SmartAccounts — Finance Suite

📈 Cash Flow — Last 12 Months

Income Expense Net Profit

Income vs Expense —

Account Balances

Pending Invoices

Income by Category —

Expense by Category —

🏆 Top 5 Clients by Revenue —

Expense by Client —

💰 Income by Source Tag —

📊 Salary by Employee —

🏦 TDS Deductions

⏳ Pending TDS & GST Tracker

Recent Transactions

View

Set Balance

Date	Opening	Income	Expense	Closing	Notes	Actions

All

Income

Expense

Transfer

Date	Type	Category	Description	Account	Client	Source	Mode	Billed	Paid/Received	Actions

All

Proforma

Tax Invoice

Non-Tax

Invoice

Sent

Cleared

	Invoice #	Date	Client	Description	Base Amt	GST	Total	Status	Received	Actions

Draft Invoices

Build invoices day-by-day — add work entries over time, then publish when ready

Recurring Invoices

Auto-generate draft invoices on a schedule

Tax Report

Income Tax (ITR) and GST (GSTR-1) filing reports

Report Settings

Financial Year

ITR Type

Deemed Profit %

Include Accounts in Report

Exclude Income Categories

Tick categories to exclude them from gross receipts (e.g. personal transfers, gifts)

Cash Income to Show

Full cash income Partial — % of cash Exclude all cash

Bank Reconciliation

Client-wise invoice vs payment tracking + bank statement import

Client Statements

Overview

Turnover entries: You give cash to CA + ₹2,000 fixed fee → CA transfers 1,16,000 (example) to account. 2% TDS deducted on the amount received. You give CA: Cash + ₹2,000. CA sends: Amount × (1 + 16%) less 2% TDS.

Date	Cash to CA	CA Fixed Fee	Total Given	Amount Received	TDS (2%)	Net Credit	Account	Notes	Del

Client	Type	Contact	Total Invoiced	Total Received	Total Expense	Net P&L	Actions

Pending Approvals

Invoices created by team members who don't have approval-bypass permission. Review and approve or reject.

Employees

Attendance

Salary Report

Name	Designation	Join Date	Current Salary (₹/mo)	Status	Actions

👥 Team

Manage members and invitations for this firm

Pending invitations —

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Members —

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🛡️ Roles & Permissions

Define what each role can see and do. Click a role to edit its permission grid.

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💳 Subscription Management

Current Plan

Available Plans

🧾 Billing History

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📦 Export Location Settings

Choose where uploaded documents (invoice PDFs, purchase bills) are stored. Structured data (records, amounts, clients) always stays in your SmartAccounts account.

Document Storage

Files will be organized in Google Drive with the same folder structure.

All files are shared as "anyone with the link can view".

🔁 Copy existing files to your current storage

When you switch storage backends, files you saved earlier stay where they were. Run this to copy all existing invoice & purchase files into your currently selected storage, so everything lives in one place. Files already present in the target are skipped. Nothing is deleted from the original location.

📁 Google Drive — File Storage

All uploaded files (purchase bills, invoice PDFs, company logo) are stored in your Google Drive, not in the database. Restore only stores text values and metadata. Files are shared as "anyone with the link can view."

⚪ Not connected — click Connect to authorise Google Drive access.

Drive Folder ID (Created from cloud → edit and save to update across all browsers.)

Current active folder ID is synced to Firestore — it loads automatically on any browser after login.

💾 Backup & Restore

Keep your data safe — last 5 auto-backups + manual export

Manual Backup

Export downloads a JSON file containing all your local data. Import will merge/replace your current data — a backup is taken first.

Automatic Backups (Last 5)

When	Size	Actions

Set starting balances per account. Transactions after the balance date are applied automatically.

📊 Live Account Balances

🏦 Starting Balance History

Account	Balance Date	Starting Balance	Notes	Actions

Select Client

Date	Description	Type	Invoiced	Received	Expense	Balance	Status

Date	Item / Description	Category	Vendor	Billed	Paid	Account	Status	Bill	Actions

Manage your vendors. Saved vendors appear in the dropdown when adding purchases — saves you from re-typing names and GSTINs.

Name	GSTIN	Default Category	Purchases	Billed	Paid	Pending	Actions

Vendor

Purchase History

Date	Item / Description	Category	Billed	Paid	Status	Bill	Actions

Track partners & investors, their capital contributions, withdrawals, and current balance.

Name	Role	Share %	Contributions	Withdrawals	Profit Share	Balance	Actions
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Manage your 3rd party payment recipients. Select them when adding 3rd party purchases.

Name	Contact	Total Paid	No. of Jobs	Notes	Actions

Invoice Generator

Create, preview and download professional invoices as PDF

Document Type

Proforma Invoice

Tax Invoice

Non-Taxed Invoice

Invoice

Export (LUT)

Invoice Details

Invoice / PO Number

Date

Bill To (Client)

Select Existing Client or type new

Company / Client Name

Address

GSTIN

State

PAN (auto-filled from GSTIN)

Contact Person (optional, shown on Tally template)

Services / Items

#Service / Description (multiline ↵)HSN CodeQtyRate (₹)Amount (₹)

Taxable Amount ₹0

Discount

TCS

Total Amount ₹0

GST Settings

GST Rate (%)

GST Type (auto from GSTIN)

Company Logo (one-time upload, saved to cloud)

📷 Click to upload logo

Authorized Signatory (Optional)

✍️ Click to upload signature

Payment QR Codes (upload your UPI/bank QR — pick one to print on the invoice)

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＋ Add QR

Payment / Bank Account

Additional Notes / Terms

Export Details

Required for GSTR-1 Table 6A. Fields can be filled later if shipping bill / FIRC isn't ready yet.

Currency & Forex Rate

Pick the currency you invoiced in. The forex rate is per CBIC Rule 34: RBI reference rate on invoice date. The system shows both INR (for GST) and foreign currency (for the client) on the invoice.

Currency

Pick INR for domestic invoices billed via LUT.

Forex Rate (1 unit foreign = X INR)

For CBIC/RBI compliance, use reference rate on invoice date. The Fetch button gives today's mid-market rate as a starting point — adjust if your bank's rate or RBI reference for the invoice date differs.

Computed Foreign Total

—

Auto-calculated from line items ÷ forex rate. Refreshes on each input.

GST Payment Mode

Shipping Bill / Bill of Export

Port Code

6-char ICEGATE code. Service exporters: leave blank or use INSER1.

Shipping Bill / BoE No

Shipping Bill Date

Must be on or after invoice date.

FIRC / BRC (Foreign Inward Remittance)

Proof from your bank that foreign payment was realized. FEMA: must be received within 12 months of invoice date for service exports.

FIRC Number

FIRC Date

Realized Amount (INR)

After bank charges + forex.

Realized Date

Date payment credited to your account. Often differs from FIRC issue date.

📄 Live Preview

📋 Created Invoices

💳 Payment Accounts

Add the UPI accounts where your clients will pay you. You can pick which account to use when generating each payment link.

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💳 Razorpay (Card / Netbanking / Wallet)

Connect your own Razorpay account so clients can pay invoices by card, netbanking, UPI or wallet. Money settles directly to your bank via Razorpay. Get keys from Razorpay Dashboard → Settings → API Keys.

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🎨 Theme & Appearance

Select Theme

Choose between dark and light themes

🌙 Dark - Default

🌙 Dark - Ocean

☀️ Light - Default

☀️ Light - Blue

🏢 Company Details

Company Name

Phone Number

Email Address

GSTIN

PAN Number

Default GST %

GST Filing Frequency (for GSTR-1 export)

Company Address

📄 Invoice Settings

Invoice Accent Color

Company Logo

No logo uploaded

🧾 Invoice Settings

Configure invoice numbering, GST details, and invoice appearance

Invoice Number Prefixes

Tax Invoice Prefix

Proforma Prefix

Non-Tax Prefix

Export Prefix (LUT)

Letter of Undertaking (LUT)

For exporters of services / goods. Required to issue zero-rated invoices to foreign clients under Section 16 IGST Act. File LUT annually on the GST portal (Services → User Services → Furnish LUT). LUT is valid for one financial year. Skip these if you don't export.

LUT ARN (from GST portal)

Valid From

Valid To

GSTR-3B Settings

Controls the GSTR-3B summary report. Most settings are optional. Even when ITC is disabled, you can still file GSTR-3B with only the outward supplies section — just enter ITC manually on the GST portal.

Enable ITC claim tracking

When ON, the GSTR-3B summary shows the Input Tax Credit section. Always reconcile with GSTR-2B before claiming.

Show Reverse Charge (RCM) row

Adds row 3.1(d) to the summary. Use this if you receive supplies where you (not the vendor) pay GST. Rare for most service businesses.

HSN / SAC Codes

Save your frequently-used HSN codes here. They'll appear as a dropdown in the Invoice Generator and Draft Invoice screens. Mark one as default — it'll be pre-selected for new line items. Note: Only the code appears on the invoice PDF; the description is for your reference only.

Invoice Template

Choose your preferred invoice design

CLASSIC

Professional & Clean

MINIMALIST

Simple & Modern

CORPORATE

Business Formal

TAX INVOICE

Particulars

Rate

Amount

PROFESSIONAL

Boxed Format with HSN Breakdown

Invoice Color

Choose the accent color for your invoices (applies to headers and highlights)

Bank Accounts (for invoices)

The default account appears on all invoices. You can change it per invoice in the Invoice Generator.

🎯 Revenue Goal

Monthly Revenue Target (₹) — optional

Dashboard widget shows progress vs this target each month. Leave blank to hide the widget.

Yearly Revenue Target (₹) — optional, computed if blank

If blank, yearly defaults to monthly × 12. Set explicitly if your business is seasonal.

💬 Message Templates

Customize the WhatsApp reminder messages sent for overdue invoices. Three tiers based on overdue age: Gentle (0-59 days), Firm (60-89 days), Urgent (90+ days). Click any {token} below to insert it into the focused template.

Available Tokens (click to insert)

Template

Preview (with sample data)

Define how clients found you. Tags are used on income transactions to track ROI per channel.

Tag Name	Type	Description	Total Income	Total Expense	Net ROI	Actions

Income vs Expense breakdown by acquisition source / channel. Filter by month or view all-time.

This Month

Quarter

Year

All Time

📊 Monthly P&L —

🏷️ Income vs Expense by Source Tag

📣 Your Business — ROI & P&L

🏆 Business Health Score

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/100

Calculating...

🧠 AI Business Insights

📊 Growth Comparison

🔮 Predictive Cash Flow Forecast

AI-Powered

💰 Marketing ROI Intelligence

👥 Client Health Analysis

📈 Profit Margin Analysis

📅 Seasonal Pattern Intelligence

🎮 What-If Scenario Planner

All

New Leads

Follow Up

Proposal

Onboarded

Lost

Date Added	Name / Business	Service Interest	Contact	Source	Status	Follow-up	Notes	Actions

Reset Password

Account Deleted

Dashboard

Pending Approvals

👥 Team

🛡️ Roles & Permissions

💳 Subscription Management

Vendor

🧠 AI Business Insights

📊 Growth Comparison

🔮 Predictive Cash Flow Forecast

💰 Marketing ROI Intelligence

👥 Client Health Analysis

📈 Profit Margin Analysis

📅 Seasonal Pattern Intelligence

🎮 What-If Scenario Planner

Create Your Account

Welcome Back

Reset Password

Account Deleted

Dashboard

New Recurring Template

Review & Publish Draft

Import Bank Statement

Pending Approvals

👥 Team

🛡️ Roles & Permissions

💳 Subscription Management

Vendor

🧠 AI Business Insights

📊 Growth Comparison

🔮 Predictive Cash Flow Forecast

💰 Marketing ROI Intelligence

👥 Client Health Analysis

📈 Profit Margin Analysis

📅 Seasonal Pattern Intelligence

🎮 What-If Scenario Planner

Add 3rd Party

Mark Invoice as Cleared

Convert Proforma to Tax Invoice

Mark Payment Status

Add Bank Account

Set Starting Balance

Edit Client

Edit Reminder

Add Source Tag

Add Purchase

Where should your documents be stored?

Add Partner

Add Capital Transaction

Upgrade to GST Billing

Create a new firm

Edit firm details

Deleted firms

Invite a team member

Edit role

Email Invoice

Add Vendor

Bill / Receipt

Quick Add Transaction

Add Transaction

Import Transactions

Review Import

New Invoice

Mark Invoice as Cleared

Add Lead / Client

⚠️ Upgrade to Tax Invoice

🔒 Change Password

👤 Add New User

Permissions

📋 Manage Income & Expense Categories

💰 Income Categories

💸 Expense Categories

Convert Proforma → Invoice

⚠️ Cleared Invoice — No Transaction Found

New Turnover Entry (CA)

New Project

Add Client

Add Reminder

Add Employee

Pay Salary

New Draft Invoice

Bulk Invoice Import

Bulk Client Import — Review