"Transform the way you manage your finance. Build, invest, and grow smarter with Fundsroom."
Savings
- Identify unnecessary expenses and cut down costs
- Smart insights to help you save more
- Optimize spending without compromising lifestyle
Audit
- Automated transaction tracking for complete transparency
- Error-free auditing to ensure financial accuracy
- Identify irregular spending patterns
Finance
- Detailed reports for smarter financial decisions
- Real-time expense categorization and tracking
- Gain control over your cash flow and budget
Earnings and Expenses
- Monitor income vs. expenses effortlessly
- Get a clear breakdown of where your money goes
- Stay financially aware, stable, and future-ready
Our Vertical
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Customers
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Cities
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AUM
Building Smarter Businesses with Tech
Fundsroom enables startups and MSMEs to go digital, stay compliant, and scale faster—without code or complexity.
- Financial Tools - Track AUM, generate reports, and manage business growth smartly.
- Automated Compliance - Audit workflows & financial docs in one place.
- Financial Tools - Track AUM, generate reports, and manage business growth smartly.
Our Achievements
All Professional Testimonial & Feedback
"Fundsroom helped us bring our entire business online - from website setup to client management - in just days. It’s more than a builder; it’s a full platform that simplified our operations."
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Jeevan KN
"With Fundsroom, we finally have everything in one place. Whether it's managing leads, tracking clients, or deploying sites, the process is seamless. It’s like having a tech team without the cost!"
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Pradeep
"I was blown away by how fast we could go live with our own branded workspace. Fundsroom takes care of the heavy lifting - no technical skills needed. It truly empowers small teams to scale smart."
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Soumik
"Fundsroom has transformed the way we run our digital business. From automation to real-time updates, it’s built for growth. The support team is fantastic, and the platform keeps getting better!"
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Pratik
Frequently Ask Question?
Fundsroom is an all-in-one automation platform for businesses that want to scale efficiently. It's ideal for digital agencies, marketing teams, and service-based startups looking to manage leads, automate workflows, and launch client workspaces instantly.
Fundsroom offers features like CRM integration, lead tracking, client workspace deployment, automated notifications, task management, and status updates—all on one centralized platform.
Yes. Fundsroom supports third-party API integrations, allowing you to connect your CRM, payment gateways, communication tools, and more for a seamless business flow.
Absolutely. Fundsroom is fully modular and can be customized to suit various business verticals—from digital services and consultants to fintech startups and productized service providers.
Getting started is easy. Sign up on the platform, choose your use case, and you'll be guided through creating your first workspace, connecting integrations, and automating your lead flow.
Yes. The Fundsroom dashboard and client interfaces are optimized for mobile, allowing you to manage operations and follow up on leads from anywhere.
Definitely. Fundsroom allows you to set custom follow-up schedules, send reminders, and even trigger alerts based on lead status or inactivity.
You’ll get access to live chat, email support, a knowledge base, and a dedicated Relationship Manager (RM) for personalized onboarding and success tracking.
Yes. You can invite team members, assign roles, and manage access levels for different projects and clients within your dashboard.
Yes, you can easily export lead data, task reports, and workspace logs in CSV or JSON formats to integrate with other tools or for your records.