๐Ÿ’ฐ Daksh for Finance

Find any financial document
in seconds, not hours.

Finance teams spend days hunting for budget files, policy docs, and board materials scattered across Drive, SharePoint, and email. Daksh gives you one place to find everything.

Get a demo for Finance Start free trial
3 days
saved per quarter on audit prep and document retrieval
90%
of finance policy questions answered without manual search
60%
reduction in time spent preparing for board meetings
The problem

Finance teams spend hours
hunting for documents

๐Ÿ“Š

Numbers live in 5 spreadsheets

Budget files, actuals, and forecasts are in different places depending on who created them and when. Nobody knows which is current.

๐Ÿ”

Audit prep is a document scavenger hunt

Auditors request specific documents. Finance teams spend days hunting across Drive, SharePoint, and email to find them.

๐Ÿ“‹

Policy questions go unanswered

"What's the approval process for a โ‚น10L vendor contract?" requires emailing 3 people when it should take 10 seconds.

How it works

Any finance question.
Answered in seconds.

Daksh searches Google Drive, SharePoint, Confluence, and OneDrive simultaneously โ€” finding the right financial document and policy with full context and citations.

Policy answers in seconds. Procurement approvals, expense limits, travel policy โ€” every finance policy question answered instantly with the source document.
๐Ÿ”’ app.dakshapp.com
What's the approval process for vendor contracts above โ‚น5 lakh?
โœฆ Daksh AI Answer

Vendor contracts above โ‚น5L require: 1) Manager approval, 2) Finance sign-off from CFO or VP Finance, 3) Legal review if contract > 12 months or includes IP clauses. Use the vendor contract template in Google Drive. Turnaround: 5 business days.

Sources: Procurement policy Drive template SharePoint
Procurement & Vendor Policy โ€” Finance
Confluence ยท Updated Jan 2025
99%
Vendor Contract Template โ€” Legal & Finance ยท v3.2
Google Drive ยท Updated this month
93%
Where are the Q1 2025 board presentation materials?
โœฆ Daksh AI Answer

Q1 2025 board deck (final version) is in Google Drive under 'Board Materials โ†’ Q1 2025'. Supporting annexures are in SharePoint under 'Finance โ†’ Board Packs โ†’ 2025'. Last edited by Sonal Gupta on Mar 28.

Sources: Google Drive SharePoint
Q1 2025 Board Presentation โ€” FINAL v2.pptx
Google Drive ยท Board Materials ยท Mar 28, 2025
99%
Q1 Board Pack Annexures โ€” Finance ยท Restricted
SharePoint ยท Finance ยท Board Packs ยท 2025
97%
What's the per diem for domestic business travel?
โœฆ Daksh AI Answer

Domestic travel per diem: โ‚น2,500/day for Tier 1 cities (Mumbai, Delhi, Bangalore), โ‚น2,000/day for other cities. Hotel reimbursement limit: โ‚น7,000/night. Book via the travel portal for corporate rates. Policy effective April 2025.

Sources: Travel & Expense Policy SharePoint HR
Travel & Expense Policy 2025 โ€” Finance & HR
Confluence ยท Updated April 2025
99%
Finance Policy Handbook โ€” Employee section
SharePoint ยท Finance ยท HR section
92%
Features for Finance

Built for how finance teams
need to work

๐Ÿ“‚

One search for all finance docs

Find budgets, reports, contracts, and board materials across Google Drive, SharePoint, OneDrive, and Confluence in one query.

โœ…

Policy answers in seconds

Procurement approvals, expense limits, travel policy โ€” every finance policy question answered instantly with the source document.

๐Ÿ”’

Strict access control

Sensitive documents (salaries, board materials, M&A) are only returned to users with explicit access. No data leakage across finance sub-teams.

๐Ÿ“Š

Audit-ready retrieval

When auditors request documents, Daksh finds them in seconds โ€” saving days of manual search across file systems.

Integrations

Connects to every tool
your finance team uses

Google Drive
SharePoint
OneDrive
Salesforce
Confluence
Microsoft 365

Give your finance team
instant document access.

See how Daksh saves finance teams days of document hunting every quarter.

Request a demo for Finance Start free trial