The collaborative financial workspace for CAs and their clients.
Equip your CA practice with structured financial intelligence across CMA, financial health, and feasibility. Execute pipelines for your clients, and share a chronological timeline of project milestones and finalized reports.
Financial Model Preview
SAMPLE DATAFinancial Health Score: Strong
Pipeline Tests
Automated test suite
CMA · Feasibility · Health
Architecture
Deterministic
Auditable, formula-driven — no black-box ML
Status
Early Access
Recruiting founding CA practices
You are their single point of contact, but disconnected systems hold you back.
Clients rely on you for their financial truth, yet there is no shared system connecting your practice to their business. Everything happens through fragmented spreadsheets, email threads, and WhatsApp messages.
Between meetings, clients have no visibility into the status of their requests, while you spend countless hours manually reconciling data rather than providing strategic advice. The disconnect drains your time and limits their insight.
Vaelo bridges this gap. A unified financial workspace that brings your analysis and your clients into one platform.
A straightforward process
Designed around the working rhythm of a CA practice.
Onboard your practice
Sign up and set up your firm's workspace. Establish your branding and operational defaults.
Add your clients
Share progress with clients directly. They receive a tokenized timeline to track document requests and project status — keeping everyone aligned without requiring them to create accounts.
Run pipelines
Execute CMA, Financial Health, or Feasibility pipelines. Results appear in your dashboard, built on deterministic, auditable modeling with no black-box AI.
Share and advise
Review the formula-driven output with your client. Export branded reports when needed, and track changes as new financial data arrives.
Vaelo isn't a report tool. It's the operating system a CA's practice runs on.
Report generation was the wedge. The full platform brings every part of practice work into one place.
See the full platform →Built in phases. Shipped honestly.
We've shipped the foundation of the workspace. AI-assisted automation is up next.
See our roadmap →Structured financial intelligence, module by module
Three core pipelines that turn raw client financial data into reliable, explainable, decision-ready output—available on demand inside your workspace.
Credit Monitoring Arrangement (CMA)
✓Built · in private testingAutomate financial statement analysis, ratio computation, projections, covenant tracking, and funding requirement assessments. Every metric is strictly formula-driven and traceable.
Financial Health Snapshot
✓Built · in private testingA recurring diagnostic that analyzes liquidity, solvency, and working capital cycles to flag potential distress before it becomes terminal.
Feasibility Analysis
✓Built · in private testingAccretion/dilution analysis, debt capacity modeling, and synergy evaluations. Helps your client understand if a proposed acquisition makes financial sense.
A powerful window for your clients
Give your clients direct access to their financial truth, powered by your practice.
Clear Visibility Into Status
When you bring a client onto Vaelo, they receive a token-based timeline showing exactly what documents have been received, what's outstanding, and when reports are finalized — keeping them updated without exposing complex analytical models.
Powered by Trusted Models
Your clients see the exact same deterministic, auditable numbers you rely on. It's not a separate consumer app with less rigorous math—it's a direct window into the financial pipelines you manage for them.
Permission-Scoped Access
You remain in complete control. Decide exactly which models, pipelines, and scenarios your client can see, ensuring they only view finalized, CA-approved insights.
Strengthen Your Advisory
Use this structured timeline to move from reactive year-end reporting to proactive, ongoing strategic advisory.
Built to earn your trust
We understand the reality of running a professional practice in India.
Built for independent practices
We aren't trying to sell enterprise software to corporate CFOs. We built Vaelo exclusively to empower solo and small CA firms with the tools they need to grow their advisory revenue.
Auditable & Formula-Driven
You stake your reputation on your advice. By separating our canonical financial engines from the presentation layer, every metric, ratio, and scenario is fully traceable back to its underlying formula. No black-box AI guesswork.
Security & Privacy
Client financial data is highly sensitive. Each firm's data is separated at the database level using row-level security. We do not use your clients' financials to train AI models.
Read our Privacy Policy →One Workspace, Not More Tools
You already juggle disconnected spreadsheets, emails, and WhatsApp. Vaelo consolidates client financial work into one workspace, giving both you and your client a unified view instead of bouncing requests across disconnected channels.
Ready to elevate your advisory practice?
Join the waitlist today to secure your spot in our founding-CA cohort.
Join the waitlistNo setup fee · ₹4,999/year · Full platform access