Accounts & Finance
Finance that connects to every
timesheet, project, and invoice.
GST invoices, GSTR-1 reports, salary slips, and expense vouchers — flowing automatically from attendance, timesheets, and projects inside one TaskEase workspace. No desktop software like Tally. No separate accounting subscription. Access from anywhere.
Complete finance management for Indian businesses
GST-compliant, CA-friendly, and integrated with your HR and project data — no duplicate entry ever.
GST Invoice Creation & PDF
Create professional GST-compliant invoices with line items, CGST/SGST/IGST auto-calculation, and digital signature fields. Generate and download branded PDF invoices in seconds — with your company logo.
GST Reports
Auto-generate GSTR-1 summary reports, output tax liability summaries, and HSN-wise sales reports. Filter by financial year, quarter, or month — making CA and GST filing significantly faster.
Customer & Vendor Records
Maintain a complete master directory of customers and vendors with GSTIN, PAN, billing address, and bank details. Invoices and payments are linked to records automatically for accurate ledger tracking.
Expense Vouchers
Record all business expenses with categories, payment mode, GST input credit, and approval workflow. Attach receipts or invoices as evidence. Monthly expense summaries feed directly into P&L reports.
Salary Slips
Generate monthly salary slips for all employees with earnings, deductions, PF, PT, TDS, and net pay calculated automatically. Download as PDF or email directly to employees from the ERP.
Financial Year Setup & Advance Payments
Configure your financial year (April-March or custom), set up opening balances, and track advance payments against customers and vendors. Year-end closing and carry-forward is handled automatically.
AI Financial Insights & Role-Based Access
AI-powered, project-wise financial reports pull automatically from timesheets, attendance, and invoices to surface margins, cost overruns, and cash-flow trends — no manual spreadsheet stitching. Sensitive financial data is protected with role-based access control: define exactly who can view ledgers, approve expenses, or generate salary slips, with every action logged for audit — security-first by design.
How it works
From financial year setup to monthly GST filing — in three steps.
Set Up Financial Year
Configure your financial year dates, company GSTIN, PAN, billing address, and bank details. Set up your chart of accounts or use the pre-loaded Indian standard chart. Add opening balances if migrating from Tally.
Add Customers & Vendors
Import your existing customer and vendor master from CSV or add manually. Each party record stores GSTIN, PAN, billing address, payment terms, and bank details — linked automatically to all future transactions.
Create Invoices & Manage Expenses
Start creating invoices, recording expenses, generating salary slips, and pulling GST reports. All transactions flow into your P&L, balance sheet, and GST reports automatically — no duplicate entry.
TaskEase vs. the old way
| What you need | Old way | TaskEase |
|---|---|---|
| GST-compliant invoicing | Tally Prime — Rs. 18,000/year per PC | ✓ GST invoices built into TaskEase ERP |
| GST filing reports (GSTR-1) | Tally or ClearTax plugin required | ✓ Auto-generated GSTR-1 summaries |
| Expense management | Separate tool (Expensify/Zoho Expense) | ✓ Expense vouchers with approval flow |
| Salary slips for employees | Separate payroll software (RazorpayX) | ✓ Salary slip generation built in |
| Customer/vendor ledgers | Tally or Busy accounting software | ✓ Integrated with invoices and payments |
Frequently Asked Questions
Is TaskEase accounts module compliant with Indian GST requirements?
Yes. The accounts module supports all GST components — CGST, SGST, IGST, UTGST — with automatic calculation based on the customer's state vs. your organization's registered state. It generates GSTR-1 summary reports that can be used directly by your CA for GST filing.
Can we migrate our existing data from Tally to TaskEase?
Yes. Customer master, vendor master, and opening balances can be imported via CSV. Our onboarding team assists with data migration from Tally XML exports to ensure a smooth transition without losing historical data.
How does TaskEase compare to Tally Prime for Indian SMBs?
Tally is a powerful standalone accounting tool but requires a Windows PC installation, a separate license per user, and no integration with HR or project management. TaskEase accounts module is cloud-based, accessible from anywhere, and fully integrated with your attendance (for payroll), projects (for billing), and CRM — eliminating manual data transfer between systems.
Does TaskEase support multi-company or multi-branch accounting?
Each TaskEase organization is a single legal entity. Multi-branch support (multiple GST registrations) is on the roadmap. For separate legal entities, each requires its own TaskEase subscription — though a consolidated group view for reporting is planned.
Ready to connect your finances to the rest of your workspace?
Cloud-based GST accounting, salary slips, and financial reports — fed automatically by attendance, timesheets, and projects in the same workspace your whole team uses.