Three plans. Every one CFO-led, every one with CFOAvatar.
Starter
Monthly CFO clarity for an owner-run business
Plans from ₹50,000 a month
- Shared CFO, monthly meeting
- CFOAvatar, the AI-powered CFO platform
- Weekly reporting, basic MIS
- 3-month rolling cash forecast
- Books closed by the 5th working day, guaranteed
Growth
For growing businesses with bank limits, branches or many products
Fee fixed after a free assessment
- Shared CFO, fortnightly meetings
- CFOAvatar with the advanced dashboard
- Detailed MIS, trend and variance analysis
- 6-month cash forecast, updated monthly
- Working capital, inventory and credit planning
Scale
For businesses raising funds, with a board, or preparing for an IPO
Fee fixed after a free assessment
- Dedicated CFO, weekly + on-call
- CFOAvatar with the full dashboard
- Investor-ready MIS, unlimited ad-hoc reports
- 12-month cash forecast with scenarios
- Fundraising, board and IPO-readiness support
Compare every feature
CFO access and delivery model5 features
Financial reports, MIS and dashboards6 features
Performance, KPIs and unit economics6 features
Cash flow, working capital and credit7 features
Planning, budgeting and forecasting4 features
Finance operations and accounting3 features
Compliance, audit and governance8 features
Investor, board and fundraising support8 features
CFOAvatar, the AI-powered CFO platform, in every plan
Every plan includes CFOAvatar, India's First AI-Powered CFO, Built by CFOs. It connects to your accounting system (Tally, Zoho Books, Busy, SAP and others) and watches cash, receivables, margin and compliance every day, so you aren't waiting for month-end to see your numbers.
- Starter: the basic CFOAvatar dashboard, with your key numbers on phone or laptop.
- Growth: the advanced dashboard, alongside your detailed MIS.
- Scale: the full dashboard, alongside investor-ready MIS.
On every plan, you can ask CFOAvatar questions in plain language and get answers from your own numbers.
Your CFO reviews the advice that matters. CFOAvatar does the watching, and a person does the deciding. See how CFOAvatar works →
Want a CFO to look at your numbers?
A senior CFO reviews your figures with you and shows you where to improve. No cost, no obligation.
How your fee is set
Your fee depends on the size of the business, the number of entities and branches, and how often your CFO meets you. We fix it after a free assessment, in writing, with no long lock-in. If you don't see value in the first two weeks, you don't pay.
Which plan fits your business?
Choose Starter if…
You run the business yourself, see profit only when the auditor finishes, and want a CFO once a month, with books closed on time and a cash forecast you can trust.
Choose Growth if…
You have a CC or OD limit, more than one product line or branch, and decisions on pricing, stock and credit that need a CFO every fortnight.
Choose Scale if…
You're raising money, reporting to a board or investors, planning an SME IPO, or need a dedicated CFO on call every week.
Not sure? Take the 60-second "Do I need a CFO yet?" check, or book a free consultation and a senior CFO will recommend the plan, in writing.
What the same work costs with a full-time CFO
A full-time CFO in India costs far more than the salary. Move the sliders to see the real annual cost, then compare it with a plan from ₹50,000 a month.
What clients say
We now prepare monthly business plans that clearly show revenue, costs, and final profit. This has helped us plan better and avoid last-minute surprises.
Their structured MIS reports have given us clear visibility into our business performance, enabling faster and more informed decisions. The budgeting and cash flow monitoring system introduced by their team has helped us plan our funds more effectively and manage our operations with greater confidence.
Soatech is perfect for a company like ours that doesn’t have an in-house Accountant / CFO. They are very professional and do things in a timely matter. They always get right back to you with an answer to your question.
Quoted word for word from our clients. Some quotes use our former name, Soatech.
Questions owners ask us
How much does a virtual CFO cost in India with CFOSurge?
Plans start from ₹50,000 a month. Your fee depends on the size of the business, the number of entities and branches, and how often your CFO meets you. We fix it in writing after a free assessment.
Is CFOAvatar included, or is it an extra?
It's included in every plan. Starter has the basic dashboard, Growth the advanced one, and Scale the full platform. CFOAvatar is India's First AI-Powered CFO, Built by CFOs, and it connects to Tally, Zoho Books, Busy, SAP and other systems.
What's the difference between a shared and a dedicated CFO?
On Starter and Growth, a senior CFO leads your account alongside a small number of other clients, at a fixed monthly or fortnightly rhythm. On Scale, your CFO is dedicated to you, meets weekly and is on call.
Do you work on site or only remotely?
Every plan is delivered remotely and in person. Your CFO visits for plant or site walk-throughs, bank meetings and annual budget reviews.
Can I change plans later?
Yes. Many clients start on Starter or Growth and move up when they raise funds, add a board or take a bigger bank limit. Your fee is revised in writing when the scope changes.
Is there a lock-in?
No long lock-in. And if you don't see value in the first two weeks, you don't pay.
Are taxes extra?
GST applies to our fees at the prevailing rate.
