Up and running in an afternoon.
Start the trial, bring your data across from Tally or Excel, set your GSTIN and financial year, and raise a compliant invoice the same day. Here is the order to do it in.
Most software makes you set up everything before it does anything.
Weeks of configuration, a half-migrated ledger, and still no invoice sent. Onboarding should not be a project.
Years of Tally data, no clear path across, so the old system quietly stays alive alongside the new one.
Chart of accounts, tax rates, opening balances, users. Everything looks like a prerequisite for everything else.
One blocked question on a Friday and your go-live slips a fortnight.
Nine steps, in the right order
Do them top to bottom. You can send an invoice before you finish the list.
Sign up with your email or WhatsApp number and verify with an OTP. Fourteen days, full product, no credit card and nothing to cancel if you walk away.
Bring customers, vendors, items and opening balances across from Tally, Excel or any CSV. Map your columns once, preview what will land, then commit.
Enter your GSTIN and we pick up your state and place-of-supply defaults. Set your financial year and confirm the tax rates your items use.
Start from the pre-configured Indian COA with GST-ready tax accounts, then add your own groups and ledgers to match how you already report.
Add your bank or CC/OD account with IFSC autofill, import a statement, and categorise the lines into payments or journals in one pass.
Pick a template, add a letterhead, send it by email or WhatsApp with a public payment link. The ledger posts itself behind the scenes.
Data in, invoice out, team on board
The whole path, compressed into three moves.
The last three steps
Once the books are live, this is what makes it stick.
Add users with roles, so your sales team raises invoices without seeing payroll, and your CA reviews the ledger without touching your bank connections. Roles are per-tenant and you can see exactly what each one permits before you assign it.
The native app puts your dashboard, invoices, stock and approvals in your pocket. Raise an invoice from a customer site, check a balance in a meeting, get pushed the things that matter.
The in-product help centre and Copilot answer most questions on the spot. When they do not, we do. Email care@accountieons.com or message +91 95106 80663 on WhatsApp — we aim to reply within one business day.
No consultants, no implementation fee
The trial is the implementation. If it does not work, you have lost an afternoon.
Useful from day one
Three places worth a look while you set up.
Questions before you start
Most businesses import their data, set GSTIN and financial year, and send a first invoice in an afternoon. Bank statements and a full chart of accounts can follow in the days after — you are not blocked on them.
No. The 14-day trial needs an email or WhatsApp number and an OTP. There is no card on file and nothing to cancel if you decide not to continue.
Yes. Customers, vendors, items and opening balances import from Tally, Excel or any CSV. You map the columns, preview the result, and only then commit.
Yes, and it usually helps. Invite them as a user with a role that fits — read-only for review, or full access if they are doing the migration with you.
Start with the in-product help centre and Copilot. If you need a person, email care@accountieons.com or message +91 95106 80663 on WhatsApp. We aim to reply within one business day.