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Virtual CFO Services

The finance brain your
business actually needs.

A full-time CFO costs ₹60–90 lakhs a year. Olambit's Virtual CFO service gives you the same strategic financial leadership: MIS dashboards, cash flow management, investor reporting, and board-ready financials, at a fraction of the cost.

Connected to: Zoho Books Tally QuickBooks Excel
₹60L+Full-time CFO cost avoided
3 daysAverage onboarding time
100%Live dashboard, always updated
10+Metrics tracked automatically
Sound familiar?

Your books are clean. But are you in control?

01

You're flying blind

Your accountant gives you a P&L every quarter. But you have no idea where cash is going week to week.

02

Decisions on gut feel

You're making hiring, pricing, and investment decisions without a financial model or forecast to back them up.

03

Investors want numbers you don't have

Banks, VCs, or partners are asking for MIS reports, cash runway, or board packs, and you're scrambling to produce them.

That's exactly what a Virtual CFO from Olambit fixes.

What we do

Six pillars of your Virtual CFO engagement

Every engagement includes all six. Nothing is an add-on. You get the full suite.

MIS & Live Dashboards

Monthly P&L, cash flow statement, and balance sheet, delivered in a live dashboard connected to your accounting software. No more waiting for month-end PDFs.

Live Google Dashboard

Financial Modelling

3-year financial projections, unit economics, scenario analysis (base / bull / bear). Built in a model your investors can open and understand.

Investor-ready Excel Model

Cash Flow Management

Weekly cash flow tracking, burn rate monitoring, receivables aging, and working capital optimisation. Know your runway at all times.

Weekly Cash Report

Budgeting & Forecasting

Annual operating budget, monthly rolling forecasts, and Actual vs Budget variance analysis. Know if you're on track before it's too late.

Actual vs Budget Tracker

Fundraising Support

Investor-ready financial statements, data room setup, pitch deck financials, due diligence support, and cap table modelling.

Investor Data Room

Board & Investor Reporting

Monthly board packs with KPI dashboards, narrative commentary, and forward-looking metrics. Everything your board needs, on time, every month.

Monthly Board Pack
Our Differentiator

Live dashboards.
Not monthly PDFs.

Most CA firms email you a PDF at month end. By then, it's too late to act. Olambit's Virtual CFO connects directly to your Zoho Books, Tally, or QuickBooks and maintains a live Google Dashboard that updates automatically. You see your numbers in real time, not 30 days later.

  • Connected to Zoho Books, Tally & QuickBooks
  • Auto-updated, no manual data entry
  • Accessible 24/7 from any device
  • Custom KPIs for your business model
  • Shareable with investors or board members
Book a Discovery Call →
Financial Dashboard - Feb 2025 Auto-sync: ON
Revenue ₹47.2L Target ₹50L 94.4% ↑
Cash Runway 8.2 months Burn: ₹6.1L/mo
Receivables Overdue ₹12.4L 3 invoices
Net Profit Margin 18.3% vs last month: +2.1%
Transparent Pricing

Three tiers. One dedicated CFO team.

No lock-ins. Month-to-month after the first 3 months.

Starter CFO
₹50,000 – ₹75,000/month
Best for: Early-stage businesses, 1–10 Cr annual revenue
  • ✓ Basic MIS (P&L, Cash Flow, Balance Sheet)
  • ✓ Cash flow tracking & runway report
  • ✓ Budgeting & Actual vs Budget (quarterly)
  • ✓ Live Google Dashboard setup
  • ✓ 1–2 hours/week dedicated CFO time
  • ✗ Financial modelling & forecasts
  • ✗ Pricing & margin analysis
  • ✗ Accounting software sync
Book a Discovery Call
Scale CFO
₹1,50,000 – ₹2,50,000/month
Best for: Multi-entity businesses, 50 Cr+ revenue
  • ✓ Customised MIS & reporting framework
  • ✓ KPI dashboards tailored to your business
  • ✓ Revenue & profitability deep-dives
  • ✓ Scenario planning & sensitivity analysis
  • ✓ Fundraising, investor & board reporting
  • ✓ Multi-entity consolidation
  • ✓ Unlimited ad hoc requests
  • ✓ 12+ hours/week dedicated CFO time
Book a Discovery Call

All plans require a 3-month minimum engagement. Pricing depends on business complexity and transaction volume. Final quote confirmed after consultation.

Works with your existing accounting software

📗
Zoho Books
Direct API sync
Connected
📘
Tally
File-based import, auto-updated
Connected
📙
QuickBooks
Direct integration
Connected

Using something else? We support Excel, Google Sheets, and most cloud accounting platforms.

FAQ

Questions we get asked all the time.

Still have questions? Book a Discovery Call. No commitment, just clarity.

Your accountant ensures your books are accurate and compliant. A Virtual CFO uses those books to give you forward-looking financial strategy: forecasting, fundraising, investor reporting, and cash management. They answer different questions: accountant answers "what happened", CFO answers "what should we do next."

No. We work alongside your existing team. We take your Tally/Zoho data and layer strategic financial management on top of it. Your CA continues handling compliance; we handle strategy.

We connect directly to Zoho Books and QuickBooks via API. For Tally, we use a file-based export that we automate. We also support Excel and Google Sheets for businesses not yet on cloud accounting.

Typically 3–5 business days from signing. We do an initial data audit, set up your dashboard, and schedule your first CFO review call within the first week.

It's a Google Looker Studio dashboard (or similar) connected to your accounting data. You get a URL you can open on any device, anytime. It shows revenue, expenses, cash position, burn rate, receivables, and custom KPIs for your business.

Yes. The Scale CFO tier is designed for high-growth businesses that need deep P&L analysis, scenario planning, and board-ready reporting - including fundraising and investor support when needed.

There's a 3-month minimum engagement to allow proper setup and onboarding. After that, it's month-to-month with 30 days notice.

The range depends on business complexity: number of entities, transaction volume, reporting requirements, and frequency of CFO interaction. We confirm exact pricing after the consultation.

Consultation

Ready to get a CFO
without the full-time cost?

Book a 30-minute consultation. We'll review your current financials, understand your goals, and recommend the right CFO tier for your business.

  • Speak directly with a senior CA
  • Free financial health assessment included
  • Dashboard demo shown live on the call
Book a Discovery Call
What changes in 90 days
1
Month 1Dashboard live, MIS automated, baseline set
2
Month 2First financial model built, budget vs actual tracking starts
3
Month 3First investor/board report delivered
Full strategic finance, operational in 90 days.