Knowcraft

What Knowcraft does

Knowcraft Analytics Private Limited is an India-headquartered offshore professional services firm founded in 2012 that delivers accounting, audit, investment banking support, taxation, transaction advisory, and valuation services to financial services firms in the United States and Canada under an "extended team" operating model. The firm has grown from a 3-member valuation practice to 350+ qualified professionals (CAs, CPAs, CVAs, CFAs, CMAs, EAs, MBAs, AVIAs) across four India delivery centers (Ahmedabad HQ, Noida, Indore, Gurugram) and a US sales office in Chicago, with senior leadership trained at Big 4 firms and major BPOs including Deloitte, KPMG, PwC, EXL, Barclays, Capgemini, and Genpact. Service breadth spans US GAAP accounting, multi-ERP environments (QuickBooks, NetSuite, Odoo, Sage, SAP), ASC 805/718/820/815 valuation work using PWERM, Binomial Lattice, Black-Scholes, and Monte Carlo methodologies, US/Canadian tax compliance, buy-side and sell-side QoE, and M&A pitchbook and CIM preparation.

The firm operates on FTE-based, customised, and hourly pricing models under multi-year contracts, with public messaging of up to 30% cost savings versus onshore staffing and reported client outcomes including 30% faster turnaround during peak season and 25% faster deal closures. Information security is anchored by ISO/IEC 27001:2022 certification, including UTM, SSL VPN, VDI, encryption, MFA, and annual third-party audits and penetration tests. Proprietary technology includes an in-house Monte Carlo Simulation tool for Excel and an internal AI Lab initiative focused on automation in valuation, complemented by Knowcraft Academy for staff upskilling. Go-to-market combines direct US sales from Chicago, sales-led and partner-channel motions through global professional bodies (IMA Corporate Member since July 2025, AICPA & CIMA CTD Partner since June 2026, NACVA Chapter Head India, BVIUK Expert Member), and thought-leadership content marketing.

The company is privately held and founder-led by co-founders Upasak Shah (Co-Founder, Director) and Pratik Shah (Co-Founder & President), with no external funding rounds disclosed; revenue, ownership percentages, and investor details are not publicly reported.

Name

Knowcraft

Legal name

Knowcraft Analytics Private Limited

Website

https://knowcraftanalytics.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

251–500 employees

Short description

Knowcraft Analytics is an India-headquartered offshore professional services firm providing accounting, audit, investment banking support, taxation, transaction advisory, and valuation services to US and Canadian financial services firms via an "extended team" model with 350+ qualified professionals across four Indian delivery centers and a Chicago sales office.

Ownership category

akta.pro rank

Product category

Offshore Financial and Accounting Outsourcing Services

NAICS

Management Consulting Services (54161), Professional, Scientific, and Technical Services (541), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPACADAM

Finance, Accounting & Audit Staffing

Business & Public Services/HR, Staffing & Recruitment Services/Professional & Technical Staffing (IT/Engineering/Healthcare/Finance)

Keywords

• Offshore accounting services
• Valuation advisory services
• Transaction advisory support
• Tax compliance outsourcing
• Investment banking support

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Offshore Professional Services (Extended Team Model): Long-term recurring engagement model where Knowcraft professionals integrate as extended teams to US/Canadian accounting, audit, investment banking, taxation, transaction advisory, and valuation firms. Revenue is generated through full-time equivalent (FTE) pricing, customized pricing, and hourly pricing models. Focus on long-term client relationships with high retention.
2. Project-Based Engagements: Project-based valuation, transaction advisory, financial due diligence, audit, tax, and accounting work delivered for specific client engagements (e.g., 409A valuations, purchase price allocations, QoE reports, ERP transitions).
3. Managed Services for FP&A, R2R, and Source to Pay: Ongoing managed services for Financial Planning & Analysis, Records to Report, General Accounting, and Source to Pay processes, often involving process transition and stabilization from client geographies (US, Indonesia, Netherlands).

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels8 records

Core offering

Knowcraft Analytics operates as an "Extended Team in India" for accounting, audit, investment banking, taxation, transaction advisory, and valuation firms in the US and Canada. The firm delivers outsourced, skilled-finance services—ranging from day-to-day bookkeeping, audit support, pitchbook/CIM preparation, US/Canada tax compliance, QoE and due diligence, to complex securities valuations (409A, ASC 805, ASC 815, ASC 820)—through 350+ qualified professionals (CAs, CPAs, CVAs, CFAs, CMAs, EAs, MBAs) located across delivery centers in Ahmedabad, Noida, Indore, and Gurugram, with US business development based in Chicago.

Product overview

Knowcraft Analytics is not a single unified software product but a professional services firm offering an integrated portfolio of offshore service lines plus internal learning and AI initiatives. The firm positions itself as an "Extended Team in India" for accounting, audit, investment banking, taxation, transaction advisory, and valuation firms in the US and Canada, with service lines (Accounting, Audit, Investment Banking, Taxation, Transaction Advisory, Valuation) operating under shared quality, security (ISO 27001), and project management standards. Layered on top of these service lines are the AI Lab (an internal Automation and AI in Valuation initiative), Knowcraft Academy (a learning ecosystem for upskilling/reskilling professionals), and the Knowledge Center (an articles/case studies/newsroom content hub). Knowcraft's AI Lab and Academy complement the core services by developing in-house tools such as the Monte Carlo Simulation tool for Excel and by training "Crafters" on AI-driven diligence processes.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Outsourced US GAAP accounting and bookkeeping services delivered as an extended team to US and Canadian firms, covering day-to-day bookkeeping, accounts payable/receivable, month-end close, journal entries, bank and credit card reconciliations, intercompany verification, and preparation of financial statements. Professionals have hands-on experience with QuickBooks Online/Desktop, NetSuite, Odoo, Sage, Bill.com, Point Purchase, and Xero.
• Audit Services Offshore audit support services for audit firms in the US and Canada, providing execution assistance across varied and complex engagements with a focus on quality, reliability, and shorter turnaround times.
• Investment Banking Services Investment banking support including preparation of detailed company profiles, deep-dive reports, teasers, market updates, pitchbooks, buyer/seller screening, and confidential information memoranda (CIM), with technical support on M&A advisory projects and financial reporting valuation.
• Taxation Services Offshore US and Canada tax compliance and advisory services covering individual, corporate, partnership, state and local tax, provisions, expat/inpatriate tax, global mobility, US and foreign payroll tax analysis, estimated taxes, trust and estate taxation, and PTE tax elections. Led by professionals including CPAs and Enrolled Agents.
• Transaction Advisory Services Buy-side and sell-side financial due diligence, Quality of Earnings (QoE) reports, EBITDA, Net Working Capital, Net Debt, and Cash Flow analysis supporting M&A transactions primarily for US market clients and Private Equity investors.
• Valuation Services
• Knowcraft Academy

Quantifiable outcome

• Up to 30% cost savings on outsourced work
• +6 more outcomes

Named customers11 records

Segments1 record

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature6 records

Scale indicators12 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Decimal Point Analytics: India-based financial analytics and research firm serving global investment banks, asset managers, and PE firms. Co-panelist with Knowcraft at IMA India Conference 2025; closely comparable in offshore financial research and valuation support offerings.
• Evalueserve: India-based knowledge process outsourcing firm specializing in research, analytics, valuation, and financial advisory for investment banks, PE firms, and corporations. Directly comparable to Knowcraft's IB support, transaction advisory, and valuation service lines.
• EXL Service: Large publicly-listed India-based BPO/analytics firm offering finance, accounting, valuation, and analytics outsourcing. Several Knowcraft founders and senior leaders (Upasak Shah, Pratik Shah, Anshuman Thakur, Haresh Ratnagrahi, Syed Aslam Pasha) came from EXL, making it a direct competitor and cultural benchmark.
• IQR Consulting: India-based valuation and transaction advisory firm serving private equity, venture capital, and corporate clients. Co-founder Pratik Shah's prior employer; directly comparable business model in valuation and transaction advisory for global clients.

Broad incumbents

• Acuity Knowledge Partners: Large offshore knowledge partner for financial services firms offering research, analytics, and IB support from India and Sri Lanka. Competes with Knowcraft on investment banking support and transaction advisory delivery for US/Canada clients.
• Genpact: Global professional services and digital transformation firm with deep finance & accounting, tax, and risk advisory practices delivered from India and other offshore hubs. Competes with Knowcraft on outsourced F&A and audit support for US/Canadian enterprises, but at materially larger scale.
• WNS Holdings: India-headquartered BPO with significant finance, accounting, and research practices serving US/UK clients. Overlaps with Knowcraft on F&A outsourcing, audit support, and valuation/research services for financial services firms.
• BDO Global: Global accounting and advisory network with substantial audit, tax, transaction advisory, and valuation practices — often supported by offshore delivery. Competes with Knowcraft for outsourced accounting, audit, and valuation work for mid-market US clients.

Regional players

• CohnReznick: Top US accounting and advisory firm with US-based delivery and significant use of offshore support for F&A, tax, and valuation work. Many Knowcraft senior leaders hold CohnReznick lineage, making it a comparable client and a potential destination competitor.
• Sagility: India-headquartered BPO with finance, accounting, and analytics services for US healthcare and financial services clients. Comparable offshore delivery model and US-focused client base, although heavier weighting toward healthcare vertical.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/KnowcraftA
• YouTubeyoutube.com/@KnowcraftAnalytics
• Facebookfacebook.com/KnowcraftAnalyticsPrivateLimited
• LinkedInlinkedin.com/company/knowcraft-analytics-pvt-ltd-
• Instagraminstagram.com/knowcraft_analytics

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Knowcraft