Talking Money With Indinero

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InDinero was always on top of the management reporting and taxes timelines. They provided an updated dashboard, and all required reports and information were easily accessible. InDinero demonstrated responsiveness and courtesy, proving their abilities as a partner. InDinero’s approach is to provide an intuitive dashboard of information that makes it easy for a business owner to monitor the health of the business rather than pour over accounting reports. One feature that business owners will surely love is inDinero’s ability to automatically pull in bank and credit card statements each month.


Two years later, in February 2015, inDinero closed its largest funding round, a Series B round worth $7 million. InDinero’s technology is inherently scalable and integrated with the tools you already use. Personalized business guidance and powerful financial technology shouldn’t be an either/or.

Talking Money With Indinero

They recently added rules, labels and now budgeting feature to the software. By clicking on the Budgets tab, inDinero initializes a budget, with the starting amounts based on averages from previous transactions. Mah started programming and building web sites for people at age nine. Rated the best productivity software for multiple projects by PC Magazine. InDinero founders Andy Su and Jessica Mah initially set out to raise $500K but reportedly received so much interest that the round could have topped out at $2 million. Entrepreneur Jessica Mah devours nonfiction — from CEO memoirs to political biographies to wonky business books. InDinero, a San Francisco startup that opened a Portland outpost last year, has moved to bigger offices downtown to accommodate a growing work force that could number 120 by late next year.

If you’re interested in one of our open positions and looking for your next big professional adventure, drop us a line at Our tax experts work with our accountants under the same roof to prepare and file our clients’​ taxes and maximize tax savings. We’re currently hiring, so say hi to some of our team members and drop us a line at if you are looking for you next big professional adventure. Provider of business management and accounting services intended to automate day-to-day bookkeeping tasks. InDinero is a financial software with services solution for small businesses to automate accounting, tax and payroll activities for a flat fee.

Indinero Information

Tap into the extensive experience of one of inDinero’s fractional CFOs to guide your business through crucial decisions. Gain the financial accuracy, visibility, and real-time analysis you need to make smarter decisions, drive efficiency, and achieve total organizational alignment.

InDinero provides the startup accounting software and data to understand, run, and grow your small business. Explore our accounting, bookkeeping, and tax service options. Back in the 8th grade, Mah was earning and spending thousands of dollars while trying to grow her first company. She didn’t know how much money the company was spending, what its profits looked like, or what its recurring monthly expenses looked like.

Say goodbye to data entry, spreadsheets and paper timesheets with eBillity’s time tracking software. InDinero managed all accounting requirements for an agricultural fintech firm. These included taxation, management reporting, consolidation of reports, and tax services.

Starting your own company in a world where new businesses pop up around every corner is certainly not an easy thing to do. Therefore, saying that becoming a fully-fledged business from a small startup is an astonishingly difficult task would be an understatement. InDinero aims to provide its users with instant insights into the finances of their companies, leading them to save on unnecessary expenses and to earn more money. At inDinero, your dedicated accounting and tax team is built to meet your business’s needs now and scale with you as your obligations grow. Better yet, our on-demand CFOs are ready to work with you from the start, giving you the proactive insights needed to grow your business.

Time Tracker By Ebillity

Thanks to MILKBOOK®, self-employed persons and SMEs are now able to easily manage the entire process. This cloud application allows you to track your national and international travel expenses, attach scanned bills and documents and create reporting’s of travel costs. The senior controller schedules regular calls with us to go over bills, finances, etc. She back dated our accounts and got them sent off in time for the financial years end. For the most part, nothing, but it would be great if they could completely the tasks slightly more ahead of schedule so there would be more time for reviews prior to the next deliverable.


Instead of a self-service tool for tracking small business finances, inDinero now offers what Mah calls an all-in-one solution for accounting, taxes and payroll. InDinero connects you with a team of accounting, tax, and business experts that provides bookkeeping and tax services. These experts help you manage your books and provide financial reports. TimO is a web-based project management tool with a powerful Gantt Chart, CRM, DMS, Workflow and Project billing and automatic time/cost control.

Stashs Favorite Tools

The platform allows you to review your finances and automatically categorize their transactions. A virtual care platform hired inDinero for accounting services. They manage accounts payable transactions, monthly bank reconciliation, accounts receivable, Expensify optimization, and payroll administration. InDinero started off as a real-time financial dashboard for small and medium business owners that allows customers to get a bird’s eye view of their business finances. After two years, they realized this wasn’t enough for their customers who didn’t just need information – they needed someone to take care of all their financial needs so they didn’t have to. Our company, Qooper, provides mentorship and learning program solutions for companies, universities and associations. I work as the CEO here where I ensure sales, marketing, service and product teams have the right people and financial resources to execute on business goals.

A recent grad of venture firm Y Combinator, InDinero launched two months ago to glowing reviews and recently closed a $1 million financing round. The site has already attracted 4,000 business clients using the system to track $400 million — and Mah says it’s already profitable. InDinero, which provides software and services to small businesses, has 75 employees and just under $3 million in annual sales. It expects to double that in 2015, and has raised a total of $8 million from investors.

Minitheory was called in to help the interaction design for one of these new tools, the inDinero iPhone app. Besides giving customers mobile access to their dashboard, the iPhone app also allows them to snap and upload receipts directly using the iPhone. This streamlined workflow makes the accountant’s job so much easier. InDinero’s software connects with your bank to pull in bank transactions in real time. Using a revolutionary artificial intelligence system, it then automatically categorises the transactions. Users can also attach receipts to company expenses, saving tremendous amounts of time in the reconciliation process during tax season. Learn how inDinero, an accounting software company, uses LiquidPlanner to deliver amazing customer experiences.

It now occupies an office in the Pittock Building that Smarsh left at the end of last year. Jessica Mah founded inDinero, a small business services start-up, when she was just 19 years-old and received $1 million in funding by the time she was 20. Mah started her first tech business at 12, founded inDinero at 19, crashed it at 21 and made the cover of Inc.’s 5000 issue for outstanding three-year revenue growth of more than 2,500 percent.

  • By clicking on previous months, they can bring up little markers to tell them how much they have spent during the month, compared to their current budget.
  • Time Tracker by eBillity is a scheduling and timekeeping application designed for teams to make tracking time simple, accessible and available from anywhere – even offline.
  • They’re a one-stop-shop solution that takes care of all the back-office needs that a business can have.
  • Our only senior accountant resigned and I needed InDinero to come in and take over while we found a replacement.

Plus, NetSuite launches training program; automated invoice processing times get faster; and other tech news and updates from the accounting world. The firm also promoted 35 to partner and managing director; AAM distributes InDinero annual marketing awards; and more CPA news. The Internal Revenue Service revised its answers to frequently asked questions on the Child Tax Credit, adding a new set of six commonly asked filing season questions.

More Resources For Startups And New Ventures

We have monthly recurring meetings and are in touch in between via email. They have flexible pricing and some services are by the hour. Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used. Access to this page has been denied because we believe you are using automation tools to browse the website. InDinero’s tax experts and Certified Public Accountants maximize your savings and can resolve any and all tax issues.


Crossbeam is a partner ecosystem platform that helps companies build more valuable partnerships. We act as an escrow service for data, allowing companies to securely and confidently find overlapping customers and prospects with their partners. Time Tracker by eBillity is a scheduling and timekeeping application designed for teams to make tracking time simple, accessible and available from anywhere – even offline.

Sales Tools

Without these tools, inDinero wouldn’t be able to scale this strategy. Profitably’s web-based software connects securely to business applications like Intuit’s QuickBooks to provide insight to the 6M small businesses in North America. CFOs, bookkeepers, and business owners alike use Profitably to understand customer profitability, manage cash flow, and plan for future growth…all in real time. InDinero helps small businesses manage their finances with accounting, payroll, and tax services.

Find prospects, develop your lists, and track your marketing campaigns without even having to leave the RocketReach suite. Find the most crucial people you need to bring your product to with our advanced search features and then immediately take action, leaving your competition in the dust. We are working on our accounting, taxes and most importantly financial projections with inDinero so that I can ensure our financial resources will be in place to execute on business goals. InDinero works for a healthcare consulting firm to clean up their books, take over their bookkeeping, and produce fiscal reports. They also assist with payroll support, month-end reconciliation, and more.

InDinero is on a mission to reinvent small business operations, helping our clients understand their finances like never before. Tax experts work with accountants under one roof to prepare and file our clients’​ taxes and maximize tax savings. We’re a growing company with big ambitions and big opportunities for internal mobility.

Manually keeping track of the company’s money through Excel or Quickbooks proved to be painful, and no solution at the time allowed for her to automatically monitor her company’s finances. When it comes to your finances, you need a partner who can give you the tools and insights you need to scale, at a cost that won’t break the bank. Basic bookkeeping services, outdated accounting firms, and expensive in-house hires won’t cut it.

Indinero Funding Rounds

We take care of your accounting, file your corporate tax returns, and manage your payroll. Thanks to inDinero, they have successfully scrubbed the client’s 2021 financial transactions .

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