Accounting & Investments, Together.
The only platform that combines GST-ready double-entry accounting, invoicing, bank reconciliation, and investment portfolio tracking — in one workspace, for multiple companies.
Everything in one subscription — no module fees
Built for People Who Mean Business
Whether you're running a company, managing client books, or growing a portfolio — Paisashield fits.
Small Business Owner
You run a business and need proper books — GST-compliant invoicing, vendor bills, bank reconciliation, and P&L at month end — without hiring a full-time accountant.
- GST invoices & bills posted to GL automatically
- Bank import & auto-categorization
- Year-end close with one workflow
CA / Accountant
You manage books for multiple clients. One login, multiple companies, per-company role assignments — give clients view access, keep posting rights for yourself.
- Multi-company from one workspace
- Granular role & permission controls
- Full audit trail of every change
Investor / HNI
You have a portfolio — equities, mutual funds, bonds — and a business or two. Track everything in one place. See your net worth holistically, not in silos.
- Live NSE/BSE & MF NAV pricing
- Weighted avg cost & realized P&L
- Investments + business books together
Everything You Need, Nothing You Don't
Nine fully integrated modules. One subscription. Works for a solo professional or a team managing multiple companies.
Multi-Company Workspaces
Manage your business, investments, and family finances — all in one account. Separate workspaces, separate books, one login. Invite your CA or team with per-company role controls.
Double-Entry Accounting
Full chart of accounts, manual journal entries, invoice & bill posting directly to your GL, opening balances, and a reversals workflow — built on proper accounting foundations.
GST & TDS Ready
Configure GST rates and TDS codes, apply them to invoices and bills, and generate tax summaries — all automatically linked to your general ledger. No manual tax journals.
Investment Portfolio Tracking
Track equities, mutual funds, bonds, and ETFs across multiple broker accounts. Live NSE/BSE prices, weighted-average cost basis, realized and unrealized P&L — updated automatically.
Bank Reconciliation
Import bank statements, set up auto-categorization rules, bulk-categorize transactions, and reconcile your cash position against the GL — including inter-account transfer matching.
Financial Reporting Suite
Balance Sheet, P&L, Cash Flow Statement, Trial Balance, and GL Ledger drill-down — all with date-range filters and period-over-period comparisons. Financial statements that actually look like financial statements.
Audit Trail & Controls
Every transaction, edit, and deletion is logged — who did it, when, and what changed. Period locks prevent back-dated entries. Your books stay clean and your CA stays happy.
Year-End Close
A structured year-end workflow that transfers P&L balances to retained earnings, locks the closed period, and sets your books up cleanly for the new financial year — in one guided process.
Team & Role Management
Invite your CA, bookkeeper, or family members. Assign roles — accountant, auditor, viewer — with granular read/write/post permissions per company. Full control over who sees and does what.
New to the platform? Our Help Center has step-by-step guides for every feature.
Up and Running in Minutes
No implementation project. No consultant. Just set up and start working.
Set Up Your Workspace
Create a workspace, add your company, configure your chart of accounts, set your fiscal year, and connect your bank accounts. Takes about 10 minutes.
Record Your Transactions
Raise invoices, post vendor bills, upload bank statements, log investment trades — everything flows to your general ledger automatically. No manual double-entry required.
Get the Full Picture
Run your Balance Sheet, P&L, Cash Flow Statement, and Investment reports anytime. Drill down from any number to the source transaction. Share with your CA in seconds.
Simple, Transparent Pricing
One annual subscription. All nine modules included. The only variable is how many companies you manage.
All prices in INR · Billed annually · GST applicable
Every plan includes: General Ledger · Receivables · Payables · Banking · Investments · Tax · Full Reporting Suite · Audit Trail · Year-End Close · Email Support
Starter
1 Company
Solo business or personal use
- 1 company
- Up to 3 team members
- All 9 modules
- Email support
Professional
2 Companies
Business owner + personal books
- 2 companies
- Up to 5 team members
- All 9 modules
- Priority email support
Business
3 Companies
Family businesses or CA practice
- 3 companies
- Up to 10 team members
- All 9 modules
- Priority email support
Enterprise
4+ Companies
Large groups or accounting firms
Annual pricing
- 4+ companies
- Unlimited team members
- Dedicated onboarding
- Priority support + SLA
Secure Payments
Payments are processed through Razorpay. Card details are handled by the payment gateway — not stored in Paisashield.
Annual Billing
Subscriptions renew annually. Upgrade your plan anytime from your workspace settings with immediate effect.
Dedicated Support
Our support team helps you get set up and running. The Help Center has step-by-step guides for every module.
Start Managing Your Finances and Investments — Free for 14 Days
No credit card required. Full access to all modules from day one.
Users who sign up before 31 May 2026 get a lifetime free subscription.