CFO Mantra - Company Overview

CFO Mantra offers unique AI solutions for managing cash flow. Our products speed up payments, reduce disputes, forecast your available cash, and secure early payment discounts to increase your savings and cash-in-hand. Experience a live, transparent view of your cash position with our real-time cash flow analytics.

Our Vision

Transform traditional cash flow management into an advanced, technology-driven, autonomous process, making organizations more efficient by enabling them to get paid faster and improving their cash-in-hand.

Our Mission

To become the preferred software solution to organizations for their cash flow management needs, transforming essential components—such as invoicing, dispute resolution, timely receivables, cash forecasting, discounts on payables, and cashflow analytics—through an AI-driven, data-backed automation platform.

Our Story

2020

Inception of CFO Mantra

Software professional Amar Vir and Chartered Accountant Ankit Jain discusses the need of some software efficiency tools for the Chartered Accounting community.

Late 2020:

Temporary pause

Amar Vir relocates to the US, putting the project on hold temprarily.

2021

Refinement and expansion of the idea

Founders reunite, expanding their vision beyond the accounting community to broader cash flow management.

2022

Market research and ideation

Analysis reveals a gap in cash flow management solutions. Decision to integrate AI with cash flow management, marking the conceptual birth of CFO Mantra.

Mid-2022

Business planning begins

Development of a business plan and initiation of a prototype. Founder Member team of Business Analysists and Developers Join CFO Mantra.

Early 2023

Prototype development completed

Positive reception from industry experts leads to the start of MVP (Minimum Viable Product) development.

July 2023

MVP development completed

Private beta launched on selected industry users and experts for extensive testing.

September 2023

Public beta release

Begins user acquisition for testing.

November 2023

Full Version live and available to market

Version 1.0 released. Focus on broader user acquisition.

January 2024

Aggressive Go to Market

Aggressive marketing and sales strategies in place. Development of features for product enhancement.

Our Core Values

Constant Innovation

Utilize advanced tech to make managing cash flows easier and smarter for everyone.

Clear Communication

Honest communications that create trust and make complex matters easy to understand.

Welcome Challenges

Every technological or financial process challenge is a chance to help our clients grow stronger.

True Partnership

Working side by side with clients, aiming for shared success at every step.

Boost Your Cash Flow with

CFO Mantra

Get paid faster and increase cash in hand. Plus, benefit from the value of AI-based automated daily cash forecast for up to 3-6 months.