Govern a Multi-Branch Firm with One Platform
Manage multiple branches, dozens of partners, and hundreds of staff — with bank-grade security, granular RBAC, branch-level P&L, and API integrations with your existing systems.
500+
Staff managed across firms
5+
Branches supported per firm
99.9%
Uptime SLA
Custom
Onboarding & MSA
Built for the complexity of a large practice
Governance, security, and analytics at the scale your firm demands — without the enterprise software price tag.
Multi-Branch Management
Manage distinct client rosters, staff teams, billing, and P&L per branch — with a consolidated firm-level view for partners. Mumbai, Delhi, and Bengaluru on one screen.
Granular Role-Based Access
Custom RBAC lets you restrict data on a need-to-know basis. A Bengaluru partner cannot see Mumbai's confidential client files. Audit trails log every access.
API & ERP Integration
Connect CAGos to your internal ERP, payroll system, or proprietary tools via REST APIs. Real-time billing and CRM data sync — no manual exports.
Branch-level P&L Reporting
Revenue, collections, outstanding, and headcount per branch — in one dashboard. Compare branch performance quarter-over-quarter and identify growth opportunities.
Dedicated Customer Success Manager
Enterprise plans include a named CSM who handles your onboarding, configuration, team training, and ongoing support — available via phone and email.
Enterprise SLA & Compliance
99.9% uptime SLA with a financially-backed guarantee. Data stored in India (AWS Mumbai). SOC 2 Type II audit in progress. Custom BAAs available on request.
A structured rollout, not a self-service setup
Dedicated onboarding with your CSM
Your Customer Success Manager works with your firm's admin to configure branches, roles, billing, and client import — over 5 structured onboarding sessions.
Deploy across all branches
Team members across all offices are added with the correct roles and branch assignments. Each branch operates independently while partners see the unified view.
Govern, analyse, and grow
Monthly partner review packages, quarterly performance reports, and API-driven dashboards give you the data to make decisions that grow the firm.
Enterprise questions answered
What qualifies as an 'enterprise' firm for CAGos?
Can we get a custom contract and MSA?
How does the API integration work?
Is data from each branch kept separate?
What is the implementation timeline for a 50-person firm?