Upload bank statements, forecast cash flow, track collections, monitor GST risk, check your credit rating, find loan eligibility — all without sharing your bank login.
Designed for businesses across
No more logging into five bank portals. No more Excel nightmares. One intelligent dashboard.
See all your bank accounts, balances and cash position in one glance. No switching between bank portals.
Drop a CSV, PDF or Tally XML — we auto-detect SBI, HDFC, ICICI, Axis, Kotak formats. Duplicates caught automatically.
Transactions auto-tagged as Salary, Rent, Vendor Payment, Tax and more. AI handles the tricky ones.
AI detects recurring patterns and projects your balance 90 days out. Know before you run short.
Low balance, large payments, duplicate detection, cash shortage, overdue collections, runway warnings, burn spikes and more.
Track who owes you, when it's due, and auto-match when payments arrive. Aging report by 30/60/90+ days.
Auto-built vendor directory from your transactions. Spend trends, payment patterns and AI risk scoring.
Estimate GST liability, flag ITC at risk from non-compliant vendors, reconcile bank transactions with GST filings, and track vendor GSTIN compliance.
Match transactions across accounts with a 3-pass algorithm. Spot unmatched entries instantly.
Connect your Tally ERP in 2 minutes. Ledgers, vouchers, groups and trial balance sync automatically — no exports needed.
CRISIL-style AAA to D rating with 7 transparent parameters. See exactly what impacts your score and how to improve it.
Check eligibility across SBI, HDFC, ICICI, Bajaj Finserv and 12+ lenders. Built-in EMI calculator with amortization schedule.
Manage multiple businesses from one login. Switch between companies instantly — each with its own dashboard, accounts and reports.
FinShield analyses your transaction history, detects recurring payments like rent, salaries and vendor cycles, then projects your cash position day by day.
Track runway, burn rate, revenue growth, and key metrics — all computed automatically from your bank data. Share professional investor updates with one click.
Collections tracking with auto-matching when payments arrive. GST risk estimation from your categorized transactions — flag ITC at risk from non-compliant vendors.
Download a lightweight connector, point it at your Tally — and your ledgers, vouchers, trial balance and groups flow into FinShield automatically. No manual exports, no CSV uploads.
FinShield analyses your financial data across 7 parameters to generate a CRISIL-style business credit rating. Then matches you with eligible lenders — nationalized banks, private banks and RBI-registered NBFCs — based on actual lending norms.
Whether you run a group of companies, manage clients as a CA, or have separate entities for GST — FinShield lets you switch between them in one click. Each company gets its own accounts, transactions, reports and Tally connection.
Create your account and add your company. No credit card needed.
Add your current, savings, CC or OD accounts. Just the name and bank — no login sharing.
Drop your bank CSV, PDF or Tally export. We parse, categorize and de-duplicate automatically.
Dashboard, forecasts, collections, vendor analysis, GST risk and founder metrics — all live.
See all accounts in one place. Track cash flow, manage vendors, stay on top of GST.
Runway gauge, burn tracking, AI investor updates. Share a live portal with your investors.
Multi-company support. Upload client statements, generate reports, reconcile across accounts.
Forecast cash needs, track vendor payments, manage collections, detect payment anomalies.
Start free. Upgrade when you need more.
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