Personal Finance
Understand where your money goes and stay in control of everyday finances.
- Expenses
- Accounts
- Budgets
- Loans & EMI
- Credit Cards
- Goals
Personal finance + businessYour money.
Your money.
Your business.
One clear view.
Manage personal finances or run day-to-day business operations from one connected platform — with ready-to-use Business Packs when you need more.
Private by designBuilt for India14-day trials available
What do you want to manage?
Start simple and expand when you need more.
Business
Manage billing, customers, expenses and daily operations with a workspace configured for your business.
- Sales & Invoices
- Customers
- Products
- Inventory
- Expenses
- Reports
One connected platform
Explore all features Everything works better when it works together.
Financial records and business operations stay connected instead of living across disconnected tools and spreadsheets.
Money & Accounts
Track accounts, income, expenses and transfers.
Sales & Billing
Manage sales, invoices and payments.
Customers
Keep customer information and transaction history together.
Products & Inventory
Manage products, services, stock and availability.
Budgets & Obligations
Stay on top of budgets, bills, loans and recurring commitments.
Reports & Insights
Understand your finances and business performance from real records.
Ready-to-use Business Packs
View all packs Built around how your business actually works.
Start with pre-configured modules and workflows for your type of business instead of setting everything up from scratch.
Restaurant Pack
Customers · Menu & Items · Orders · Table Management
View Pack
Transport Pack
Vehicles · Drivers · Trips · Customers
View Pack
Clinic Pack
Patients · Appointments · Clinic Services · Doctor & Staff
View Pack
Retail Shop Pack
Customers · Product Catalog · Inventory · Purchases
View PackGeneric Business Pack
Payables · Estimates & Quotations · Receivables · Customers
View PackFrom activity to insight
Your operations and finances stay connected.
Record an activity once and keep the financial picture connected.
Sales FlowCustomerSale / InvoicePaymentAccountReportPurchase FlowPurchaseInventoryExpenseAccountReport
Real calculations first.
Optional AI second.
Core totals come from your recorded data. Optional AI can help explain or summarize information without replacing the underlying calculations.
Deterministic calculations
Financial totals come from recorded transactions.
Account-scoped records
Data stays within the appropriate workspace and access scope.
Optional assistance
AI features enhance workflows without becoming the source of financial truth.
PersonalOne place for everyday money.BusinessOne workspace for day-to-day operations.Business PacksStart pre-configured for your business type.
Private by designRole-based accessBuilt for IndiaResponsive access
Start with what you need today.
Choose Personal Finance or a ready-to-use Business Pack built for your work.