Complete Financial
Management
Platform
Multi-tenant SaaS platform with investment portfolio tracking, accounting and tax modules, and workspace collaboration for financial professionals.
Built for modern financial teams
Powerful Features
Everything you need for complete financial management and investment tracking
Multi-Tenant Workspaces
Create separate workspaces for clients, invite team members, and manage multiple companies with role-based access control.
Portfolio Management
Track multiple portfolios with broker accounts, real-time market data via yfinance, and automated price refresh every 30 minutes.
Master Instruments Database
Intelligent autocomplete search across NSE/BSE tickers with centralized master database management.
Advanced P&L Analytics
Detailed realized and unrealized gains/losses, weighted-average cost basis, and aggregation by instrument type.
Role-Based Access
Granular permissions at workspace and company levels with roles like accountant, auditor, bookkeeper, controller, and viewer.
Email Verification & Security
Secure authentication with email verification, password reset tokens, and encrypted connections.
Tax Management & Reporting
Configure tax masters and rates, track indirect and withholding taxes, and generate tax summaries from transactional data.
Integrated Modules
Complete financial management in one platform
Investments
Multiple portfolios tracking stocks, bonds, ETFs, mutual funds with real-time pricing and P&L
General Ledger
Chart of accounts, journal entries, double-entry bookkeeping with posting workflows
Receivables
Customer management, invoice creation, payment tracking, and aging reports
Payables
Vendor bills, party management (unified customers/vendors), payment processing
Banking
Bank account management, transaction reconciliation, and cash flow tracking
Tax
Tax masters, tax rates, indirect tax summaries, and withholding tracking integrated with source transactions
Reporting
Financial reports, portfolio analytics, realized/unrealized P&L by period and asset type
Simple, Transparent Pricing
One annual subscription. All modules included. No hidden fees.
All prices in INR · Billed annually · GST applicable
Starter
1 Company
- 1 company
- All accounting modules + tax
- Investment tracking
- Banking & reporting
- Email support
Professional
2 Companies
- 2 companies
- All accounting modules + tax
- Investment tracking
- Banking & reporting
- Email support
Business
3 Companies
- 3 companies
- All accounting modules + tax
- Investment tracking
- Banking & reporting
- Email support
Enterprise
4+ Companies
Annual pricing
- 4+ companies
- All modules included
- Dedicated onboarding
- Priority support
- SLA guarantee
Secure Payments
Payments are collected through Razorpay hosted checkout. Card details are processed by the payment gateway and are not stored in Paisashield.
Annual Billing
Subscriptions renew annually. Upgrade your plan anytime from your workspace.
Dedicated Support
Questions? Our support team is here to help you get set up and running.
Ready to Transform Your Financial Management?
Join financial professionals who trust Paisashield for complete portfolio tracking and accounting management.