| What it does | Month-end close software for CA firms in India
| W-9 collection software for accounting firms
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| Stage | Startup
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| Founded | 2024
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| Based in | IN
| US
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| Pricing model | Free trial
| Paid
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| Pricing | Three monthly plans priced per active client: Essential ₹1,999/month (10 clients included, then ₹149 each), Firm ₹4,499/month (30 clients included, then ₹119 each), Scale ₹9,999/month (75 clients included, then ₹99 each). Annual billing includes 2 months free. All prices exclude 18% GST. Extra Whats
| W9Finder Founding Cohort: $1,188/year (first 25 firms, equivalent to $99/month billed annually); $1,788/year for standard annual price after founding cohort fills. Monthly plan: $149/month. Founding Cohort renews at $1,788/year unless canceled.
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| Key features | - Extract: reads bank statements, Tally exports, and GST/TDS registers into structured lines
- Recon: matches bank to books in 5 passes (exact, same-day, close, firm rules, splits) with exception queues
- Narrate: drafts source-traceable monthly MIS with every figure linked to source transactions
- Chaser: sends automated document follow-ups via email and WhatsApp on schedule
- Full audit trail: logs all decisions, corrections, and sign-offs with who made them and when
- Unlimited users: entire firm can access, never priced per seat
- Integration with Tally and Zoho Books without migration
- Role-based access for partners, managers, and juniors
- Processing speed under 1 second from file to reconciled numbers
| - Flag missing W-9s and incomplete vendor details
- Send secure request links for W-9 completion or upload
- Review and approve vendor submissions
- Export reviewed vendor data for filing
- Encrypted TIN storage and masking
- Staff access with owner-only controls
- Works with QuickBooks vendor exports
- Free Vendor Readiness Scanner tool
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| What makes it different | - Exception-first design surfaces only genuine mismatches that need human judgment
- 100% source-traceable MIS figures linked to bank and book lines behind them
- Cost per client decreases with scale; ₹133 per client per month on Scale plan
| - Centralizes W-9 tracking and requests in one workflow instead of email threads
- Documents stored privately with secure, expiring request links
- Built-in security for sensitive vendor data like SSNs and EINs
- Stops W-9 chasing before the January filing deadline
- Works with firms' existing filing processes, not 1099 e-filing
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 1 ● no change since last check | 1 ▲ +1 (up) since last check |
| Trust Flow (Majestic) | 7 | 0 |
| Citation Flow (Majestic) | 15 | 0 |
| Referring domains (Majestic) | 4 | 0 |