Everything your accountant needs, straight from the counter.
The Finance module turns what happens at your counter into records your accountant can work from. Every expense is logged with its category and payment mode, every customer has a running ledger, and sales download as a file for your CA. A journal view of every entry and downloadable income, expense and GST reports are coming soon.
Included on Shop (₹3,999 a month) and Pro
- 01 OctSales · Galaxy A55 · INV-1042Sales A/c₹26,999
- 01 OctExpense · Shop rentRent A/c₹45,000
- 02 OctReceipt · Ramesh (khaata)Cash A/c₹8,700
- 02 OctExpense · ElectricityPower A/c₹6,240
What's inside
Expenses by category
Rent, salary, electricity, marketing and more — each with its payment mode, and a monthly category breakdown.
Customer ledgers
A running khaata for every customer and business account, updated by every bill and payment.
Sales for your CA
Download sales as a spreadsheet file for any period, ready for your accountant.
Accounting export
Export your sales data from settings for month-end work with your accountant.
Journal entries
Every bill, expense and payment shown as a journal entry, in one place your accountant can review.
Coming soonIncome, expense & GST reports
Download month-end income, expense and GST reports — sales and purchase registers, tax summaries — for filing.
Coming soonHow it works
Bill as usual
Sales, payments and khaata are recorded as you work.
Log expenses
Add each expense with its category and how it was paid.
Download for your CA
Pick the period and download the file.
Close the month
Your accountant files from the reports, not from a shoebox of bills.
On a real counter
Month-end in minutes
Instead of handing over a bag of bills, you send your CA one download for the month.
Where the money went
Rent, salaries and electricity side by side, so you see which cost grew this month.
Khaata that adds up
Every customer's balance matches their bills and payments, so there is nothing to reconcile.
Questions
Can my accountant get reports from RetailerOS?
Yes. Sales download as a spreadsheet file for any period, expenses are recorded by category and payment mode, and customer ledgers are kept up to date. Downloadable income, expense and GST reports are coming soon.
Does RetailerOS show journal entries?
A journal view of every bill, expense and payment is coming soon.
Do I still need an accountant?
Yes, for filing returns and your books. RetailerOS gives your accountant clean records from the counter, so they spend their time on filing rather than data entry.
Which plan includes Finance?
Finance is included on the Shop plan (₹3,999 a month) and on Pro.
Works well with
Schemes
Track every Samsung, Vivo, Oppo and appliance brand scheme in one place: targets, incentive slabs, eligible sales and the claims you are owed.
Explore →Stores
Run every store from one owner login: stock, cash, staff and performance per location, with cross-store IMEI search and 3 staff logins per store.
Explore →Automation
Automatic WhatsApp follow-ups after every purchase, birthday wishes and timed campaigns that educate, upsell and bring customers back to your store.
Explore →See Finance on your own counter
Start free today, or book a 15-minute walkthrough on a weekday.
