One platform. Your whole accounting workflow.

AI capture & voice

Turn a message, voice entry or uploaded bill into a draft you can review before posting.

• Text and voice entry
• Document extraction and clarification
• Draft review and confirmation

Vouchers & recurring entries

Keep precise control with manual vouchers, bulk entry and recurring templates.

• Sales, purchase, receipt and payment
• Journals, contra and credit/debit notes
• Day Book, registers and invoice allocations

Invoices & documents

Prepare business documents, review the details and keep the supporting record close.

• Document editor and saved defaults
• Upload and duplicate review
• Print and download documents

Bank reconciliation

Import a statement, review suggested matches and investigate the differences.

• CSV statement import
• Auto-Match and manual matching
• Bank rules and missing-entry review

Inventory & manufacturing

Follow goods from receipt to dispatch, and raw materials through production.

• Warehouses, bins, batches and serials
• GRNs, challans, transfers and returns
• Bills of Materials and production orders

Financial reports

Understand your position with financial statements, comparisons and account-level review.

• Trial Balance, P&L and Balance Sheet
• Comparative periods and TB Diff
• Ledger statements and exports

GST & TDS workflows

Prepare tax information and supporting records with your accountant.

• GSTR-1 and GSTR-3B information
• ITC, RCM and GST settlement review
• TDS records and supporting exports

Current GSTR-1 exports are drafts, not for filing; Documents Issued (Table 13) is unsupported.

Schedule III

Move from source balances to reviewed mappings, notes and financial statements.

• Account mapping and unmatched items
• Prior-period sources and reporting contexts
• Notes, finalisation and exports

Period close & fixed assets

Bring adjustments, depreciation and review checks together before closing a period.

• Close checklist and adjustment journals
• Fixed assets and depreciation
• Close notes, close pack and period locks

Entity-specific reporting

Use reporting workflows appropriate to your company constitution and workspace.

• LLP reporting
• Non-profit Income & Expenditure
• Co-operative appropriation workflows

Available reports depend on your entity and configuration.

Teams & multiple companies

Work together with clear roles and keep each company’s books in its own workspace.

• Staff invitations and permissions
• Company switching and separate books
• Connect your CA or advisor

Basic: one user, one business. Team and company limits vary by plan.

CA practice & vouching

Organise client workspaces, assign staff and manage review work across your practice.

• CA Portal, client assignments and notes
• Full accounting or compliance workspaces
• Evidence matching and vouching review when enabled

CA Vouching is optional and must be enabled for your installation.

Import, export & Tally

Fetch records automatically from running Tally, or manually upload files exported from other tools.

• Import profiles, templates and review queues
• Opening balances and historical statements
• Tally connection and export packages

Direct app connections currently support Tally only; other tools require manual file uploads.

Desktop, sync & backups

Keep local work moving and review sync health when you reconnect.

• Offline access for supported local work
• Sync status and conflict resolution
• Connected devices, backup and restore

Offline access lasts up to 30 days after online verification and can end sooner when the subscription expires. Reconnect to refresh access; expired offline access becomes read-only. Cloud-dependent features still need internet.