About Us

The Finmate Difference

Finmate isn’t just bookkeeping or advisory — it’s a structured financial transformation. From day one, we focus on stability. Within the first month, we introduce automation. Over time, we help you build a foundation for confident, sustainable growth.

Our Mission

To empower Canadian businesses by providing accurate, efficient, and technology-enhanced financial solutions that save time, reduce stress, and unlock smarter decision-making—so owners can build, scale, and succeed with confidence.

Our Vision

To become Canada’s most trusted modern, technology-driven finance partner, transforming traditional accounting into a smart, seamless experience—while evolving Finmate into an end-to-end fintech ecosystem offering bookkeeping, financial software, business tools, and future-ready financial products.

Meet Our Team

Finmate is a founder‑led, technology‑enabled accounting firm focused on delivering clarity, structure, and reliable financial operations for Canadian businesses.

Kunj Patel

Founder & CEO

Finmate was founded by Kunj Patel, a finance professional with hands‑on experience supporting Canadian businesses across accounting, reporting, and financial operations.

Through his work, Kunj saw how delayed reporting, manual processes, and unclear financial data made confident decision‑making difficult. Finmate was built to solve this—by delivering structured bookkeeping, automation‑ready systems, and clear, on‑time reporting.

Today, Kunj works closely with clients to ensure their financial operations are reliable, scalable, and aligned with long‑term business goals.

Taksh Patel

Co-Founder & Chief Operating Officer

Taksh oversees day‑to‑day operations, client onboarding, and internal systems to ensure consistent, high‑quality service delivery.

With a strong focus on operational efficiency and client experience, Taksh builds scalable workflows, standardized reporting processes, and disciplined service systems tailored for Canadian businesses.

His role ensures Finmate operates with clarity, accountability, and predictable outcomes for every client.

Taksh Patel
Co-Founder & Chief Operating Officer