Accounting Firm Equity Stake For Sale in Bengaluru, India

- AI-native accounting platform serving US CPA firms and their business clients with automated bookkeeping and finance operations.
- The platform processes financial events including transaction categorization, reconciliation and bookkeeping, using AI agents with human supervision.
- The platform has processed approximately 62,000 financial events representing around $80 million in financial activity.
- AI automation currently handles 61% of financial events end-to-end from day one, improving to approximately 90–95% by the second month.
- The workflow enables one accountant to manage approximately 15 clients, compared with an industry norm of around 5 clients.
- The company has secured its first US CPA firm client and is expanding through CPA-firm distribution to reach additional businesses.
- Revenue is generated through recurring monthly client retainers.
- The business operates as a technology-led company with rented offices in Bengaluru and Pune, without a major manufacturing facility.
- The company has a team of 5 employees and is supported by 3 directors.
- The business is promoter-funded and is seeking growth capital for product development, AI automation, customer acquisition and expansion in the US market.
- The business has an incorporation certificate.