Our Services

Six Finance Functions, Delivered as a Service

Pick one or stack them all. Each engagement gets a dedicated manager from day one — senior India-based finance talent that works as an extension of your team.

Service 01

Accounting & Bookkeeping Services

Personalized, virtual accounting services that expand with your business — eliminating redundancies and saving money for CPA firms, RIAs, and founders.

Syntelligence Fintech delivers comprehensive accounting services designed to build structured financial systems, improve operational efficiency, and support long-term financial stability.

Our accounting support includes structured general ledger management, account classification, accrual and adjustment entries, fixed asset tracking, intercompany accounting, and organized financial data management. Every transaction is recorded with accuracy and aligned to internal controls and reporting requirements.

Software Capabilities

Starting from Scratch

Software setup, migration from any platform, company configuration, and control account reconciliation — done seamlessly from day one.

Bookkeeping Services

Charts of accounts, ledger maintenance, bank reconciliation, AR/AP, cash flow management, and financial reporting & analysis.

Payroll Solutions

Payroll sheets, paycheck creation, Federal & State tax calculation, Form 940/941, W2/W4, employee insurance deductions, and benefit compensation analysis.

Financial Reporting & Analysis

Cash flow forecasts, expense & overhead analysis, financial statements (compiled, reviewed), ratio analysis, NPV & IRR, financial dashboards.

Preparing Financial Statements

High-quality financial reports within short turnaround times — compliant with country-specific statutory regulations and auditing standards worldwide.

Virtual CFO

Oversee financials, risk management, capital expenditure guidance, HR & payroll decisions, system automation, and business valuation — all at a fraction of the cost.

Service 02

Advisory Support Services

A client-centric ecosystem with multiple service verticals and best-in-class support — backed by veteran staff of industry professionals.

Syntelligence provides Registered Investment Advisors and Financial Advisors a client-centric ecosystem with multiple service verticals and best-in-class support backed by veteran staff of industry professionals.

What sets our service experience apart is the real life experience of the senior staff who have walked along various stages of growth of the people they are now offering to help. We understand and are proficient in working in major technology stacks adopted by leading advisory firms and are comfortable transitioning/adopting them to achieve great efficiency for you.

Software Capabilities

Accounting

Monthly bookkeeping, new firm setup with QuickBooks online, chart of accounts customized to your financial advisory practice, year-end book review, and restructuring.

Back Office Operations

Comprehensive back office support including administrative operations, reporting, and workflow management for advisory firms of all sizes.

Compliance

Thorough and insightful lens into the regulatory and compliance requirements of the financial advisory industry — we live and breathe it.

Portfolio Accounting Services

Thorough and insightful lens into the regulatory and compliance requirements of the financial advisory industry — we live and breathe it.

Digital Branding Support

Digital branding strategies and support to help advisory firms build a strong, consistent, and professional online presence.

CRM Support Services

CRM implementation, data management, and workflow optimization across major platforms including Redtail, Wealthbox, and Salesforce.

Service 03

Business Valuation Support Services

An independent valuation carried out by a professional provides a reality check for owners — helping you understand what your business is worth today and what drives that value.

Syntelligence provides independent, high-quality business valuation services through two engagement models: outsourced valuation services to professional firms (B2B) and direct valuation engagements with companies and shareholders (B2C).

Across both models, our focus is on delivering defensible valuation analysis, clear documentation, and conclusions that stand up to audit, regulatory, and commercial scrutiny.

Economic Development

Valuation becomes pivotal to sales, mergers and acquisitions, or creation of joint ventures and many other processes relating to enterprises.

Startup Valuation

Reasonable techniques to persuade venture capital investors. Valuation of early-stage companies based on the proposition of the startup and the founders' vision.

Strategic Decision Making

Facilitate strategic decisions in terms of management efficiency, ownership changes, investment and financing requirements among others.

Reconciliation

Reconcile differences in perceived opinions of value — coupled with detailed economic and industry analysis to understand the value drivers.

Common Valuation Purposes

Service 04

Data Audits & Business Intelligence

Helping clients organize and manage data from disintegrated sources into a single source of truth — harnessing the power of data for strategic and business decisions.

Syntelligence Fintech has proven expertise with wide ranging tools and technologies to help organizations in data preparation and data analysis. Almost all of the business processes require intensive data management capabilities. Syntelligence Fintech aims to create reusable assets and frameworks to help reduce overall development time and cost.

Helps in preparing management reports and decisions as the data is disintegrated and scattered across multiple sources
Linking your customer across all the products
You spend a huge amount of time and effort on manual data collection, cleansing and reporting — but reconciliations remain painful
It takes forever to pull your operational reports
Your business intelligence tool never remains up to date
Need actionable business intelligence reports, not a plain data dump
After buying a new product, preparing data for its successful implementation

Our Data Services

1 Data Audit

Data Audit helps you to transform data into critical business insights. With capabilities in leading business intelligence solutions, our passionate technologists can help you harness the real value of your data.

End-to-end capability in providing data and business intelligence solutions — consulting, development and support
Data migration from legacy systems, including complex data structure and large volume handling
Data management services — data quality enrichment, data integration and consolidation, consulting on data quality and governance
Reporting and data analysis services
Productized: data management, migration, integration, and consulting

2 Data Quality

A data quality audit is the process where an organisation examines its data for accuracy, completeness and consistency of formatting. The aim of our data quality team is to improve the quality of the data by spotting and filling gaps, identifying and fixing mistakes and weeding out duplicate records.

Identify mistakes:Check how trustworthy your data is and spot problems before they impact your business
Standardise:Formatted data can be used to make it consistent for the organization
Understand better:Turn raw data into smart business decisions for the customers
Seize opportunities:Turn raw numbers into practical information to make profitable business decisions

Service 05

Investment Pitchdeck & Financial Modelling

Impactful pitch decks and rigorous financial models — built to grab investor attention, showcase your company’s potential, and bring in the right pool of resources.

Entrepreneurs usually take heaps of risks and put a lot of effort to build a successful company. But, if they don’t have the correct resources and expertise support to grow the corporate to future level, they will not see the monetary rewards that they had envisioned.

Pitch deck is a thoughtful collation of slides that define a company’s innovative business set up and growth potential. It has become a typical tool for startup founders and business leaders to showcase their company potential and bring in the appropriate pool of resources.

Responsive Table Section

Tailormade Narrations

Thorough Business Analysis

Rigorous Market Analysis

A comprehensive monetary model

Appealing design and layouts

Interesting storyline and precision of presentation

Persuasive narrative that grabs investor attention

Extensive marketing research

Custom style and attractive elements

Our Method

1. Introduction

Introductory form to know the fundamentals of your startup before the strategy decision.

2. Content Strategy

Understanding the business in any detail and gauging the necessities for your capitalist pitch deck.

3. Changes & Approval

Changes, if any, are incorporated, and upon approval, the planning method is initiated.

4. Design Transient

To understand the planning sense, branding, and also the overall temperament of the business.

5. Design Draft

Being conscious of the business and keeping the attitude of the client in mind, a primary draft of the planning is presented.

6. Final Delivery

Upon confirmation of the content and style, a final editable file is shared with the client.

Financial Modelling

We build comprehensive financial models that serve as a valuable database component for clients — providing quicker decision-making for investors and detailed analysis of business potential.

Comprehensive monetary model for quicker investor decision-making
Introduction, market downside, solution, and growth potential components
Financial plan, team details, and detailed monetary model
Components include: introduction, market downside, solution, growth potential, financial plan, and team details

Service 06

Financial Planning

For most of our advisory clients, financial planning has been at the heart of their offering — helping clients see where they are, where they want to go, and how to get there.

At Syntelligence, we have experience working on 1,000+ financial plans — both basic and advance spanning all life stages of client. We have experience working with clients’ own templates as well as leading Financial Planning softwares in the industry.

For most of our advisory clients, financial planning has been at the heart of their offering because it helps clients to see where they are, where they want to go, and how to get there.

Software Capabilities

Our Planning Services

A

Basic Plan Setup

Gaining valuable Time for revenue generation

Running a financial advisory practice is hectic. Between prospecting, writing financial plans, managing portfolios, and marketing, there’s little time or energy left for routine, yet important, administrative tasks. Team Syntelligence can access your client data and set them up in software/model of your choice and advisors can take a high-road and start planning right away.

Reducing your data entry cost by 80% to 60%.

Engaging Syntelligence for Basic plan setup will help you utilize your time and resources to meet more people who many need your help, manage more portfolios and plans and spend more time with existing clients.

Building a scalable-efficient practice

You provide the documents, and we’ll handle the rest. We’re experts in all the leading industry platform so we’re able to quickly and accurately input simple to complex client cases. Our highly skilled specialists enter your client data in a secure work environment ensuring client information is protected and confidential.

B

Advanced Planning Needs

For an Advisor, a financial plan acts as a communication that demonstrates a holistic understanding of a client’s finances, desired objectives, and assumptions to convey an analysis of future outcomes on one or more financial topics and may include possible recommendations. As client preferences and expectations evolve, they will seek relationships with advisors who can help them connect achieving financial goals to achieving satisfaction in other aspects of their lives as well. Advisors will be expected to consider the big picture and embrace a relationship-first, holistic approach to planning.

Currently our team of content, finance and design folks can help put together a compelling plan which is powerful yet beautiful. Please note that team Syntelligence will syntesize and filter the findings and always depend on planner for a final recommendation.