Finance
📊
Dashboard
Tools & Actions
Quick Actions

Finance

Account Balances
Recent Transactions

New Transaction

UPI Payment

Select app and launch
Amount
Date
From Account
Select UPI App
Selection saved per device
A draft will be saved. Return here to confirm after payment.

Confirm Payment

Upload screenshot to auto-fill details
Amount
Paid to
VPA
From
Date
Payment Screenshot
📷 Tap to upload payment screenshot
Tesseract + AI will auto-extract details
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UPI Direct Pay

UPI App

Actions

Select action to record
Payments Out
💰
Cash Handover
Petty cash / walking cash
🏦
Bank Transfer
NEFT / IMPS / UPI
💵
Cash Payment
Direct cash to vendor
💳
Credit Card
Card charge
Employee Payments
📥
Impress Top-Up
Rakesh / Harish
Salary Advance
To employee
👷
Salary Payment
Monthly salary
📤
Expense Reimburse
Approved sheets
Money In / Settlements
📨
Fund Received
From client / party
Card Settlement
Pay credit card bill
🔄
Account Transfer
Internal move

Ledger

Transactions
📒
Select an account

Tally Export

Export un-exported transactions as Tally XML. Import the file into Tally via Gateway → Import → Vouchers.

Admin

Accounts
Vendors & Clients
Tools

Cash Desk

Petty Cash Fund
Month In
Month Out
Cash Ledger

Expense Claims

Approved · awaiting reimbursement

Salary Register