Everything you need to run the financial side of your business
One platform covering accounting, tax, banking, investments, and reporting — with the multi-company and team management features that professional practices actually need.
General Ledger & Chart of Accounts
The foundation of your accounting — double-entry, structured, correct.
Chart of Accounts
- Fully customisable COA with group hierarchy
- Account types: Asset, Liability, Equity, Revenue, Expense
- Activate/deactivate accounts without data loss
- Delete protection — shows exactly what to clear first
Journal Entries
- Manual journal entries with debit/credit validation
- Reversal entries with automatic back-dating
- Full edit/delete history with audit trail
- Reference and narration fields on every entry
Ledger & Trial Balance
- Account-level GL ledger with running balance
- Date-filtered trial balance export
- Opening balance management by financial year
- April–March financial year alignment
Accounts Receivable
Customer invoicing, collections, and aging — know who owes you what.
Invoicing
- Customer master with contact and credit terms
- Invoice creation with line items and GST
- Credit notes against invoices
- Auto GL posting on invoice save
Receipts & Matching
- Record customer receipts against open invoices
- Partial payment matching and residual tracking
- Advance receipts before invoicing
- Linked bank transaction matching
Reporting
- Debtors aging (30/60/90/90+ days)
- Customer statement of account
- Outstanding invoices dashboard
- Collection trend analysis
Accounts Payable
Vendor bills, payment tracking, and TDS — stay on top of what you owe.
Bills & Vendors
- Vendor master with payment terms and PAN
- Vendor bills with GST input credit
- Debit notes and bill adjustments
- Auto GL posting on bill save
Payments
- Record payments against open bills
- Partial payment and advance payment tracking
- TDS deduction at source on payments
- Linked bank transaction matching
Reporting
- Creditors aging by due date
- Vendor statement of account
- TDS liability summary by section
- Outstanding bills dashboard
Banking & Reconciliation
Multiple bank accounts, transaction import, and reconciliation — books that match the bank.
Bank Accounts
- Multiple bank/cash accounts per company
- Opening balance setup and management
- Account-level transaction register
- Running balance at every line
Transactions
- Manual transaction entry with GL mapping
- Bank statement import (CSV)
- Automatic transaction matching with AR/AP
- Transfers between accounts
Reconciliation
- Month-end bank reconciliation workflow
- Unmatched transaction identification
- Reconciliation statement output
- Outstanding cheques and deposits tracking
Investment Portfolio Tracking
Equities, mutual funds, FDs, and more — live prices, P&L, and cost basis in one place.
Asset Classes
- Equities (NSE/BSE listed stocks)
- Mutual funds (direct and regular)
- Fixed deposits with maturity tracking
- Bonds and other fixed income
Live Market Data
- Live NSE/BSE price feeds
- Background price refresh via scheduler
- Current market value vs cost basis
- Unrealised gain/loss tracking
P&L & Reporting
- Realised and unrealised P&L
- STCG and LTCG classification
- Portfolio diversification breakdown
- GL auto-posting for buy/sell/dividend transactions
Inventory Management
Stock tracking, valuation, and movement — linked to your books.
Stock Management
- Product/item master with categories
- Stock-in and stock-out recording
- Real-time stock level tracking
- Low-stock alerts and reorder levels
Valuation & Costing
- FIFO and weighted average cost methods
- Closing stock valuation report
- Auto-link to purchases and sales
- Inventory movement ledger
Tax Management
GST, TDS, and advance tax — tracked throughout the year, ready when filing time comes.
GST
- GSTIN registration and rate configuration
- Output GST on sales invoices
- Input tax credit on vendor bills
- GSTR-1 and GSTR-3B summary data
TDS
- TDS deduction by section (194C, 194J, etc.)
- TDS liability tracking and deposit schedule
- Vendor-wise TDS certificate data
- 26AS reconciliation support
Advance Tax
- Estimated tax liability by installment
- Due date reminders (June, Sep, Dec, Mar)
- Payment recording and reconciliation
- Year-end tax provision calculation
Financial Reporting Suite
P&L, balance sheet, cash flow, and management reports — date-filtered, exportable.
Core Financial Statements
- Profit & Loss statement (any date range)
- Balance sheet with comparative periods
- Cash flow statement
- Trial balance with drill-through to GL
Management Reports
- Debtors and creditors aging
- Revenue by customer / cost by vendor
- Month-over-month comparison
- Investment portfolio performance summary
Export & Year-End
- Excel / CSV export for all reports
- April–March financial year close workflow
- Opening balance carry-forward
- Audit-ready trail for every figure
Workspace & Team Management
Multi-company structure, role-based access, and team collaboration under one workspace.
Multi-Company
- Separate company entities under one workspace
- Independent COA, ledger, and portfolios per company
- Quick-switch between companies
- Consolidated view across companies
Team & Access
- Invite team members by email
- Role-based access control (Admin, Accountant, Viewer)
- Module-level permission granularity
- Revoke and transfer access instantly
Account & Billing
- Subscription management in-app
- Plan upgrade/downgrade
- Razorpay-hosted secure checkout
- Invoice with GST for business expense claims
Platform-wide features
Full Audit Trail
Every create, edit, and delete is logged with user, timestamp, and before/after values. Tamper-evident and CA-ready.
Mobile-Responsive UI
The interface adapts to phones and tablets. Review reports, check balances, and approve entries on the go.
Indian Number Formatting
Lakh/crore formatting throughout. Switch between Indian and international number styles per company preference.
April–March Financial Year
All reports, filters, and year-end workflows are built around the Indian April–March financial year — no configuration needed.
Data Isolation
Each workspace's data is fully isolated. Team members only see what they have permission for. No data leakage across accounts.
Live Demo Environment
A pre-loaded demo workspace lets you explore every module with sample data before committing to a subscription.
Ready to see it in action?
Start a 14-day free trial — no credit card required, full access to every module from day one.