For accountants & CA firms

Every client book, one login.

Switch between client companies without logging out, prepare GST across the whole portfolio, and work on books that were correct before they reached you.

No credit card · Free for 14 days · Cancel anytime
Multi-company switching Role-based client access Audit trail on everything
14-day
Free trial
1
Login for every client
0
Manual re-keying
18+
Live reports per client
The problem

Filing season is hard because the books arrive broken.

Every client sends a different file, in a different format, at the last possible moment — and none of it reconciles.

A different setup per client

One client on Tally, one on Excel, one on paper. You rebuild the same understanding from scratch every quarter.

Chasing documents, not doing work

Half of filing season goes on emails asking for a bank statement or a missing purchase bill.

No way to see what changed

A number moved after you reviewed it. Without a trail, finding out who touched it costs an afternoon.

What you get

Built for a portfolio, not a single company

The tooling a practice needs to keep many sets of books clean at the same time.

Multi-company switching

Hold every client company under one account and move between them from the top bar. No second login, no second password.

Role-based client access

Give each staff member exactly the clients and modules they should touch, and give the client a view of their own books only.

GST prep across clients

GSTR-1, 3B and 2A/2B reconciliation generated from each ledger, so your working papers start from real postings.

Audit trail on every posting

Who posted it, when, and what changed — recorded on every document and journal, and recoverable later.

Ledger integrity by construction

A single double-entry posting engine writes every journal, so the trial balance balances because it cannot do otherwise.

Tally and Excel import

Bring a new client onboard with customers, vendors, items and opening balances imported from Tally, Excel or CSV.

How it works

Onboard a client in an afternoon

The same process for every client, so your practice runs to one standard.

01
Create the client company

Add the GSTIN, pick the Indian chart of accounts, and the tax setup is done for you.

02
Import their history

Pull masters and opening balances across from Tally, Excel or CSV, then close the prior period so it stops moving.

03
Give the client their login

They raise invoices and record spends day to day. You review books that are already posted and already balanced.

In depth

A practice runs on trust and traceability

Books you can sign off on

Every invoice, bill, payment and payroll run posts through one balanced posting engine. There is no separate accounting mode to reconcile, and no path that writes a one-sided entry.

Balanced by construction
Integrity checks you can run any time
Fiscal periods that genuinely lock
Trace any figure to its source

Click a number in the P&L and walk down through the ledger to the document that created it. When a client questions a balance, the answer takes seconds rather than an evening.

Report to ledger to document
Party-wise ledgers
Full change history per entry
Collaboration without file ping-pong

The client works in the same system you review in. No emailed backups, no version confusion, no waiting for a data dump before you can start.

Client and staff roles separated
Shared notes and tasks
REST API and mobile app access
Why practices switch

Spend filing season reviewing, not rebuilding

When the client books stay correct all year, quarter-end stops being a fire drill.

One login covers the whole client portfolio
Client data arrives already posted, already balanced
Staff only see the clients and modules assigned to them
GST returns are prepared from the ledger, not reconstructed from files
Every change is attributable, so review notes have an answer
A typical filing quarter
Logins to manage 1
Entries to re-key 0
Trial balance status Balanced
Audit trail Complete
FAQ

Questions from CA firms

How many client companies can I hold?

Add each client as its own company under your account and switch between them from the top bar. Each company keeps its own books, users and settings.

Can I control what my staff and clients see?

Yes. Role-based access decides which companies and which modules each user can open, so a junior sees only their assigned clients and a client sees only their own books.

Can I bring existing client books across from Tally?

Yes. Masters and opening balances import from Tally, Excel or CSV, so onboarding a client does not mean re-keying a year of history.

How is ledger integrity enforced?

Every module posts through a single double-entry engine, so debits always equal credits. Closed fiscal periods lock, which keeps filed figures exactly as filed.

Can clients do their own data entry?

That is the intent. Clients raise invoices and record expenses in the same system you review in, which removes the file exchange entirely.

Bring the whole portfolio into one place

Start your 14-day free trial. Add a client company, import their books, and see what a balanced ledger does to your filing season.