Fit, not testimonials

We don't have customer case studies yet - here's who we're actually built for instead

Custelis is new enough that we don't have a customer willing to be named in a case study, and we're not going to invent one. What we can tell you honestly is exactly who we built this for and why - see if one of these sounds like your firm.

Profile 1

The mid-size CA or audit practice

Roughly 15-80 people, multiple partners, several concurrent client engagements

Your real exposure isn't a slow associate - it's client financials, PAN and Aadhaar-adjacent KYC documents, and audit workpapers moving between people who are staffed on different engagements at once. You need to know who accessed which client's data, and you need a DLP rule that stops the wrong attachment going to the wrong recipient before it sends, not a log you discover three weeks later.

  • Client-data registry with per-engagement access assignment
  • Warn-or-block DLP on USB, email, and personal cloud
  • ICAI code-of-conduct and DPDP employer obligations, handled as separate but simultaneous concerns
Profile 2

The boutique tax or GST advisory

Roughly 5-25 people, high client-data density per employee

A small team handling a lot of clients means each employee routinely has legitimate access to far more sensitive financial data than their headcount would suggest. You don't need enterprise-scale infrastructure - you need clean classification of what's GSTIN or PAN-linked, and simple rules around where it's allowed to go, without a six-figure enterprise contract to get there.

  • DLP included from the Starter plan, not gated behind an enterprise tier
  • Classification-driven rules for GSTIN/PAN-linked client records
  • Fast setup - a small team doesn't have a dedicated IT function to run a long rollout
Profile 3

The consulting or advisory firm

Roughly 20-150 people, strategy or operations engagements, high confidentiality expectations

Your clients' engagement letters usually include confidentiality terms with real teeth. You need visibility into whether that confidentiality is actually being maintained day to day - without turning "monitoring for confidentiality" into something that reads as monitoring for productivity, which erodes trust with the senior staff you most need to retain.

  • Fair, role-aware productivity reporting explicitly designed against leaderboard use
  • Explainable risk alerts - a signal for a partner to review, never an automated accusation
  • Transparent by design: every device shows a monitoring notice, every employee has a self-service view of what's collected
Profile 4

The compliance or IT lead building the business case

Any firm above, usually the person actually evaluating vendors

You're the one who has to defend this purchase to a managing partner and to your own team. You need a vendor whose claims you can check - not "DPDP compliant," which nobody can honestly claim yet, but specific, verifiable mechanics: a real DPIA gate, a real 72-hour breach clock, a real self-service rights portal. See our own 20-point vendor checklist - score us on it the same way you'd score anyone else.

Who this probably isn't for: a generic BPO, call center, or software company whose main need is productivity leaderboards and screen-recording for QA - that's a different product shape than what Custelis is built around. We'd rather say so than stretch to fit.

See if your firm fits

No credit card to start. Intrusive features stay off until your own DPIA is recorded.

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