Expenses, Vendor Bills & Bank Reconciliation for Indian Teams
Track expenses, vendor bills and payables with TDS, reconcile bank statements, and keep a fixed asset register with depreciation.
2 min
Web + app
14 days
Expenses, Vendor Bills & Bank Reconciliation
Sample data preview
1,248
Calls
₹28.7L
Pipeline
Live
Reports
Aakash Homes
Site visit
Hot
BrightSkill Pune
Admission call
Warm
CareDesk BPO
Demo booked
AI fit
Feature details
Everything your team needs to use it daily
Designed for managers, telecallers and field teams who need work captured automatically, not manually chased at day end.
What is it
Record expenses and recurring expenses, enter vendor bills with TDS, track payables ageing, and match imported bank statements to the ledger. A fixed asset register handles depreciation and disposal.
How it works
Vendor bills and payments post to the ledger and give vendor ageing. TDS sections are editable data, and the figures are available for 26Q. Bank statements import from CSV or XLSX with a column mapping and a preview, then you reconcile against ledger entries. The monthly P&L reads from the same data.
Who it's for
Finance owners and accountants who currently track expenses and vendor dues in separate sheets.
Getting set up
Add vendors and bank accounts, enter bills and expenses, and import your bank statement when you are ready to reconcile.
Advanced capability map
What Expenses, Vendor Bills & Bank Reconciliation adds to your CRM
These are practical operating controls, not brochure checkboxes. Each item is designed to reduce manual reporting and make manager review faster.
Expenses and recurring expenses
Vendor bills and payments
Payables ageing
TDS on bills and 26Q data
Bank statement import
Bank reconciliation and cash book
Fixed assets and depreciation
Monthly P&L
Daily workflow
Expenses, Vendor Bills & Bank Reconciliation without spreadsheet follow-up
The important activity reaches the CRM automatically, so your team can sell instead of reporting about selling.
Capture every lead with owner, stage and next action.
Works across mobile, web dashboard and manager reports.
Log calls, WhatsApp notes and field activity on the same timeline.
Works across mobile, web dashboard and manager reports.
Give managers one clear dashboard for coaching and follow-up pressure.
Works across mobile, web dashboard and manager reports.
Questions
Expenses, Vendor Bills & Bank Reconciliation FAQs
Quick answers before you send an enquiry.
Talk to product team
Want this module in your workflow?
Share your team size and use case. The request goes directly into the super admin marketing leads dashboard with the feature source tag.
Is feature ke liye enquiry dalo
Import a real lead sheet and test it with your team.
Or leave your details and we will call you back.