Good morning, Rajesh ✦
Here's your firm overview for March 2026
Total Clients
84
↑ 6 new this month
Revenue Collected
₹8.4L
↑ 18% vs last month
Overdue Invoices
₹1.2L
↑ 8 clients pending
Automations Active
12
↑ 3 saved hours/day
Recent Invoices
| Client | Service | Amount | Due | Status |
|---|---|---|---|---|
SR Sharma Retail | GST Filing | ₹12,500 | Apr 5 | Pending |
MK Mehta & Sons | ITR Filing | ₹8,000 | Mar 20 | Paid |
RP Ravi Pharma | Audit FY25 | ₹35,000 | Mar 10 | Overdue |
DG Desai Group | ROC Filing | ₹22,000 | Mar 31 | Sent |
NK Nirmala Exp. | Bookkeeping | ₹6,000 | Mar 22 | Paid |
Compliance Alerts
!
Today — Mar 24
GSTR-1 due for 12 clients
⏰
Mar 31
ITR filing deadline — 6 pending
✓
Apr 15
Advance Tax Q4 — 23 clients
i
Apr 30
TDS Return Q4 filing
Quick Actions
Client Portal
Manage all your client relationships
| Client | GSTIN | Services | Last Invoice | Balance | Status | Actions |
|---|---|---|---|---|---|---|
SR Sharma Retail Pvt Ltd sharma@retail.in | 22AAAAA0000A1Z5 | GSTITR | Mar 2026 | ₹12,500 | Pending | |
MK Mehta & Sons mehta@sons.co.in | 22BBBBB1111B1Z6 | ITRAudit | Mar 2026 | ₹0 | Paid | |
RP Ravi Pharma LLP accounts@ravipharma.com | 22CCCCC2222C1Z7 | AuditROC | Mar 2026 | ₹35,000 | Overdue | |
DG Desai Group Holdings finance@desaigroup.in | 22DDDDD3333D1Z8 | GSTROCAudit | Mar 2026 | ₹22,000 | Sent | |
NK Nirmala Krishna Exports nk@exports.in | 22EEEEE4444E1Z9 | GSTBookkeeping | Mar 2026 | ₹0 | Paid | |
BT Bharat Tech Pvt Ltd cfo@bharattech.io | 22FFFFF5555F2Z1 | ITRBookkeeping | Feb 2026 | ₹9,500 | Pending |
Invoices & Billing
Manage and track all billing
Total Invoiced
₹12.6L
This month
Collected
₹8.4L
66.7% rate
Outstanding
₹4.2L
14 invoices
Avg. Days to Pay
9
–5 vs manual
All Invoices
| Invoice # | Client | Service | Amount | GST (18%) | Total | Due Date | Status | |
|---|---|---|---|---|---|---|---|---|
| #INV-2026-048 | Sharma Retail | GST Filing | ₹10,593 | ₹1,907 | ₹12,500 | Apr 5, 2026 | Pending | |
| #INV-2026-047 | Mehta & Sons | ITR Filing | ₹6,780 | ₹1,220 | ₹8,000 | Mar 20, 2026 | Paid | |
| #INV-2026-046 | Ravi Pharma | Audit FY25 | ₹29,661 | ₹5,339 | ₹35,000 | Mar 10, 2026 | Overdue | |
| #INV-2026-045 | Desai Group | ROC + Advisory | ₹18,644 | ₹3,356 | ₹22,000 | Mar 31, 2026 | Sent | |
| #INV-2026-044 | Nirmala Exports | Bookkeeping Q4 | ₹5,085 | ₹915 | ₹6,000 | Mar 22, 2026 | Paid | |
| #INV-2026-043 | Bharat Tech | Bookkeeping | ₹8,051 | ₹1,449 | ₹9,500 | Apr 1, 2026 | Pending |
Automation Flows
Configure intelligent workflows for your firm
Active Flows12 running
Work Done → Auto Invoice Draft
Triggers when task marked complete in practice mgmt
Zoho PracticeZoho BooksZapier
Invoice Sent → WhatsApp + Email
Sends invoice PDF over email + WhatsApp Pay link
RazorpayWATIGmail
Overdue → Escalating Reminders
Day 3 nudge → Day 7 formal → Day 14 partner alert
Zoho BooksWhatsApp API
Payment Received → Receipt + Upsell
Auto receipt, Tally entry, next service prompt
RazorpayTallyGmail
Compliance Deadline → Client Reminder
7 days before deadline, auto-notify clients for docs
GST PortalWhatsApp API
Flow Analytics
284
Tasks automated this month
46h
Staff hours saved
97%
Automation success rate
₹2.1L
Revenue accelerated
Integrations
Zoho Books
Connected
Razorpay
Connected
WATI (WhatsApp)
Connected
Tally Prime
Configuring
GST Portal
Via API
AI Tools
Intelligent assistance for CA workflows
AI Assistant
Powered by AI
GST, ITR, compliance & billing queries
AI Quick Tools
Document Analyser
📂
Drop financial documents here
Balance sheets, GST returns, bank statements
Premium Templates
Professional templates for CA firm communications
INVOICE
Classic Professional
Classic Professional
Navy & gold letterhead, ideal for formal audit and advisory invoices
Premium
Invoice
Minimal Clean
Minimal Clean
Crisp white with gold accent bar, modern and uncluttered
Free
TAX INVOICE
GST Compliant
GST Compliant
All mandatory GST fields pre-filled, GSTIN, HSN codes included
Premium
PROFORMA
Proforma Invoice
Proforma Invoice
Pre-billing estimate with terms, ideal for audit engagements
Preview
RETAINER
Monthly Retainer
Monthly Retainer
Recurring billing template for monthly bookkeeping clients
Premium
CREDIT NOTE
GST Credit Note
GST Credit Note
For corrections and adjustments as per GST rules
Free
📜
Audit Engagement Letter
Standard ICAI compliant audit engagement letter
Premium
⚖️
Tax Advisory Letter
Formal opinion letter for tax advisory services
Premium
✅
NOC Letter
No Objection Certificate for client transitions
Free
Friendly Reminder (Day 3)WhatsApp
Dear {Client Name}, hope you're doing well! Just a gentle reminder that Invoice #{INV_NO} for ₹{AMOUNT} for {SERVICE} is due on {DUE_DATE}. You can pay instantly via the link: {PAY_LINK}. Feel free to reach out for any queries. — {FIRM_NAME}
Formal Notice (Day 7)Email + WhatsApp
Dear {Client Name}, this is a formal reminder that Invoice #{INV_NO} amounting to ₹{AMOUNT} remains unpaid as of {TODAY}. The invoice was due on {DUE_DATE}. Kindly settle the outstanding amount at your earliest convenience to avoid any service disruption. Payment link: {PAY_LINK}. Regards, {FIRM_NAME}
Final Notice (Day 14)Escalation
Dear {Client Name}, despite multiple reminders, Invoice #{INV_NO} for ₹{AMOUNT} remains unpaid (overdue by 14 days). We request immediate settlement within 48 hours. Non-payment may result in suspension of services. Please contact us urgently to resolve this. — {SENIOR_PARTNER_NAME}, {FIRM_NAME}
📊
Monthly P&L Report
Profit & Loss summary for client monthly reviews
Premium
🔄
GST Reconciliation
GSTR-2A vs Books reconciliation report
Premium
📋
Statutory Audit Report
ICAI standard audit report template with annexures
Premium
Compliance Tracker
Never miss a deadline again
Upcoming Deadlines — March–April 2026
| Deadline | Compliance | Clients Affected | Status | Action |
|---|---|---|---|---|
| Mar 24 — Today | GSTR-1 (Monthly) | 12 clients | Due Today | |
| Mar 28 | GSTR-3B (Monthly) | 12 clients | 4 days left | |
| Mar 31 | ITR Filing (Belated) | 6 clients | 7 days left | |
| Apr 7 | TDS Deposit Q4 | 18 clients | 14 days left | |
| Apr 15 | Advance Tax Q4 | 23 clients | 22 days left | |
| Apr 30 | TDS Return Q4 (24Q/26Q) | 18 clients | On Track | |
| May 31 | Annual Return GSTR-9 | 31 clients | On Track |
Reports
Financial and operational insights
YTD Revenue
₹64L
↑ 24% vs FY25
Collection Rate
88%
↑ 11% improvement
Clients Served
84
↑ 18 new this year
Avg. Invoice Value
₹14.2K
↑ 8% growth
Revenue by Service
GST Filing & Advisory₹18.4L
Statutory Audit₹15.2L
ITR Filing₹12.8L
Bookkeeping₹9.6L
ROC Compliance₹8L
Monthly Collection Trend
Oct
Nov
Dec
Jan
Feb
Mar
6-month revenue trend (₹ Lakhs)
LexAudit
Chartered Accountants
123 Civil Lines, Raipur — 492001
GSTIN: 22AAAAA0000A1Z5 | PAN: AAAAA0000A
+91 98765 43210 | lexaudit@ca.in
123 Civil Lines, Raipur — 492001
GSTIN: 22AAAAA0000A1Z5 | PAN: AAAAA0000A
+91 98765 43210 | lexaudit@ca.in
Bill To
Sharma Retail Pvt Ltd
Attn: Mr. Arun Sharma
45, MG Road, Civil Lines
Raipur, Chhattisgarh — 492001
GSTIN: 22BBBBB1111B1Z5
Service Period
March 2026
Payment Terms: 14 days net
Mode: Bank Transfer / UPI
HSN/SAC: 998231
| # | Description of Service | SAC | Amount | CGST 9% | SGST 9% | Total |
|---|---|---|---|---|---|---|
| 1 | GST Filing & Advisory Services — GSTR-1, GSTR-3B for March 2026 | 998231 | ₹8,000 | ₹720 | ₹720 | ₹9,440 |
| 2 | E-Invoice Generation & Reconciliation Support | 998231 | ₹2,000 | ₹180 | ₹180 | ₹2,360 |
| 3 | GST Annual Return Preparation Advance | 998231 | ₹600 | ₹54 | ₹54 | ₹708 |
Subtotal₹10,600
CGST @ 9%₹954
SGST @ 9%₹954
Discount—
Amount Due₹12,508
✦