Billing software for CA firms, with UPI payment links
Raise GST-compliant invoices for professional fees, with a payment link on each. FirmSaathi reminds clients until they pay and records the receipt when they do.
Invoices from the work you did
Bill from completed tasks or recurring retainers. CGST, SGST or IGST is worked out from the client's state, and invoice numbers follow your series.
- Recurring retainers billed for you
- Multiple billing entities
- GSTR-1 export
Paid faster
Every invoice carries a UPI QR code and an online payment link through your own Razorpay account. Reminders go out on email and WhatsApp until it is paid.
- UPI QR on the invoice
- Payment links (UPI, cards, net banking)
- Fee reminders
Know who owes what
The finance dashboard shows billed, collected and outstanding by client and by age, so the partners' meeting starts with facts.
- Outstanding by age
- Receipts and part-payments
Who it helps
- Partner
- See outstanding fees by client without asking accounts.
- Accounts
- Invoices, receipts and reminders without a separate tool.
Questions
- Does the money come to FirmSaathi?
- No. Payment links use your own Razorpay account, and the money goes straight to your bank.
Related features
- Compliance tasksEvery return for every client on one board, with due dates that update themselves when an extension is notified.
- WhatsAppAutomatic WhatsApp reminders and a shared inbox, on FirmSaathi's number or your own.
- Client portalCollect documents with a link and a PIN, and give clients a simple portal for tasks and invoices.
See your firm on one screen
30-day free trial of the Firm plan. No card needed.