Reports · Client Portal

They Help Themselves. You Get Your Morning Back.

The people you trade with want three things: what they owe, what they paid, and a certificate. None of that needs to come through your accountant's phone.

✓Their Data Only Never Your Books

✓TDS Certificates Self-Serve

✓Queries Threaded, Not Phoned

See It On Your Books › Watch The 90-Second Tour

Client Portal, On Screen

Invite

Send access to a customer or vendor — they set their own password.

Statements

Their ledger, their ageing, as at any date they choose.

Invoices & Bills

Copies on demand, without an email to your team.

TDS Certificates

Downloaded by the deductee when they need them.

Queries

Raised against a document, threaded, and answered in one place.

Vendor Onboarding

New vendors submit their own GSTIN, PAN and bank details.

See It In Action ›

They Self-Serve. You Stay In Control.

Access is granted per party and scoped to their own transactions — the boundary is enforced, not promised.

You GrantThey AccessYou Answer

Invite A Party

Choose What They See

Revoke Any Time

Their Statement

Their Invoices

Their Certificates

Their Ageing

Queries Threaded

Answered Once

Attached To The Document

Automated — Autobooks does it Your call — nothing without you

What They See, And What They Never Do

	Statements	Documents	Certificates	Requests
They Can	Their Ledger Their Ageing Any Date	Invoice Copies Bills Raised On Them Payment History	TDS Certificates Download On Demand	Raise A Query Submit Onboarding Details
They Never	Your other clients	Your margins or costs	Anyone else's certificates	Anything you did not grant

Access is scoped per party at the data layer, not hidden by a filter in the interface

WHERE THE MORNING GOES

Statement Requests Are Not Accounting Work.

Every statement your team emails by hand is time that produced nothing. The portal turns a recurring interruption into a link — and the party gets it at ten at night without waiting for anyone.

Who Built This ›

Fits The Stack You Already Have

Customer PortalVendor PortalSelf-OnboardingTDS CertificatesQuery Threads

Each party sees their own transactions and nothing else — enforced at the data layer.

Questions A CA Asks First

What exactly can a customer see?

Their own ledger, ageing, invoice copies, payment history and any certificates addressed to them. Nothing about your other clients, your costs or your margins.

How is that boundary enforced?

At the data layer, scoped to the party — not by hiding rows in the interface. There is no view that returns another party's transactions.

Can I turn it off for a particular customer?

Access is granted per party and can be revoked at any time. Nobody has portal access unless you gave it to them.

Do vendors get the same thing?

Vendors see bills you raised on them, payments made, their TDS certificates, and can submit their own onboarding details — GSTIN, PAN and bank details — rather than emailing them to your team.

What happens to queries?

They attach to the document they are about and stay threaded, so the answer lives next to the invoice rather than in somebody's inbox.

Does this replace sending statements?

It replaces the request. You can still send a statement; most firms find the requests simply stop.

See It On Your Books ›