# LeanFintech

> LeanFintech is investment-data infrastructure for the Indian market. It helps fintech, wealth, MFD, RIA, and distribution platforms ingest, understand, normalize, reconcile, and verify financial data through APIs, SDKs, and no-code tools. CASParser (operating since 2020) is the flagship product. Product documentation, SDKs, and self-serve pricing for CASParser live on casparser.in.

Key facts:

- Company: LeanFintech, operated by Kumar & Co. Serves India.
- Flagship product: CASParser, which parses CDSL, NSDL, CAMS, and KFintech Consolidated Account Statements (CAS) into one portfolio response.
- Data sources: CAS statements, CAMS and KFintech reverse feeds, supported broker contract notes, consented Gmail/Microsoft/Zoho inboxes, KRA KYC status (CVL, NDML, CAMS, Karvy, KFin), and consented DigiLocker documents.
- Customers: fintech platforms, mutual-fund distributors (MFDs), RIAs, wealth managers, and back-office teams. Publicly named customers: Scripbox, Times Internet, Univest.
- Boundaries: RTA Sync normalizes and reconciles data; it does not execute mutual-fund orders. PAN KYC Status checks registry status; DigiLocker is a separate consented document flow.
- Contact: sameer@leanfintech.com. Architecture review: https://calendly.com/sameer_kumar/lean-fintech-30

## Products

- [Inbox — financial inbox intelligence](https://leanfintech.com/inbox/): Connect consented Gmail, Microsoft, and Zoho inboxes; analyze financial emails and attachments with AI; return structured records, evidence, confidence, and events.
- [RTA Sync](https://leanfintech.com/rta-sync/): Normalize CAMS and KFintech reverse-feed files (CSV, XLS, XLSX, DBF) into canonical investment records, warnings, and batch summaries.
- [PAN KYC Status](https://leanfintech.com/kyc/): Check KYC registration status across CVL, NDML, CAMS, Karvy, and KFin through one normalized API response.
- [DigiLocker](https://leanfintech.com/digilocker/): Run a consented flow for available identity, issued documents, and parsed Aadhaar, PAN, and driving-licence data.
- [Platform & products overview](https://leanfintech.com/products/): CASParser (CAS parsing across CDSL, NSDL, CAMS, KFintech), RTA Sync, RTA Reconciliation, contract-note parsing, CAS mailback, CDSL OTP fetch, inbound email, Portfolio Links, Portfolio Connect SDK, webhooks, and agent tooling.
- [Verification](https://leanfintech.com/verification/): PAN/KRA status, SEBI intermediary registration, AMFI MFD/ARN screening, DigiLocker, and identity checks.
- [CASParser product, docs & pricing](https://casparser.in): Flagship CAS-parsing product with developer documentation and self-serve API pricing.
- [Technical documentation](https://casparser.in/docs): API reference and guides, including [RTA Sync](https://casparser.in/docs/guides/rta-sync), [PAN KYC Status](https://casparser.in/docs/guides/kyc-pan-status), and [DigiLocker](https://casparser.in/docs/guides/kyc-digilocker).

## Solutions

- [Use cases](https://leanfintech.com/use-cases/): How fintech platforms, MFDs, RIAs, wealth managers, and operations teams use LeanFintech.

### CAS statements

- [CDSL CAS Parser for Audit Workflows](https://leanfintech.com/use-cases/cdsl-parser-internal-audits/): Parse supported CDSL CAS statements into normalized investor, demat, holding, transaction, insurance, and NPS data.
- [NSDL CAS Parser for Portfolio Workflows](https://leanfintech.com/use-cases/nsdl-parser-compliance/): Parse supported NSDL CAS statements into a normalized portfolio response for wealth, fintech, and operations systems.
- [eCAS Parser for Portfolio Analysis](https://leanfintech.com/use-cases/ecas-parser-portfolio-analysis/): Normalize supported CDSL, NSDL, CAMS, and KFintech CAS statements into a consistent portfolio data model.
- [CAS Parser for Wealth Management](https://leanfintech.com/use-cases/cas-parser-wealth-management/): Import supported investor CAS statements into wealth-management onboarding, consolidation, reporting, and service workflows.
- [Mutual Fund CAS Parser for Advisory Platforms](https://leanfintech.com/use-cases/mutual-fund-parser-robo-advisory/): Parse supported CAMS and KFintech mutual-fund CAS statements into folio, scheme, holding, and transaction records.

### Broker contract notes

- [Zerodha Contract Note Parser API](https://leanfintech.com/use-cases/zerodha-contract-note-parser/): Parse supported Zerodha contract-note PDFs into structured trade, settlement, brokerage, and statutory-charge records.
- [Groww Contract Note Parser API](https://leanfintech.com/use-cases/groww-contract-note-parser/): Parse supported Groww contract notes into structured records for portfolio, tax, and operations workflows.
- [Upstox Contract Note Parser API](https://leanfintech.com/use-cases/upstox-contract-note-parser/): Parse supported Upstox contract notes into structured trade and charge data for investment products and operations teams.
- [ICICI Direct Contract Note Parser API](https://leanfintech.com/use-cases/icicidirect-contract-note-parser/): Parse supported ICICI Direct contract notes into structured records for portfolio and reconciliation systems.
- [Angel One Contract Note Data Integration](https://leanfintech.com/use-cases/angelone-contract-note-parser/): Discuss an Angel One contract-note workflow, required fields, source formats, and the enterprise integration path with LeanFintech.
- [HDFC Securities Contract Note Data Integration](https://leanfintech.com/use-cases/hdfc-securities-contract-note-parser/): Discuss an HDFC Securities contract-note workflow, required fields, source formats, and the enterprise integration path with LeanFintech.

### KYC and identity

- [DigiLocker Flow for Fintech Onboarding](https://leanfintech.com/use-cases/digilocker-kyc-fintech-onboarding/): Add a consented DigiLocker document-retrieval flow to an Indian fintech or investment onboarding journey.
- [DigiLocker Aadhaar Document Workflow](https://leanfintech.com/use-cases/aadhaar-verification-compliance/): Retrieve supported Aadhaar documents through a consented DigiLocker workflow for onboarding and identity operations.
- [PAN KYC Status for Mutual Fund Onboarding](https://leanfintech.com/use-cases/pan-verification-mutual-funds/): Check investor KYC status through CVL KRA as part of mutual-fund, wealth, or advisory onboarding.
- [KRA Status for Digital Investment Onboarding](https://leanfintech.com/use-cases/sebi-kyc-digital-onboarding/): Use normalized KYC status in a digital investment onboarding, review, or remediation workflow.

## Commercial

- [Commercial models & pricing](https://leanfintech.com/pricing/): CASParser self-serve pricing plus enterprise Inbox, RTA Sync, reconciliation, verification, and volume terms.
- [CASParser self-serve pricing](https://casparser.in/pricing)

## About

- [AI overview](https://leanfintech.com/ai-info/): Structured summary of the company, products, and capabilities for AI assistants.
- [Security](https://leanfintech.com/security/)
- [Privacy](https://leanfintech.com/privacy/)
- [Terms](https://leanfintech.com/terms/)

## Notes

- Canonical developer documentation and self-serve pricing for CASParser are on casparser.in, not leanfintech.com.
- Last updated: 2026-10-04T23:22:09Z