Bangalore, Karnataka, India:-- Any type of e-statement supported
-- Bank Statement, Credit Card Statement, Mutual Fund Statements, Equity Contract Notes
-- Instant capture of transactions without personal information
-- Plynt, Trustguard and Verisign certified for Privacy and Security
-- Perfios is promoted by serial entrepreneur V. R Govindarajan, co-founder, Aztecsoft
Perfios is currently the only money management software in India which makes it very easy for a user to manage her finances with very little manual intervention. It provides two options by which one can automate the data capture without any manual inputs – auto-fetch of transactions and e-Statement Upload. Perfios has pioneered e-Statement upload technology where it helps users in tracking investments, credit card expenses, bank transactions and even equity transactions by simply allowing the user to upload any kind of e-statement which they receive from their institutions on a regular basis in their mailbox. Perfios currently supports more than 600 different kinds of e-statements and in all formats, including pdf, html or even excel files. Even files that are password protected are handled. Perfios already supports access to a very large number of online Institutions for automatic fetch of transactions for all kinds of accounts like credit cards, Loans, Life Insurance, Dmat accounts, savings bank and mutual fund accounts.
Mr. V. R. Govindarajan, Co-founder and director of Perfios Software, said, “It is our endeavor to make money management extremely simple for any user and our automated approach of auto-fetch and e-statement uploading are steps in that direction. We continue to add support for new statement formats and online institutions on an on-going basis. We support so many institutions and statement formats that we can now confidently say that there is no need for any manual book keeping whenever an online access/e-statement is available.”
Perfios runs on a FREEMIUM plan mode where the basic plan is available for users to manage their money for free, for life! The paid plans namely Gold and Platinum cost Rs. 499 and 1499 per annum respectively.
Perfios offers an innovative online Money Management solution that provides a 360 degree view of one’s Personal Finance. It helps manage an individual’s money, in any form, in a safe and trusted environment and helps analyze and understand Personal Finance in a simple, easy and secure way. From bank accounts to credit cards, investments and taxes, every detail of one’s Personal Finance can be tracked and managed at Perfios. Perfios is also completely Indian in character; it is constantly updated with the latest regulatory requirements including Tax Laws. The solution is available at www.perfios.com.
Aditya Prasad, , +91 9886039444