Platform Features

Built for Every Role in Your Financial Journey

Whether you're a freelancer managing expenses, a business owner needing a CFO, a partner handling payroll, or a CA agent growing your practice — we've built features just for you.

Your Personal Finance Copilot

For Freelancers & Gig Workers

Manage your money, file your taxes, and grow your wealth — all from one intelligent platform.

Spending Analysis

Visual breakdown of spending patterns with smart categorization and actionable insights.

Tax Calculator & Guidance

Estimate tax liability in real-time with Old & New regime support and personalized tips.

AI Financial Advisor

Chat with an AI powered by your data for instant, contextual financial advice.

Savings Goals

Set targets, track progress, and get smart nudges to stay on course.

Insurance & Quick Loans

Protection plans and fast-approval capital designed for independent professionals.

Your Virtual CFO

For Small Businesses & SMEs

Professional accounting, invoicing, and tax compliance — managed by a dedicated CA agent in real-time.

GST, ITR & TDS Filing

Agent-assisted filing with full audit trail — GSTR-1, GSTR-3B, ITR, and quarterly TDS.

Smart Invoicing

Create GST-compliant invoices, track payments, and send automated reminders.

AI Receipt Scanner

Snap a photo, let AI extract vendor, amount, and category — auto-post to your books.

Smart Action Center

AI-prioritized to-do list showing overdue invoices, pending tasks, and deadlines.

Monthly Advisory Reports

Your CA sends monthly revenue, expense, and compliance health reports.

Scale Your Workforce Operations

For Business Partners & Employers

Onboard employees, process bulk salary disbursements, and broadcast updates from one dashboard.

Employee Registry

Centralized database with PAN, bank details, and compliance status at a glance.

Bulk Salary Upload

Upload salary batches via CSV with validation, preview, and one-click processing.

Broadcast Center

Send announcements, policy updates, and reminders to all employees at once.

Grow Your Practice

For CAs, Agents & Advisors

Manage multiple clients, handle their taxes, and track your network — all from one command center.

Client Management Portal

See all assigned users and clients with compliance status, pending work, and tax filings.

Partner Network

Manage partners under your network — view employees, salaries, and performance metrics.

Commissions & Referrals

Track sign-ups, conversions, commissions, and payout history transparently.

Application Review

Review and process loan, insurance, and scheme applications from your clients.

10K+
Users Onboarded
500+
Businesses Managed
100+
Partner Network
5K+
Tax Returns Filed

Ready to Experience It All?

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