3/8
Completed
2/8
In Progress
1/8
Delayed
2/8
Planned
Milestone Timeline
All 8 milestones
Jan 15, 2024 · Fundraising
Series A Funding Closed
Fundraising Completed ✓ Verified
May 28, 2024 · Business
100 Enterprise Customers
Business Completed ✓ Verified
Sep 30, 2024 · Business
Pan-India Sales Coverage (18 cities)
Business Completed 📄 Doc-backed
Target: Dec 2024 · Product
Launch FinPilot Mobile App
Product Delayed ◑ Self-reported
Target: Feb 2025 · Regulatory
ISO 27001 Certification
Regulatory In Progress ◑ Self-reported
Target: Mar 2025 · Business
150 Enterprise Customers
Business In Progress ◑ Self-reported
Target: Jun 2025 · Fundraising
Series B Fundraise (₹100 Cr target)
Fundraising Planned ◑ Self-reported
Target: Dec 2025 · Business
₹10 Cr ARR
Business Planned ◑ Self-reported
Product Roadmap
Phase 1: Core Platform
Completed
Progress 100%
Jan 2021 — Dec 2022
Expense management, approval workflows, integrations (Tally, Zoho), web app
Phase 2: Scale & Mobile
In progress
Progress 60%
Jan 2023 — Jun 2025
Mobile app (delayed), API marketplace, multi-currency, advanced analytics
Mobile app delayed — impacting Phase 2 completion timeline.
Phase 3: AI & Intelligence
Planned
Progress 0%
Jul 2025 — Dec 2026
AI expense categorization, fraud detection, predictive cash flow, CFO assistant
Product Metrics
Engagement Metrics
◑ Self-reported
2,847
Daily Active Users
↑ +12% MoM
8,420
Monthly Active Users
↑ +8% MoM
78%
D30 Retention
↑ Good retention
67
NPS Score
↑ Excellent (>60)
Quality Metrics
◑ Self-reported
1.8%/month
Monthly Churn Rate
↓ Below industry average (2.5%)
4.2/5.0
CSAT Score
↑ Based on 312 responses
N/A
App Store Rating
Mobile app not yet launched
Strategic Partnerships
Partner Type Signed Expiry Status Action
Zoho Corporation Technology MOU Mar 15, 2023 Mar 14, 2026 Active View
ICICI Bank Channel LOI Aug 1, 2024 Active View
SAP India Integration Partnership (in discussion) In Discussion View