Features

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New Era of 2B Reconciliation

  • Automate 2B download and Reco (on every 14th of the month)
  • Supplier GSTIN & Return Validation before filing 3B
  • E-mail communication for Invoices not appearing in 2B
  • ML-Based GST Health Check and Exceptional Reports
  • Preventive GST Notice Generation
  • Mark Invoice Status directly on Portal's Invoice Management System (New)
  • Carryforward invoices feature for ITC not appearing in 2B & its subsequent tracking
  • ITC Tagging for Reversal & Refund Calculation
  • 180-Day Payment Rule or GST Reversal Rule Compliance
  • GST Notice and Orders Dashboard

GST Module:

  • Auto Download of GSTR 2B for all the clients
  • GSTR 2B reconciliation (with manual mapping option) and auto client reporting
  • Track Notice / Orders
  • Turnover / ITC comparison between Books & GST return for all clients on a single screen
  • ML-based Audit Points & discrepancies for Annual Return and Tax Audits
  • GST Return filing Dashboard
  • Freeze monthly ITC calculation used for filing GSTR-3B

FS Module

  • Preparation of Financial Statement as per Schedule III
  • Generate Cash Flow Statement, Notes to FS, and Financial Ratios
  • One time mapping and lifetime FS preparation
  • TB linked FS in Excel
  • Import directly from Tally or from Excel.
  • FS preparation for Non-corporates also available.
FSM5
FSM4
FSM3
FSM2
FSM1

Audit Module

  • ML-based Ledger scrutiny
  • ML-based GST Returns vs Books exceptions that could lead to notice/orders from department
  • MSME compliance & exception reports to minimize Audit Risk
  • Single review sheet for all the clients highlighting key financial metrics
  • Snippets of information relating to clause 44 of 3CD

Client Module

  • Issue Logins to Client and Present Financial Dashboard
  • Get inputs on Suspense entries from clients on the application
  • Get Debtors/Creditors balance confirmed every month
  • Client-wise Digital Wallet for sharing key documents
  • Data collection facility with mobile friendly options
  • Simple & Easy to share GSTR-2B reconciliation statement between client and their vendors
  • Easy & Efficient MSME module for clients to comply with sec. 43B(h)
  • Easy broadcasting of important notifications to all the clients

Client-wise CA Dashboard

  • Client-wise Financial Data & Reports
  • GST & Financial Health Checkup
  • ML-based Transactional data audit and exceptions
  • GST Notice / Orders and ECL balance tracking
  • Periodic Turnover / ITC Comparison

Value Additions

  • Issue Employee Login and Allocate Clients
  • Monthly employee training on accounting concepts, upcoming deadlines, and many more
  • Track Exceptions like negative cash balance, party ledger exceptions, and so on.
  • "Knowledge Insights" Section for clients imparting financial knowledge
  • Source of Additional revenue from existing clients

Revenue-Generating Opportunities with Managemate

Scale Your Team Quickly
Scale Your Team Quickly
Scale Your Team Quickly

Subscription Revenue

Charge monthly/annual subscriptions from clients for Managemate's accounting and financial reporting software.

Global Reach

Accept bookkeeping work without geographical boundaries and tap into foreign markets for outsourced jobs.

Efficiency Gains

Save staff hours with automated financial statement preparation and reporting.

Benefits of Using Managemate

  • Reduces chances of receiving notices from the department
  • Practice automation and reduce manual errors
  • Increased confidence in client financial data before signing
  • Bird's-eye view across all clients
  • Improved staff efficiency and reduced work hours
  • Growth opportunities for online bookkeeping services
  • Free monthly employee training
  • New Joinee internship
  • Digitized client communication
  • Real-time financial reporting for clients
  • Mass client messaging with a single click
  • Generate additional revenue from existing clients

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