Financial Solutions for SMEs

Streamline your business finances, improve cash flow, and drive growth with CredVue's comprehensive financial management solutions for small and medium enterprises.

SME Financial Solutions

SME Financial Challenges

Common obstacles that small and medium enterprises face in financial management

Cash Flow Management

Balancing accounts receivable and payable while maintaining sufficient working capital for operations and growth.

Financial Visibility

Gaining real-time insights into financial performance to make informed business decisions quickly.

Invoice Management

Creating, sending, and tracking invoices efficiently while managing late payments and collections.

Tax Compliance

Staying compliant with complex tax regulations and ensuring accurate financial reporting.

Resource Constraints

Managing financial operations with limited staff and expertise while focusing on core business activities.

Access to Capital

Securing financing for business expansion, equipment purchases, or managing seasonal fluctuations.

CredVue SME Solutions

Tailored financial tools to help your business thrive

SME Dashboard

Comprehensive Financial Dashboard

Get a clear picture of your business's financial health with our intuitive dashboard designed specifically for SME owners and finance teams.

  • Cash Flow Forecasting

    Predict future cash positions with accurate forecasting tools that help you plan for upcoming expenses and investments.

  • Profitability Analysis

    Track profit margins by product, service, customer, or department to identify your most profitable business areas.

  • Real-time Financial Reporting

    Access up-to-date financial statements and key performance indicators whenever you need them.

Invoicing and Payments

Invoicing and Payments

Streamline your invoicing process and get paid faster with our comprehensive invoicing and payment solutions.

  • Professional Invoicing

    Create and send branded invoices with just a few clicks, including automatic payment reminders and tracking.

  • Multiple Payment Options

    Offer customers various payment methods including credit cards, bank transfers, and digital wallets to improve collection rates.

  • Accounts Receivable Management

    Track outstanding invoices, aging reports, and customer payment history to manage collections effectively.

Expense Management

Expense Management

Take control of your business expenses with automated tracking, approval workflows, and detailed reporting.

  • Receipt Capture

    Snap photos of receipts with our mobile app for instant digitization and categorization of expenses.

  • Approval Workflows

    Set up custom approval processes for different expense types and amounts to maintain proper controls.

  • Expense Analytics

    Identify spending patterns and opportunities for cost savings with detailed expense reports and analytics.

Integrated Banking

Seamlessly connect your bank accounts for real-time financial management

Bank Reconciliation

Automatically match transactions with your accounting records to ensure accuracy without manual effort. Our smart matching algorithms reduce errors and save hours of work each month.

  • Automatic transaction categorization
  • Daily bank feeds from major financial institutions
  • Smart matching of payments to invoices
  • Reconciliation reports for audit trails

Multi-Bank Management

Connect and manage multiple bank accounts in one place for a consolidated view of your business finances. Monitor balances, track transactions, and transfer funds between accounts seamlessly.

  • Support for all major Indian banks
  • Real-time balance updates
  • Transaction history and search
  • Secure, read-only connections

SME-Friendly Pricing

Affordable plans that scale with your business

Essential

For small businesses

₹1,999

per month

  • Financial dashboard
  • Invoicing (up to 100/month)
  • Expense tracking
  • Bank connections (up to 3)
  • Standard reports
  • 3 user accounts
  • Approval workflows
Get Started

Professional

For growing businesses

Most Popular

₹3,999

per month

  • Everything in Essential
  • Unlimited invoicing
  • Advanced expense management
  • Bank connections (up to 10)
  • Custom reporting
  • 10 user accounts
  • Approval workflows
Get Started

Enterprise

For established businesses

₹7,999

per month

  • Everything in Professional
  • Advanced financial analytics
  • Multi-entity management
  • Unlimited bank connections
  • API access
  • Unlimited user accounts
  • Dedicated account manager
Get Started

Need a custom solution? Contact our sales team

Trusted by Growing Businesses

See what our customers are saying about CredVue

"CredVue has transformed how we manage our finances. The automated invoicing and payment reminders have improved our cash flow dramatically, and the financial insights help us make better business decisions."

Business Owner
Rajesh Kumar

Owner, Sunrise Manufacturing

"As our business grew, our old accounting system couldn't keep up. CredVue scales with us and provides the detailed reporting we need. The bank integration feature alone saves us hours of manual work each week."

Business Owner
Anita Desai

CFO, GreenTech Solutions

"The expense management features have been a game-changer for our team. No more lost receipts or delayed reimbursements. Everything is digital, organized, and our approval workflows ensure proper controls."

Business Owner
Vikram Malhotra

Director, Horizon Retail

Frequently Asked Questions

Common questions from SME owners

How does CredVue integrate with my existing systems?

CredVue offers seamless integration with popular business tools including accounting software, CRM systems, e-commerce platforms, and payment gateways. Our API also allows for custom integrations with your proprietary systems.

Is my financial data secure with CredVue?

Absolutely. We implement bank-level security measures including 256-bit encryption, two-factor authentication, and regular security audits. Your data is stored in secure, SOC 2 compliant data centers with continuous monitoring.

Can I customize reports for my specific business needs?

Yes, our Professional and Enterprise plans include custom reporting capabilities. You can create tailored reports with the exact metrics and KPIs that matter to your business, save report templates, and schedule automated report delivery.

How long does implementation take?

Most SMEs are up and running with CredVue within 1-2 weeks. Our onboarding team will guide you through the setup process, including data migration, user training, and system configuration to match your business workflows.

Ready to Transform Your Business Finances?

Join thousands of SMEs using CredVue to streamline financial management and drive growth.