KyaTax ยท Virtual CFO

Demo guide & feature sheet โ€” for sales / onboarding. internal
๐ŸŽฌ Record a demo

A complete books + GST + income-tax + compliance cockpit that runs in the client's own browser (data stays on their device). Below: a tight 6-minute demo script and the full feature list. Tip: open vcfo-books.html in another tab and follow along.

๐ŸŽฏ 6-minute demo script

  1. Dashboard โ€” "ye khud compliance pakadta hai." Open Books โ†’ Dashboard. Point to the green/amber Data-health card. "Yahan ye khud bata raha hai โ€” kis vendor ki KYC pending hai, kaun MSME vendor 45 din se unpaid hai (43B(h) disallowance), kahan โ‚น10,000+ cash diya (40A(3))."
  2. New Entry โ€” "ek entry, sab jagah update." New Entry โ†’ Expense โ†’ type a vendor โ†’ watch the KYC flag. Add GST% โ†’ pick ITC eligibility (Eligible / Blocked 17(5) / RCM) โ†’ pick a TDS section (194J etc.). "Rent ya CA fees daalo โ€” TDS khud calculate, net payable dikh raha, blocked ITC galat claim nahi hoga, RCM alag handle. Live."
  3. Assets โ€” "depreciation apne aap." Assets tab โ†’ add an asset (cost + date) โ†’ open Reports: it now shows on the Balance Sheet (net block) and P&L (depreciation), and cash/payable adjusted. "Asset kharido โ€” books khud depreciation, balance sheet, cash sab adjust kar dete hain."
  4. MIS Report โ€” the showpiece. Reports โ†’ ๐Ÿ“‘ MIS Report โ†’ pick period โ†’ Download PDF and Download Excel. Open the PDF. "Ek click โ€” client-ready pack: P&L, Balance Sheet, Cash Flow, GST, debtor/creditor ageing with KYC, fixed assets, ratios. PDF ya Excel. Mail bhi kar sakte ho."
  5. GST โ€” "return-ready." GST tab โ†’ show GSTR-1 / GSTR-3B summary + HSN + B2B/B2C + download JSON. "Sales/purchase se GSTR khud ban jaata hai โ€” output, ITC, net payable."
  6. Procure-to-Pay (add-on) โ€” "vendor khud KYC karega." (If enabled) Open Procure-to-Pay โ†’ per-vendor KYC link (vendor self-fills) โ†’ payment stays gated till KYC + PO/RFQ/Agreement done โ†’ back in Books the KYC syncs and P2P bills show as payables. "Bเคกเคผเฅ€ company ke liye โ€” vendor self-KYC, approval emails, gated payments, bank/Tally payout file. Books se juda hua."
  7. Export & backup โ€” "lock-in nahi." Reports โ†’ Tally XML / Busy CSV; Settings โ†’ Download backup. "Tally/Busy mein one-click import, aur data kabhi bhi download. Koi lock-in nahi."

โœ… Feature checklist

Bookkeeping โ€” sales, purchase, expense, payment, receipt
GST invoice generator CGST/SGST/IGST auto
Stock & valuation (auto avg cost)
Debtors / creditors ledger
Snap a bill โ†’ auto-fill entry (AI OCR)
Bank statement โ†’ bulk entries
Voice invoicing (Hindi)
Income-tax & TDS
TDS on expenses โ€” 194C/J/I/H/Q 26Q-ready
Fixed Asset Register + depreciation (IT WDV)
TDS payable on Balance Sheet
GST
GSTR-1 & 3B summary + JSON + HSN
ITC eligibility โ€” blocked 17(5) + RCM
Compliance alerts (auto)
Vendor KYC status (typo/GSTIN-proof)
43B(h) โ€” MSME 45-day unpaid
40A(3) โ€” cash payment > โ‚น10,000
Duplicate-bill guard
Negative cash / stock data-health
Reports & output
MIS Report โ€” PDF + 10-sheet Excel + Gmail
P&L, Balance Sheet, Cash Flow, ratios
Tally XML / Busy CSV export
Procure-to-Pay (add-on) โ€” vendor self-KYC, approvals, gated pay, payout files
Data โ€” local-first, download backup, optional Drive

๐Ÿ’ก Why clients say yes

Galti nahi hotiCompliance khud flag hoti hai โ€” KYC, TDS, MSME, ITC. CA ko clean books milti hain.
Client-ready outputEk click MIS report (PDF/Excel) โ€” owner ko har mahine professional pack.
Data unka, unke paasLocal-first โ€” data device par, lock-in nahi, kabhi bhi export.
โ–ถ Open the live product ๐ŸŽฌ Record your demo kyatax.com

Pricing & plans: kyatax.com. This sheet is internal โ€” not for public listing.