CFO Roundtable - Bangalore 2026

​The CFO Roundtable Bangalore 2026 brings together a curated group of finance leaders from India's fastest-growing startups for a closed-room session built around one question: Why is your 'Business Finance Operations' still running on manual infrastructure when everything else in your company is being automated?

​Most Series A-C CFOs are living the AI Paradox - AI has transformed GRCA (Governance, Risk, Compliance, and Accounting), but the front-end of business finance - customer onboarding, credit decisions, payment orchestration, and working capital management - is still fragmented, manual, and invisible. Your investor asks about receivables and collection plan. Your answer depends on spreadsheets.

​This is not a conference. It is a working session for operators who own the cash cycle - where CredServ introduces the Financial Relationship Management layer that closes the gap between your ERP and your revenue reality.

​What we will cover:

• ​The AI Paradox in Finance - where automation has arrived and where it hasn't

• ​What's broken in business finance for scaling startups - onboarding, credit, collections, reconciliation

• ​The hidden cost of status quo - working capital gaps, payment delays, and the data you aren't reading

• ​Financial Relationship Management (FRM) - an operating layer for accelerating invoice payments

• ​How FRM works in practice, and how to build intelligent, relationship aware payment journeys that help you recover revenue while building stronger, longer-lasting customer partnerships

• ​How CredServ integrates for Financial Relationship Management - ERP, CRM, and payment rails

​Why Attend:

• ​Investor-ready visibility - Leave with a framework for DSO improvement and working capital reporting your board will trust

• ​Peer benchmarks - A closed room of CFOs at similar scale, with similar distribution and collections challenges

• ​Operational infrastructure - Access CredServ's credit intelligence and collections discipline stack - built for the finance team that doesn't want to add headcount to fix the operating problem