Taxsavo Consultants Private Limited · Jamshedpur · Ahmedabad · Bengaluru

Automation & custom software

Custom software for finance and operations

We automate routine accounting work on the tools you already use, and build software exclusively for your business when ready-made products do not fit.

Automation

Less manual work, more accurate numbers

Our tools are designed with accounting and compliance requirements in mind, with validation and reconciliation checks built in.

GST reconciliation

Purchase register matched with GSTR-2B, with missing or mismatched invoices flagged before you file.

Tally dashboards

Receivables and payables by age, cash position and sales trends from Tally, updated on the agreed refresh schedule.

Draft financial statements from the trial balance

Draft Schedule III statements and notes generated from your Tally trial balance, for review before they are finalised.

Workflow and timesheet tools

Task allocation, approvals, due-date tracking and reminders for your team.

Custom software

Built for your business, not bought off the shelf

Invoicing and billing software

GST-compliant invoices, estimates and party ledgers, designed around your products and pricing.

Receipts and payments

Customer receipts and supplier payments recorded, allocated against bills and reconciled with the bank.

Mobile-friendly web apps

Apps that run in current mobile browsers on Android and iPhone, with role-based access and approvals.

Accounting and reconciliation tools

Registers, ageing and reconciliations that produce supporting records for your accounts and audit teams.

Dashboards and MIS

Sales, collections, cash and tax position, updated on the agreed refresh schedule.

Workflow and team tools

Timesheets, task allocation, approvals and due-date reminders.

Examples of tools we have built

Team timesheet and worklog app

Daily timesheets, approvals and pending-work tracking for a professional firm.

Billing apps

GST invoicing with party ledgers and reports, built for individual businesses.

Receipt and payment app

Collections and payments recorded on a phone and allocated bill by bill.

Voice billing app

Voice-assisted item entry, with a review step before the invoice is issued.

How a custom build works

From requirement to support

1. Requirement study

We document how you work today and what the tool must do.

2. Prototype

You see and try a working draft before the full build.

3. Build and test

Tested with approved sample or sanitised data, followed by user acceptance testing.

4. Training

Your team is trained and receives a short user guide.

5. Support

Fixes and enhancements under an agreed support plan.

How the tools work

What each tool normally includes

The exact environment, backup arrangement and limits for your tool are written into its proposal.

Where it runs

Current versions of Chrome, Edge and Safari on desktop and mobile; Excel and Tally where the tool works with them.

Data in and out

Imports from Tally, Excel, CSV and GST portal downloads; exports to Excel, CSV and PDF.

Validation

Totals, duplicates, GSTIN formats and dates are checked on entry; exceptions are listed for review, not silently corrected.

Approvals and access

Role-based access, with approval steps where entries affect accounts or payments.

Backups

Where the tool stores data, backups on your own account and a restore test before go-live, unless the proposal states otherwise.

Limitations

Each tool supports the processes agreed in the proposal; it does not replace your accounting software or professional review.

Standard terms

Standard terms for custom software

These terms apply to every custom build unless the proposal states otherwise.

Ownership

On payment of the agreed fees, you own the software built specifically for you, its source code and your data. Our pre-existing tools and templates used in the build are licensed to you for use with that software.

Hosting

The software is deployed on accounts held in your name. Hosting and any subscription costs are paid directly by you.

Third-party components

Any third-party services or components used remain subject to their own licence terms, which are listed in the proposal.

Data export

Your data can be exported at any time in standard formats such as Excel or CSV, including a full export and handover if the engagement ends.

Acceptance and support

Go-live follows your written acceptance. Defects against the agreed scope reported within 30 days of go-live are fixed at no extra cost. Enhancements and later support, including response times, are under an annual support plan.

Changes in scope

Features beyond the agreed scope are quoted separately before any work begins.

Have a process that needs a better tool?

Describe how it works today and we will suggest what can be automated or built.