Numbers arrive late.
Close, consolidation and reporting consume most of the calendar.
KoshaOS™ · AI-native EPM Platform
One governed set of numbers for every finance leader.
KoshaOS™, our EPM platform, connects ERPs into one governed data layer, with suites for the CFO, Controller and FP&A, and AskChamp™ built in.
Built by finance technologists (ex-CFOs and FP&A leaders) with 60+ years of cumulative experience in enterprise finance.
KoshaOS™Reconciled to TB
EBITDA margin18.4%+1.9 pts vs budget
ROCE17.1%Target 18%
Cash headroom11 weeksAbove policy
A
Why is Services below our ROCE target?Capital employed rose after the new facility went live, while revenue is still ramping.
Tasks complete74%Day 3 of 5
GL exceptions124 high priority
Unreconciled items72 entities
A
What's still open for the March close?9 tasks across 2 entities. Singapore Pte is waiting on 2 bank confirmations.
Forecast accuracy94%Last 6 months
Opex variance+2.1%Over budget
Full-year revenue₹1,284 Cr+3.2% vs budget
A
What drove the June revenue dip?Lower volumes in two distributor accounts in the west region, partly offset by price.
The challenge
Finance is asked to lead. The data isn't ready.
Leaders want answers in hours. Most finance teams still spend the month assembling numbers no one fully trusts.
Numbers aren't trusted.
Multiple ERPs, spreadsheets and definitions produce conflicting figures.
Three roles, three tools.
The CFO, Controller and FP&A each work from their own version of the numbers.
AI stays in pilot.
Without governed data, AI answers can't be trusted in the boardroom.
The business case
Better numbers, better decisions.
Protect margin
See where profit is made and lost, across every entity.
Put capital to work
Track returns by business unit and act on the laggards.
Report sooner
Board-ready numbers days earlier, from one source.
Plan with confidence
Forecasts built on actuals, not assumptions.
Indicative outcomes from client engagements, measured against each client's own baseline.
Inside the suites
One EPM Platform, Three suites, one set of numbers, for every finance leader.
Pick a role to see what its suite fixes, the KPIs inside and the outcome it drives.
For the CFO
CFO Suite
The whole business, on one page.
Problems it fixes
- Board questions take a day to answer.
- ROCE by business unit sits in a separate spreadsheet.
KPIs inside
ProfitabilityEBITDA marginRevenue growthWorking capitalCash positionROCEROICFinancial risk
For the Controller
Controller Suite
See every open item before close.
Problems it fixes
- Close status comes from 20 emails.
- Mis-postings surface at the TB review.
KPIs inside
Close statusGL accuracyAP and AR agingReconciliationsVariance analysis
For FP&A
FP&A Suite
Forecast faster. Explain variances in minutes.
Problems it fixes
- Actuals are pasted into the model by hand.
- Explaining one variance takes three data pulls.
KPIs inside
Revenue forecastBudget vs actualCash forecastOpex varianceRunway
How it works
The same foundation under every suite.
Every suite and every AskChamp™ answer reads the same governed data, so the CFO, Controller and FP&A never argue about the number.
Who uses itCFOControllerFP&ABoard
4
Where you use it
Web appPower BIWhatsAppEmail digests
Check: KPI and answer accuracy
3
Role suites and AI
CFO SuiteController SuiteFP&A SuiteAskChamp™
Check: one definition per KPI
2
Context layer
KPI definitionsGroup chart of accountsAccess rules
Check: reconciled to your books
1
Data & AI Foundation
Raw → standard → goldenReconciled to TBData Quality Score
Your systemsSAP · Oracle · NetSuite · Tally · Zoho · Dynamics · CRM · Payroll · Bank
Live in three steps
On the systems you have. Nothing is replaced.
- ConnectWe connect to your ERPs and finance systems. Nothing is replaced.
- ConfigureKPIs, definitions and access rights are set once, starting from templates.
- Go liveSuites and AskChamp™ roll out role by role, and your team is trained.
AI co-pilot, across every suiteAskChamp™Ask in plain English and get answers with their source.
Included in every packageData & AI FoundationConnects SAP, Oracle, NetSuite, Tally and Zoho, reconciles to the trial balance and defines every KPI once.
Integrations we support
Nothing is replaced. Secure connectors for the systems you run today, with file upload for everything else.
ERP and accounting
SSAPOOracleNNetSuiteTTallyZZoho BooksDDynamics
Business systems
CCRMPPayroll and HRMSBBank statementsPProduction and ops data
Where you use it
FKoshaOS™ web appPPower BIEExcel and PDFWWhatsApp
The Shift
Where the day gets stuck.
One moment from each role, and what changes when every team works from the same numbers.
WhenScenarioWith KoshaOS™You gain
8:30 am
The MD asks why margin fell. The answer needs two analysts and a day.
CFO Suite
Business health on one page, with drill-down to the cause.Or ask AskChamp™, with the source behind the answer.
Business health on one page, with drill-down to the cause.Or ask AskChamp™, with the source behind the answer.
Time back
Day 1 of close
Close status comes from 20 emails and a shared tracker.
Controller Suite
A live close tracker by entity, task and owner.Overdue tasks are flagged to their owner.
A live close tracker by entity, task and owner.Overdue tasks are flagged to their owner.
Ease of use
Day 2 after close
Actuals are exported and pasted into the model.
FP&A Suite
Actuals load automatically from the closed ledger.Forecasts roll forward the same day.
Actuals load automatically from the closed ledger.Forecasts roll forward the same day.
Trusted data
Board week
Each entity's pack defines EBITDA differently.
Context layer
One set of KPI definitions across the group.Every number traces back to the trial balance.
One set of KPI definitions across the group.Every number traces back to the trial balance.
Governance
Spotlight
Ask across every suite. Track your progress.
AAskChamp™Finance co-pilot
Good morning. All three suites are up to date.
Ask about margin, close, forecasts or cash…
Try askingScorecardFinance Office ScorecardQ2 FY27 · illustrative
89
Speed
Day 4Books closed by
Day 6Board pack ready
Quality
100%Reconciled to TB
94%Forecast accuracy
Effort
23Reports retired
120+Man-days saved / year
Also onWhatsAppTMicrosoft TeamsSSlack
Answers only from your governed data, linked to source, within each user's access.
Measured every cycle against your starting baseline.
Packages
Start where you are. Grow from there.
Every package includes the Data & AI Foundation. Add suites as you grow.
Essential
Automate reporting
Scale
Manage performance
Enterprise
Drive decisions
| Compare packages | Essential | Scale | Enterprise |
|---|---|---|---|
| Suites | |||
| Controller Suite | ✓ | ✓ | ✓ |
| FP&A Suite | Add-on | ✓ | ✓ |
| CFO Suite | — | Add-on | ✓ |
| Layers | |||
| Ops reporting | ✓ | ✓ | ✓ |
| Board KPI reporting | Add-on | ✓ | ✓ |
| CFO intelligence | — | Add-on | ✓ |
| Capabilities | |||
| Workflow automation | ✓ | — | ✓ |
| Forecast engine | — | ✓ | ✓ |
| Reporting layer | ✓ | — | ✓ |
| Intelligence layer | — | — | ✓ |
| AI | |||
| AI maturity | Ask | Explain | Predict → Recommend → Act |
Compare
Why finance teams choose KoshaOS™.
One EPM platform for three rolesThe CFO, Controller and FP&A work from the same numbers, not three tools.
Governed data firstEvery package includes the Data & AI Foundation, reconciled to the trial balance.
AI you can traceAskChamp™ answers only from your data, with the source behind every figure.
Finance experts includedChartered Accountants design and deliver, not just configure.
| What matters | KoshaOS™ | BI tools on their own | Enterprise CPM / EPM suites | Close and reconciliation software | General AI assistants | Consulting-led custom builds |
|---|---|---|---|---|---|---|
| Built for the CFO, Controller and FP&A out of the box | ✓ | ✕You build every view | ◐Strong in planning and consolidation | ◐Strong for the Controller | ✕ | ◐Built to order |
| Governed finance data layer, reconciled to the trial balance | ✓Included in every package | ✕Needs a separate data build | ✓Within the suite | ◐Close data only | ✕ | ◐Varies by project |
| Keeps your ERPs and BI tools | ✓ | ✓ | ◐Often replaces planning tools | ✓ | ✓ | ✓ |
| AI answers from your own finance data, with sources | ✓AskChamp™ | ◐Add-on copilots | ◐Varies by vendor | ◐Varies by vendor | ✕Not connected to governed data | ✕ |
| Chartered Accountants in delivery | ✓ | ✕ | ◐Depends on the partner | ◐Depends on the partner | ✕ | ✓ |
| Packaged from mid-market to enterprise | ✓Essential, Scale, Enterprise | ✓ | ◐Typically enterprise programs | ✓ | ✓ | ✕Scoped per project |
| Where they're strongest | One view for the whole CFO office | Flexible visuals and self-service | Deep planning and consolidation | Close tasks and reconciliation depth | General productivity | Fully bespoke scope |
✓ Yes ◐ Partly or varies ✕ No. A general comparison of tool categories; individual products vary.
Our Certifications
Your finance data secured and your AI governed, to international standards.
Proof
Trusted by finance leaders.
Trusted by finance teams atBridgestoneSandvik Rock ToolsEatonMitsubishi ElectricImagicaaNivea
Wow – top team! The Datachamps team have been brilliant and we highly recommend them. Datachamps really got deep in understanding the project and in setting and managing the delivery. The team were equally brilliant, and what impressed us was their willingness to respond no matter what time of the day – there is a time difference, but that did not matter. So thanks for your effort and care on the project, and we will be working together again.
David SmithBig Business Entrepreneurs, UK
I have had the pleasure of working with Datachamps & team for the past 5–6 years on a variety of projects involving data analytics, Power BI dashboards, data visualisation and financial modelling, across facilities and utilities management for large industrial parks, renewable energy data analysis, management dashboards and investment modelling. What stands out about Datachamps & team is their ability to quickly understand the client’s needs, frame the problem statement with clarity, and deliver accurate, high-quality solutions. Datachamps & team are extremely responsive, professional, and always bring a thoughtful approach to the work. Their solutions have been practical, timely, and of great value to us.
RK NarayananPresident, Horizon Industrial Parks
Datachamps and us have been working together for the last 8 years, and they have helped us navigate our MIS and financial modelling requirements effortlessly. They have a keen analytical and entrepreneurial mind, which makes the job much easier for any founder/CXO.
Robin ChhabraFounder & CEO, Dextrus
Datachamps have helped us in digitalizing our data & set department KPIs through the MIS system. The business now feels more connected, and every department’s data is visible to the top management.
Anand TapadiaMD & CEO, Safepack Solutions
Datachamps team implemented the project of Budget Compilation on schedule. They were always available & hand over was smooth, post which they were super helpful in providing support leading to customer satisfaction.
Anand BargeHead of Finance, Naxnova Group (formerly Classic Stripes)
The team’s domain knowledge, quick understanding of the business, deep capabilities in BI & contemporary tech tools has transformed our reporting & decision making based on data.
Sawan GildaBusiness Finance & Strategic Alliances, Mitsubishi Electric Asia
Our decisions viz expansion into new geographies, product pricing, A/R collection strategies and reporting to the HO have been effective thanks to their Management Reporting & Business Analytics solution.
Jaymin ShahCountry Manager (India), Scott Sports
We have frequently used their analytics solutions for strategic decisions including analyzing impact of M&A, annual budgeting and performance appraisal of Human Resources.
Ashwin KandoiCo-founder, Winjit Technologies
Over last 6 years, besides driving process review and checks on data quality, they have added width, depth, efficiency to our MIS reporting and built customized KPIs such as site-level profitability.
Sahil VoraFounder, Sila Solutions
Post COVID-19, we had significant changes in our revenue model and their solution appropriately addressed these. Time from our data preparation from multiple sources, has reduced drastically from a week to just a couple of hours!
Shitij AggarwalCEO, Sahyadri Agro Retails
Month-end reporting 90% faster, with 120+ man-days back every year
An $800M manufacturer automated board, management and group reporting after every close.
SG&A variance analysis 4 days earlier across 29 entities
A global telecom group automated SG&A reporting on Microsoft Fabric for faster cost reviews.
~1,200 hours a year saved, with 15% more billable hours
A 1,000-person software company built one reporting strategy across six functions.
- 100+Customers
- 150+EFT projects
- 98%Client satisfaction (CSAT)
- 100k+Consulting hours
FAQ
Questions finance leaders ask before they start.
How do you keep our financial data secure?
We're ISO/IEC 27001 certified for information security. Access is role-based, every action is logged, and we share our security documentation during your evaluation.
Where is our data held, and who can see it?
On Microsoft Azure, in your tenant or ours, in the region your policy requires. Only named people on your engagement can access it.
How is AI governed?
We're ISO/IEC 42001 certified for AI management. AskChamp™ answers only from your governed data, and links every answer to its source.
Do we need to replace our ERP or BI tool?
No. KoshaOS™ connects to SAP, Oracle, NetSuite, Tally and Zoho, and delivers in its own web app or in Power BI and other leading BI platforms.
Does it work for multi-entity groups?
Yes. It consolidates across entities, currencies and standards, including Ind AS, IFRS, US GAAP and local GAAPs.
Which package is right for us?
Essential suits mid-market teams automating reporting. Scale adds FP&A for growing groups. Enterprise adds CFO intelligence for enterprises.
Can we add suites later?
Yes. Add-on suites and layers run on the same data foundation, so nothing is rebuilt.
How is ROI measured?
Against your own baseline, such as days to close, reporting turnaround or forecast accuracy.
Ready to see it in action?
See what your finance data can deliver.
In 30 minutes, we'll show where your team's time goes and which outcomes are realistic for you.