Pick a plan. Pay securely. 30 days of full access, refundable anytime.
🛡️ 30-day money-back guarantee · Cancel anytime
All plans include unlimited clients, unlimited storage, and every feature. 30-day free trial on every plan.
Switch to yearly and save up to 58%
All prices exclusive of 18% GST. Billed monthly. Cancel anytime.
No feature gates. No upsells. Every plan gets all 48 features listed below.
Upload purchase register + GSTR-2B. Auto-match by GSTIN and invoice number.
Flag mismatched invoices with exact taxable value differences.
Find invoices in your books not in GSTR-2B, and vice versa.
Instantly see how much Input Tax Credit is at risk.
Plain-language explanations for every mismatch. No jargon.
Download a client-ready reconciliation report in one click.
Excel, CSV, JSON, PDF, and AI Vision for scanned documents.
No file? Type the data directly. Perfect fallback.
Every run saved and searchable forever.
Send payment reminders, document requests, and filing confirmations.
Direct messaging with clients who have portal access. Real-time.
Send the same message to many clients at once. `{name}` placeholder.
Payment, documents, confirmation, receipt, fee reminder, custom.
Every message recorded with timestamp, category, and channel.
Include your UPI ID in every reminder. Clients pay instantly.
Every client gets a secure folder. Organized by category.
Clients upload directly from their portal. No WhatsApp back-and-forth.
Request specific documents. Quick templates. Auto-WhatsApp notification.
Track document expiry dates. Reminders 30 days before.
Clients log in to see filings, documents, deadlines, payments, and chat.
Secure, time-limited download links. No public file access.
Create, edit, and track invoices per client. Partial payments supported.
Automated WhatsApp reminders for unpaid invoices.
Total outstanding, overdue clients, and collection trends in one view.
Auto-generate monthly/quarterly/yearly fee invoices for retainer clients.
Record payments with method (UPI, cash, cheque), date, and notes.
Professional GST invoices with your firm's details and UPI QR.
GST, TDS, ITR, ROC due dates tracked per client. Auto-generated.
7 days, 3 days, and 1 day before every due date.
Record filing date, acknowledgment number, and notes.
Track every UDIN generated. 22-character validation. FY-wise.
Reminders before UDIN lapse. Never scramble again.
One-click verify any UDIN on the ICAI portal.
12-month revenue trend with monthly breakdown.
Top 10 clients who owe you the most.
90-day heatmap of all firm activity.
Detailed invoice breakdown per client. Filter by FY.
Export clients, invoices, compliance, UDINs, reports to Excel.
Full analytics report for your firm. Download and share.
Full client profiles. GSTIN, PAN, contacts, notes, documents.
Add staff with login credentials. Role-based access control.
Owner, Admin, Manager, Staff, Viewer. Different access levels.
Every action logged. Filter by action and entity type.
TLS 1.3 in transit. AES-256 at rest. Supabase SOC 2 compliant.
Built for the Digital Personal Data Protection Act, 2023.
Search across clients, invoices, docs, UDINs, follow-ups in one bar.
No installation. Works in any browser. Nothing to maintain.
Extra layer of security for your firm's account and client data.
The only difference between plans is the number of users. Every plan gets every feature.
| Feature | Solo | Team | Firm | Enterprise |
|---|---|---|---|---|
| Users & Limits | ||||
| Users included | 1 | Up to 10 | Up to 50 | 50+ |
| Unlimited clients | ✓ | ✓ | ✓ | ✓ |
| Unlimited storage | ✓ | ✓ | ✓ | ✓ |
| Core Reconciliation | ||||
| GSTR-2B reconciliation | ✓ | ✓ | ✓ | ✓ |
| Mismatch detection | ✓ | ✓ | ✓ | ✓ |
| Missing invoice finder | ✓ | ✓ | ✓ | ✓ |
| ITC at risk calculator | ✓ | ✓ | ✓ | ✓ |
| AI explanations | ✓ | ✓ | ✓ | ✓ |
| PDF reconciliation report | ✓ | ✓ | ✓ | ✓ |
| Excel, CSV, JSON, PDF, AI Vision | ✓ | ✓ | ✓ | ✓ |
| Manual data entry | ✓ | ✓ | ✓ | ✓ |
| Reconciliation history | ✓ | ✓ | ✓ | ✓ |
| Follow-Ups & Communication | ||||
| WhatsApp follow-ups | ✓ | ✓ | ✓ | ✓ |
| In-app client chat | ✓ | ✓ | ✓ | ✓ |
| Bulk WhatsApp send | ✓ | ✓ | ✓ | ✓ |
| 6 message templates | ✓ | ✓ | ✓ | ✓ |
| Follow-up log | ✓ | ✓ | ✓ | ✓ |
| UPI payment links | ✓ | ✓ | ✓ | ✓ |
| Documents & Portal | ||||
| Document vault | ✓ | ✓ | ✓ | ✓ |
| Client document upload | ✓ | ✓ | ✓ | ✓ |
| Document requests | ✓ | ✓ | ✓ | ✓ |
| Document expiry tracking | ✓ | ✓ | ✓ | ✓ |
| Client portal | ✓ | ✓ | ✓ | ✓ |
| Signed URL downloads | ✓ | ✓ | ✓ | ✓ |
| Collections & Invoicing | ||||
| Invoice management | ✓ | ✓ | ✓ | ✓ |
| Invoice chaser | ✓ | ✓ | ✓ | ✓ |
| Collections dashboard | ✓ | ✓ | ✓ | ✓ |
| Recurring invoices | ✓ | ✓ | ✓ | ✓ |
| Payment recording | ✓ | ✓ | ✓ | ✓ |
| PDF invoices | ✓ | ✓ | ✓ | ✓ |
| Compliance & UDIN | ||||
| Compliance calendar | ✓ | ✓ | ✓ | ✓ |
| Deadline reminders | ✓ | ✓ | ✓ | ✓ |
| Mark as filed | ✓ | ✓ | ✓ | ✓ |
| UDIN tracker | ✓ | ✓ | ✓ | ✓ |
| UDIN expiry alerts | ✓ | ✓ | ✓ | ✓ |
| ICAI verify link | ✓ | ✓ | ✓ | ✓ |
| Reports & Analytics | ||||
| Revenue trend chart | ✓ | ✓ | ✓ | ✓ |
| Outstanding by client | ✓ | ✓ | ✓ | ✓ |
| Activity heatmap | ✓ | ✓ | ✓ | ✓ |
| Client-wise fee report | ✓ | ✓ | ✓ | ✓ |
| Excel exports | ✓ | ✓ | ✓ | ✓ |
| PDF firm report | ✓ | ✓ | ✓ | ✓ |
| Team & Security | ||||
| Client management (CRM) | ✓ | ✓ | ✓ | ✓ |
| Team management | — | ✓ | ✓ | ✓ |
| Role-based permissions | — | ✓ | ✓ | ✓ |
| Audit log | ✓ | ✓ | ✓ | ✓ |
| Global search | ✓ | ✓ | ✓ | ✓ |
| Encrypted storage | ✓ | ✓ | ✓ | ✓ |
| DPDP compliant | ✓ | ✓ | ✓ | ✓ |
| Two-Factor Authentication | ✓ | ✓ | ✓ | ✓ |
| Support & Guarantee | ||||
| 30-day free trial | ✓ | ✓ | ✓ | ✓ |
| 30-day money-back guarantee | ✓ | ✓ | ✓ | ✓ |
| Email & WhatsApp support | ✓ | ✓ | ✓ | ✓ |
| Priority support | — | — | ✓ | ✓ |
| Dedicated account manager | — | — | — | ✓ |
Everything you need to know before choosing a plan.
30 days free. 30-day money-back guarantee. See the work do itself.