Built for Document-to-Accounting Workflows
Everything CA firms, accountants, and businesses need — from document upload to structured data, invoices, compliance, and reports.
AI-Powered Document Processing
Upload any financial document and Finscriber reads it for you.
- Drag-and-drop upload — PDF, images (JPG/PNG), Excel, CSV
- AI extraction — party names, line items, amounts, taxes, dates, and GSTIN pulled automatically
- Bulk processing — upload dozens of documents at once, processed in parallel
- Password-protected PDFs supported
- Documents needing manual review are flagged automatically
- One-click re-analysis if the source document is updated
Invoice Management
Create GST-compliant invoices in seconds instead of minutes.
- Professional, customizable invoice templates
- Line items with HSN/SAC codes and automatic GST calculation (CGST, SGST, IGST)
- Place-of-supply-aware tax determination
- Multi-currency support with FX rates
- Payment terms and due-date tracking
- Document-to-Invoice: uploaded documents auto-converted to invoices with pre-filled AI data
Payment Tracking & Allocation
Always know who owes you, who you owe, and where every rupee went.
- Record receipts and payments with method tracking — Cash, Bank Transfer, UPI, Card, Cheque
- Allocate payments to invoices — full or partial, across multiple invoices
- Track customer and vendor advances, allocate to future invoices automatically
- Real-time outstanding balance per customer and vendor
Accounting & Ledger
Proper books from day one — without needing an accounting degree.
- Pre-built Chart of Accounts aligned to Indian accounting standards, fully customizable
- Double-entry bookkeeping — every transaction creates balanced ledger entries
- Journal entries — multi-line vouchers with narration, attachments, and templates
- Account-wise ledger reports with full drill-down to source documents
Financial Reports
Real-time financial visibility. No more waiting for month-end close.
- Profit & Loss — period-based with period-over-period comparison, gross and net margins
- Balance Sheet — current vs non-current breakdown, as of any date
- Trial Balance — opening + transactions + closing balances with debit/credit verification
- Cash Flow — operating / investing / financing split with 30-day projection
- Filter any report by date range. Export to Excel or PDF.
GST Compliance
GST returns generated from your books — not re-typed into a portal.
- GSTR-1 — auto-generates B2B, B2C, HSN-wise summaries and Credit/Debit Notes
- GSTR-2B — auto-fetches data, reconciles against purchase invoices, highlights ITC discrepancies
- GSTR-3B — computes outward/inward supply totals, ITC claimed/reversed, and tax liability
- GSTR-9 — prepares annual turnover, ITC, and tax-paid summaries
- GSTR-9C — reconciles audited financial statements against GST returns
- Built-in place-of-supply determination, reverse charge support, and HSN/SAC code database
TDS Compliance
TDS stops being a quarterly scramble and becomes routine output.
- Automatic TDS calculation with section tracking (194C, 194J, etc.)
- TDS challan management and return data preparation
- Form 26AS reconciliation
- Fixed asset depreciation tracking and schedules
Multi-Entity / Multi-Company
One account for all your entities — no more juggling separate logins.
- Manage multiple companies from a single login
- Each entity has its own GSTIN, chart of accounts, bank accounts, parties, and reports
- Instant switching between entities with one click
- Entity-specific team members and permissions
Team Collaboration & Role-Based Access
Everyone has the right level of access — no more, no less.
- Invite team members by email
- Default roles: Admin, Manager, Accountant, Viewer
- Create custom roles with granular permissions across every module
- Team members see only what they are authorized to access
Dashboard & Real-Time Analytics
One screen tells you the financial health of your business — updated in real time.
- Net Profit/Loss with period-over-period comparison
- Cash Balance (Bank + Cash on Hand) with 30-day trend projection
- Accounts Receivable outstanding with overdue breakdown
- GST Payable/Refund at a glance (Output GST minus Input GST)
- Quick-action hub for the most common tasks
Parties (Customers & Vendors)
Every customer and vendor relationship tracked in one place.
- Unified customer and vendor database
- GSTIN and PAN tracking with tax treatment classification
- Outstanding balance and credit limit monitoring
- Multiple addresses and bank accounts per party
- Complete transaction history per party
Products & Services Catalog
Set it up once. Every invoice after that is tax-compliant by default.
- Product and service master with HSN/SAC code mapping
- Tax group assignment per product — invoices pick the right GST rate automatically
- Revenue and expense account linking for accurate books
- Import from CSV or Excel
Secure by Design
Your financial data is sensitive. Finscriber treats it that way.
- End-to-end encrypted document storage
- Role-based data isolation — every entity's data is fully separate
- Secure payment processing via Razorpay (UPI, cards, net banking)
- Complete audit trail on every transaction and document
Releasing Soon
These capabilities are in active development and will be available shortly.
Bank Reconciliation
Bank reconciliation goes from a day-long chore to a 15-minute review.
- Import bank and credit card statements — CSV, Excel, PDF with multi-bank format support
- Auto-matching rules engine — pattern-based matching on amounts, dates, and descriptions
- Smart suggestions — Finscriber proposes matches; you confirm or override
- Bulk reconciliation — clear dozens of matched transactions in one click
Compliance Calendar
No missed deadlines. No penalties. No last-minute panic.
- All filing deadlines in one view — GST, TDS, income tax, ROC
- Kanban board and list view for task management
- Status tracking: Planned, Ready, Filed
- Automated alerts before due dates
- Assign tasks to team members for multi-client management
Notifications
Stay informed without checking dashboards constantly.
- Real-time alerts for document processing completion
- Deadline reminders for compliance filings
- Team activity notifications for review and approval workflows