Manage Your Books

Simplify your bookkeeping with our easy double-entry accounting

Easy and efficient bookkeeping for small and medium businesses

Please note:

Many small businesses struggle when they are asked to choose between in-house vs outsourced accounting. Please feel free to read our blog on the trade-off betweeen in-house and outsourced accounting

Navigate to learn more about our bookkeeping and accounting services.



Import Data From a JSON File

Export Data To a JSON File


Name Account Type Account Sub-Type Account Group

Existing account may not be permitted to be modified. Please delete an existing account and recreate it with different settings.

Register a New Customer or Modify an existing customer

Name Number Email Phone GST City Action

If you wish to remove the invoices from your records, please delete them and allow the system to recalculate your accounts accordingly.

Invoices

# Invoice Client Total Actions
Add/Modify Invoice

Add Line Item

An existing line item may not be modified. Please delete the existing line item and add a new line item.

Kindly ensure that you click/select/tap the Save Invoice button after adding or deleting any line items or other invoice information.

Existing Line Item Tax Rate is %

Existing Line Item Price is (₹)

Existing Line Item Quantity is

Existing Line Item Total Tax is (₹)


    No Income Data Available


    No Expense Data Available


    No Ledger Balances Available

    • Please input the account name clearly.
    • Select the type: Asset, Expense, Income, Liability, or Equity
    • Select the sub-type: Direct or Indirect. E.g., direct or indirect expenses.
    • Existing account may not be permitted to be modified. Please delete an existing account and recreate it with different settings.


    Add Journal Entry

    • Add journal entries for both debit and credit to balance the ledger.
    • Line items inside an entry are editable only as a whole. Delete the whole entry and then add new line items to that entry.
    • When credit and debit entries are added, the journal entry is automatically saved.

    ID Date (YYYY-MM-DD) Line Items Actions

    Account Account Type Account Sub-Type Debit (₹) Credit (₹)

    Debits and Credits are not balanced in the ledger.

    Debits and Credits are perfectly balanced in the ledger.


    Profit And Loss

    Total Sales (₹) - Direct Expenses (₹) = Gross Profit (₹) - Indirect Expenses (₹) = Net Profit (₹)

    Overall Financial Statement

    Legal Business Entity Name:
    Reporting Period: From To

    Bottom Line: Net Profit is ₹

    Net Cash Flow is ₹


    Cash Flow Statement

    Opening Cash Balance
    ₹ 0
    Operating Cash Flow
    Net Income
    ₹ ${bal}
    Non-cash adjustments
    ₹ 0
    Non-cash adjustments Total
    ₹ 0
    Net Operating Cash Flow
    Investing Cash Flow
    Net Investing Cash Flow
    Financing Cash Flow
    Net Cash Flow
    Closing Cash Balance

    Balance Sheet

    Legal Business Entity Name:
    Reporting Period: From To

    Assets

    Current Assets

    Cash and Bank

    Cash

    Cash In Hand

    Total Of Cash

    Bank

    Total Of Bank

    Total Of Cash and Bank

    Total Of Current Assets

    Non-current Assets

    Investments

    Total of Non-current Assets

    Fixed Assets

    Total of Fixed Assets

    Other Assets

    Total of Other Assets

    Total of Assets

    Equities (Capital) And Liabilities

    Liabilities

    Current Liabilities

    Other Current Liabilities

    Total of Other Current Liabilities

    Total Of Current Liabilities

    Non-current Liabilities

    Total Of Non-current Liabilities

    ₹ 0

    Other Liabilities

    Total Of Other Liabilities

    ₹ 0

    Total of Liabilities

    ₹ 0

    Equities

    Equity/Capital

    Closing Retained Earnings

    Total of Equities

    Total of Equities (Capital) And Liabilities


    Profit And Loss Statement

    Legal Business Entity Name:
    Reporting Period: From To
    Revenue (Sales):
    Discounted Revenue: ₹ ${discount}
    Operating Revenue (Sales - Discount allowed)
    Direct Expenses
    Gross Profit
    Indirect Expenses
    Account Value
    Non-operating income
    Account Value
    Net Profit
    Profit Before Tax (PBT)

    Disclaimer: This statement advice is based on your inputs.

    Please verify them with your tax advisor before making any decisions.


    What is Double Entry Accounting?

    The double-entry accounting system is the foundation of modern bookkeeping in India. Every financial transaction affects at least two accounts, ensuring that:

    Assets = Liabilities + Equity

    This equation always remains balanced.

    In a bookkeeping system that is designed to be easy to use, this means:

    Core Principles

    Debit and Credit Rules

    Account Type

    Debit (Dr)

    Credit (Cr)

    Assets

    Increase

    Decrease

    Liabilities

    Decrease

    Increase

    Equity

    Decrease

    Increase

    Income

    Decrease

    Increase

    Expenses

    Increase

    Decrease

    Chart of Accounts (COA)

    Grouping of Accounts For Better Classification

    A bookkeeping system should group accounts as:

    Classification Of Financial Elements Like Assets, Income, Equity, Expense, and Liabilities

    How Transactions Flow in the System

    Each transaction should be captured like this:

    Date | Description | Debit Account | Credit Account | Amount

    Example

    Consultancy income received in bank (₹100,000)

    Rent paid in cash (₹10,000)

    System should:

    From Journal Entries to Financial Statements

    Profit And Loss Statement (P&L)

    Purpose: Calculate profit or loss

    Formula:

    Profit = Total Income – Total Expenses

    System Logic:

    Balance Sheet

    Purpose: Show financial position

    Structure:

    Assets = Liabilities + Equity

    System Logic:

    Cash Flow Statement

    Purpose: Track actual cash movement

    System Logic:

    Example

    Transactions

    1. Capital introduced ₹100,000
    2. Consultancy income ₹100,000 (Bank)
    3. Rent ₹10,000 (Cash)
    4. Furniture ₹5,000 (Cash)
    5. Loan ₹150,000 (Bank)

    Financial Statements Summary

    Journal Entries

    1. Capital Introduced ₹100,000

    Cash A/c.....................Dr 100,000

    To Capital A/c.....................100,000

    2. Consultancy Income Received in Bank ₹100,000

    Bank A/c.....................Dr 100,000

    To Consultancy Income A/c......100,000

    3. Rent Paid in Cash ₹10,000

    Rent Expense A/c............Dr 10,000

    To Cash A/c.....................10,000

    4. Furniture Purchased in Cash ₹5,000

    Furniture A/c...............Dr 5,000

    To Cash A/c.....................5,000

    5. Loan Taken from Bank ₹150,000

    Bank A/c.....................Dr 150,000

    To Loan from Bank A/c..........150,000


    Ledger Accounts And Trial Balance

    A trial balance ensures that total debits = total credits
    Account
    Account Type
    Account Sub-Type
    Debit (₹)
    Credit (₹)
    Cash Asset Direct 85000 0
    Capital A/c Equity NA 0 100000
    Rent Expense Indirect 10000 0
    Furniture A/c Asset NA 5000 0
    ICICI Bank A/c Asset NA 250000 0
    Consultancy Fees A/c Income Direct 0 100000
    Loan from HDFC Bank A/c Liability NA 0 150000
    Total (Trial Balance (₹)) NA NA 350000 350000

    Profit & Loss Statement

    This statement shows profitability over the period.

    Profit Calculation

    Profit = 100,000 – 10,000 = 90,000

    Profit & Loss Statement

    -----------------------------------------

    Particulars Amount (₹)

    -----------------------------------------

    Income:

    Consultancy Income 100,000

    Expenses:

    Rent Expense 10,000

    -----------------------------------------

    Net Profit 90,000

    -----------------------------------------

    This ₹90,000 profit will be added to Capital in the Balance Sheet. The bottom line in business refers to a company's net income, net profit, or earnings per share (EPS), representing the final profit remaining after all expenses, taxes, and costs are deducted from total revenue. It is usually found at the bottom of the income statement, indicating overall profitability and financial success.

    Balance Sheet

    A balance sheet shows financial position of a business at a point in time.

    Assets

    Total Assets = ₹340,000

    Liabilities

    Total Liability = ₹150,000

    Equity

    Total Equity = ₹190,000

    Total Assets (₹340,000) = Total Equity (₹190,000) + Total Liability (₹150,000)

    Cash Flow Statement

    Identify Cash & Bank Transactions

    From your entries:

    Inflows (Money Coming In)

    Total Inflows = ₹350,000

    Outflows (Money Going Out)

    Total Outflows = ₹15,000

    Net Cash Flow

    Net Cash Flow = Inflows – Outflows = 350,000 – 15,000 = 335,000

    All amounts shown above are in INR (₹).

    Disclaimer: The Manage Your Books feature in the UI above is designed as a simple, easy‑to‑use tool to help small businesses quickly maintain and share basic business accounts and books data. It is not exhaustive and should not be considered a substitute for professional accounting or compliance services. For accurate guidance on taxation, reporting, and regulatory matters, consulting a qualified Chartered Accountant is recommended.

    Please reach out to us for a thorough assessment of your taxation, tax audit, and overall financial requirements. If you have encountered inadequate service from previous providers, our expertise offers a reliable solution.