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 provides good value for cost, as noted by clients across various industries. Specific project costs were not disclosed, but clients appreciated the efficiency and accuracy of their services, leading to improved operational workflows and reduced turnaround times.
Some clients suggest that introducing more advanced reporting or dashboard features could further enhance the service experience, although this is not a major concern.
Effective Project Management
CapStonePlanet demonstrates strong project management skills by consistently delivering projects on time, maintaining clear communication, and adapting to client needs efficiently.
Professionalism and Reliability
CapStonePlanet is recognized for their professionalism and reliability, handling sensitive data with accuracy and confidentiality, which instills client confidence.
Attention to Detail in Data Processing
Clients commend CapStonePlanet for their meticulous attention to detail, especially in identifying inconsistencies and ensuring data accuracy, which is crucial for underwriting and financial decisions.
Smooth Workflow Integration
CapStonePlanet integrates seamlessly with clients' workflows, providing structured summaries and valuable insights that support decision-making processes effectively.
Consistent Communication
The team maintains consistent and clear communication throughout projects, ensuring clients are informed and any queries are addressed promptly.
"What impressed us most was their attention to detail, especially in bank statement scrubbing."
Mar 27, 2026
Marketing Manager, Capilano Day Care
Victoria Reed
Verified
Education
Moon, Virginia
1-10 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided financial data processing services for a childcare center. The team reviewed and cleaned bank statements, identified inconsistencies, and conducted underwriting assessments.
CapStonePlanet (P) Limited delivered quality work, enabling the client to process applications faster and improve their approval workflow. The team was structured, communicated consistently, delivered on time, and adapted well to the client's requirements. Their attention to detail was commendable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Manager of Capilano Day Care
Describe what your company does in a single sentence.
We are a childcare and daycare center focused on providing a safe and structured environment, while also managing financial operations related to business funding and growth.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We engaged Capstone Planet to handle both underwriting and bank statement scrubbing for Merchant Cash Advance applications. Our goal was to streamline the entire evaluation process from raw financial data to final decision-ready files without overloading our internal team.
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
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 scope covered end-to-end processing of MCA files. Their team reviewed and cleaned bank statements, identified inconsistencies such as NSF activity or irregular deposits, and then completed underwriting assessments based on that cleaned data.
Key deliverables
Bank statement scrubbing (data cleaning and validation) Transaction categorization and anomaly detection Underwriting analysis and risk scoring Final recommendation reports for funding decisions
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The biggest impact was clarity and consistency. Cleaned financial data made underwriting decisions much more reliable, and we were able to process applications faster with fewer errors. This directly improved our approval workflow and reduced delays.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The team was highly structured in their approach. Communication was consistent, and deliverables were always on schedule. They adapted well to our requirements and handled revisions 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?
What impressed us most was their attention to detail, especially in bank statement scrubbing. They were able to identify patterns and inconsistencies that are easy to miss but critical for accurate underwriting decisions. Their work reflected a strong understanding of MCA-specific requirements.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
The overall experience was very positive. If anything, more proactive insights or recommendations based on trends in the data could further enhance their value.
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
Data Management for Cleaning Company
BI & Big Data Consulting & SIBack Office Outsourcing
$50,000 to $199,999
Feb. - Sep. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They ensured that even minor inconsistencies were identified and resolved."
Mar 26, 2026
Marketing Director, Alpine Pure Shine
Mark Collins
Verified
Financial services
South Point, Ohio
51-200 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided data management services for a cleaning company. The team reviewed existing records, removed duplicate or incorrect entries, standardized formats, and ensured data accuracy.
The engagement with CapStonePlanet (P) Limited led to an around 30% improvement in data accuracy, boosting operational efficiency. They also helped the client reduce data errors and duplicate records. Moreover, the team was detail-oriented and adept at managing large volumes of data.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Director of Alpine Pure Shine
Describe what your company does in a single sentence.
We are a residential and commercial cleaning company providing high-quality cleaning services, including basic, deep, and premium cleaning solutions for homes and propertie
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired Capstone Planet to clean and organize our existing business data, with the goal of eliminating errors, improving data accuracy, and creating a more structured system for managing customer and service records.
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 focused on data scrubbing and organization of our internal databases. This included reviewing existing records, removing duplicate or incorrect entries, standardizing formats, and ensuring all customer and job-related data was accurate and consistent.
Key deliverables included:
Cleaned and de-duplicated customer databases
Standardized and well-structured data formats
Error-free service and booking records
Ongoing support for maintaining data quality
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
After the engagement, we saw a significant reduction in data errors and duplicate records. Our internal processes became more efficient, and we improved overall data accuracy by approximately 30%, which helped streamline daily operations.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management was organized and reliable. The team maintained clear communication, provided regular progress updates, and consistently delivered all tasks within the agreed timelines.
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 and ability to handle large volumes of data with accuracy was particularly impressive. They ensured that even minor inconsistencies were identified and resolved.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, the experience was very positive. Introducing more automated reporting tools or dashboards could further enhance visibility, but it was not a major concern.
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
Data Management for Nonprofit Organization
AccountingBack Office Outsourcing
$50,000 to $199,999
Mar. - Sep. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They quickly adapted to our requirements and maintained high-quality standards throughout."
Mar 26, 2026
Marketing Director, Pact For Peace
Joshua Adams
Verified
Financial services
Dutch Harbor, Alaska
51-200 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided data management services for a nonprofit organization. The team managed the client's user and campaign data to improve data accuracy, accessibility, and operational efficiency.
CapStonePlanet (P) Limited improved the client's data organization and accuracy, reducing their manual workload by 30-35%. As a result, the client was able to focus more on their campaign strategy and community engagement. The team delivered precise work and adapted quickly to the requirements.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Director of Pact For Peace
Describe what your company does in a single sentence.
We are a global nonprofit organization focused on promoting peace by engaging individuals worldwide through digital initiatives, community participation, and awareness campaigns.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired Capstone Planet to manage and organize our growing volume of user and campaign data, with the goal of improving data accuracy, accessibility, and overall operational efficiency.
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.
Accurate entry of user and campaign data Clean and well-structured databases Regular updates and data maintenance Organized records for internal reporting and analysis
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We saw a clear improvement in data organization and accuracy, along with a reduction in manual workload by approximately 30–35%. This allowed our team to focus more on campaign strategy and community engagement.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
We saw a clear improvement in data organization and accuracy, along with a reduction in manual workload by approximately 30–35%. This allowed our team to focus more on campaign strategy and community 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 handle large volumes of sensitive data with accuracy and consistency was particularly impressive. They quickly adapted to our requirements and maintained high-quality standards throughout.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, we are very satisfied with their services. Introducing more advanced reporting or visualization tools could further enhance the experience, but it was not a major concern.
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
Data Entry for Home Improvement Firm
Back Office Outsourcing
$50,000 to $199,999
May 2024 - May 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They maintained high accuracy even under tight deadlines."
Mar 26, 2026
Manager, ASN Home Solutions
Samantha Edwards
Verified
Financial services
Sunnyvale, Texas
11-50 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided data entry services for a home improvement company. The team accurately entered data, organized databases, cleaned and structured records, and supported updates.
CapStonePlanet (P) Limited's work resulted in improved data accuracy and organization, reducing the client's administrative workload by 35%. The team managed the project well, communicating consistently, providing regular updates, and delivering tasks on time. Their attention to detail stood out.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Manager of ASN Home Solutions
Describe what your company does in a single sentence.
We are a home improvement and renovation company offering services like kitchen remodeling, basement conversions, and construction solutions across residential properties.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired Capstone Planet to manage and streamline our data entry processes, with the goal of organizing client records, project details, and operational data more efficiently while reducing manual workload.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
Good value for cost
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 scope of work included handling large volumes of data entry related to customer inquiries, project estimates, invoices, and internal records. Their team ensured all data was accurately entered, properly formatted, and organized for easy access.
Key deliverables included:
Accurate entry of customer and project data
Organized databases for internal use
Clean and structured records for reporting
Ongoing updates and data management support
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We saw a noticeable improvement in data accuracy and organization, along with a reduction in administrative workload by around 35%. This allowed our internal team to focus more on project execution and customer service.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management was smooth and reliable. The team maintained consistent communication, provided regular updates, and delivered all tasks on time 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?
Their attention to detail and consistency in handling large volumes of data was particularly impressive. They maintained high accuracy even under tight deadlines.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, the experience was very positive. Slight improvements in reporting formats or dashboards could make tracking progress even more convenient, but it was not a major issue.
"They required minimal training and quickly adapted to our internal processes."
Mar 26, 2026
Marketing Director, BVM Builders
Adam Rogers
Verified
Financial services
Casstown, Ohio
51-200 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided accounting services for a construction company. The team reviewed merchant documents, analyzed bank statements, assessed risk factors, and prepared summarized reports.
CapStonePlanet (P) Limited's work led to a 30% reduction in turnaround time and improved evaluation accuracy. The team demonstrated a strong understanding of the industry, adapted quickly to internal processes, and communicated clearly. They also provided regular updates and delivered work on time.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Director of BVM Builders
Describe what your company does in a single sentence.
BVM Builders delivers expert residential construction services
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired Capstone Planet to handle our underwriting workload more efficiently, with the goal of improving turnaround times while maintaining high accuracy in deal evaluations.
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 was responsible for supporting our underwriting process, including reviewing merchant documents, analyzing bank statements, assessing risk factors, and preparing summarized reports for decision-making.
Key deliverables included:
Detailed underwriting summaries Bank statement analysis Risk assessment reports Organized deal files ready for final approval
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We experienced faster deal processing times, reducing our turnaround by approximately 30%. The accuracy of evaluations also improved, which helped us make more confident funding decisions.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management was smooth and well-coordinated. The team communicated clearly, provided regular updates, and consistently delivered work on time, even during high-volume periods.
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 understanding of underwriting in the MCA space was particularly impressive. They required minimal training and quickly adapted to our internal processes.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, we are satisfied with their services. Slight improvements in turnaround during peak times could make the experience even better, but it was not a major issue.
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
Accounting Services for Auto Detailing Company
AccountingBack Office Outsourcing
$50,000 to $199,999
Feb. - Sep. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They handled sensitive financial data with a high level of accuracy and confidentiality."
Mar 23, 2026
Marketing Manager, Auto Holic Detailers
Peter Parker
Verified
Automotive
Collins Center, New York
51-200 Employees
Online Review
Verified
CapStonePlanet (P) Limited provides accounting services for an auto detailing company. The team handles underwriting, bank statement scrubbing, and data entry. They also manage CRM updates and financial data.
CapStonePlanet (P) Limited improved the client's processing speed and financial data accuracy. They also reduced errors, allowing the client to focus on closing deals. The team delivered on time, communicated clearly, and adapted to changes. Their industry knowledge and thoroughness stood out.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Manager of Auto Holic Detailers
Describe what your company does in a single sentence.
Autoholic Detailers provides premium auto detailing services while also supporting financial service operations through outsourced back-office processes.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired CapStonePlanet to handle our Merchant Cash Advance (MCA) back-office operations, specifically underwriting, bank statement scrubbing, and data entry, with the goal of improving efficiency and reducing internal workload.
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 detailed underwriting of merchant files, accurate bank statement scrubbing, and structured data entry for MCA applications. Their team also managed CRM updates, verified financial data, and ensured all submissions were properly reviewed and organized for decision-making. These services are core parts of MCA outsourcing and help streamline financial workflows.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We saw a significant improvement in processing speed and accuracy of financial data. Deal turnaround time improved, errors were reduced, and our internal team was able to focus more on closing deals rather than handling operational tasks.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management was highly professional and well-structured. The team consistently delivered work on time, maintained clear communication, and adapted quickly to our changing 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 deep understanding of the MCA industry and attention to detail stood out. They handled sensitive financial data with a high level of accuracy and confidentiality, which is critical in this space.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, the experience was excellent. One area for improvement could be providing more frequent performance reports and insights to further optimize workflow efficiency
CapStonePlanet (P) Limited provided outsourcing support for a nonprofit organization's Merchant Cash Advance workflow. The team reviewed application files, organized merchant documentation, and more.
Thanks to CapStonePlanet (P) Limited's support, the client processed merchant files more efficiently, organized application data, and reduced the time spent on manual administrative tasks. The team demonstrated a strong understanding of the workflow, handled tasks accurately, and delivered on time.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director of Bridge To Home
Describe what your company does in a single sentence.
Bridge to Home Org is a nonprofit organization focused on helping individuals and families access housing support and community assistance programs.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We partnered with Capstone Planet to outsource some operational tasks related to Merchant Cash Advance processing. Our goal was to reduce internal workload and improve the efficiency of our back-office operations.
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
Referred to me
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.
Capstone Planet provided outsourcing support for our Merchant Cash Advance workflow. Their team assisted with reviewing application files, organizing merchant documentation, and preparing information that could be used for internal evaluation and funding decisions.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
After working with their team, our internal staff was able to process merchant files more efficiently. The organization of application data improved and we reduced the time spent on manual administrative tasks.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The project was handled professionally. Communication was consistent and tasks were delivered according to the agreed timeline.
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 understanding of the Merchant Cash Advance workflow and their ability to handle operational tasks with accuracy.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Not at all
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
Accounting for Transportation & Logistics Company
Accounting
$200,000 to $999,999
Apr. - Sep. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"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
Showing 1-10 of
21 Reviews
Locations (1)
E-1, Transport Nagar, Airport RoadUdaipur, India313001
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