Accounting Suite
Run invoicing, expenses, reports, tax workflows, and AI-assisted finance operations in one portal.
Accounting is one of the deepest live products in the platform. It covers journals, invoicing, expenses, reports, tax filing, CA Agent workflows, OCR-assisted finance capture, and tenant knowledge-base support for compliance material.
Best fit
finance admins • accountants • SME owners • tax-heavy businesses
Commercial model
Monthly deployment or bundled platform plan
What is already live
- Invoice, expense, journal, bank, and day-sheet operations inside one finance workspace.
- Receipt and document OCR flows for expense capture and supporting records.
- CA Agent guidance with document retrieval from tenant-specific knowledge-base uploads.
- Tax filing preparation, payment tracking, and report generation for Indian business workflows.
Included In This Module
What teams actually get
These are the modules already reflected in the implemented workflow, not speculative roadmap cards.
Core books and invoicing
Contacts, journals, invoices, bank records, expenses, and ledger-aligned workflows.
Reporting and exports
P&L, balance sheet, trial balance, GST, TDS, aging, and export-oriented financial outputs.
Tax and filing support
Advance tax tracking, filing preparation, ITR-oriented data views, and compliance workflows.
CA Agent and knowledge base
AI financial assistance backed by uploaded tax and compliance reference documents.
Deployment Fit
Where this fits best
MSMEs that need control
Move from informal book-keeping to a structured finance operating system.
Multi-user finance teams
Share finance workflows with admins, accountants, reviewers, and business owners.
Tax-heavy service businesses
Keep compliance, AI assistance, and supporting docs in the same finance stack.
Related Modules
Common bundle paths
Need this scoped as part of a broader IMRTechnologies rollout?
Most deployments are stronger when they are connected to the rest of the stack: cloud, CRM, support, analytics, documents, governance, and AI assistance. We can scope this as a standalone module or as part of a larger client portal build.