Company SettingsSettings

Company

Company Settings
User Profile
My Billing
Settings

GST setup

GST Settings
GST Portal (Agentic)
GST Agent Console

Integrations & AI

Connectors
Tally MCP
AI Agents

Help

System Tests
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Settings

Configure your organization, preferences, and integrations

Organization

Company SettingsBusiness name, address, GSTIN/PAN, contact & UPI
Users & RolesManage team members and permissions
CurrenciesSoonConfigure multi-currency support

Preferences

Invoice TemplatesSoonCustomize invoice, quote, and receipt templates
Email NotificationsSoonConfigure automated email alerts
Payment RemindersSet up automatic payment reminder schedules

Tax & Compliance

GST SettingsGSTIN, filing frequency, e-invoicing
GST Portal (Agentic)Connect to the public GST portal via a browser agent — no paid GSP
TDS ConfigurationSoonTDS rates and deduction rules

Automation

Approval FlowsSoonSet up multi-level approval workflows
Custom FieldsSoonAdd custom fields to transactions
Workflow RulesSoonAutomate actions based on triggers
Transaction LockingLock periods to prevent changes

Integrations

Payment GatewaysSoonRazorpay, PayU, and other payment integrations
Bank AccountsConnect bank accounts and statements
ConnectorsTally and Zoho import
SecuritySoonTwo-factor auth, session management