monthly. No lock-in. We earn your business every month — by design.

Before you ask

Common Questions From Firms Evaluating Us

The objections we hear most often in first calls — answered plainly.

Still have questions?

Talk to our engagement team directly.

How do you handle data security and confidentiality?

Strict standards of client confidentiality are built into every workflow. We sign mutual NDAs, work within your software environment wherever possible (no data export), maintain access logs, and follow SOC-2-aligned process controls. We can also work behind your firm’s VPN.

What's the time-zone overlap with US firms?

Our standard coverage gives US clients 4 hours of real-time overlap (your morning, our evening). For tax-season or live-deal teams, we run dedicated India-night shifts that align with US business hours.

How is pricing structured?

Is there a minimum engagement?

Three models depending on engagement: per-deliverable (e.g., per financial plan), retainer (a fixed monthly bench of senior hours), or dedicated FTE (a full-time team member working only on you). All quoted before any work begins.

Do we need to pay for software licences?

No. We start with a 2-week paid pilot on a real deliverable so you can evaluate quality before any longer commitment. After that, all engagements are month-to-month with no annual lock-in.

How long does onboarding take?

Discovery call within 24 hours of enquiry. Engagement manager assigned the same week. Pilot starts within 7–10 business days. Full onboarding (SOW, NDA, system access, process docs) is typically complete in 2–3 weeks.

What happens if we want to exit?

30 days written notice. We deliver a full handover pack: process documentation, file inventory, software access transition and a 2-week support window. No exit fees, no retention clauses.

Get started

Ready to Scale Your Finance Ops

No commitment. No tech setup. A senior engagement manager will reply within one business day.