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Guides for Indian tech exporters and startups on invoicing, compliance, AI features, and multi-currency support.
Popular Articles
Most viewed guides and tutorials
Balance Sheet
View assets, liabilities, and equity
Export Invoicing
Create compliant export invoices
Profit & Loss Statement
Track income, expenses, and net profitability for any period
AR Aging Reports
Track overdue customer invoices by age bucket to prioritise collections
AI Bill Categorization
Upload vendor bills, extract data with AI, review and edit fields, then continue to the Save Expense page
Save Expense
Select a vendor, review amount details, categorize expenses with AI or manually, build a balanced journal entry, and save the bill
SOFTEX Tracking
Track SOFTEX filing deadlines
Browse by Category
Find help articles organized by topic
Getting Started
Account setup, onboarding, and first steps
9 articles
AI Assistant
AI-powered document extraction and compliance guidance
3 articles
Invoicing & Payments
Create invoices, track payments, manage clients
11 articles
Bills & Expenses
Upload bills, extract data with AI, record payments, issue debit and credit notes, and track journal entries
5 articles
Payroll & Employees
Salaries, deductions, payslips, and compliance
15 articles
TDS & Tax Compliance
TDS calculations, Form 16, Form 24Q, challans
10 articles
GST
GST overview, invoicing, HSN codes, export treatment, reconciliation
6 articles
Export Compliance (FEMA)
SOFTEX, e-FIRC, EDPMS, realization tracking
13 articles
Reports
P&L, Balance Sheet, Trial Balance, Ledger, Aging, GSTR-1, GSTR-3B
10 articles
Settings & Account
Company profile, preferences, integrations
9 articles
Team & Permissions
User roles, access control, audit trails
6 articles
Document Management
Upload, organize, and link documents to transactions
3 articles
Director Loans
Manage loans, repayments, and DPT-3 compliance
4 articles
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