KnowVisory Global: Company Profile

Background

Overview

KnowVisory Global is a finance and accounting services firm established in 2020, specializing in providing comprehensive financial solutions to startups and small to medium-sized enterprises (SMEs). The company offers a range of services, including accounting, bookkeeping, payroll management, tax planning, and financial advisory, aiming to simplify financial operations and support business growth.

Mission and Vision

The mission of KnowVisory Global is to enhance the success rate of startups and reduce operational costs for SMEs by offering tailored finance, accounting, and compliance solutions. Their vision is to be recognized as the global finance and accounting partner of choice, providing a working environment where staff members can grow and succeed in the industry.

Industry Significance

Operating within the business outsourcing sector, KnowVisory Global addresses the critical need for efficient financial management among emerging businesses. By offering specialized services, the company plays a pivotal role in enabling startups and SMEs to navigate complex financial landscapes, thereby contributing to their sustainability and growth.

Key Strategic Focus

Core Objectives

KnowVisory Global focuses on delivering high-quality finance and accounting services that drive efficiency, transparency, and long-term value for its clients. The company aims to transform finance and accounting into profit centers by identifying opportunities that grow the topline and strengthen the bottom line.

Areas of Specialization

The firm's services encompass:

Accounting and Bookkeeping: Providing accurate and timely financial records to ensure compliance and facilitate informed decision-making.

Payroll Management: Streamlining payroll processes to ensure timely and accurate compensation for employees.

Tax Planning and Compliance: Offering strategic tax planning and ensuring adherence to federal and state regulations.

Financial Planning and Analysis (FP&A): Delivering data-driven insights to support budgeting, forecasting, and strategic financial decisions.

Key Technologies Utilized

KnowVisory Global leverages advanced accounting software and automation tools to enhance service delivery. The company integrates with platforms such as QuickBooks, Xero, and NetSuite, utilizing AI-driven insights to predict trends and spot anomalies, thereby enabling smarter business decisions.

Primary Markets Targeted

The company primarily serves startups and SMEs across various industries, including manufacturing, retail, e-commerce, real estate, construction, hospitality, healthcare, IT, SaaS, logistics, and energy. By offering scalable solutions, KnowVisory Global caters to the evolving needs of businesses in these sectors.

Financials and Funding

Funding History

As a privately held firm, specific details regarding KnowVisory Global's funding history, total funds raised, and notable investors are not publicly disclosed. The company operates with a focus on sustainable growth and reinvestment into its service offerings and technological advancements.

Utilization of Capital

Capital is primarily allocated towards enhancing technological infrastructure, expanding service capabilities, and supporting global expansion initiatives. This includes investments in AI-driven accounting platforms, staff training, and the establishment of new offices to strengthen the company's global presence.

Pipeline Development

Key Initiatives

KnowVisory Global has undertaken several strategic initiatives to expand its service offerings and market reach:

AI-Driven Accounting Advisory: In October 2025, the company launched an AI-driven accounting advisory platform designed to provide real-time financial insights and support smarter business decisions for U.S. business owners.

Build-Operate-Transfer (BOT) Model: In August 2025, KnowVisory Global introduced a BOT model to assist U.S. businesses in establishing and managing offshore teams in India, facilitating global expansion with reduced operational risks.

State-of-the-Art Bengaluru Office: In December 2024, the company inaugurated a new office in Bengaluru, India, to enhance its global outsourcing capabilities and provide efficient finance, accounting, and taxation support to businesses worldwide.

Technological Platform and Innovation

Proprietary Technologies

KnowVisory Global employs proprietary AI-driven accounting platforms that integrate with leading accounting software to automate processes, provide real-time financial insights, and support strategic decision-making.

Significant Scientific Methods

The company utilizes machine learning algorithms to analyze financial data, predict trends, and identify anomalies, thereby enhancing the accuracy and efficiency of financial reporting and analysis.

Leadership Team

Sanjeev Kumar

Position: Founder & CEO

Professional Background: A qualified U.S. Certified Public Accountant (CPA) and Indian Chartered Accountant (CA), Sanjeev brings over a decade of experience in accounting, finance, and business advisory. He has worked with global companies, managing financial reporting, audits, financial due diligence, inventory valuation, and transfer pricing for international clients.

Key Contributions: Under his leadership, KnowVisory Global has expanded its service offerings, including the launch of AI-driven accounting advisory services and the establishment of a new office in Bengaluru, India.

Preeti Tibrewal

Position: Designated Partner

Professional Background: A distinguished Chartered Accountant, Preeti holds extensive experience in various finance and accounting functions, including auditing, wealth management, accounting, and tax consulting. She is recognized for her ability to build and implement efficient processes that drive consistency, compliance, and scalability.

Key Contributions: Preeti has been instrumental in streamlining operations and improving financial visibility for clients, ensuring regulatory adherence across geographies.

Competitor Profile

Market Insights and Dynamics

The market for outsourced finance and accounting services is experiencing significant growth, driven by the increasing complexity of financial regulations and the need for businesses to focus on core competencies. Companies like KnowVisory Global are well-positioned to capitalize on this trend by offering specialized services that address the unique challenges faced by startups and SMEs.

Competitor Analysis

Key competitors in this space include firms such as Bench, Pilot, and inDinero, which offer similar services in accounting, bookkeeping, and financial advisory. These companies leverage technology to provide scalable solutions and have established a strong presence in the market.

Strategic Collaborations and Partnerships

KnowVisory Global has formed strategic partnerships to enhance its service offerings and expand its market reach:

Technology Partnerships: Collaborations with leading accounting software providers enable seamless integration and enhanced service delivery.

Offshore Expansion: The BOT model facilitates partnerships with U.S. businesses seeking to establish offshore teams in India, providing a structured approach to global expansion.

Operational Insights

Strategic Considerations

In a competitive landscape, KnowVisory Global differentiates itself through its comprehensive service offerings, technological innovation, and a client-centric approach. The company's focus on startups and SMEs allows it to tailor solutions that address the specific needs of these businesses, providing a competitive edge in the market.

Strategic Opportunities and Future Directions

Roadmap and Expansion

KnowVisory Global plans to continue expanding its global footprint by establishing additional offices in key markets and enhancing its technological capabilities. The company aims to further develop its AI-driven platforms and explore new service areas to support the evolving needs of its clients.