Finance and accounting software
Billing, collections and books in one place, shaped around how your business already works instead of the other way round.
What’s included
- GST billing, credit notes and e-invoicing (IRN) support
- Receivables and payment reminders by SMS, email or WhatsApp
- Expense, vendor and purchase tracking
- Two-way sync with Tally or Zoho Books
- Bank statement import and reconciliation
- Role-based access with an audit trail
Who it’s for
Clinics, distributors, builders and service firms who have outgrown spreadsheets but don’t need a full ERP.
Typical timeline
8–14 weeks
Tools and platforms
How we deliver it
Every step ends with something you can see and approve.
Discover
We sit with your accountant to map today’s spreadsheets and approval steps.
Plan
Agree the reports you need each month before building anything.
Build
Build in short cycles, migrating your existing data as we go.
Launch
Run alongside your old process for one month, then switch over.
Finance and accounting software: common questions
Ask us anything else at care@cliqpe.co.in.
Can it work with Tally?
Yes. We sync vouchers, ledgers and parties with Tally so your accountant keeps working in the tool they know.
Is our financial data secure?
Data is encrypted in transit and at rest, access is role-based, every change is logged, and backups run daily to a separate location.
Can you migrate our past records?
Yes. We import opening balances, parties and historical invoices from Excel, Tally or your current software.
Often combined with
Talk to us about finance and accounting software
Share a few details and we’ll reply within one working day.
- care@cliqpe.co.in
- Working hours
- Monday to Saturday, 10am to 7pm IST