Who is this for?
This is a professional tool built for professional CA, Accounting, Taxation and Advisory Firms, who truly want to automate the boring stuff.
This is for you if...
Perfect fit for your firm's needs
This is probably not for you if...
May not align with your current approach
You see software as an investment to save time and reduce errors.
You are looking for the cheapest or a free tool.
Your team is wasting billable hours on manual tracking and follow-ups.
Your current manual process works perfectly and doesn't hinder your growth.
You want a professional, white-labeled platform that represents your branding and image.
Branding and a professional image are not a priority for your firm.
You need a single source of truth to replace scattered spreadsheets and paper files.
You prefer managing your data across multiple different applications and documents.
You are focused on scaling your firm and need a system that grows with you.
You have no immediate plans to grow and are comfortable with your current workload.
Everything your Firm needs
From Employee management to Client Management, automated receipt-to-transaction mapping, maintaining Firm and Client ledger. Everything you need at one place.
Dashboard & Analytics
Get real-time insights into your firm's performance with our
intelligent dashboard that adapts to your role and responsibilities.
Employee Management
Create and manage employee profiles, each with secure, limited access to their own portal. Assign clients to employees so your team can efficiently collaborate, while each employee only sees their assigned clients—protecting privacy and streamlining your firm's operations.
Firm-Wide Transaction Ledger
Comprehensive transaction tracking and financial management across all clients.
Monitor payments, invoices, and financial activities with real-time updates and detailed analytics.
Client Management
Complete client lifecycle management with role-based access, multi-entity support (individuals, businesses, trusts), GST profiles, and automated workflows. Includes a robust ledger for partial/advance payments, invoice & receipt generation, running balance, and mapped transaction history.
Invoice Management
Generate professional invoices with automated calculations, customizable due dates, and comprehensive billing management.
Track invoice status, manage payments, and maintain detailed financial records with integrated document preferences.
Receipt Management
Comprehensive payment allocation system with intelligent invoice matching, partial payments, and advance credit management.
Automatically allocate payments to outstanding invoices, track partial settlements, and manage advance credits with detailed payment breakdowns and real-time financial tracking.
Receipt Breakdown
Detailed payment analysis with invoice mapping, settlement tracking, and comprehensive financial reporting.