CA firms, consultants & finance

Client documents, recurring fees and GST work in one desk

Collect client documents on WhatsApp, bill retainers automatically, prepare GSTR-1 and 3B, and keep every client conversation with the team.

The problem

What slows ca firms, consultants & finance down today

Common problems we hear from businesses like yours.

Bank statements and invoices come on personal phones and email.

Monthly fees are invoiced late or forgotten.

Data entry for GST returns happens at the last minute.

What you get

Switch on only what you need. Everything shares the same customers, team and permissions.

One official business number for the whole team. Assign chats, tag customers and reply with saved answers.

Monthly or yearly bills raised automatically, with WhatsApp reminders until paid.

GSTR-1 and GSTR-3B from your invoices, 2B reconciliation, e-invoice and e-way bill.

Receivables, payables, cash flow, P&L and balance sheet from Tally-style vouchers.

Turn complaints into tickets with priority, team, SLA and a full history.

Each team sees only its menus: accounts, sales, inventory, support or NOC.

How it works

From the first message to the final payment.

01Client sends documents
Files land in the shared inbox with the client's history.
02Fees bill themselves
Recurring invoices go out monthly with reminders until paid.
03Returns from the books
GSTR-1 and GSTR-3B are prepared from posted vouchers.

FAQ

Short answers before you start.

Can staff see only their clients?

Yes. Chats are assigned per staff member and roles limit what each person can open.

Can we manage many companies?

Yes. Each company has its own books, GSTIN and financial year.

Demo

Tell us about your team. We will show the modules for ca firms, consultants & finance with your own workflow.

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