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What is Cashflow OS?

Cashflow OS is designed as a versatile web and mobile application for businesses that use TallyPrime, connecting business owners, accountants, and sales teams directly to their financial and operational data. With the aid of a Windows connector, it allows users to easily sync their TallyPrime data with the app, facilitating the oversight of crucial elements such as sales, purchases, receipts, payments, bank balances, ledgers, and outstanding invoices along with their ageing reports. The platform provides valuable insights through various reports, including Profit and Loss statements, Balance Sheets, Trial Balances, Day Books, and GST-related documents like GSTR-1 and GSTR-3B, all while offering users the ability to share and export selected reports. Depending on the permissions assigned to users, the system can support the creation of transactions and orders that are then recorded in TallyPrime. Furthermore, the inclusion of optional modules expands the platform's capabilities with features such as quotations, proforma invoices, delivery challans, field sales tracking, customer follow-ups, product catalogues, online store management, dealer pricing lists, customer relationship management (CRM), and service job oversight. Targeted specifically at Indian distributors, wholesalers, retailers, manufacturers, and other businesses leveraging TallyPrime, Cashflow OS ensures that users are equipped with the necessary tools to enhance their financial management practices efficiently. Ultimately, this comprehensive solution not only aims to simplify business processes but also strives to boost overall productivity across various industries.

What is BillForge?

BillForge is a comprehensive online invoicing and accounting platform designed specifically for freelancers, agencies, digital vendors, service exporters, e-commerce businesses, and various small enterprises in India. It streamlines the creation of GST tax invoices, pro forma invoices, credit and debit notes, while proficiently calculating CGST, SGST, and IGST, and allows for the management of export invoices with LUT and foreign currencies. Users can conveniently record expenses and vendor bills, leverage scanning technology to extract information from receipts, track input tax credits and TDS, and comply with MSME payment timelines. Additionally, BillForge generates GSTR-1 and GSTR-3B data for export, oversees general ledgers, client and vendor accounts, profit-and-loss statements, trial balances, and maintains a compliance calendar. The platform further features the ability to import bank statements and payment-settlement files, utilizing AI for enhanced reconciliation processes, and it provides accountants with read-only access via a dedicated portal to improve collaborative efforts. Notably, it also integrates with Claude through the Model Context Protocol (MCP), allowing for seamless interaction between the two systems, which enhances the overall user experience. This integration not only streamlines processes but also ensures that users can manage their financial tasks more efficiently than ever before.

Media

Media

Integrations Supported

TallyPrime
WhatsApp

Integrations Supported

Claude
Claude Duet
Claude for Legal
Model Context Protocol (MCP)
PayPal
Razorpay
Wise

API Availability

API Availability

Has API

Pricing Information

₹3,000/year
14-day free trial. Annual plans start at ₹3,000 plus GST.
Free Trial Offered?

Pricing Information

₹149/month
All features are included. The first 3 months are free with no credit card required. Afterward, the monthly plan is ₹149/month plus 18% GST, cancel anytime, or choose lifetime access for ₹4,999 plus 18% GST as a one-time payment. Custom pricing is available for self-hosted enterprise plans.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

S. P. Techno Solution

Date Founded

2019

Company Location

India

Company Website

cashflowos.in

Company Facts

Organization Name

BillForge

Date Founded

2026

Company Location

India

Company Website

billforge.in

Categories and Features

Accounting

Not specified

Categories and Features

Billing and Invoicing

Not specified

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