Satvasolutions

The company specializes in accounting integrations and business-process automation, supported by an in-house team of designers, developers, engineers, system architects, and front-end specialists. Satva Solutions describes itself as a small but agile, highly process-driven organization focused on customer centricity, business ethics, and creating value for customers.

Mission and values

Satva Solutions' mission is to provide value-added services to global clients and contribute to the development of people in India. Its core values include:

• Client centricity
• Honesty
• Respect
• Employee development
• Value addition
• On-time deliveries
• Transparent communication
• Win-win outcomes

The company was founded and is directed by Chintan Prajapati, who is described as a Microsoft Certified Professional, Microsoft Certified Technology Specialist, and Certified Azure Solutions Developer.

Core capabilities

• Bridge legacy systems and modern financial platforms using ODBC bridges, PDF extractors, file-based integration layers, APIs, middleware, custom connectors, or database integrations.
• Synchronize lending, payment, banking, CRM, and accounting data in real time.
• Generate regulatory and management reports from live system data.
• Consolidate multi-entity financials with intercompany eliminations and currency conversions.
• Track compliance status with deadline alerts.
• Reconcile transactions using configurable rules based on amount, date, reference number, customer ID, or combinations of these fields.
• Route reconciliation exceptions to the appropriate team member with supporting context.
• Maintain audit trails for transaction processing and month-end close activities.

Platforms and systems

Accounting and ERP platforms include Oracle NetSuite, Microsoft Dynamics 365 Business Central, Sage, and QuickBooks Online. Industry systems include lending-management platforms such as Encompass, LoanPro, and custom systems; payment processors such as Stripe, PayPal, Adyen, Square, and ACH; insurance policy-management systems; and wealth-management platforms.

Satva Solutions states that a Chartered Accountant verifies transaction classifications, reconciliation rules, regulatory-report calculations, and multi-entity consolidation logic before deployment.

Proposal-to-payment automation

Satva Solutions connects CRM, project management, time tracking, and accounting systems into an automated workflow for professional services firms. The workflow can turn closed deals into projects, project hours into invoices, and invoices into payments.

Capabilities

• Create projects from closed Salesforce or HubSpot deals with billing schedules, budgets, and team assignments.
• Trigger invoices from completed milestones.
• Pull time entries into billing workflows and apply project-specific rules for retainer, time-and-materials, or fixed-fee work.
• Generate accounting-platform invoice drafts, route them for approval, and track payment status.
• Match time entries to invoice line items to help reduce unbilled hours.
• Provide dashboards for revenue, costs, current margins, projected margins, utilization, and revenue per partner.
• Alert project managers when margins fall below a defined threshold.

Satva Solutions states that its integrations are reviewed by a Chartered Accountant, including billing and revenue-recognition logic.

Supported platforms

CRM platforms include Salesforce, HubSpot, and Zoho CRM. Accounting platforms include QuickBooks Online, Xero, and NetSuite. Project-management and time-tracking integrations include Asana, Monday.com, Harvest, Toggl, and custom project-management tools.

The company supports retainer, time-and-materials, milestone-based fixed-fee, and hybrid billing models.

Supported integration examples include Salesforce, Shopify, WooCommerce, Amazon, BigCommerce, ShipStation, HubSpot, EDI, Netstock, and Celigo. Satva Solutions also offers to develop integrations that are not listed.

Data and workflow automation

Acumatica integrations can synchronize customers, products, inventory, sales orders, purchase orders, invoices, payments, shipments, and financial information. Example workflows include:

• Sending Shopify or WooCommerce orders to Acumatica for processing.
• Updating inventory levels in real time.
• Recording financial transactions.
• Synchronizing customer information across CRM and finance teams.
• Automating invoice generation, payment synchronization, procurement workflows, and financial reporting.

Service scope

Services include customized API integration, data cleansing, real-time synchronization, central data repositories, ERP customization, dashboards, reports, API management, secure gateways, support, maintenance, performance monitoring, updates, and troubleshooting.

The stated process includes a free first-hour consultation, integration discovery, feasibility checking, proof of concept, integration planning, development and quality assurance, deployment, and—where applicable—technical, security, and marketing reviews for app-store listing and annual recertification.

Satva Solutions identifies manufacturing, retail, distribution, eCommerce, and professional services among the industries served with Acumatica integration.

Business automation

The company automates repetitive tasks and consolidates data from multiple sources to support financial reporting and timely business insights. It also provides personalized CXO dashboards for real-time business performance data.

Robotic process automation

Satva Solutions offers robotic process automation for legacy-system integrations and routine tasks. Its RPA services include cloud-based RPA as a Service, intelligent document recognition, and data extraction to reduce manual processing and improve accuracy and productivity.

Fintech and product development

For startups and entrepreneurs, Satva Solutions offers fintech solutions covering purchasing, accounting, payroll, budgeting, administration and asset management, and MIS dashboards. It also provides staff augmentation, eProcurement software development, and lending and loan-management application development.

For SaaS companies, the company provides multiple accounting integrations with systems such as QuickBooks, Xero, and Zoho Books, as well as ERP integrations with SAP, Oracle NetSuite, Sage, and Microsoft Dynamics 365. These integrations can be deployed on AWS, Azure, and Google Cloud.