Financial services and FinTech companies handle more transactions, more systems, and more scrutiny than most businesses their size. Multiple revenue streams, payment platforms, client funds, and investor expectations leave little room for lagging books.
KnowVisory Global provides outsourced accounting and bookkeeping for FinTech companies and financial services firms, including lean teams that haven’t yet built a full in-house finance function. With 15+ years of finance experience and CPA/CA-backed processes, we turn high-volume activity into clean, reconciled books and reliable monthly reporting, so management can see revenue, expenses, cash flow, and profitability clearly.
Security, Controls & Audit-Ready Records
We handle financial data with care. Our experienced accountants and bookkeepers follow documented reconciliation and month-end procedures, with review and approval steps that separate preparation from review. Access to your systems is role-based and limited to what each person needs, all team members are bound by confidentiality agreements, and we apply secure access, encryption, and device policies to protect your data.
Together, these controls give you consistent, well-documented records that hold up in audits and investor due diligence.
Accounting Challenges We Handle for FinTech Businesses
- Revenue recognition: Transaction fees, subscriptions, interchange, interest, and platform fees recorded by stream in line with your accounting policies.
- Client and customer funds: Separating client, trust, or safeguarded balances from operating cash in your books
- Payment processor reconciliation: Settlements, fees, chargebacks, refunds, and reserves matched to the ledger
- Lending and portfolio accounting: Interest accrual, origination fees, and loan-level records
- Multi-currency and cross-border activity: FX gains and losses and multi-entity books
- Technology and software costs: Tracking operating spend and capitalized development costs
- Investor and audit readiness: Clean, documented books ready for due diligence, fundraising, and year-end review
Flexible Engagement Models To
Meet Your Business Needs
Fully Managed Model
Staff Augmentation
We build your team; no oversight in terms of service delivery.
Build-Operate-Transfer
We build & transfer fully functional teams for seamless operation.
Outsourced Accounting Services Designed for FinTech Businesses
Whether you’re a startup or an established firm with a lean finance team, we scale to your transaction volume.
- Revenue & Expense Accounting
- Bank & Credit Card Reconciliation
- Accounts Receivable Services
- Accounts Payable Services
- Vendor & Payment Platform Reconciliation
- General Ledger Maintenance
- Financial Services & FinTech Bookkeeping
- Month-End Close Services
- Financial Reporting
- Cash Flow Forecasting & Budgeting
- Payroll Accounting Support
- Tax Support & Compliance
- Management Reporting & Accounting Analysis
Who We Support
| ✔ FinTech Companies | ✔ Payment Processing Companies |
| ✔ Lending & Financing Businesses | ✔ Wealth Management Firms |
| ✔ Investment Advisory Businesses | ✔ InsurTech Companies |
| ✔ Mortgage & Lending Technology Businesses | ✔  Financial Advisory & Consulting Firms |
| ✔ B2B Financial Services Companies |  |
Ready to Build a More Efficient Finance Function?
As financial activity grows, your accounting function needs to keep pace. KnowVisory Global provides the accounting professionals and ongoing support needed to keep your books accurate, reconciliations current, and financial reporting on track.
Let’s talk about how we can support your financial operations.
