Client operations
Monitor every company, resolve sync issues and open their exact dashboard view.
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Add a client
This creates their private space, issues a Sync Key and gives you a code to send them. Takes a few seconds.
What you call them. Their official name, GSTIN, PAN, phone and city come from their own books at the first sync.
More details — optional, all filled from their books if left blank
Optional. Checked if you enter one.
A business with two sets of books gets one entry each.
Dashboard login — can also be done later from their row
At least 6 characters if you set one. Stored only as a hash.