Compliance-ready out of the box. GST, multi-company, and the books — all included.
Finance & Compliance is for operators who’ve been paying ClearTax for GST IRN, Tally for books, and spending three days a month reconciling the two. This pillar replaces that stack. GST e-invoicing and multi-company are both in Core — not upsold.
Six capabilities that turn month-end from a week into a half-day.
Every qualifying invoice gets its IRN and QR at creation — straight from the government portal on your own GSTIN credentials. No ClearTax subscription, no per-invoice copy-paste. Cancellation and reporting in the same screen where the invoice lives.
Month-end GSTR-1 runs inside Upgear. The numbers come from the same database the invoices live in, so reconciliation between a CRM export, a ClearTax portal download, and Tally stops existing. Export directly or verify on screen before filing.
Run two or more legal entities in one workspace. Each company has its own GSTIN, financial-year start, letterhead, invoice signature, and e-invoicing credentials. Reports scope to one company or consolidate across all. Users can be scoped to one company and several branches.
Close-the-books grade reports. Trial balance with ledger groups. Cashbook date-wise with running balance. Bank statement for reconciliation against actual bank records. Party-wise Outstanding with 30 / 60 / 90 aging. All live, all from the same database.
Cash In, Cash Out, Bank In, Bank Out, Journal. Link vouchers to invoices for payment reconciliation. Indian payment modes (UPI, NEFT / RTGS / IMPS, Cheque, Cash, Card) captured on every receipt. The month’s transactions reconcile without a spreadsheet buffer.
If your CA still lives in Tally, Upgear produces a clean Tally-ready CSV covering invoices, vouchers, and receivables. Your CA imports it once a month. The exports are clean and reconciled on day one — not the day-three state of a typical CRM-to-Tally handoff.
Six accountant-grade reports computed from the existing voucher ledger: Trial Balance (verifies books are in balance), Trading Account (gross profit), Profit & Loss (net profit), Balance Sheet (assets vs liabilities + capital), Cash Flow Statement, and Bank/Cash Reconciliation. Account classification is one-time per tenant; auto-classification by name pattern handles most setups; manual override is always available.
Transact in any of 10 supported currencies — INR, USD, EUR, GBP, AED, SGD, AUD, CAD, JPY, CNY. Invoices to overseas customers, vouchers in foreign currency, base-currency reporting all handled natively. Per-transaction currency on Invoice / Voucher / Credit Note / Debit Note / Purchase. Historical transactions preserve their rate-of-the-day rather than today’s rate.
When goods are returned to a supplier or the supplier overcharged, issue a Debit Note that reduces the amount owed. Mirrors Credit Note: header + line items, FIFO stock decrement from oldest non-expired purchase batches with a batch-allocation audit trail. The originating Purchase row is flagged so it can’t be re-targeted.
The reports your accountant runs at month-end.
Month-end, the way your accountant would have wanted it.
It’s the 30th. Your accountant opens Upgear at 10 am. The first screen filters all invoices for the month with missing IRNs — there are zero, because every invoice generated its IRN at creation. She moves on.
GSTR B2B runs in under a minute. B2CL and B2CS follow. The three sheets export for her to verify against her prior-month’s ClearTax output. She compares line-by-line on the first month through Upgear. The mismatches are two, and they both come from a customer-master cleanup item — one customer had the wrong GSTIN on file. She fixes the master and re-runs. Zero mismatches.
By lunch, the collection report is reconciled, the cashbook ties to the bank statement, and the Tally CSV export is sitting in her CA’s Google Drive. She takes her afternoon off. What used to be three days of spreadsheet detective work, followed by a frantic evening of filing corrections, is now a morning of verification clicks. The pattern holds every month after.
The capability deep-dive that lives inside this pillar.
GST e-invoicing is the most commercially decisive capability in this pillar. The deep-dive covers how the direct-portal integration, multi-GSTIN handling, and Tally export work together.
Three compliance-tax line items, one pillar.
Two roles whose month-end this pillar shapes.
Service operators above the ₹5 crore AATO threshold feel this first.
E-invoicing has been mandatory above ₹5 crore since October 2024. For growing operators crossing the threshold, the compliance cost of the old stack becomes hard to justify; this pillar is usually the single largest ROI line-item of switching to Upgear.
What accountants and owners ask about this pillar.
See your month-end on Upgear in 30 minutes.
Founder-led demo. Bring last month's GSTR B2B sheet, a recent ClearTax invoice, and a Tally export. We'll reconstruct the month-end workflow in Upgear on the call — IRN generation, GSTR exports, Tally handoff. The math writes itself.