Features
62 things it does, across 10 parts of a business.
This is the whole list, not a selection. Every line is something that exists and works today — if it is built but not switched on, it is not up here, it is in what it cannot do at the bottom of the page.
- CRM & pipelineLeads, parties, WhatsApp
- SellQuote → order → invoice
- Buy & stockPO, GRN, warehouses, BOM
- The booksDouble entry, 8 vouchers
- GST & taxGSTR-1, 3B, TDS
- People & payrollAttendance to payslip
- Work in the fieldTasks, jobs, GPS check-in
- ControlApprovals, permissions
- Day to dayDashboard, what is rotting
- Getting startedTally & Busy import
CRM & pipeline
From the first enquiry to a party with a ledger balance.
- Leads
- Six stages, drag-and-drop board, sources, values, expected close
- Who is on it
- Who brought the lead in, who is handling it, what came in when
- Pipeline that adds up
- Open value, win rate, stale leads, unassigned leads, per-person scoreboard
- Reach them in one tap
- Click to call, click to WhatsApp, straight from the list
- Clients & vendors
- One party record — receivable, payable, GSTIN, state code, full ledger
- WhatsApp Business
- Official Meta Cloud API: inbound messages auto-filed under the right client, reply in the app, approved templates outside the 24-hour window
Sell
Quote → order → challan → invoice → credit note. Each step carries the last one forward.
- Quotes & sales orders
- Convert to an invoice without retyping a line
- Delivery notes
- What left the building, and what it did to your stock
- Invoices
- GST or non-GST, posted to the books the moment they are verified
- Credit notes
- Reverse a sale properly instead of editing history
Buy & stock
What you ordered, what arrived, what you were billed for — reconciled.
- Purchase orders & GRNs
- Receive against the order; a short delivery stays a short delivery
- Bills & debit notes
- Payables that agree with the goods that actually turned up
- Rate audit
- Same item, two suppliers, six months — what did it really cost you
- Items, HSN & units
- HSN master, apply a GST rate to one item or all of them
- Warehouses & stores
- Opening stock, transfers, adjustments, stock per warehouse
- Batches & bill of materials
- Build a finished item and watch the components leave stock
- Stock reports
- Movement analysis, stock ledger, item profitability
The books
Real double entry. Not a spreadsheet wearing a ledger’s coat.
- Chart of accounts
- Every document in the system lands on a posted voucher
- 8 voucher types
- Sales, purchase, receipt, payment, contra, journal, credit note, debit note
- The statements
- Day book, ledger, trial balance, profit & loss, balance sheet
- Party ledger
- Opening balance, running balance, closing — Dr, Cr, and who owes whom
- Outstanding & ageing
- Who has not paid, and how long they have not been paying
- Bank reconciliation
- Upload the statement, match it against the entries
- Cash book & cash flow
- Where it went, and a projection of where it is going
- Cost centres & budgets
- Budget against actuals, taken from the entries themselves
- Multi-currency
- Rate table and a revaluation that posts its own voucher
- Payment performance
- Which customers pay on time and which only say they will
- Cheque printing
- Print on your bank’s stationery instead of writing it out
- Audit log
- Vouchers keep a record of who changed them
GST & tax
Built from the invoices you already raised — no second data entry.
- GSTR-1 and GSTR-3B
- Generated in the NIC schema and downloaded as JSON to file
- Tax codes
- CGST/SGST/IGST, cess, exempt and nil-rated, classified on the line
- TDS
- Deductions, challans, and Form 26Q for the quarter
- An honest limit
- You file the return. RCM, SEZ, deemed exports and amendments still want your eyes on them.
People & payroll
The HR system most accounting software makes you go and buy twice.
- Attendance
- Shifts, in and out times, lateness, geofence, per-employee rule sets
- Payroll
- Payslips built from the clock — days, hours, absents, overtime
- Leave & regularisation
- Applied for by staff, decided by a named approver
- Money owed to staff
- Advances and loans, with instalments that cannot exceed what is owed
- Expense claims
- Spend, photograph the receipt, claim it, get paid — and it posts
- Petty cash
- A float, a box, and every rupee out of it accounted for
- Fixed assets
- Register, depreciation month by month (SLM or WDV), gain or loss on disposal
- Staff sign in themselves
- Their attendance, their leave, their claims, their advances — on their own phone
Work in the field
Jobs happen outside the office. They should still land in the system.
- Tasks & work orders
- Priority, due date, assignee, checklist, notes, timeline
- Field jobs
- A site, a location, and a GPS check-in when your man is actually there
- Team board
- Every person’s work in one view, or one person’s work on its own
- Insights
- Open, overdue, on-time rate, average days to finish, per-person scoreboard
Control
The part that decides whether everything above stays true.
- Approvals
- Documents that wait — and money that waits with them
- Permissions
- 48 resources × create, read, update, delete. Build a role that suits one person.
- Users & roles
- Invite your people, set what each of them may touch, give staff their own sign-in
- Verify before it counts
- An invoice is a draft until somebody with the right to verify it does
- Messenger
- Direct and group chat, voice notes, read receipts, voice and video calls, buzz
- Multi-company
- More than one company, more than one workspace, one login
- Activity log
- Invoices are recorded with the user who raised them, their IP and their device
Day to day
What you see when you open it on a Tuesday morning.
- Dashboard
- Revenue this month, receivables outstanding, overdue invoices, invoices raised
- It tells you what is rotting
- Drafts nobody verified, leads nobody followed up, invoices nobody chased
- Install it
- Runs in the browser, installs as an app, and keeps working on a bad connection
- Help & system check
- What your browser and connection are actually doing, when something feels slow
Getting started
The first afternoon is the one that decides whether you keep using it.
- Bring your masters over
- Customers, vendors, ledgers and stock items — from a Tally XML or a Busy (Excel) export.
- And the voucher history too
- From a Tally Day Book, every voucher re-posts as a balanced journal that reproduces its exact ledger effect — de-duplicated by its Tally ID, so re-running the import is safe.
- Documents that look like yours
- 12 templates, a visual editor, 80mm thermal receipts, and a UPI QR on the invoice
- Your own numbering
- Prefix, sequence and suffix for each of 12 document types
- Clean up the mess
- Merge duplicate clients, accounts and items; repair orphaned links
- On every device
- Browser, Android, and a separate staff app for the people in the field
Not yet
The things tBiz cannot do — yet
Everything above is something you can use today. These are the exceptions — some built but not switched on, one a line we deliberately stop short of. You should hear it here rather than on the day you try to file.
- E-invoice (IRN)The invoice is already built to the NIC schema. Registering it with the IRP needs GSP credentials wired in — until then the numbers it returns are simulated, and we do not pretend otherwise.
- E-way billSame story: the form is there, the NIC call is not.
- Filing a return for youtBiz builds GSTR-1, GSTR-3B and Form 26Q as JSON. You — or your CA — upload it. Nothing is submitted on your behalf.
- Rebuilding your old invoices line by lineTally voucher history now imports — as balanced journals, so the trial balance and every party ledger come out exact. What it does not do is re-create each old sale as an itemised GST invoice: the totals are right, the line detail stays in Tally.