About Us
Where Financial Complexity Meets Structured Execution
SaaS Direct works inside growing organizations and accounting firms when financial systems, reporting structures, and operational reality begin to diverge.
We operate in environments where
- ERP transitions carry audit risk
- Multi-entity reporting requires precision
- Growth introduces structural strain
- Deadlines are immovable
Our work sits at the intersection of accounting fluency, technical architecture, and controlled execution.
Values
How We Operate
Structured Over Speed
We identify reporting dependencies, data risk, and operational pressure points early so execution can move quickly without destabilizing close, audit, or day-to-day operations.
Accounting First
Technology decisions are made through an accounting lens. Every migration, reporting structure, automation layer, or AI enablement initiative is evaluated against financial integrity, audit defensibility, and operational clarity.
Built Around Deadlines
Our clients operate within fixed cycles, including fiscal year cutovers, audit timelines, lender reporting, and regulatory filings. We sequence work around those constraints.
Our Strengths
Where We’re Brought In
We’re typically engaged when internal teams or external advisors reach structural limits.
A Trusted Advisor
Recognitions & Credentials
Partners
Ecosystem & Technology Partners
We work alongside and within leading financial platforms and ecosystems. Our role is not tied to a single vendor. It is tied to fit, structure, and long-term viability.
The Team
SaaS Direct is led by professionals with experience across:
- Accounting, Audits & Tax
- ERP migrations & implementation
- Cross-border financial operations
- Technology architecture
- AI-native financial systems
Many members of our extended team have backgrounds in firms such as PwC, Deloitte, and KPMG, as well as in other enterprise environments. We understand how financial systems behave under audit scrutiny, growth pressure, and executive oversight.
Nav Sandhu
CEO, FounderNav founded SaaS Direct, bringing a computer science background and over a decade of enterprise technology leadership, including roles at Bloomberg and Integral Development, to the challenge of financial system transitions. He oversees cross-border engagements spanning ERP migrations, advisory enablement, and AI-native financial environments, and also leads Accountero, an AI-powered financial growth platform built for growing, modern businesses.
Tal Sethi
Director of Strategic SolutionsTal leads client engagement and solutions consulting at SaaS Direct, working directly with firms and operators navigating financial system transitions across mid-market accounting, ERP, and industry-specific platforms. With hands-on experience across the full migration lifecycle and dozens of verticals, he understands where transitions break down and structures engagements.
Filipe Farias
Customer SuccessFilipe leads project governance and delivery at SaaS Direct, bringing cross-industry experience managing complex, multi-stakeholder technology transitions across SaaS, medtech, and agri-tech environments. His background in solutions architecture and data-driven delivery across North America, Brazil, and international markets ensures clients get structured execution and clear communication at every stage of a migration.