Month-end close in one sitting

Reconcile every account, read the statements on one shared period, post the period entries, lock the books — a month that closes clean stays closed.

AccountantBusiness owner

A month that closes clean stays closed. This is the one-sitting version: reconcile, review, lock.

Reconcile every account
Bank imports match your entries line by line; card statements settle through the card payoff flow without double-counting an expense.
Read the month
Trial balance, P&L, Balance Sheet on the shared period; the green Balanced badge confirms debits equal credits. Skim Exceptions — negative balances and drifting statuses surface themselves.
Post the period entries
Recurring journals fire on their own; depreciation and deferral recognition post as balanced vouchers when you run them.
Lock the books
Owners can lock through the month’s last date — nothing on or before it can change, from any device. The audit trail keeps the history anyway.

Document templates and the look of your invoices

Choose one of thirteen templates from a live preview — bill of material, retail bill, services, jewellery, pharmacy, works contract, export, quotation and more — then tune colours, columns, words, a cover page and a signature. Terms and notes are rich text.

Clients, projects and invoices

Add clients with GSTIN + state auto-fill. Send invoices — tax invoice, bill of supply, export invoice, receipt or credit note — start from an estimate, or split an invoice into a deposit + milestone schedule.

Estimates, deposits and payment schedules

Send an EST-numbered estimate with a hosted accept link — your client accepts with a typed name recorded with a timestamp — convert it to an invoice in one tap, and collect through a deposit or milestone schedule that chases itself.

Month-end close in one sitting

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Month-end close in one sitting

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