- ComplianceFilings, tasks & deadlines
- GST InvoicingInvoices, payments & portal
- ChequeGuardCheque & payment control
- Email CampaignsReminders & updates
- CredenceMeetTeam chat, calls & meetings
From scattered to sorted
One record for every client
Instead of scattered spreadsheets: one record per client, branch and GSTIN, shared by compliance, billing and payments.
No more missed due dates
GSTR-3B, TDS and ROC filings become tasks automatically, with owners, steps and overdue alerts.
An audit trail for every rupee
Cheques and payments are checked against bank limits, approved, logged and reconciled.
Five modules. One login.
Use one module or all five. Clients, vendors and branches are set up once and used everywhere.
Compliance & Practice Management
Turn every recurring filing into a tracked task with an owner and a due date.
- Clients, branches, members (directors, partners) and the services you provide each.
- Service packages and task templates: GSTR-3B, ROC and other filings recur as tasks with steps.
- Assignees, progress and overdue tracking across the whole practice.
- Meeting scheduler with a shareable booking link; announcements to team or clients.
- GST score requests handled and emailed back to the requester.
- Home dashboard: today's tasks, upcoming deadlines, meetings and notifications.
GST Invoicing
GST-correct invoices, payments and a client portal, without the spreadsheet.
- CGST/SGST or IGST by place of supply, TDS, terms and due dates, with INV- numbering.
- Estimates, credit notes and delivery challans; convert estimates and challans to invoices.
- Record full or part payments and TDS withheld; status moves to Paid or Partially Paid.
- Client portal: an activation email, then clients view and download their invoices.
- Dashboard by financial year (Apr–Mar), overdue by age and top clients by amount owed.
Overdue by age
1–30 d
₹1.42L
31–60 d
₹0.86L
61–90 d
₹0.53L
90+ d
₹0.31L
ChequeGuard · Cheque & payment control
Every cheque checked, approved, signed, dispatched and reconciled.
- Masters for banks, accounts, cheque series, vendors, clients and payable documents (invoice, PO, proforma).
- Live checks on entry: per-cheque, daily, weekly and monthly limits, holidays, blocked days and PDC rules.
- Approval queue, signing, printing, courier/AWB dispatch and branch-to-branch movement.
- Positive Pay files for the bank, cheque inventory and blank-stock alerts.
- Audit and discrepancy tracking, bank reconciliation against statements, and reports.
Email Campaigns
Send due-date reminders and updates to the right clients, and see who read them.
- Contacts with tags and contact lists; import from CSV or Excel.
- Reusable email templates built in a rich editor.
- Scheduled sending at the time you choose.
- Open tracking, one-click unsubscribe and bounce handling.
- A report for every campaign.
CredenceMeet · Team chat & meetings
Chat, share files and meet with your team, next to the work you're discussing.
- Direct messages with any team member, and group chats for a client, filing or engagement.
- Channels by team, client or branch, public or private, with @mentions and replies.
- Share files in any chat or channel; files are grouped by chat and channel so they are easy to find later.
- Create meetings from a chat or channel, with invites, agenda and reminders.
- Video and voice calls, one-to-one or in groups, with screen sharing.
- Access follows your company and branch roles, so people only see the channels and files they should.
Let AI do the typing. You do the checking.
AI fills the form; a person always reviews before anything is saved. Works with Claude or ChatGPT, chosen by your administrator.
Scan an invoice
Upload a paper or PDF invoice. AI reads it, you review, and the invoice is created with any missing customer, branch and items.
Fill forms from documents
Vendor bills (vendor matched by GSTIN or PAN), bank statements as PDF or photo, and GST certificates or PAN cards to create clients and vendors.
Three steps from setup to oversight
Set up once, work in one place, and see where everything stands, per company or branch.
- 1
Set up your company & masters
Add branches, users, clients, vendors, banks and services once. Import from Excel where you can.
- 2
Work day-to-day in one place
Complete tasks, raise invoices, approve cheques, send campaigns and talk to your team from the same login.
- 3
Track everything on dashboards
See deadlines, receivables, overdue ageing and cheque status at a glance.
Built around how Indian firms work
One login for everything
Compliance, billing and payments share the same clients and masters.
Made for GST & Indian banking
GSTIN, place of supply, TDS, PDC rules and Positive Pay are built in.
Approvals & audit trail
Who entered, approved, signed or changed what, and when.
Role-based access
Permissions per company and branch, so people see only what they need.
Help on every screen
In-app guidance explains each field and step where you are working.
Client portal
Clients view and download their own invoices, without emailing you.
For the people who keep the books straight
Pick the setup that matches your team.
Small & mid-sized businesses
Raise GST invoices, follow up on receivables and keep your own due dates in one place.
- ✓GST Invoicing
- ✓Client portal
- ✓Due-date tracking
CA & compliance firms
Run recurring filings for every client as tasks, bill for the work, and keep clients informed by email and portal.
- ✓Compliance & Practice
- ✓GST Invoicing
- ✓Email Campaigns
- ✓CredenceMeet
Multi-branch finance teams
Control cheques across branches with limits, approvals, Positive Pay and bank reconciliation.
- ✓ChequeGuard
- ✓Branch-level access
- ✓Bank reconciliation
See CredenceSuite on your own data
Share a few details and we'll walk you through CredenceSuite using a sample of your clients, invoices or cheques.
Thanks, .
We'll email you within one working day to schedule your demo.