ESPERTOTECHNOLOGIESStart a project Esperto fintech
We design practical fintech products for lenders, finance teams, businesses, investors and developers—without positioning Esperto as a lender, custodian or investment adviser.
Our focus
The strongest starting point is B2B software that helps authorised businesses work better. Products involving lending, KYC, market analysis or financial data are scoped around the customer’s regulatory responsibilities and approved providers.
Product catalogue
From a focused DSA CRM to a connected financial API platform, each product can launch independently and later join the broader Esperto Finance Suite.
Lending · Launch first
Bring leads from websites, ads, WhatsApp and agents into one pipeline—from eligibility and documents to sanction, disbursement and commission.
Lending · Core platform
Technology infrastructure for regulated lenders to manage borrower onboarding, applications, repayment schedules, overdue accounts and operational reporting.
Lending · Growth product
Prioritise overdue accounts, assign collection activity, record promises to pay and give managers a clear recovery view.
Business finance · MVP ready
Help owners understand money in, money out, upcoming obligations and branch-level cash positions without relying on disconnected spreadsheets.
Business finance · Integration-led
Unify payment links, invoices, gateway transactions and settlement status, then automate customer reminders and internal follow-up.
Intelligence · High potential
Extract structured insight from bank statements, GST reports, P&L statements, balance sheets and invoices for faster financial review.
Infrastructure · Advanced
Configure identity, document, consent, verification and review journeys around the compliance process of each authorised business.
Infrastructure · High utility
Match orders, invoices, gateway payments, bank settlements, refunds and fees to expose missing or incorrect transactions quickly.
Infrastructure · Advanced
A documented API layer for approved financial-data, verification, calculation and workflow services with metering and access controls.
Markets · Compliance-led
Bring technical indicators, market news, sentiment, economic events, watchlists and explainable analysis into one research workspace.
Markets · Consumer product
Give investors one view of holdings, allocation, performance, dividends, transactions and goal progress across supported asset classes.
Personal finance · Consumer product
Help people organise accounts, spending, bills, savings goals and net worth through a privacy-conscious financial overview.
Recommended first product
It has a clear buyer, a recurring-revenue model and a workflow that many DSAs still manage across spreadsheets, personal WhatsApp accounts and disconnected portals.
Scope the Loan CRMOne build partner
Workflows, roles, MVP scope and integration planning.
A credible identity and clear interfaces for complex financial tasks.
Secure customer portals, operations panels, APIs and automations.
Testing, analytics, training, support and evidence-led improvements.
Esperto builds software for businesses and their authorised workflows. Product scope, integrations, disclosures and public claims must be reviewed for applicable RBI, SEBI, data-protection and other regulatory requirements before launch.
Build your finance product