Blog Content Overview
In just a few weeks, Treelife transformed the financial infrastructure of an innovative SaaS company. We set up efficient accounting systems, ensured seamless bookkeeping, and provided critical fundraising support. Discover how our strategic approach reduced their operational burden and enhanced their financial management.
Business Overview
An innovative insurance-tech company using technology and innovation to transform the traditional insurance model. The company offers a cloud-based platform that connects distributors to the insurance ecosystem.
Project Undertaken
- Setting up systems for HR, accounting, and payroll
- Ongoing bookkeeping, tax compliance, and payments
- Fundraising and due diligence support
How We Helped?
Setting Up:
- Treelife took ownership and set up the entire accounting system for the company from inception using Zoho Books and Zoho Payroll.
- Assisted in migrating from Zoho Payroll to Keka, ensuring a smooth transition.
- Effective implementation of software and processes reduced the time and effort required by the founders.
Bookkeeping and Accounting:
- Timely updating of accounting entries and filing, ensuring compliance with regulatory requirements.
- Completion of requisite regulatory compliances, reducing TAT for payments and MIS processing.
Fundraising & Vendor Due Diligence:
- Represented the company during the due diligence process conducted by investors, assisting them in understanding the business model and transaction workflow.
- Submitted data in the requisite formats and seamlessly resolved queries from the diligence team regarding finance and tax-related areas promptly.
By leveraging our expertise in financial management, Treelife significantly improved the company’s operational efficiency and supported its growth journey. Our comprehensive services ensured that the company was well-prepared for investor scrutiny and ongoing financial challenges.
We Are Problem Solvers. And Take Accountability.
Related Posts


Are You Paying the Right Tax on Your Virtual Digital Assets (VDAs)? Here’s What You Need to Know Before Filing Your ITR
With India’s growing adoption of cryptocurrencies, NFTs, and tokens, it's critical for investors and traders to understand how these Virtual...
Learn More

Understanding Valuation Rules for Share Transfers (Post Angel Tax Removal)
With the removal of Section 56(2)(viib), commonly known as Angel Tax, the landscape for startup funding and share transfers has...
Learn More

Raising Funds from Friends and Family(F&F) – Early-Stage Startups
Raising funds from friends and family is a common strategy for early-stage startups, particularly during the initial or pre-revenue phase....
Learn More