01
Accounts teams
The people raising invoices, chasing receipts and preparing what the CA asks for every month.
01 — WHO USES IT
Three people, one set of books.
02 — WHAT IS INSIDE
Eight modules, no empty tabs.
Built for the way an Indian SME actually bills: part advance, part cheque, a discount agreed on the phone, and a CA who wants clean exports.
03 — MONTH-END
Closing a month without the night.
Five steps that currently take a week of chasing. When the invoices were raised in the same system as the sale, most of it is already done.
01
Sale happens
A booking or accepted quotation in the CRM becomes an invoice here — no re-entry.
02
Invoice raised
Correct tax treatment applied, document sent by email or WhatsApp.
03
Money arrives
Receipt recorded and allocated, part payments included; reminders go out on the rest.
04
Reconcile
Bank statement matched, unallocated items flagged instead of quietly forgotten.
05
File
Exports handed to your CA, period locked, audit trail intact.
04 — IT CONNECTS
No re-typing, anywhere.
Every number in your books should have arrived from the place it was created — a booking, a shipment, a payment link — not from someone reading it off a screen.
05 — WHAT CHANGES
Spreadsheets and a shoebox vs this.
The usual agency
The sale is typed into a second system by hand.
Nobody is sure which invoices are unpaid today.
Part payments tracked in a WhatsApp note.
Wrong GST rate found at filing time.
Month-end is a week of chasing and copy-paste.
An edited invoice with no trace of who changed it.
Softieons Technology
The invoice is raised from the record that made the sale.
Receivables ageing that is true when you open it.
Allocated receipts against specific invoices.
Tax treatment applied at invoice time, with validation.
Exports ready; the CA works in the same data.
Full audit trail, and periods locked after filing.
06 — QUESTIONS
Ask your CA these too.
For most SMEs running sales, billing and receivables, yes — invoicing, ledgers, receipts and returns-ready exports all live here. Some businesses keep Tally purely for their CA’s final books and use Accountieons as the operating layer; both work, and we will tell you honestly which fits.
Tax invoices, credit and debit notes, HSN codes, place of supply, reverse charge and e-way documents are all handled, with GSTR-ready exports. We follow the rules as they change; when a format changes, that is a platform update, not a project for you.
Yes — give them a read-only or accounts role and they work in the same data instead of asking for files. Most CAs prefer it once they see the exports. We are happy to join the first call with them.
Opening balances, customers, suppliers, items and outstanding invoices are migrated by our team from Tally exports or spreadsheets, with a dry run you check against your own trial balance before go-live.
Supported. Each branch or GSTIN gets its own numbering series and books, with consolidated reporting on top and role-based access so a branch sees only its own ledgers.
That is the point of it. A booking in Residieons or a quotation accepted in Travelieons becomes an invoice here without re-typing, and Chatieons sends the payment reminder on WhatsApp.
07 — BOOK A DEMO
Bring last month's worst invoice.
The one with a part payment, a discount and a wrong GST rate. We will raise it properly in the product and show you where it lands in your returns.
DEMOS
business@softieons.com · +91 95106 80663
STUDIO
5th Floor, Abhinandan Royale, Bhatar Road, Surat 395007
HOURS
Mon–Sat, 10:00–19:00 IST · WhatsApp answered outside hours