Spend less time gathering data. More time advising.
The CA Dashboard in ERPSense is purpose-built for accountants who serve fifteen, fifty, or two hundred Indian SMBs. One login for the whole practice. Real-time client books. Bulk operations. The audit trail your client’s board will ask about.
- Login per practice
- 1
- Dashboards per client
- 11
- Bulk report rate
- 10/min
- Active-tenant token
- 15 min
A practice runs on screenshots and WhatsApp threads.
Most CA practices in India operate the same way. The client emails you a Tally backup the night before a review. You stitch screenshots together for the board brief. The compliance status lives in a spreadsheet you maintain by hand. You spend more time gathering than advising — and the client thinks you’re slow.
ERPSense’s CA Dashboard replaces every step in that chain with something live. The data is in real-time ERP. The dashboards generate themselves. The board brief is one click. The audit trail handles itself.
Six things that show up the day you sign in.
One login, every client
Switch between client tenants with a single click. Each switch mints a fifteen-minute scoped token; nothing leaks across clients.
Eleven dashboards per client
Financial, Cash Flow, Cost Analysis, Sales, Compliance, GSTR-2B, Health, Idle Funds, Alerts, Board Report, Configure — all live, all from real ERP data.
Bulk reports, scheduled
Generate Board Reports, Tax Summaries, Health Snapshots across the whole client list. Schedule them monthly so you never click again.
Invite-based, scoped, revocable
Read-only, advisor, or full-access. The client picks at invite. Revocation is one click, and it cascades through every active session.
Compliance, rolled up
Across every client, see who has GSTR-1 due in seven days, who is overdue on TDS, who hasn’t filed ROC. Sort, filter, export, send.
Audit trail you can show your client
Every action you take is logged with your user id and the client’s tenant. Read-only for the client; you can’t edit your own trail.
Three steps, mostly the client’s job.
You don’t self-onboard onto a client. The tenant’s ADMIN sends an invite from their settings. You accept. You appear in their list of CAs with the scope they chose. From the next switch onwards, your CA Home shows them as a card alongside every other client you serve.
Most CAs run the practice on the Scale plan — it unlocks the cross-tenant view, bulk reports, and the practice-branded PDF templates.
- 1. Client invites. Three scope options: read-only, advisor (read + comment), full (read + edit).
- 2. You accept. A magic link in your email; a token stored only in browser memory.
- 3. You switch. One click on the client card; fifteen-minute scoped session.
Twenty KPIs. One AI-written narrative. Practice-branded PDF.
The Board Report is the single artefact most CAs spend most time on. ERPSense produces it in a click: twenty KPIs, a margin waterfall, a cash flow projection, a compliance checklist, an AI-written narrative that you can edit.
Brand it with your practice’s logo, address, and phone number — every PDF goes out looking like your firm produced it. Bulk-generate fifty at month-end and the backend emails them to you as they finish.
- Practice-level branding — logo, address, phone applied to every page.
- AI-generated executive narrative — editable, reviewable, regeneratable.
- Bulk-generation rate-limited to 10/min so you can’t accidentally spam the queue.
- Schedule monthly so the bundle lands in your inbox without a click.
The audit log your client will ask for.
Every CA action — viewing a report, generating a board brief, asking Genie a question about the books — is logged to the client’s audit trail with your user id and the act-via context. You see what you did. They see what you did. Nobody can edit it.
For the moment a client’s board asks “why did the CA see the GSTR-2B report on the 14th?” — you have the answer in one filter.
- acting_user_id and act_via columns on every audit event.
- Filterable timeline — ‘everything we did between 1 and 7 May for client X’.
- Retention is the client’s account lifetime + 90 days.
We onboard the CA, then walk through the first three clients with you.
Tell us a bit about your practice and we’ll set up the CA workspace, brand the PDF templates, and walk through the invite flow with your first three clients on a shared call.
What CAs ask about most
CA Dashboard
A complete tour of the eleven per-client tabs and the bulk operations.
GST
GSTR-2B reconciliation, supplier health, the seven-row compliance checklist.
Tally sync
Most clients are still on Tally — the bidirectional sync lets you bring everything across.
Security
Hosting region, encryption, audit retention, access scoping.
Pricing
The Scale plan unlocks the cross-tenant view and bulk reports.
Genie
How the AI is scoped per client so cross-tenant data can’t leak.
Ready to put your books in one place?
Book a 20-minute demo. We’ll walk through your invoicing, GST and Tally setup live — no slides, no sales script.