Client management for growing businesses

Run your clients, invoices & accounts in one place

Create GST-ready invoices, track every payment, manage expenses and see exactly how your business is doing — from any device, with your own logo and brand.

No installation. No technical skills needed. Your data stays private to your business.
🧾 GST-ready invoices📒 Ledgers & statements📊 Monthly & yearly reports🔔 Payment reminders🎨 Your own logo & colors
Features

Everything you need to run the money side of your business

Built for any business that serves clients — agencies, clinics, consultants, travel, interiors, training, repairs and more.

👥

Client management

Keep every client’s details, services, agreed prices, follow-ups and a complete folder with their invoices and payments.

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GST invoicing

Tally-style tax invoices with CGST/SGST/IGST, due dates, multiple templates, your stamp and signature, and one-click PDF.

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Your own services

Add whatever you sell — services, products or packages — with price, unit, HSN/SAC and GST. Pick them in a click on any invoice.

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Payments & outstanding

Record receipts against invoices, see who owes what, and watch overdue amounts and ageing at a glance.

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Purchases & vendors

Enter vendor bills, claim input credit and keep track of what you still have to pay.

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Expenses & payouts

Track software subscriptions, freelancers and team salaries, including entries that repeat automatically every month.

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Books, ledgers & statements

Party ledgers, account statements and full & final settlements you can download and share with a client.

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Business reports

Money in, money out and what’s left — by month or year, with charts and PDF/Excel downloads.

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Payment reminders

Send polite email and WhatsApp reminders before and after the due date — manually or automatically.

Product tour

See how it works day to day

Professional invoices in under a minute

Pick a client, add your services, and the tax is worked out for you. Download a clean PDF with your logo, bank details, terms and signature.

  • CGST + SGST or IGST chosen automatically from the state
  • Default notes & terms applied to every invoice
  • Share on WhatsApp or Gmail straight from the invoice
Your LogoTAX INVOICE
DescriptionHSN/SACQtyAmount
Monthly service plan9983131₹45,000
Setup & onboarding9983131₹15,000
CGST 9% + SGST 9%₹10,800
Total ₹70,800

Know exactly where the money stands

Every payment you receive and every rupee you spend flows into live reports — so you always know what came in, what went out and what is left.

  • Monthly and yearly views with comparison
  • Click any chart or card to see the entries behind it
  • Download as PDF or Excel for your accountant
Money in vs outLast 6 months

Clear statements your clients understand

See each client’s billed, received and outstanding amounts and send a neat account statement whenever you need to settle up.

  • Last 12 months, financial year or full history
  • Full & final settlement statements
  • Reminders for overdue payments
Account statement
Opening balance₹0
Invoice INV-021₹ 54,000 Dr
Receipt (UPI)₹ 30,000 Cr
Invoice INV-024₹ 82,290 Dr
Closing balance₹ 1,06,290 Dr
How it works

Up and running in three steps

Request access

Fill in the short form below. Pick a plan or start with the free trial.

We set up your portal

You receive your own private login. Add your logo, business details and services in Settings.

Start invoicing

Add clients, create invoices, record payments and watch your reports fill up.

Pricing

Simple, honest pricing

Pay month to month, or save with a yearly plan. Upgrade whenever your business grows.

FAQ

Questions, answered

Is my data kept separate from other businesses?

Yes. Every business gets its own private space. Clients, invoices, files and reports of one business are never visible to another.

Do I need to install anything?

No. It runs in your web browser on a computer, tablet or phone. Just log in with the details we send you.

Can I use my own logo and business details?

Yes. Upload your logo, choose your colors and add your company name, GSTIN, bank details, stamp and signature. They appear on your portal and your invoices.

Does it handle GST?

Yes. Invoices and purchase bills support CGST, SGST and IGST, HSN/SAC codes and GST summaries. Please have your accountant verify returns before filing.

How does billing work?

Plans are billed monthly. You receive an invoice before the due date and pay by UPI or bank transfer. If a payment is overdue for too long the portal is paused until it is received — your data stays safe.

Can I add my own services or products?

Yes. Add anything you sell on the Services page, with price, unit, HSN/SAC and GST, and reuse it on clients and invoices.

Ready to get organised?

Tell us a little about your business and we’ll set up your portal. You can also log in right away if you already have an account.

✔ Free trial available
✔ Set up in one working day
✔ Cancel any time
Already a client? Log in →

Get started with

Fill in your details and pay securely with Razorpay. Your portal is created automatically right after the first payment.
First month
You pay the first month now and authorise Razorpay (UPI AutoPay or card) to charge the same amount automatically every month. You can turn auto-pay off any time from your portal.

Create your account

Register in a minute. Your own private portal is created instantly.
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