SoftDocket

Solution · Financial

GST-ready accounting that runs itself.

Invoicing, reminders, reconciliation, recovery, GST filing — automated and audited. Built for the way Indian finance teams actually work.

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What treasurers and CFOs tell us

The receivables overhang nobody admits to.

Most finance teams accept these as cost of doing business. They don't have to.

  • 25% receivables overhang

    Manual reminders, missed follow-ups, no late-fee enforcement. Cash flow plans collapse.

    Cash flow risk

  • GST filing pain

    Last-minute scramble at month-end. Mismatched invoices. ITC leakage.

    Compliance risk

  • Manual reconciliation

    Bank statement vs Tally vs WhatsApp screenshots. Two days a month, every month.

    Time drain

  • Audit nightmares

    Auditors ask for the trail. Spreadsheets don't have one.

    Compliance risk

  • Recovery without process

    Defaulters know nothing happens. No legal trail. No escalation ladder.

    Revenue leak

How SoftDocket solves it

Books that reconcile themselves.

Invoicing, payments, late fees, GST, and recovery — wired together. Your finance team reviews; the platform does the rest.

  • GST-ready invoices with auto HSN / SAC, e-invoicing, IRN generation
  • Automated reminders (WhatsApp / email / SMS) with configurable cadence
  • Late-fee rules per category — owner / tenant / commercial
  • Bank reconciliation with Razorpay, ICICI, HDFC, Axis, Yes Bank, SBI
  • Tally / Zoho Books two-way sync — your CA keeps their workflow
  • Recovery ladder — 30 / 60 / 90 day actions, legal notice templates

  • Invoicing

    Auto-generated, GST-ready, scheduled. Bulk + bespoke.

  • Payments + reconciliation

    Razorpay collection + bank reco + UPI auto-match.

  • Recovery

    Reminders, late fees, legal notices, audit trail.

What you get out of the box

Four modules. One ledger.

  • Invoicing & billing

    GST invoices generated on schedule. Bulk and exception flows.

    • Recurring + ad-hoc invoices
    • HSN / SAC auto-lookup
    • E-invoicing IRN generation
    • PDF + email + WhatsApp delivery
    • Credit / debit notes

  • Payments & reconciliation

    Collect across UPI, cards, netbanking. Auto-match to invoices.

    • Razorpay collection links
    • Bank statement import + match
    • UPI ID + RRN matching
    • Settlement reports
    • Refund workflow

  • GST & compliance

    GSTR-1 / 3B-ready reports. ITC reconciliation built in.

    • GSTR-1 export (JSON)
    • GSTR-3B summary
    • ITC vs 2A reconciliation
    • TDS / TCS tracking
    • E-way bill linking

  • Recovery & late fees

    Configurable ladder for defaulters. Templates approved by counsel.

    • 30 / 60 / 90 day reminders
    • Late fee % or flat
    • Service-suspension triggers
    • Legal notice templates
    • Recovery dashboard

The cash cycle

From invoice to ledger — automated.

Every payment walks the same loop. Exceptions surface; defaults handle themselves.

  1. 1

    Generate

    Recurring invoices generated on the 1st. GST-ready, HSN auto-applied.

    Invoice issued

  2. 2

    Remind

    WhatsApp + email reminders fire on day 5, 15, 25. Late fees apply on day 30.

    Reminder sent

  3. 3

    Reconcile

    Razorpay + bank statements import overnight. UPI RRN auto-matches to invoice.

    Auto-matched

  4. 4

    Report

    GST-ready exports, ITC reconciliation, recovery dashboard — refreshed daily.

    Books closed

Your CA logs in for review, not for data entry.

Integrations

Talks to your bank, your CA, and your tax filer.

  • Razorpay

    Payments

  • Tally Prime

    Accounting

  • Zoho Books

    Accounting

  • ICICI Bank

    Banking

  • HDFC Bank

    Banking

  • Axis Bank

    Banking

  • GSTN portal

    Tax

  • IRP e-invoicing

    Tax

  • WhatsApp Business

    Comms

  • AWS SES

    Comms

Security

Built to pass audit on day one.

  • Field-level encryption

    Bank account numbers, GSTINs, PAN encrypted at field level. Per-tenant keys.

    AES-256-GCM

  • Immutable audit trail

    Every voucher edit logged. Reversal flows. Auditor read-only view.

    ICAI SA 315 compliant

  • Segregation of duties

    Maker / checker enforced on disbursements and write-offs.

    Mapped to ISO 27001 A.5.10

  • India data residency

    All financial data stored in Mumbai region. DPDP compliant.

    DPDP Act 2023

Analytics

Financial metrics that move the needle.

Days sales outstanding
-38%

Median in first 90 days

Receivables overhang
-32%

Across 120 RWAs

Recon time / month
-72%

From 16 hours to 4

ITC capture rate
98%

Up from 84% baseline

Late-fee realisation
+₹2.4L / qtr

Per 200-flat society

GST filing time
-65%

Bulk export vs manual

  • DSO + ageing dashboard by category and segment
  • Cash flow forecast — 30 / 60 / 90 day projection
  • Recovery funnel — reminders sent, paid, escalated
  • GSTR-1 / 3B preview before filing

Customer voices

Finance leads on the change.

  • “Our DSO dropped from 47 to 29 days in one quarter. The automated reminders just work.”

    Vishal Mehta

    Treasurer · Lodha Belmondo Federation

    DSO 47 → 29 days

  • “GST filing went from a two-day scramble to a one-hour review. My team got their evenings back.”

    Anjali Krishnan

    Finance Controller · Embassy Springs CHS

    GST filing -65%

  • “Auditor compliments on the trail. That's a first for our 14 years.”

    Rohan Desai

    MC President · Hiranandani Powai RWA

Ready when you are

Close the books on time. Every month.

Get a 30-minute walkthrough with a finance specialist who has set up SoftDocket Financial for societies, builders, and SMEs.

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Financial Solution — SoftDocket