The Role
Maintain financial records, prepare financial statements, manage budgets, ensure compliance, and improve finance processes in a SaaS environment.
Summary Generated by Built In
About Us:
Docsumo is a Document AI software that helps enterprises automate document processing. We help enterprises convert documents such as invoices, ID cards & bank statements into actionable data. We are backed by marquee investors such as Sequoia, Fifth Wall, Common Ocean, Barclays, Techstars & Better Capital.
Responsibilities:
- Maintain accurate and up-to-date records of all financial transactions across all Docsumo entities (India, international subsidiaries, contractors, etc.)
- Ensure strong bookkeeping, reconciliations, and financial hygiene across bank accounts, vendors, and customers- Oversee accounts payable, receivable, and vendor reconciliations
- Prepare and own monthly, quarterly, and annual financial statements.
- Build and manage budgets, cash flow forecasts, and runway tracking.
- Provide variance analysis and insights to leadership.
- Track SaaS-specific metrics such as revenue, collections, burn, and operating costs.
- Ensure accurate and timely salary processing.
- Manage employee reimbursements, vendor payments, rent, utilities, and subscriptions.
- Maintain expense controls and approval workflows.
- Ensure compliance with all statutory and regulatory requirements
- Handle GST, TDS, and other tax filings with external consultants
- Support audits, due diligence, and investor reporting -Coordinate with employees on payroll and taxation-related queries
- Improve finance processes, documentation, and internal controls
- Own accounting systems and ensure clean, audit-ready data
- Support finance automation and scaling of operations as the company grows
Requirements
- Bachelor’s or Master’s degree in Finance, Accounting, or a related field.
- 3–6 years of experience in finance or accounting (preferably in SaaS, startups, or multi-entity setups)
- Strong hands-on experience with accounting software (Zoho, QuickBooks, Xero, Tally, or similar)
- Solid understanding of Indian taxation (GST, TDS, payroll) and basic international finance
- Strong Excel / Google Sheets skills
- Ability to work independently, manage multiple priorities, and operate in a fast-moving startup environment
Top Skills
Excel
Google Sheets
Quickbooks
Tally
Xero
Zoho
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The Company
What We Do
Docsumo is document AI software with Intelligent OCR technology helps you convert unstructured documents such as pay stubs, invoices and bank statements to actionable data. Works with documents in any format with minimal setup.









