One desk for every financial entity
FinDesk AI gives individuals, families, and businesses a unified vault for tax documents, compliance workflows, and advisor collaboration — with permissions that never leak.
Built for Indian financial life
Entity-native architecture with PAN / AION ID identity, vault-first storage, and least-privilege sharing for CAs, dealers, and family.
Entity-native desk
Individual, HUF, Proprietor, LLP, Firm, Company, and Trust — each with its own vault and permissions.
Digital financial vault
Encrypted document storage with category intelligence, versioning, and audit-ready evidence packs.
Controlled collaboration
Share precisely with family, CAs, and dealers. Time-boxed grants — never a public drive link.
Signature workflows
Route documents for eSign with full evidence retention and multi-signer sequencing.
Tamper-evident audit
Every read, write, share, and signature logged in an append-only hash-chained trail.
AI with guardrails
Assistants operate only on authorized entity context. Every AI action is audited. Coming soon.
Ready to organize your financial world?
Join the FinanceOS desk. Upload documents, switch entities, collaborate with your CA — all from one secure, mobile-first interface.
Create your desk