Get your finance data ready for AI, then use it where it pays.
We set up a secure, compliant data foundation, choose the right AI platform and tools, and prioritize the AI and agentic use cases that pay back.
- Data readiness6 source systems62 / 100
- Revenue intelligenceHigh value · medium effortWave 1
- Predictive collectionsHigh value · low effortWave 1
- Pricing governanceHigh value · medium effortWave 2
- Close and collections agentsHigh value · medium effortWave 2
Plenty of AI pilots. Little to show for them.
Most organizations fund AI experiments. Few rewire data, decisions and operating models to capture the value at stake.
Pilots without a value thesis.
Experiments start from technology, not the revenue, margin or cash outcomes they should move.
A fragmented data estate.
Siloed ERPs, CRMs and masters deny leadership one version of performance.
Operating model lags ambition.
Unclear ownership across finance, IT and the business keeps AI from scaling.
Security and privacy come last.
Access, personal data and GDPR or DPDPA duties are bolted on late, so IT and legal stall the rollout.
Where we create value, in practice.
A selection from the wider set of engagements we deliver. Each one is scored on ROI, feasibility and running cost before it is funded.
- Revenue growth
Revenue intelligence platform
Unify CRM, billing and ledger data into one pipeline-to-cash view, so growth bets rest on booked, not hoped-for, revenue.
- Pricing
AI-led pricing and discount governance
Model price elasticity and deal-level leakage by segment, channel and rep to protect margin as volumes scale.
- Customer value
Lifetime value and churn signals
Combine usage, payment and service data to predict churn and focus investment on the accounts that drive profitable growth.
- Working capital
Predictive cash and collections
Forecast receipts from customer behavior rather than invoice terms, with a collections agent that drafts follow-ups for approval.
- Data foundation
A single source of truth for performance
Architect a governed finance data platform across ERPs, entities and markets that leadership trusts for every decision.
- M&A
Data integration playbook for acquisitions
Map, harmonize and migrate acquired data at pace, so synergies are tracked from day one of ownership.
- Planning
AI-augmented scenario engine
Link operational drivers to financial outcomes and stress-test growth, pricing and capacity scenarios in hours, not weeks.
- Decision intelligence
Governed co-pilot and agents for leadership
Plain-language answers from approved data, plus agentic workflows that flag exceptions, chase owners and draft actions for approval.
- Operating model
Data and AI center of excellence
Define ownership, talent, funding and value tracking, so AI scales from first use case to enterprise capability.
Clear deliverables, not open-ended hours.
- Data readiness reportA Data Quality Score by system, with governance gaps and a fix list.
- Use-case portfolioAI and agentic use cases, each scored on ROI, feasibility and running cost.
- Target architectureCloud, AI platform, tools and agent guardrails, with accuracy, speed and cost targets.
- Security and privacy frameworkAccess, personal-data handling and model-risk controls, aligned to ISO/IEC 42001, GDPR and DPDPA.
- Business caseBuild cost, monthly run cost, returns and payback.
- Delivery roadmap1–3 years, phased to your milestones, with owners your board can approve.
How we work with you
- Senior-ledChartered Accountants and data architects lead every workshop.
- Client Success SPOCOne accountable owner for your engagement.
- Fixed milestonesA clear deliverable at the end of every phase.
- Build-readyPlans our team or yours can deliver.
Three phases, a deliverable at each.
- 01
Assess2–3 weeks
We review your systems, data quality and finance priorities.
You getData readiness report - 02
Prioritize
We score AI use cases by value, effort and risk with your team.
You getRanked use-case portfolio - 03
Plan
We design the architecture, security, governance and roadmap, with build options on KoshaOS™ EPM or your stack.
You getBusiness case and roadmap
Architecture and tools we guide on
Vendor-neutral: public cloud, private cloud or open source, whatever fits your policies and budget. We connect to SAP, Oracle, Dynamics, NetSuite, Tally, Zoho, Power BI and Tableau.
- Secure by designRole-based access, encryption, and every AI and agent action logged. Agents draft; people approve.
- Privacy firstPersonal data masked before any model sees it, in line with GDPR and DPDPA.
- Accurate, fast, affordableAnswers tested against your books, with response-time and cost targets.
- ObservableData quality, lineage and cost per answer tracked over time.
Senior people. Measured progress.
- AZCA Ashutosh ZawarFounder & CEOBI and business analytics, e-CFO services and strategy consultingEx-Morgan Stanley · Ex-IDFC
- ABCA Anudit BhargavaCo-Founder, Digital TransformationStatutory audit, financial controlling and CFO servicesEx-PwC · Ex-Bridgestone
Senior leads stay with you from the first meeting to the final review.
Progress reviewed every month against the baseline agreed at kickoff.
Our Certifications
Your finance data secured and your AI governed, to international standards.
Outcomes finance leaders can measure.
Indicative outcomes from client engagements, against your own baseline.
from kickoff to a board-ready roadmap
use cases assessed and scored
use cases with a full business case
of priority use cases with a named owner
AI governance framework, aligned to ISO/IEC 42001, GDPR and DPDPA
Data Quality Score baseline delivered
Trusted by finance leaders.
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.
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.
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.
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.
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.
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.
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.
We have frequently used their analytics solutions for strategic decisions including analyzing impact of M&A, annual budgeting and performance appraisal of Human Resources.
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.
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!
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
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?
We host it for you, or work inside your own cloud, as your IT Security team prefers. Only named people on your engagement can access it.
How is AI governed?
We're ISO/IEC 42001 certified for AI management. Any AI we recommend or deploy works only on approved data, within each user's access.
Who will work with us?
Chartered Accountants with CFO, audit and consulting experience lead every engagement. Our founders bring 60+ years of corporate finance experience.
How do engagements start?
With a 30-minute meeting. We agree your priorities, scope and baseline, then confirm milestones in a short engagement letter.
What support do we get?
A dedicated Client Success SPOC, scheduled reviews and direct access to the senior lead. Response times are set in your engagement letter.
What's included, and what isn't?
Included: data assessment, use-case prioritization, architecture, governance, business case and roadmap. Delivery is a separate phase, run by our team or yours.
Which AI platform do you recommend?
Whichever fits your cloud, data residency and budget: Azure AI Foundry, Amazon Bedrock or Google Vertex AI, or open-source models in your private cloud when data must stay in-house.
Can AI agents act in our systems?
Yes, within limits you set. Agents prepare and draft; people approve before anything is posted, and every action is logged.
How is personal data handled?
It is masked or aggregated before any model sees it, access is role-based, and every query is logged.
How is this different from CFO Advisory?
CFO Advisory sets the finance roadmap, including ERP and workflow automation. This sets the data and AI part of it. Many clients do both.
Do we need clean data before we start?
No. Assessing your data's readiness is the first step.
Find where data and AI create enterprise value.
Share your systems landscape and growth priorities. In 30 minutes, we'll show where data and AI can move the numbers.