Dashboard and client console
A finance home with cash, dues and tax at a glance, and a console for accountants who keep several companies’ books.
- Cash position, receivables and payables due, and revenue and expense trends
- Tax payable this month and returns due
- Client console listing every company an external accountant looks after
- Return status, unreconciled bank lines and review notes per client
- One-click switch between client companies
Ledger and controls
Posted journals are never edited; corrections are reversals. Every change is recorded in an edit log that cannot be switched off.
- Editable chart of accounts with sub-accounts, preloaded in Schedule III grouping
- Tally-style voucher types with keyboard entry, drafts and approval above thresholds
- Recurring and auto-reversing journals
- Branches, cost centre trees, projects, classes and custom fields
- Period locks with an override log, opening balances and year-end close
- Multi-currency with realised and unrealised exchange differences
- Revenue recognition schedules
Sales and receivables
From estimate to receipt, with tax computed per line and approvals where the company wants them.
- Estimates, sales orders, delivery challans and invoices
- Credit and debit notes, recurring invoices and customer advances
- Receipts by bank, cash, cheque or UPI, with partial payments and write-offs
- Price lists with quantity slabs, credit limits and credit hold
- Reminder templates, interest on overdue accounts and customer statements
- Customer portal with invoices, statement and UPI QR
- Receivables ageing and invoice approvals
Purchases and payables
Orders, receipts and bills matched, with input tax tracked line by line.
- Vendors with tax IDs, bank details and default withholding sections
- Purchase orders, goods receipts and bills with three-way match
- Bill inbox with OCR for scanned bills and photos
- Recurring bills, direct expenses and petty cash
- Single and batch vendor payments with bank bulk-payment files
- Payables ageing and approvals for bills, payments and purchase orders
Inventory
Stock for trading businesses, valued and posted to cost of goods sold.
- Goods and services items with units and conversions
- Weighted average or FIFO valuation across warehouses
- Batches, expiry, serial numbers and reorder levels
- Transfers, adjustments and opening stock
- Landed cost spread across received items
- Stock valuation and movement reports
Banking and cash
Import statements, let rules do the routine matching and reconcile the rest.
- Bank, cash, credit card and wallet accounts
- Statement import from CSV, Excel and PDF, and live bank feeds
- Bank rules, auto-categorisation and match suggestions
- Cheque register, post-dated cheques and cheque printing layouts
- Fund transfers and a 13-week cash-flow forecast
Fixed assets
An asset register with depreciation, disposal and custody linked to employees.
- Asset register with categories, locations and custodians
- Straight-line and written-down-value depreciation
- Disposal and sale with gain or loss, and transfers between branches
- Impairment and revaluation
- Asset tags with QR codes
Tax
Indirect tax and withholding prepared from posted documents, per registration.
- Output and input tax by registration, with an input credit ledger
- Return preparation with portal-ready JSON export
- Purchase-side reconciliation against supplier filings
- Withholding by section with thresholds, challans and certificates
- HSN summary and tax registers
Reports
Statements, registers and a report builder that limited users see filtered to their scope.
- Profit and loss, balance sheet, cash flow, trial balance, general ledger and day book
- Sales and purchase registers, ageing and collection reports
- Budgets by account, cost centre, branch and project, with budget against actual
- Report builder with saved views, Excel and PDF exports and scheduled emails
- Management report packs
Group and consolidation
A group of companies with inter-company transactions mirrored and consolidated statements.
- Group of companies with entities, ownership and functional currencies
- Inter-company invoices, bills, payments, loans and capital mirrored into the other company
- Inter-company reconciliation
- Consolidated trial balance, profit and loss and balance sheet with eliminations
- Non-controlling interests, goodwill and translation reserve
- Saved consolidation runs and exports
Collaboration and migration
Work with an outside accountant and move in from other software.
- Invite an external accountant with review notes on transactions
- Tally XML import and export of masters and vouchers
- Excel and CSV import for customers, vendors, items and opening balances
- Approvals through the shared inbox on web and mobile