Rakesh Vaddadi
Co-founder & CEO · Beacon.li
OneFinOps centralized our accounting, GST and approvals into one workflow. We now process vendor invoices 2.4x faster.
Receivables
Accounts receivable software, from quote to cash on one record.
Quotes, sales orders, invoices, receipts and credit notes on one customer record. Aging stays live. GST invoices, IRN and receipts reconcile inline.
Trusted by finance teams
Customer 360
One customer record. Every transaction in view.
Quotes, sales orders, invoices, receipts, credit notes, payment history, credit limit, contacts and documents on the same customer record. The same record sales, AR and the CFO post against. No second master to reconcile.
Quotes & Sales Orders
From quote to sales order, with the trail intact.
Line-level discounts and tax on every quote. Approvals enforce by amount and discount percentage. Version history per quote. One-click conversion to a sales order. Credit limit and place-of-supply tax are checked at the SO, not at the invoice.
GST Invoice Generation
Every B2B invoice ships with an IRN.
IRN issued from the authorised GSP. QR code printed for offline verification. E-way bills auto-raised when the threshold is crossed. CGST, SGST or IGST applied per place of supply. Multi-currency export invoices with FIRC and BRC metadata.
Recurring Invoices
Recurring invoices with IRN, every cycle.
Schedule monthly, quarterly or annual cycles. Each cycle generates a fresh GST invoice with IRN. Delivered via email or WhatsApp. Payment follow-ups fire automatically when invoices stay open past due.
Payment Follow-ups
Reminders that run themselves.
Templated reminders fire on aging-bucket transitions (0-30, 30-60, 60-90, 90+). Tone adjusts to the customer relationship and history. Email, WhatsApp Business and call queues are integrated. Replies route into the AR inbox.
Credit Management
Credit limit at the SO. Not at year-end review.
Per-customer credit limits set on the customer record. Live utilisation across open SOs, open invoices and open receipts. Breach blocks the next sales order with a CFO override path. Exposure aging flagged per bucket. The trigger fires before despatch, not after the cheque has bounced.
Receipt Allocation
Bank receipts allocated by morning.
NEFT, RTGS, IMPS and UPI receipts pulled from connected banking daily. Auto-matched on amount, UTR and customer. Advances and partial payments handled. Section 194Q TDS captured at receipt. FX gain or loss posted on export collections.
Credit Note Management
Credit notes that don't break the GST chain.
Sales returns, post-supply discounts and rate revisions handled with GST credit notes. Each credit note carries its own IRN. ITC reversal-aware so the customer's 2B and your GSTR-1 stay aligned. Section 34 and Rule 53 compliance built in.
Customer Statement of Account
Statements that send themselves.
Per-customer statement of account with open invoices, receipts, credit notes and a running balance. Bulk send via email or WhatsApp on a schedule. FY-end balance confirmations export hash-verified for the auditor's SA 505 procedure.
Branch / Region Aging
The aging cut your CFO actually asks for.
0-30, 30-60, 60-90 and 90+ day buckets sliced by branch, region, sales rep or business unit. Drill from any cell to the underlying invoices and customers. Concentration risk is visible across the portfolio.
UPI / Payment Links
A UPI link on every invoice.
Every B2B invoice ships with a UPI or payment link from Razorpay, Cashfree, PayU or ICICI. Customer pays in one tap. Receipt auto-allocates to the invoice. UPI, cards, netbanking and EMI all supported. Settlement reconciles by morning.
Export Invoicing & SEZ
Exports without the FIRC scramble.
LUT verified on the customer master. Export invoices in foreign currency with INR equivalents. FIRC and BRC metadata captured at receipt. IGST paid on exports tracked for refund (RFD-01). SEZ supplies handled separately. Form A1 / A2 for software exports drafted.
At scale
Quote-to-cash, by the numbers.
−14 days
reduction in DSO, post-rollout
92%
receipts auto-allocated to open invoices
100%
B2B invoices with IRN, QR and EWB
Day 1
GSTR-1 drafted from posted invoices
Customer stories
Finance teams running collections on OneFinOps.
GST invoices issued in seconds, dunning that follows up before the customer ghosts, and DSO that finally moves in the right direction.
Sashi Pagadala
CEO · Praval
Coordinating finance and procurement used to eat hours every day. OneFinOps now saves our team nearly 18 hours a week.
Kshitiz Sachan
Founder · Tribe
We finally have one source of truth across AR, AP and compliance. The real-time visibility lets our team operate with confidence.
Buyer FAQ
What teams ask before they switch.
Will payment reminders sound robotic to a long-standing customer?
No. Reminder templates are tone-aware. The cadence and language for a 12-year customer with one late invoice is different from a new customer with three. Templates pull customer-specific context (their PO number, their last payment date, their typical cycle) so the reminder reads like a personal note. Approve before send, or auto-send for approved templates.
Does WhatsApp work for payment reminders in India?
Yes. WhatsApp Business API is integrated. Templated reminder messages are approved through Meta with your sender ID. Delivery and read receipts are captured per message. Customer replies route to your collections inbox; the team picks up the conversation from there.
How does it handle Section 194Q TDS at receipt?
When a customer (buyer) deducts Section 194Q TDS at 0.1% on payments above ₹50L per FY, the TDS amount is captured at the receipt and reconciled against the customer ledger. Form 26AS reconciliation runs at FY-end. Section 206C(1H) (where you collect TCS instead) is auto-resolved based on buyer turnover history.
How are partial payments and advances handled?
Partial payments allocate to the oldest open invoice by default; the AR team can override at the receipt screen. Advances sit on the customer record and auto-allocate when matching invoices are raised. The customer ledger always reflects the net position.
What about FX gain or loss on export invoices?
For USD or EUR export invoices, the gain or loss is computed at receipt against the invoice rate and posted to the configured GL inline. RBI reference rate is used by default; pin a specific rate per receipt if your treasury policy requires it. FIRC and BRC metadata are captured for the invoice.
Can our CA see customer-wise outstanding for FY-end confirmation?
Yes. CA reviewer access provides read-only customer ledgers, ageing buckets and statement of account exports. FY-end balance confirmation packages export per customer or in bulk. The hash-verified format aligns with the auditor’s SA 505 procedure.
We bill from three GSTINs across multiple states. Is that supported?
Yes. Multi-GSTIN invoicing is first-class. Each invoice carries the right GSTIN, the right place of supply, and the right CGST / SGST / IGST split per Section 12 (goods) or Section 13 (services). GSTR-1 is drafted per GSTIN.
See the cycle on your last quarter of invoices.
Connect one entity, free. Upload last quarter's invoices and receipts. The auto-allocation, the WhatsApp follow-up cadence and the GSTR-1 draft run on your real customers. Not a sandbox.
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