Features

One platform for the whole business

Books, CRM, outreach and partner commissions in one app — where the lead, the deal, the invoice and the payment are the same record. Switch on only what you need.

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Books & tax

Tax that files itself into your returns

GSTIN per client, CGST/SGST/IGST splits, credit notes, GSTR-1/3B, ITC, RCM and TDS on payments.

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From estimate to collected cash, in one flow

Estimates with online acceptance, deposits & payment schedules, a client portal, automated reminders and late fees — plus branded PDFs, UPI QR, WhatsApp share and multi-currency.

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Real double-entry books your CA will accept

Trial balance, P&L, balance sheet and cash flow from a proper double-entry ledger — plus Day Book, Cashbook, a permanent audit trail and one-tap Tally XML your CA imports.

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Stock, batches and production that value themselves

A live stock ledger with weighted-average COGS, batch & expiry tracking, multiple godowns, sales & purchase orders, and a bill of materials with production runs.

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Personal finance

For salaried & individuals — net worth, investments, tax saving

Log income, track ELSS/NPS/PF/FD/gold/MF/stocks, watch net worth, and compare the old vs new tax regime.

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CRM & pipeline

A CRM that lives inside your books

Lead → deal → invoice → payment as ONE record, with a next action on every deal, rotting indicators, speed-to-lead alerts, dedupe & merge, multiple pipelines and booking links.

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Capture leads with consent proof built in · Beta

Hosted lead-capture forms and mobile landing pages — every submission stores the exact opt-in text as proof.

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Outreach & compliance

Email & sequences that can't send without consent · Beta

Campaigns, follow-up sequences and one send chokepoint that checks consent + suppression on every message — plus dynamic QR codes that turn scans into leads and the option to send on your own WhatsApp, SMS and email accounts.

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Partners & commissions

Run a partner program your CA can actually pay out · Beta

Referral links and coupon codes, milestones with tiered rates, an append-only commission ledger on collected revenue, and monthly CA-ready statements.

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Platform & integrations

AI that reads your books. An API that runs them. · Beta

A versioned REST API + MCP endpoint so AI agents can work your books, bring-your-own AI keys, a usage & activity monitor, signed webhooks and roles enforced at the database.

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Run every company from one login

Add as many companies as you run, each with its own name, GSTIN and numbering — switch between them in a tap, with each company's books fully isolated.

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AI, voice & mobile

Snap a bill. Ask your books. Works offline.

Scan-to-Add expenses, an AI assistant over your data, voice in five languages, and an offline-first PWA.

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Turn on only what you need

Every area is a switch in Settings — start with the books, add CRM, outreach, partners or the API when you're ready. Books are free for solo users in India; every other scope is free during early access.

Ready to ditch the spreadsheet?

Free for solo users. No credit card. Your books stay yours.

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