Notification

  • Not Able to Find What You’re Looking For? Speak to us directly! Our experts are here to guide you through any queries or challenges.

    Speak to Us

We streamlined financial operations for an insurance-tech company in record time

Get in touch with us

    Your information is confidential and secure

    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.

    About the Author
    Treelife
    Treelife
    Treelife Team | support@treelife.in

    We are a legal and finance firm with a deep focus on the startup ecosystem. We offer a wide range of services, including Virtual CFO, Legal Support, Tax & Regulatory, and Global Expansion assistance.

    Our goal at Treelife is to provide you with peace of mind and ease in business.

    We Are Problem Solvers. And Take Accountability.

    Related Posts

    Compliance Calendar – July 2025 (Checklist & Deadlines)
    Compliance Calendar – July 2025 (Checklist & Deadlines)

    Sync with Google CalendarSync with Apple Calendar As we enter the second half of 2025, staying compliant with various financial,...

    Learn MoreLearn More
    Conversion of Partnership Firm to LLP – Complete Process
    Conversion of Partnership Firm to LLP – Complete Process

    Converting a Partnership Firm to a Limited Liability Partnership (LLP) is a strategic decision that offers several advantages for businesses...

    Learn MoreLearn More
    Memorandum of Association – MoA Clauses, Format & Types
    Memorandum of Association – MoA Clauses, Format & Types

    The Memorandum of Association (MOA) is one of the most essential documents in the company incorporation process, forming the foundation...

    Learn MoreLearn More

    For Customer Support

    Mumbai | Delhi |
    Bangalore | GIFT City

    Speak to Us!

    We respond within 60 minutes.

      Your information is confidential and secure

      For Customer Support

      Mumbai | Delhi |
      Bangalore | GIFT City

      Fill out the form to unlock the full report!

      Image