CapStonePlanet, a leading provider of underwriter, Business Process Outsourcing (BPO), and Knowledge Process Outsourcing (KPO) services, CapStonePlanet (P) Limited offers businesses an affordable way to improve corporate operations. We are the Best Outsourcing Agency in India, and Through outsourcing, businesses can scale up or down their resources as needed without having to pay for benefits or salaries. It also lessens the workload associated with recruiting, onboarding, and retaining staff.
At CapStonePlanet, we take great satisfaction in being a top outsourcing company in India, providing a wide range of services catered to companies of all kinds. With ten years of experience, we have built a strong reputation for providing solutions that are both high-quality and reasonably priced. We are a leading Outsourcing agency in India. In order to maximize the benefits to your business, we offer the best services possible along with a comprehensive support system and quick project delivery.
Underwriting Outsourcing in India
At CapStonePlanet, we are proud of the highly qualified and polished team members who work hard to provide quality outsourcing services. We have made a name for ourselves as the leading service provider of Underwriting Outsourcing in India because of their knowledge and dedication.
We offer complete solutions for merchant cash advance outsourcing in India, which is the area of expertise for CapStonePlanet, a reputable brand in the market. As one of the top providers of MCA outsourcing services in India, we help MCA lenders and brokers by taking care of vital tasks including lead & account creation, bank statement scrubbing, underwriting, pricing, CRM management, administrative work, and pipeline management. Together, lenders/brokers free up time to concentrate on their core competencies and concentrate on growing and profitably managing the day-to-day operations of their MCA business.
Min project size
$1,000+
Hourly rate
< $25 / hr
Employees
50 - 249
Locations
Udaipur, India
Year founded
Founded 2018
1 Locations
Udaipur , India
No have been added yet...
Pricing Snapshot
Min. project size
$1,000+
Avg. hourly rate
< $25
/hr
Rating for cost
5
/5
What Clients Have Said
CapStonePlanet (P) Limited is noted for good value for cost, with clients highlighting efficient project management and timely deliveries. While specific project costs are not disclosed, the consistent positive feedback suggests a strong alignment of pricing with service quality across various industries.
Clients reported significant improvements in processing speed and operational efficiency. CapStonePlanet (P) Limited's services helped reduce turnaround times by up to 50%, allowing clients to scale operations without additional staffing.
Strong Industry Expertise
CapStonePlanet (P) Limited has been recognized for their deep understanding of Merchant Cash Advance (MCA) underwriting, financial data analysis, and bookkeeping. This expertise allowed them to deliver accurate and reliable assessments, helping clients improve decision-making and operational efficiency.
High Project Management Standards
Clients consistently praised CapStonePlanet (P) Limited for their structured project management. The team was noted for delivering tasks on time, maintaining clear communication, and being responsive to client needs, which contributed to smooth project execution.
Proactive Communication and Responsiveness
The company was commended for their proactive communication, ensuring clients were kept informed throughout project phases. Their ability to quickly adapt to changing requirements and provide timely updates was appreciated.
Need for Enhanced Reporting Features
While overall experiences were positive, some clients suggested the introduction of more advanced reporting tools or dashboards. Enhanced reporting could provide better visibility into performance metrics and strategic insights.
Positive Culture Fit and Value for Cost
Clients valued the cultural alignment and cost-effectiveness of CapStonePlanet (P) Limited's services. Many chose them for their ability to integrate seamlessly with internal teams and the perceived value they provided relative to their fees.
"Their familiarity with MCA documentation and financial data review was impressive."
Mar 10, 2026
Director, Global Fleet Financial
Natalia Andreson
Verified
Financial services
Agua Dulce, Texas
11-50 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided data analysis services for a transportation and logistics company. The team reviewed merchant bank statements, organized financial data, and identified transaction patterns.
Thanks to CapStonePlanet (P) Limited's support, the client processed merchant files more quickly and consistently reviewed financial data. The team delivered organized reports, enabling the client to focus on decision-making. CapStonePlanet (P) Limited's workflow was smooth and communicative.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director of Global Fleet Financial
Describe what your company does in a single sentence.
Global Towing is a transportation and logistics company
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We engaged Capstone Planet to assist our team with bank statement analysis as part of our Merchant Cash Advance processing workflow. Our main objective was to streamline how we review financial documents and reduce the time spent on manual data review.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
Great culture fit
Good value for cost
Referred to me
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Capstone Planet supported our operations by handling bank statement scrubbing for MCA applications. Their team reviewed merchant bank statements, organized financial data, and highlighted important transaction patterns that were relevant for underwriting decisions. They delivered structured reports and cleaned financial summaries that helped our internal team evaluate funding opportunities more efficiently.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
After working with their team, we were able to process merchant files more quickly and maintain better consistency in how financial data was reviewed. The organized reports helped our team focus on decision-making instead of spending excessive time sorting through raw statements.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The workflow between our teams was smooth and professional. They communicated clearly, followed the agreed processes, and consistently delivered completed files within the expected timeframes.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
Their familiarity with MCA documentation and financial data review was impressive. They understood the type of information lenders typically look for, which made their work very helpful for our internal process.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Our experience working with them was positive overall. One improvement could be providing occasional summary reports that show overall processing metrics and performance insights.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Financial Mgmt & Bookkeeping for Childcare Facility
AccountingFinance & Accounting Outsourcing (FAO)
$10,000 to $49,999
Apr. - Sep. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"What stood out most was their structured approach and attention to detail when handling financial information."
Mar 5, 2026
Marketing Director, Silly Times
Alison Jack
Verified
Financial services
Highland City, Florida
51-200 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided financial management and bookkeeping services for a childcare facility. The team organized financial records, tracked expenses and invoices, and prepared financial reports.
CapStonePlanet (P) Limited organized the client’s financial records, helping them gain better visibility into their financial position and manage operational costs more efficiently. The team maintained good communication, delivered work on time, and responded promptly to inquiries.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Director of Silly Times
Describe what your company does in a single sentence.
Silly Times Daycare Centre is a childcare facility
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We partnered with CapstonePlanet to assist with our financial management and bookkeeping so we could maintain accurate records and focus more on delivering quality childcare services to families.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
High ratings
Great culture fit
Referred to me
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The engagement included bookkeeping support, organizing financial records, tracking expenses and invoices, and preparing clear financial reports. Their team helped ensure our financial data remained well-structured and easy to review, which supports our day-to-day operations and planning.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
With their support, our financial records became more organized and easier to manage. Having consistent reporting and well-maintained records has helped us better understand our financial position and manage our operational costs more efficiently.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The team maintained good communication throughout the process and delivered their work within the agreed timelines. They were responsive and professional whenever we had questions.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
What stood out most was their structured approach and attention to detail when handling financial information. Their support helped simplify an important part of running our business.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, our experience was positive and we were satisfied with the service provided. The collaboration was smooth and professional.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Bookkeeping Services for Auto Detailing Company
Finance & Accounting Outsourcing (FAO)
$200,000 to $999,999
Feb. - Aug. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"What impressed us most was their attention to detail and their structured approach to handling financial tasks."
Mar 5, 2026
Marketing Manager, Holic Detailers
kim jason
Verified
Financial services
Central - USA
51-200 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided bookkeeping services for an auto detailing company. The team organized financial records, tracked business expenses and invoices, and prepared financial reports.
Thanks to CapStonePlanet (P) Limited's support, the client had a clearer view of their expenses, income, and overall financial performance. The team communicated clearly, maintained a professional approach, completed tasks on time, and responded to the client's requests.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Manager of Holic Detailers
Describe what your company does in a single sentence.
Autoholic Detailers is a professional mobile auto detailing company
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We partnered with CapstonePlanet to help manage our financial records and bookkeeping so our team could focus more on delivering high-quality detailing services to our customers.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
Great culture fit
Good value for cost
Referred to me
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The scope of work included organizing financial records, managing bookkeeping entries, tracking business expenses and invoices, and preparing structured financial reports. Their team also helped ensure that our financial data remained accurate and properly documented for ongoing business operations.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
With their support, our financial records became much more organized and easier to track. We now have a clearer view of our expenses, income, and overall financial performance, which helps us make better business decisions.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The team communicated clearly and maintained a professional approach throughout the engagement. Tasks were completed within the expected timelines, and they were responsive whenever we needed clarification or updates.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
What impressed us most was their attention to detail and their structured approach to handling financial tasks. Their support helped simplify an important part of our operations.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, the experience was positive, and we were satisfied with the service provided. The process was smooth and well managed.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Bookkeeping for Renovation & Flooring Company
Accounting
$10,000 to $49,999
Mar. - May 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They were responsive and professional whenever we had questions regarding the process."
Mar 5, 2026
Marketing Manager, Jo Work Reno fin
Dany Daneil
Verified
Financial services
Devers, Texas
51-200 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided bookkeeping support for a renovation and flooring company. The team organized the client's financial records, tracked transactions, and prepared basic financial reports.
CapStonePlanet (P) Limited's support helped the client understand their business finances and make informed operational decisions. The team maintained clear communication, responded to questions promptly, and delivered work on time. Their organized approach was commendable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Manager of Jo Work Reno fin
Describe what your company does in a single sentence.
Jo Work Renos & Flooring is a renovation and flooring company that provides installation and remodeling services for residential and commercial spaces.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We partnered with CapstonePlanet to assist with our accounting and bookkeeping processes so we could maintain organized financial records and focus more on running our renovation projects.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
Great culture fit
Good value for cost
Referred to me
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The engagement included bookkeeping support, financial record organization, transaction tracking, and preparation of basic financial reports. Their team helped us maintain accurate records, manage invoices and expenses, and ensure our financial data was structured properly for reporting and review.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Since working with CapstonePlanet, our financial records have become more organized and easier to manage. Having structured reports and updated bookkeeping has helped us better understand our business finances and make more informed operational decisions.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The team maintained clear communication and delivered their work within the expected timelines. They were responsive and professional whenever we had questions regarding the process.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
What stood out most was their organized approach and their ability to handle accounting tasks efficiently while maintaining attention to detail.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, we had a positive experience working with them and were satisfied with the support they provided for our accounting needs.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Underwriting Support for Financial Services Company
AccountingFinancial Consulting
Less than $10,000
May - Dec. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“Their attention to detail in bank statement analysis is outstanding.”
Mar 4, 2026
Manager, Grand Traders
Megan Thompson
Verified
Financial services
San Ysidro, California
51-200 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided underwriting support to a financial services company. The team evaluated merchants, analyzed financial trends, and scrubbed bank statements.
CapStonePlanet (P) Limited reduced the client's turnaround time by nearly 50% and improved their overall efficiency. The team consistently delivered on time and was highly responsive. Their attention to detail and strong financial analytical skills were commendable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Manager of Grand Traders
Describe what your company does in a single sentence.
Grand Traders delivers the power behind every project
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We engaged them to improve underwriting turnaround time while maintaining strong risk controls. Our internal team was overwhelmed with file volume. We needed professional outsourcing support to scale responsibly. Accuracy and confidentiality were critical priorities.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
High ratings
Referred to me
Company values aligned
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The team provided end-to-end underwriting support including merchant evaluation, financial trend analysis, and detailed bank statement scrubbing. They flagged inconsistencies, calculated true revenue averages, and provided structured summaries. Every file included risk grading and funding suggestions. Daily coordination ensured smooth workflow integration.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Turnaround time reduced from 48 hours to under 24 hours. We increased monthly processing capacity by nearly 50%. Risk exposure decreased due to better file screening. Overall efficiency improved dramatically.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They consistently delivered files on schedule. Communication was professional and responsive. Urgent submissions were handled quickly without quality compromise. Their workflow integration was seamless.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
Their attention to detail in bank statement analysis is outstanding. They rarely overlook red flags or anomalies. The team demonstrates strong financial analytical skills.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
We have not experienced any major issues. The service quality has met our expectations fully.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Finance & Accounting Outsourcing for Home Renovation Company
Finance & Accounting Outsourcing (FAO)
$10,000 to $49,999
Aug. - Oct. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They genuinely operate like an extension of our in-house team."
Mar 4, 2026
Marketing Manager, Five Star Wealth Management
kate jackson
Verified
Financial services
Central - USA
11-50 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided outsourcing services for a home renovation company. The team handled the client's underwriting analysis, bank statement scrubbing, risk grading, and funding recommendations.
CapStonePlanet (P) Limited's work improved the client's turnaround time by nearly 40%, increased monthly deal capacity, and reduced internal error rates. The team was highly dependable, meeting deadlines even during high-volume periods. Their deep understanding of the industry stood out.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Manager of Five Star Wealth Management
Describe what your company does in a single sentence.
We deliver home renovation services
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired Capstone Planet to fully outsource our Merchant Cash Advance underwriting and bank statement scrubbing operations. Our primary goal was to improve turnaround time while maintaining strict risk evaluation standards. We were scaling rapidly and needed a reliable team that could handle increasing file volume without compromising quality. Cost efficiency and operational stability were also key objectives for us.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Clutch Site
Why did you select CapStonePlanet (P) Limited over others?
High ratings
Great culture fit
Company values aligned
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
6-10 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The scope included complete underwriting analysis, detailed bank statement scrubbing, risk grading, merchant revenue validation, and structured funding recommendations. They reviewed financial documents thoroughly, flagged risk indicators, and provided well-documented summaries. Daily file management and urgent case handling were also included. Every deliverable was organized and easy for our internal team to review.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Within the first two months, our turnaround time improved by nearly 40%. We were able to increase our monthly deal capacity without hiring additional staff. Decision accuracy improved, and internal error rates dropped significantly. Overall operational efficiency and profitability increased noticeably.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management was structured and highly dependable. Deadlines were consistently met, even during high-volume periods. Communication was proactive, and they responded quickly to any clarifications or urgent requests. We never experienced workflow disruptions.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
Their deep understanding of the MCA industry truly stands out. They understand underwriting logic, risk patterns, and merchant behavior extremely well. The balance between speed and accuracy is impressive. They genuinely operate like an extension of our in-house team.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
We are very satisfied with their services overall. If anything, enhanced dashboard reporting features could add further value. However, their core underwriting and scrubbing services are excellent. We have no significant concerns.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
BPO Services for Tree Service Company
Back Office OutsourcingCustomer Service Outsourcing
$10,000 to $49,999
Mar. - Oct. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"The most impressive thing was their professionalism and reliability."
Feb 28, 2026
Marketing Manager, ABA Tree Services
Jack Paul
Verified
Business services
Central - USA
11-50 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided BPO services for a tree service firm. They handled back-office operations, data entry, database management, customer support tasks, and internal business process workflows.
Thanks to CapStonePlanet (P) Limited's support, the client saw a clear improvement in their productivity. The team completed important backend work accurately and quickly, allowing the client to focus on field operations and customer service. They also reduced documentation errors.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Manager of ABA Tree Services
Describe what your company does in a single sentence.
We are a professional tree service company providing tree removal, trimming, and maintenance services to residential and commercial clients.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired CapStonePlanet to handle our administrative and back-office operations so that we could focus on growing our core tree service business.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
Great culture fit
Good value for cost
Referred to me
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
CapStonePlanet supported us with a range of outsourcing services including back-office support, business process outsourcing (BPO), data entry, customer support tasks, and operational administration.
Their key deliverables included:
Managing back-office operations and administrative tasks
Data entry and database organization
Handling customer communications
Supporting our internal business process workflows
Their work helped streamline our daily backend operations and saved us time on routine tasks.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
With their support, we saw a clear improvement in our productivity important backend work was completed accurately and quickly, which allowed us to focus more on field operations and customer service. We also noticed fewer errors in our documentation and quicker turnaround on administrative tasks.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The project management was excellent. The team communicated clearly, worked on agreed schedules, and delivered tasks on time. When we needed adjustments or updates, CapStonePlanet responded promptly and implemented changes without delays
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
The most impressive thing was their professionalism and reliability. They handled important administrative operations with accuracy and consistency, which gave us peace of mind and helped our business run more efficiently.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, their work was highly satisfactory. If anything, faster turnaround on occasional minor queries would improve the experience even more but the quality and consistency of their work overall were excellent.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Back-Office Outsourcing for Property Improvement Company
Back Office Outsourcing
$50,000 to $199,999
Apr. - July 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their ability to manage scrubbing and underwriting while maintaining accuracy and consistency was outstanding."
Mar 30, 2026
Marketing Director, Reno Care
Steve Jobs
Verified
Financial services
Marneuli, Georgia
1-10 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided back-office outsourcing services for a renovation and property improvement company. The team handled financial analysis, bank statement review, and underwriting support.
CapStonePlanet (P) Limited's work improved efficiency, reduced turnaround time, and increased accuracy in evaluating deals, helping the client scale operations without increasing workload. The team had a highly structured project management approach, delivered work on time, and was responsive.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Director of Reno Care
Describe what your company does in a single sentence.
We provide renovation and property improvement services focused on quality, reliability, and customer satisfaction.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We engaged CapStonePlanet to handle both underwriting and bank statement scrubbing outsourcing for our MCA operations to streamline end-to-end deal processing.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
Great culture fit
Good value for cost
Referred to me
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The scope included complete financial analysis, bank statement review, and underwriting support. Deliverables included cleaned financial data, risk assessments, and detailed underwriting reports for faster decision-making.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We saw a noticeable improvement in efficiency, reduced turnaround time, and better accuracy in evaluating deals. This helped us scale operations without increasing internal workload.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management was highly structured. The team delivered all work on time and remained responsive throughout the engagement.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
Their ability to manage scrubbing and underwriting while maintaining accuracy and consistency was outstanding.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, a great experience. More proactive reporting insights could further enhance strategic decision-making.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Finance & Accounting Outsourcing for Construction Company
Back Office OutsourcingFinance & Accounting Outsourcing (FAO)
$50,000 to $199,999
Apr. - Sep. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their strong understanding of the MCA industry and attention to detail were very impressive."
Mar 23, 2026
Marketing Director, Mexican Builder
Sarah Alison
Financial services
Agua Dulce, Texas
51-200 Employees
Online Review
CapStonePlanet (P) Limited provided finance and accounting support for a construction company. The team handled data processing, underwriting, and bank statement analysis to improve efficiency and accuracy.
CapStonePlanet (P) Limited improved the client's deal processing and financial evaluation accuracy. The team followed a structured and dependable approach to project management. They communicated clearly, met deadlines, and adapted to changes. Their attention to detail was also commendable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Director of Mexican Builder
Describe what your company does in a single sentence.
Mexican Builder is a construction and renovation company delivering high-quality residential and commercial building solutions.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We partnered with CapStonePlanet to manage our Merchant Cash Advance (MCA) back-office operations, including underwriting, data processing, and bank statement analysis, to improve efficiency and accuracy.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
Great culture fit
Good value for cost
Referred to me
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The scope of work included underwriting merchant files, reviewing and scrubbing bank statements, and handling large volumes of data entry related to MCA applications. Their team ensured all financial data was accurately processed, organized, and updated in our systems. They also supported document verification and maintained consistency in reporting, which helped streamline our internal workflow.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We experienced faster deal processing and improved accuracy in financial evaluations. The turnaround time for reviewing applications was significantly reduced, and our internal team was able to focus more on core business operations rather than administrative tasks.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The project management was very structured and dependable. The team communicated clearly, met deadlines consistently, and adapted quickly to our specific requirements.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
Their strong understanding of the MCA industry and attention to detail were very impressive. They handled complex financial data with accuracy and maintained a high level of professionalism throughout the engagement.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, the experience was excellent. It would be beneficial if they could provide more detailed analytics and performance insights to further enhance decision-making.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Finance & Accounting Outsourcing for Car Detailing Company
Finance & Accounting Outsourcing (FAO)
$50,000 to $199,999
Mar. - Nov. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their experience in the MCA industry and their structured underwriting approach."
Mar 12, 2026
Marketing Director, Auto Holic Detailers
Tony Clark
Verified
Financial services
Killarney, Florida
1-10 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided outsourcing services for a car detailing company. The team reviewed merchant financial information, assessed risk indicators, and prepared underwriting summaries.
CapStonePlanet (P) Limited's support helped reduce the time required to review merchant applications and improved overall efficiency in the underwriting process. The team had an organized workflow and clear communication throughout the engagement. They were also responsive to the client's needs.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Director of Auto Holic Detailers
Describe what your company does in a single sentence.
Autoholic Detailers provides professional auto detailing services including interior cleaning, paint protection, and vehicle restoration.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We worked with Capstone Planet to outsource underwriting tasks related to Merchant Cash Advance applications.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
High ratings
Good value for cost
Company values aligned
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Their team reviewed merchant financial information, assessed risk indicators, and prepared underwriting summaries for our internal review.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The outsourcing support helped reduce the time required to review merchant applications and improved overall efficiency in the underwriting process.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The project workflow was organized and communication between both teams remained clear throughout the engagement.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
Their experience in the MCA industry and their structured underwriting approach.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
More detailed periodic reports would help track performance metrics over time.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 11-20 of
24 Reviews
Locations (1)
E-1, Transport Nagar, Airport RoadUdaipur, India313001
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