Total Clients
👥
47
▲ 4 added this month
Active Clients
✅
39
▲ 83% active rate
Pending Compliances
⚠️
14
▼ 3 resolved this week
Due Today
🔥
5
● Urgent action needed
Monthly Revenue
💰
₹4.2L
▲ 12% vs last month
Outstanding
📌
₹1.8L
● 8 clients unpaid
Employee Utilization
👨💼
78%
▲ 5% this week
Tasks Completed
🎯
68%
▲ 31 of 46 tasks done
Revenue & Collections
Dec 2025 — May 2026
Billed
Collected
Task Status
This month
Completed (31)
Pending (12)
Overdue (3)
Compliance Load
By type — pending
Recent Activity
View All Clients →
| Client | Activity | Type | Date | Status |
|---|---|---|---|---|
Rajesh Exports Pvt Ltd | GSTR-3B Filed for Apr 2026 | GST | 18 May 2026 | ✓ Completed |
Mehta & Associates | TDS 26Q Q4 Preparation | TDS | 17 May 2026 | ⏳ Pending |
Sunita Textiles Ltd | ITR-6 AY 2026-27 Started | ITR | 16 May 2026 | ● In Progress |
Kumar Infrastructure | ROC MGT-7 Annual Return | ROC | 10 May 2026 | ⚠ Overdue |
Global Tech Solutions | Advance Tax Q1 Challan | ADV TAX | 8 May 2026 | ✓ Completed |
Patel Foods Ltd | PF Return for April 2026 | PF/ESI | 5 May 2026 | ✓ Completed |
Client Database (47 clients)
| Client | PAN / GSTIN | Contact | Assigned To | Compliance | Outstanding | Status | Actions |
|---|
Task Management
Track all client work items across your team
📝
To Create
4
⏳
In Progress
8
✅
Completed
15
Or use the ☑ in any column header to pick that column only.
📝 To Create 4
⏳ Pending 8
✅ Completed 15
Compliance Tracker
Monitor all statutory deadlines across clients
🚨
Overdue
0
⏰
Due Today
0
📅
Next 7 Days
0
✅
Filed This Month
0
All Compliances
| Client | Filing Type | Period | Due Date | Status | Priority | Assigned To | Action |
|---|
Billing & Invoices
Generate invoices in ₹ INR and track collections
Total Billed (FY)
₹0
across 0 invoices
Collected
₹0
0 paid invoices
Outstanding
₹0
0 unpaid
Overdue
₹0
past due date
All Invoices
| Invoice # | Client | Date | Due Date | Amount | GST | Status | Actions |
|---|
Expenses
Track firm expenses — GST input credit eligible & non-GST
Total Expenses (FY)
₹0
across 0 entries
GST Input Credit
₹0
claimable ITC
GST Expenses
₹0
0 entries with GST
Non-GST Expenses
₹0
0 entries
All Expenses
| Date | Vendor | Description | Category | Amount | GST | ITC | Added By | Actions |
|---|
ℹ️Permissions: Anyone with access can add and edit expenses. Only Senior Partner or Admin can delete expense entries.
Workflows & Office Processes
Document standard operating procedures for your firm — step by step
📋 Workflows
🔀
Pick a workflow on the left, or create a new one
Client Interactions
Log every WhatsApp, call, email or meeting — track billable conversations & raise invoices
Total Interactions
0
across all clients
WhatsApp
0
conversations
Calls + Meetings
0
touchpoints
Billable Pending
₹0
awaiting invoice
Interaction Log
| Date / Time | Client | Type | Summary | Logged By | Billable | Actions |
|---|
📒 Trial Balance
Ledger-grouped debit / credit totals derived from your invoices, expenses, GST & receivables · for the selected period
Total Debits
₹0
all ledgers
Total Credits
₹0
all ledgers
Difference
₹0
should be 0 if balanced
Ledger Heads
0
active ledgers
Trial Balance — FY 2025-26
As on —
| Ledger Account | Group | Debit (₹) | Credit (₹) |
|---|
ℹ️How it's built: Trial Balance is auto-derived from your invoices (Sales / Sundry Debtors), payments received, expenses by category (Salaries / Rent / Software / Travel etc.), GST output & input, and outstanding receivables. For a chartered audit-grade ledger, sync this dashboard to your accounting software (Tally / Zoho Books) via the API.
Reports & Analytics
Financial year & performance reports
Revenue (YTD)
₹0
vs ₹38.4L last year
Filings Done
0
across all types
Active Clients
0
paying clients
Avg Utilization
78%
staff workload
💳 Expense Breakdown
Track outflows by category & tax type
Total Spent
₹0
0 entries
GST Input Credit
₹0
claimable
Top Category
—
0% of spend
Avg per Entry
₹0
across selected
📊 Monthly Revenue
Billed vs collected — last 12 months
📋 Compliance Filings
By type — current FY
👥 Top Revenue Clients
By billed amount — current FY
👨💼 Staff Utilization
Workload distribution — last 30 days
Client-wise Revenue Summary
| Client | Invoices | Billed | Collected | Outstanding | Collection % |
|---|
📅 Calendar — Tasks & Compliances
Statutory dates auto-load · click any date to add a quick event
May 2026
Tasks
Due
Overdue
Done
Pick a date
Click any date to see what's due.
🎯 Client Leads
Track every prospect from first contact to conversion
Total Leads
0
in pipeline
New
0
unattended
Converted
0
won as clients
Conversion Rate
0%
overall
Lead Pipeline
| Lead | Contact | Source | Service Interest | Status | Assigned To | Last Contact | Actions |
|---|
📨 Mail Campaigns
Bulk email & mail-merge for clients and leads · powered by Zoho Campaigns
⚠ Zoho not connected
Campaigns Sent
0
all time
Recipients Reached
0
unique emails
Avg Open Rate
0%
opens / sent
Scheduled
0
upcoming sends
📑 Quotations
Proposals & quotes for clients and leads · convert accepted quotes to invoices
Total Quoted
₹0
across 0 quotes
Pending Response
₹0
awaiting client
Accepted
₹0
ready to invoice
Win Rate
0%
accepted / responded
All Quotations
| Quote # | Client / Lead | Date | Valid Till | Amount | Status | Actions |
|---|
📊 Profit & Loss Statement
Income, expenses & financial ratios for the selected period
Total Revenue
₹0
billed in period
Total Expenses
₹0
all categories
Net Profit
₹0
before tax
Net Margin
0%
profit / revenue
💰 Income
Professional Fees (paid invoices)₹0
Outstanding Receivables₹0
Total Revenue₹0
📉 Operating Expenses
Salary & Wages₹0
Software / Subscriptions₹0
Office & Stationery₹0
Travel & Conveyance₹0
Statutory & Tax Payments₹0
Miscellaneous₹0
Total Operating Expenses₹0
(less) GST Input Credit recoverable₹0
Net Operating Expenses₹0
NET PROFIT before Tax₹0
📐 Financial Ratios
Gross Margin
0%
Profit ÷ Revenue
Cost-to-Revenue
0%
Expenses ÷ Revenue
Avg Fee / Client
₹0
Revenue ÷ Active clients
Collection Ratio
0%
Paid ÷ Total billed
Salary / Revenue
0%
Salaries ÷ Revenue
Software / Revenue
0%
Software ÷ Revenue
ITC Recovery %
0%
Claimed ÷ GST Paid
Avg Invoice Size
₹0
Revenue ÷ Invoice count
🛡️ Admin Panel
Practice-wide KPIs & admin controls · restricted access
🔓 Unlocked this session
Total Revenue (YTD)
₹0
paid + outstanding
Outstanding Receivables
₹0
unpaid invoices
Total Expenses
₹0
all categories
Net Profit (YTD)
₹0
revenue − expenses
Active Clients
0
of 0 total
Active Leads
0
in pipeline
Pending Compliances
0
due or overdue
Team Size
0
active staff
Invoices Raised
0
all time
Quotations Win-Rate
0%
accepted ÷ responded
Lead → Client Conv
0%
converted ÷ total
Avg Fee / Client
₹0
revenue ÷ active clients
🛠️ Admin Controls
🔑 Change Admin Password
Password is stored locally in this browser. Default:
Karthik@2026📤 Backup Practice Data
Download a JSON snapshot of clients, leads, invoices, expenses & compliances.
🔗 Integrations
Connected third-party services for this device.
📋 Recent Login Activity
Last 5 admin-panel unlocks on this device.
⚠️ Danger Zone — Reset Demo Data
Workspace state is shared across all roles on this device via local browser storage — so when Admin deletes a client, Partner / Senior / Staff see the same deletion on their next sign-in. Click below to wipe all stored data and restore the original seed entries (clients, leads, compliances, invoices etc.). This cannot be undone.
🏆 Top 5 Revenue Clients
| # | Client | Type | Revenue (billed) | Outstanding | Compliance |
|---|
Settings
Manage firm details, team, services and preferences
🏢 Firm Details
Information shown on invoices, letterheads and reports.
💰 Invoice Defaults
👥 User Management
Add team members, assign roles, and control access.
| Name | Role | Status | Action |
|---|
🧰 Service Master
These services appear as quick-add presets in the Add/Edit Client form.
Press Enter to add. Click × to remove. Changes apply immediately to client forms.
💵 Default Rates (per filing)
💰 Billing & Invoice Settings
Customise how invoices are numbered, themed, and delivered.
🔢 Invoice Numbering
Auto-generate invoice numbers
When on, Finsavvy auto-creates the next number. Turn off to enter your own.
🎨 Invoice Theme
Corporate Blue
Trust Green
Classic Maroon
Minimal B&W
🧾 Invoice Content
Show firm GSTIN on invoice
Hide if firm is non-GST
Show firm PAN
For TDS-related entries
Show Firm Registration Number (FRN)
For audit / ICAI compliance
Show "Authorised Signatory" line
Adds signature block at bottom
Show bank details on invoice
Account no, IFSC, UPI ID for direct payment
💳 Payment Terms & Late Fees
📤 Delivery Defaults
Auto-send WhatsApp on save
Opens WhatsApp web with the client's number pre-filled
Auto-email on save
Drafts a mail to the client's email
Attach PDF copy in email
Embed the styled PDF as an attachment
🔐 Access Control
Toggle which role can perform each action. Only Admin can edit this matrix.
Sign in as Admin to edit.
| Permission | Admin | Partner | Senior | Staff | Actions |
|---|
ℹ️Admin has full access. Partner sees everything except billing & user management. Senior Partner can delete records. Staff can only update task status.
🔔 Notifications
Choose when and how reminders are sent.
📧 Email Alerts
Compliance due reminders
Email sent X days before due date
Overdue alerts
Daily digest of overdue items
Invoice sent confirmation
When an invoice is issued
Payment received
When a client pays
Weekly summary
Monday morning recap
📱 SMS / WhatsApp
Urgent compliance (due today)
SMS to assigned staff
WhatsApp client reminders
Send reminder messages to clients
⏰ Reminder Schedule