Perfios Insights automates the entire process of financial checks, verification and extraction of financial data. Perfios Insights can help in dramatically improving the turn-around time for processing an application whether it originated from the offline or online channel.

This product has been especially developed for Financial Institution in India (Banks, NBFI’s etc.). Perfios is leveraging its core technologies in automating key aspects of certain common processes in Financial Institutions.

Perfios provides financial data aggregation APIs which helps powering personal finance or money manager applications of large institutions or FinTech companies.

Currently corporates and Financial Institutions are facing a lot of problem with the manually intensive ways of aggregating transactions from their multiple corporates Bank Accounts, which in many cases runs into hundreds of Bank Accounts.

Perfios Advisor solution is specially designed for Independent Financial Advisors (IFAs) who would want to manage their client’s portfolio on a single platform. This solution is based on our most advanced personal finance management product.

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  • Track and manage any financial account.
  • More than 250+ Financial Institutions supported for auto fetch.
  • 1000+ E-Statement formats supported.
  • Made in India, Made for India.

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Fintech company Perfios Software Solutions Pvt Ltd has raised about Rs 40 crore in its Series A round from Bessemer Venture Partners. The Bengaluru-based firm, founded in 2009 by VR Govindarajan and Debasish Chakraborty, plans to use the funds for organic and inorganic expansion.

We have all been there at some point of time—reaching the last week of the month and muddling through our bills and bank statements to figure out where all our hard-earned cash evaporated.

The small and medium enterprises have been increasingly logging in to secure funding via online platforms. As more and more SME players move online the players are also tweaking the basic, online underwriting norms to ensure consistency and thereby reduce NPAs in this segment.

Blockchain, cognitive computing and cloud are some of the technologies that will shape the finance industry the most in the digital age, banking and technology chief executives told a financial conference on Monday.

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