Your Entire Finance Team. Powered by AI.
7 specialist AI agents handling CFO strategy, accounting, taxes, treasury, fundraising, loans, and M&A — all in one platform built for Indian SMEs.
7
AI Agents
50+
Lender Network
India
Built for Indian SMEs
10x
Faster Financial Ops
One team of AI specialists
Every finance role, working in sync
Replace a fragmented stack of tools and consultants with one operating system where each agent shares the same source of truth.
AI CFO
Strategic financial oversight. Real-time P&L, forecasting, and board-ready reports — your virtual finance chief, always on.
- Rolling 13-week cash forecasts
- Real-time KPI dashboards
- Scenario & runway modelling
- Board-ready reports in minutes
AI Accountant
Automated bookkeeping, reconciliation, and compliance. Zero manual entry.
AI Tax Manager
GST filing, ITR preparation, and year-round tax optimisation — handled.
AI Treasurer
Cash flow monitoring, liquidity alerts, and working capital management.
AI Fundraising Advisor
Investor discovery, deck feedback, and term sheet guidance.
AI Loan Broker
Matches your profile to 50+ lenders. Pre-fills applications. Tracks approvals.
AI M&A Advisor
Valuations, deal sourcing, due diligence checklists, and negotiation support.
SME Financial Marketplace
Connecting SMEs with lenders, investors, and financial service providers. Act on AI recommendations without leaving the platform.
Our mission
Enterprise-grade finance. For every Indian SME.
Indian SMEs deserve enterprise-grade financial infrastructure. Pivot Finance gives every founder access to a full finance team — without the overhead.
Our promise
A finance partner you can actually trust
Your money is not the place to gamble. Here's what we commit to from day one.
Your data stays yours
Bank-grade encryption, full export anytime, and zero data resale. We are a finance partner, not a data broker.
Explainable by design
Every AI recommendation shows its reasoning and the numbers behind it. No black-box advice on your money.
Built for compliance
Tax logic and reporting that follow Indian rules, with a clear audit trail you can hand to any accountant or regulator.
Pricing that scales with your business
Start free, unlock all agents as you grow. No setup fees.
Starter
For solo founders & micro businesses
₹0/month
- AI Accountant
- Basic dashboard
- 1 connected bank account
- Community support
Pro
For scaling SMEs that need a full finance team
₹4,999/month
- All 7 AI agents
- SME Financial Marketplace access
- Unlimited bank accounts
- GST + ITR filing automation
- Priority support
Enterprise
For complex operations & deal activity
Custom
- Everything in Pro
- Dedicated support
- API access
- White-labeling
- SSO, audit logs & SLA
Questions, answered
Everything you need to know before putting your finances on Pivot.
Run your finances like a much bigger company
Give your SME an entire AI finance team. Start free today.