Digital Financial Management

CodeAir is helping businesses with revamping financial management processes with its reliable financial management software. We have been giving strategic consulting, designing and implementation support to improve & automate their finance process including AP, AR and end to end P2P process, helping leaders with sound & informed financial decisions.

Curious to know how our financial management software can help you overcome your financial process management challenges? Want to take a tour of our full-featured software?

Digital Financial Management Consulting & Implementation

CodeAir specializes in financial management consulting, solution designing & integration of multiple financial solutions needed for businesses to streamline their financial processes.


You get automated invoicing processes like e-invoice generation, processing, and tracking.

Automated Billing System

We help streamline the billing system with automated invoicing workflows, follow-ups, and payment tracking.

General Ledger Management

Accurately record and aggregate financial transactions across multiple entities for reconciliation, financial close & transparent reporting.

Accounts Receivable Automation

Automate your customers' invoices and receivables tracking and eliminate manual errors in Order2Cash cycle.

Cash Management

Manage & forecast cash flows and have complete transparency in reports, streamlining the process across multiple entities.

Financial Planning

Robust financial planning based on analytical data results in improved & informed decision making on time.

Building & Delivering Robust Financial Management Solutions

We can help you ideate, design, and build innovative financial products that help you stay ahead of the competition. Here take a glance at some of the services for their financial landscape automation, that we offer to our prestigious clients:

Financial software development consulting: Our experts help businesses in designing a custom financial software solution, unique to their needs.

Financial software implementation: We help businesses that want to eliminate accounts’ manual tasks and increase accuracy across multi-entity bookkeeping, AP & AR, expense management, and others.

If you are looking for digitalization of your financial processes to automate your billing process, invoice management or AP/AR, we are your Go-To solution provider!

We Are India's Top

Financial Management Automation Solution Provider

We help businesses worldwide scale and transform to gain a competitive edge. We are known in the Indian financial software development industry for our unique selling propositions that set us apart from other firms.

Accurate reports
Easy implementation
Multi-businesses compatibility
Multi-entity compatibility
User-friendly UI
Fit for all industries
24X7 support
Cost-effective plans
On-demand customization

Our Valuable Clients Across The Globe

We are grateful for our clients’ trust in us, and we take great pride in delivering quality solutions that exceed their expectations. Here is what some of them whom we're worked with and provided dedicated solutions:

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Ultimate User Guide to Understand Digital Financial Management

We are a multi-faceted digital company that offers comprehensive solutions in a variety of activity fields.

What is the Digital Financial Management Consulting Service?

Digital Financial Management (DFM) consulting services help organizations optimize their financial management processes and systems. DFM consultants work with clients to assess needs, design and implement solutions, and provide ongoing support. Solutions may include financial planning and budgeting, cash management, accounting and reporting, treasury management, procurement, etc.

DFMs stringently consider an organization’s entire digital business model to translate it into actionable intelligence, continually improving operational efficiencies. Encompassing technologies such as Big Data Analytics (BDA), Artificial Intelligence (AI), Blockchain technology, and the Internet of Things(IoT), prepare forward-thinking enterprises for what’s ahead by taking advantage of new opportunities while managing risks.

ValueCoders’ DFM solutions are a strategic combination of people, processes, and technology. We work with our clients to understand their business objectives and develop a solution that meets their needs. Our services include:

  • Assessment of current state
  • Identification of opportunities for improvement
  • Design and implementation of solutions
  • Ongoing support and maintenance

Financial consulting services offer a wide range of benefits that can help organizations improve their financial management practices and in:

  • Reducing the overall costs associated with financial management
  • Improving the accuracy of financial reports, maintaining compliance with government regulations
  • Using technology to automate various tasks related to finance.
  • Financial consulting services can also offer suggestions for using technology to automate various finance-related tasks.
  • Additionally, financial consulting services can offer a fresh perspective on financial management practices and suggest improvements.


What are the types of digital financial services?

Digital financial services are becoming increasingly popular as they offer a convenient and secure way to manage your finances. These services help businesses keep track of their finances and make better financial decisions.

Using tools can help businesses manage their money, create budgets, and track spending. It also offers advice and guidance on financial planning and investing.

There are a variety of digital financial services available today. Here are some of the most common types:

1. Mobile banking: It involves using a mobile app to conduct transactions such as checking account balances, transferring money between accounts, and paying bills.

2. Online banking: You can access your bank’s website to check account balances and recent transactions, pay bills, and transfer money between accounts.

3. Digital wallets: A digital wallet is an electronic storage system for your payment cards, loyalty cards, and other important documents such as your driver’s license or passport. You can use a digital wallet to make payments online or in-store by scanning a QR code or NFC-enabled terminal.

4. Cryptocurrency: Cryptocurrency is a digital asset that uses cryptography to secure transactions and control the creation of new units. Bitcoin, the most well-known cryptocurrency, was created in 2009.

5. Peer-to-peer payments: With peer-to-peer (P2P) payments, you can send and receive money directly from another person or organization without going through a financial institution. Venmo, Cash App, and Zelle are all popular P2P payment apps.

6. In-app payments: In-app payments refer to the ability to make purchases within a mobile app. This can be anything from buying virtual goods in a game to ordering a ride from a transportation app.

7. Online bill pay: Online bill pay allows you to pay your bills online without having to write and mail a check. Most banks and credit unions offer online bill pay as part of their digital banking services.

8. Contactless payments: Contactless payments, also known as mobile payments, allow you to make purchases by waving or tapping your smartphone on a contactless terminal. Apple Pay, Google Pay, and Samsung Pay are all examples of contactless payment systems.

9. Online lending: Online lending platforms connect borrowers with lenders to provide personal loans, business loans, and other types of financing.

10. Crowdfunding: crowdfunding platforms allow people to raise money for personal or business projects by soliciting donations from a large group. Kickstarter and Indiegogo are two of the most popular crowdfunding platforms.


Why is Digital Consulting important now for improved financial management?

Digital Consulting is important for financial management because it provides businesses with an efficient and secure way to manage their finances. By using digital tools, businesses can keep track of their spending, budget more effectively, and make better financial decisions.

Additionally, digital consulting can help businesses protect themselves from cybercrime and fraud. With the rise of digital technologies, more and more businesses are moving their operations online. This shift has created new opportunities for criminals who seek to exploit digital vulnerabilities to steal money or sensitive information.

Digital consulting can help businesses stay safe online by providing expert advice on protecting their data and finances.

In today’s world, businesses need to have a strong understanding of digital tools and how to use them to stay competitive. Digital consulting can help businesses gain the knowledge and skills they need to succeed in the digital age.

CodeAir is a leading provider of digital financial management consulting services. We have a team of experts dedicated to helping our clients succeed in the digital world.

What are the benefits of digital financial management consulting services?

Digital financial services offer a number of benefits for consumers, businesses, and governments. For consumers, digital financial services can help promote financial inclusion by providing access to affordable and convenient banking products and services. They can also help improve consumer protection by increasing transparency and facilitating fraud prevention.

For businesses, digital financial management consulting services can help boost efficiency and competitiveness by enabling fast, low-cost transactions anywhere in the world. They can also help promote economic growth by facilitating access to capital for small businesses.

And for governments, digital financial services can help increase tax collection and reduce corruption.

There are a number of benefits to using digital financial services, including:

1. Convenience – Digital financial services offer a convenient way to conduct transactions without having to go to a physical location. This can save time and money.

2. Security – Transactions conducted through digital financial services are typically more secure than those conducted in person or over the phone. This is because they use encryption technologies that make it difficult for criminals to steal your information.

3. Efficiency – Using digital financial services can help you get your finances in order and keep track of your spending more easily than if you were using traditional methods such as checks or cash. This can help you save money in the long run.

4. Accessibility – Digital financial services are available 24/7, which means you can conduct transactions at any time of day or night. This can be especially helpful if you need to make a payment outside of normal business hours.

5. Lower costs – In many cases, digital financial services cost less than traditional methods such as wire transfers or money orders. This is because there are no physical costs associated with these transactions.


What are the 7 functions of financial management?

The 7 functions of financial management are as follows:

1. Planning and organizing
2. Determining financial needs and available resources
3. Acquiring funds through loans or investments
4. Managing cash flow and liquidity
5. Safeguarding assets
6. Reporting on financial performance
7. Taking corrective action to keep finances in check


Mention 4 responsibilities of financial management.

The responsibilities of financial management are to ensure that an organization has the financial resources it needs to achieve its strategic objectives, to allocate those resources efficiently and effectively, to ensure that the organization’s assets are properly protected, and to provide accurate and timely financial information to decision-makers.

The four financial management responsibilities are budgeting, cash flow, asset, and debt management.

  • Budgeting is the process of planning how to use your financial resources in the most effective way possible.
  • Cash flow management is making sure you have enough cash on hand to cover your expenses in the short-term.
  • Asset management is making sure your assets are being used in the most efficient way possible to help you reach your financial goals.
  • Debt management is making sure you’re taking advantage of available debt products to finance your business operations while keeping your interest payments as low as possible.

What is the best way to choose a Digital Transformation implementation partner?

The best way to choose a digital transformation implementation partner is to select a company with a proven track record of success. Look for a company that has successfully implemented digital transformation projects for other organizations in your industry.

You should also select a partner with the expertise and resources to help you complete your project. Finally, choose a partner you trust and who is committed to your success.

CodeAir is a leading provider of digital transformation services. We have successfully implemented digital transformation projects for organizations in various industries. We have the necessary expertise and resources to help you complete your project on time and within budget.

When looking for a partner to help with your digital transformation, there are a few key things to keep in mind. Below are four tips to ensure you make the best decision possible.

Do Your Research

Before selecting a partner, it’s important to do your homework. Ask around and see if your colleagues or friends have had a positive or negative experience working with a particular company.

Once you have a list of potential providers, take the time to research each one of them in-depth. It includes reading case studies and white papers and watching any videos they may have on their website.

Look for Experience and Industry Knowledge

When selecting a partner, you’ll want to choose a company with a proven track record of success. Make sure they have successfully implemented digital transformation projects for other organizations in your industry. Additionally, it’s important to select a partner with the expertise and resources to help you complete your project.

Consider Your Budget

Your budget is one of the most important factors when choosing a digital transformation implementation partner. It’s important to select a partner that fits within your price range, as you don’t want to overspend on this important project.

Make Sure You Can Trust Them

Finally, you must choose a partner you can trust who will be committed to your success. It includes having open and honest communication and working together towards common goals.


Start Your Project

We adhere to coding standards and employ all-round software testing to maintain a quality management system at the level required by ISO 9001. Your software development plans are not stuck with the lack of internal expertise and resources. A mature and reliable software development company, CodeAir can:

Take on end-to-end software development.
Provide software design services covering UX and UI.
Deliver application development services for web, mobile and desktop apps.
Offer staff to cover expertise gaps in a software development project.
Improve the software by modernizing, re-architecting, re-coding, redesigning it.
Deliver new functionality, design features, integrations.
Audit and fix software bugs.
Choosing an Optimal Pace for Your Project: Scrum development, Kanban development, Waterfall development


We have a team of experienced platform specific software development experts who can help you get started with the development from scratch or take your project to the next level.

Contact us - For project discussion

Once you fill out this form, our sales representatives will contact you within 24 hours.

You should choose CodeAir as your digital financial consulting partner because, being a technology leader, we offer several advantages that traditional financial consultancies cannot match.

We have extensive experience in developing and implementing cutting-edge software solutions. This means that we are well-positioned to advise companies on using technology to improve their business operations and competitiveness. In addition, we have a deep understanding of the latest trends in the IT industry, which is extremely helpful for firms that want to stay ahead of the curve.

We have:

  • Expertise in helping your business make the most of digital technologies
  • A good understanding of financial principles and practices
  • Knowledge of using digital technologies to improve your financial performance
  • Proven track record in developing successful digital solutions for businesses

We specialize in digital financial consulting for the following industries:

Utility – Bespoke Utility Billing Solutions
Telecommunications – Invoice & CDRS Management System
Transportation & Logistics – Online Management of Invoices & Task Duty
Legal Firms – Manage recurring bills online
Real Estate – Custom Invoice Software for Real Estate
Tours & Travels – Customized Travel Agency Invoice Software
Traders – Invoice & Estimate Management software
Photographers – Entire project management in one dashboard
Consultants & IT Firms – Time-Based Custom Billing Software
Contractors – Custom Invoice Software For Contractors
Insurance and Banking – Track and bill every hour
Digital Agencies – Simplified Invoicing For Digital Agencies
Restaurant and Hotel – Invoice Software With Inventory Management
Manufacturers – A Simplified Invoice Management Solution For Manufacturers

We ensure that our solutions are compatible with all used browsers and with all platforms like Mac, iOS, Android, and web

Yes, your data is completely secure with the 3-layered security of our invoicing solution. Set up multiple unique login authentication to restrict any unwanted intrusion into your account.

Yes, this is what we love to do for our clients.  We customize as per specific business needs. You can easily get in touch with our team to explain your business needs and get a software that exactly supports that.

Codeair can add value to financial management projects by helping organizations adopt new technology and systems, optimize workflows, and improve efficiency.

In addition, we can also help organizations to understand and utilize data more effectively, improving decision-making capabilities. Ultimately, we can help organizations save time and money while improving their overall performance.

If you are looking for a digital financial management consultant. In that case, CodeAir is the right place to get such services as we provide end-to-end DFM solutions that help organizations optimize their financial processes and systems.

Here are a few things in which our digital consultants help with financial management services:

They help in improving the accuracy of financial reports
With their help, one can maintain compliance with government regulations
Digital consultants also offer suggestions about how to use technology to automate various tasks related to finance
They also help in reducing the overall costs associated with financial management
Digital consultants can offer a fresh perspective on financial management practices and suggestions for improvement
They also help in the implementation of new financial management software and systems
Digital consultants offer various services to help organizations improve their financial management practices

Our team of experts works with clients closely to understand their business objectives and develop tailor-made solutions that can meet those needs perfectly. So if you want to improve your organization’s financial management system, consider contacting us today!

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