Built for the CA who serves fifty SMBs.
One login. Every client’s books. Eleven dashboards per client. Bulk reports across the practice. Audit trail on every action you take. The CA Dashboard is what we wish existed when our team was advising Indian SMBs and stitching screenshots together by hand.
- Dashboards per client
- 11
- KPIs in board report
- 20
- Compliance rows
- 7
- Bulk reports / day
- 10/min
Switch tenants without switching tabs.
The CA Home is a cross-tenant cockpit. A “Today’s Priority” strip surfaces what needs your attention across all clients — clients with overdue compliance, clients with falling health, clients who flagged you in the last 24 hours.
Beneath that, four KPI cards summarise the practice — number of clients needing action, filings due, total revenue under management, average client health score. Below that, a searchable client grid, drillable to the per-client dashboard.
- Per-client switching is JWT-bounded — fifteen-minute active-tenant token, then back to your CA-only context.
- Audit log records every switch with acting_user_id so the client can reconstruct what you saw and when.
- Cross-tenant queries are blocked at the auth layer. Genie can’t leak one client’s data into another’s answer.
- Read-only, advisor and full-access scopes — clients pick which they grant, you can’t escalate without a re-invite.
Eleven tabs that earn their place.
Every tab is grounded in the client’s live ERP data. No screenshots, no monthly snapshots, no ‘please attach the latest export’ emails.
Financial
Budget-vs-actual for every P&L account, liquidity / solvency / efficiency ratios with three-month sparklines, drill-down to account detail.
Cash Flow
Cash Conversion Cycle in days, receivables and payables aging heatmap, runway projection grounded in current burn.
Cost Analysis
Total COGS, raw materials, labour, overhead. Margin waterfall decomposing where money goes. Cost-per-product and material-mix charts.
Sales
YTD revenue, margin %, top-three products, product-mix pie chart, sale-trend sparkline. Scoped to the active client tenant.
Compliance
Seven-row checklist: GSTR-1, GSTR-3B, TDS, ITC, e-invoicing, e-way bills, ROC. Each row drillable. Ask AI on any line.
GSTR-2B Recon
Per-supplier matching status. Quantity and rate mismatches highlighted. Resolutions tracked back to the original invoice.
Health
Composite health score broken down by dimension. Top-three improvements ranked by impact, with month-over-month change.
Idle Funds
Excess cash held in operating accounts and signal-only sweep recommendations within SEBI limits.
Board Report
Executive summary of 20 KPIs formatted for a board meeting. AI-generated narrative. Single-click PDF export.
Generate fifty board reports while you make tea.
Pick a report type — Board Report, Tax Summary, Health Snapshot — pick clients (one, ten, all of them), and click. The backend batch-generates PDFs in parallel and emails them to you when each is ready.
Rate-limited to ten requests per minute per CA — fast enough that nobody waits, slow enough that nobody accidentally generates a thousand PDFs at 3am.
- PDF export with the practice’s branding (logo, address, phone) on every page.
- AI-generated executive narrative on the Board Report — customisable per client.
- Status emails when each PDF is ready; persisted in the CA inbox so you can resend later.
- Scheduler — fire the same bundle on the same date each month with no manual click.
The client controls what you can see.
CAs don’t self-onboard onto a client. The tenant’s ADMIN sends a link from their settings, the CA accepts, and the link records the scope, timestamps, and the tenant’s explicit consent.
Revocation is a single click on the client side. The next time the CA tries to switch into that tenant, the JWT mint fails and the client’s data is no longer visible.
- Three scopes — read-only, advisor (read + comment), full (read + edit). Client picks at invite.
- Pending / active / revoked / left states tracked on the link, with timestamps for compliance.
- Cascade revoke — when an invite is revoked, every active CA session for that tenant is invalidated.
- Multi-CA per tenant supported — different scopes for the audit CA and the operating CA.
Every CA action lives in the audit log.
Every action a CA takes inside a client tenant — viewing a report, generating a board brief, asking Genie a question — is recorded with the CA’s user id alongside the tenant context. The client’s audit log shows both: who acted, and on whose behalf.
Read-only by design for the client; CAs can’t edit or hide their own audit trail.
- acting_user_id and act_via columns on every audit event.
- Filterable timeline — ‘everything Rajesh CA did between 1 and 7 May’ — exportable to CSV.
- Retained for the lifetime of the tenant + 90 days post-cancellation.
Connected to the rest of the product
For CAs landing page
The pitch in plain English, with pricing and how to get onboarded.
GST & compliance
How GSTR-2B reconciliation and the compliance checklist work end-to-end.
Genie
The AI assistant — and how it’s scoped per client to stop leaks.
Tally sync
Most CAs come in mid-stream — Tally sync lets you bring all the historical data without re-keying.
Pricing
Scale plan unlocks the CA cross-tenant view + bulk reports.
Security
Encryption, hosting region, audit retention — what your clients will ask.
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.