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Perfios Audit Trail

Perfios

Brand: Perfios Software Solutions

  • 4.2

  • 14 Ratings & 10 Reviews

Perfios Financial Data Analysis Software empowers businesses with efficient financial data processing, comprehensive insights, and customizable reporting, enabling informed decision-making and seamless financial management.

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Perfios Software Overview

What is Perfios Software?

Perfios is a powerful financial data analysis software designed to provide businesses valuable insights into their financial health. Whether you are a small startup or a large enterprise, Perfios simplifies financial management and enhances decision-making, making it an indispensable tool for all businesses. Perfios is a versatile financial management tool that enhances financial well-being and facilitates informed decision-making.

With Perfios, you can easily access accurate and up-to-date balance sheets, giving you a clear overview of your organization's financial position. Tracking financial transactions and changes becomes effortless with the audit trail feature, ensuring data integrity and compliance with ease.

Simplify your financial processes, which include budgeting, forecasting, and expense tracking. These features empower you to optimize your financial resources, improve budget planning, and make informed financial decisions. Financial institutions can leverage Perfios to streamline loan underwriting processes by gaining a comprehensive view of a borrower's financial position, thereby reducing the risk of defaults, and ensuring prudent lending practices.

Why Choose Perfios?

Perfios offers a user-friendly platform to manage personal finances effectively. It enables users to track expenses, categorize transactions, and set budgeting goals, helping to improve financial discipline and achieve financial objectives. Additionally, Perfios can benefit from tax planning and preparing accurate financial reports during tax seasons. Its secure data storage ensures that sensitive personal financial information remains confidential.

Small businesses can use Perfios to track cash flow, manage expenses, and generate insightful financial reports to make informed business decisions. Larger corporations can benefit from Perfios' advanced analytics, which helps identify cost-saving opportunities, improve profitability, and detect potential risks. Moreover, Perfios assists businesses in efficiently preparing financial statements and balance sheets, simplifying compliance with accounting standards and regulatory requirements.

Benefits of Perfios Financial Data Analysis Software

  • Perfios streamlines financial data aggregation and analysis, saving time and effort for individuals and businesses.
  • Gain a comprehensive view of your financial health, enabling informed decision-making and goal planning.
  • The platform ensures data accuracy and integrity, reducing the risk of errors and improving financial reporting.
  • It enhances financial transparency, making monitoring and understanding their financial activities easier for users.
  • Its powerful analytics and reporting tools empower users to identify trends, opportunities, and areas for improvement in their finances.
  • Perfios offers heightened security measures, safeguarding sensitive financial information and providing peace of mind to users.

Perfios Pricing

Perfios pricing is available on request at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and total users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

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Perfios Software Solutions Company Details

Founded Year:  2008

Perfios Software Solutions is a B2B fintech software company that offers credit decisions, analytics, and onboarding automation services.

Director/Founders Debasish Chakraborty, V.R. Govindarajan
Company Size 1-100 Employees

Perfios Pricing & Plans

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Perfios Features

  • icon_check Balance Sheet
    Track and analyze an organization's financial position by summarizing assets, liabilities, and equity at a specific time.
  • icon_check Audit Trail
    Maintain a comprehensive record of user actions and system events for enhanced security and accountability.
  • icon_check Financial Management
    Efficiently manage and control financial operations to ensure financial health and stability.
  • icon_check Income Statements
    Gain insights into the company's revenue, expenses, and profitability over a specific period.
  • icon_check Financial Reports
    Generate detailed and customizable reports that comprehensively view the organization's financial performance.
  • icon_check General Ledger
    Maintain a central repository for recording and tracking all financial transactions, facilitating accurate accounting.
  • icon_check Cash Management
    Effectively manage and monitor cash flow to optimize liquidity and support strategic financial decisions.
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Perfios Specifications

Supported Platforms
Windows Windows MacOS MacOS
Devices
Desktop Desktop Mobile Mobile
Deployment
Cloud-Based Cloud-Based
Suitable For
Finance
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs MSMEs
Customer Support
Phone Email Live Chat Communities
Language
English
Training Resources
Videos
AI Features
AI Integrated

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Perfios Reviews

4.2

Out of 5

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Overall Rating

Based on
10 Verified Reviews

Rating Breakdown

  • Features 4.3
  • Value for Money 4.1
  • Ease of Use 4.1
  • Customer Support 4.2

87% Recommend this Product

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Pros

  • "Helps in organizing and managing financial documents effectively."

    Stars FallenMar 28, 2025

  • "Aggregates financial data effectively and provides useful insights."

    NARESH KHATEEKFeb 6, 2025

  • "Perfios lets me see all my bank accounts and credit cards in one dashboard."

    Dev KaushikJan 8, 2025

Cons

  • "The interface is a bit outdated and takes time to get used to."

    Dev KaushikJan 8, 2025

Roberto Ricco

Web Designer

Industry: Cosmetics User since: 6-12 months

4.3

Reviewed on: Apr 20, 2025

Techjockey Verified

“A Smart Tool for Loan Processing and Credit Checks”

Our finance team uses Perfios to help with loan processing. It pulls in all the financial data we need from the customer's bank accounts and creates smart reports we can use to make decisions. This has helped us cut down the time it takes to check someone’s credit info. The only issue is that some reports take longer to generate, but overall, it has made our loan approvals faster and more accurate.

Pros

Makes it easy to check credit data and process loans faster.

Cons

Some reports take a bit of time to load.

Switched from CredFlow

Reason to switch

We used to use CredFlow, but switched to Perfios because it gave us deeper financial reports and was easier to integrate into our workflow.

David Befeler

Chartered Accountant

Industry: Finance

4

Reviewed on: Apr 9, 2025

Techjockey Verified

“Helpful for Tax Preparation”

I started using Perfios mainly to help with my taxes. It makes it really easy to keep track of my investments and figure out my capital gains. The reports it gives are clear and save me a lot of time when I file my taxes. At first, it was a bit confusing because there are so many tools and reports, but once I got the hang of it, it made tax season much less stressful.

Pros

Perfios calculates capital gains and helps with tax reports.

Cons

It takes a little time to understand all the features.

Reason to switch

I moved from TaxSpanner to Perfios because Perfios gave me better insights on my capital gains and investment tracking, not just tax filing.

stars fallen

Accountant

Industry: Chemicals User since: 1-2 years

4.2

Reviewed on: Mar 28, 2025

Techjockey Verified

“Efficient for Financial Document Management”

Perfios assists in managing financial documents, making it easier to retrieve and analyze them. It’s efficient and saves time. However, the lack of customization in certain features can be limiting for specific needs.

Pros

Helps in organizing and managing financial documents effectively.

Cons

Some features are not customizable.

Switched from ClearTax

Reason to switch

We considered ClearTax for more customization but preferred Perfios’s efficiency.

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Which operating system does the Perfios Software Support?

Perfios software is compatible with Windows and macOS operating systems.

Is there any Perfios App?

Perfios app is unavailable on Android and iOS devices.

What is the deployment type of the Perfios Software?

Perfios Software supports web-based deployment.

How much does the Perfios Financial Data Analytics Software Cost?

Perfios financial data analytics software pricing is available on request at techjockey.com.

Who are the potential users of Perfios Finacial Data Analytics Software?

Perfios financial data analytics Software is designed to serve a wide range of users, including businesses of all sizes, digital marketing agencies, etc.

Is there any free trial or demo for the Perfios Data Analytics Software?

Perfios Data Analytics software demo is available for free with techjockey.com.

Is Perfios Financial Data Analytics Software Free?

Perfios financial data analytics software does not offer a free trial.

How can you download Perfios Data Analytics Software?

Perfios is a web-based platform. So, you need not download any software or app to use it.

How does Perfios Data Analytics Software work?

Perfios is a powerful data analysis software that efficiently extracts, categorizes, and analyzes vast amounts of data in real-time. Its capabilities span various data types, making it a reliable and comprehensive tool for effective data management and insights.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.