Manage your accounts, inventory & payroll — all in one place.
From journals and GST to inventory BOM and payroll processing — Taskmate ERP gives growing businesses a single, audit-ready workspace to run their entire finance operations.
Sales, purchase, receipts, payments, journals, contra, banking transactions — every voucher type covered.
BankingFinance
Manage bank accounts, record banking transactions, and reconcile books with statements easily.
Financial ReportsReports
P&L, balance sheet, trial balance, cash flow, day book, outstanding receivables/payables, and group summaries.
AnalyticsAnalytics
Financial ratios, trends, monthly performance, and custom reports for confident decision-making.
AI AccountingAI
Describe transactions in plain English — our AI engine posts the correct accounting entries automatically.
Recurring TransactionsAutomation
Automate standing journal entries, salary posting, rent, and subscriptions on daily, weekly, or monthly schedules.
UtilitiesUtilities
Import/export data, backup & restore, audit logs, document attachments, and data validation checks.
Users & RolesAdmin
Invite team members, assign granular permissions, review access logs, and secure login with OTP 2FA.
GST & StatutoryCompliance
GST registration, classification, slab-based rates, company PAN/CIN, and TDS/TCS configuration.
Entity SettingsConfig
Configure financial year, multi-currency preferences, feature toggles, and entity-level settings.
How It Works
From setup to audit — a workflow that just works
Configure once, run daily, report anytime — without losing traceability or control.
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Set up masters1
Create account groups, ledgers, GST classification, stock items with units and price lists, and employee/payroll masters.
Record transactions2
Post sales invoices, purchase bills, payment receipts, journal entries, and banking transactions with clean workflows.
Reconcile & review3
Reconcile bank accounts, validate data, and attach supporting documents directly to each transaction.
Generate reports4
Run P&L, balance sheet, trial balance, cash flow, receivables/payables, inventory and payroll reports instantly.
Analyse & optimise5
Use financial ratios, monthly trends, and AI-powered insights to identify growth opportunities and cut costs.
Stay audit-ready6
Audit logs, role-based access, data validation, and OTP 2FA keep your books clean, compliant and secure.
By the numbers
Built to handle real business scale
25+
Report types
9
Voucher types
30 days
Money-back guarantee
99.9%
Uptime SLA (Enterprise)
Smart Features
Beyond basic accounting — built for the modern era
Taskmate ERP ships with features you'd normally pay extra for: AI entry, invoice sharing, document attachments, recurring automation, and secure 2FA — included in every plan.
AI-powered voucher entry
Invoice share links (public URL)
Document attachments on transactions
Recurring transaction automation
OTP 2FA for secure login
Razorpay-powered subscription upgrades
Security & Control
Built-in controls your team will actually use
Governance and traceability are woven into every workflow — not tacked on as an afterthought.
Roles & permissions
Invite users with granular, role-based access. Control who can view, create, edit, or delete across every module.
Audit logs
Every action — creates, edits, deletions — is timestamped and logged. Full traceability without extra effort.
Backup & restore
Protect your data with automated backups. Restore to any point with a few clicks — built into Utilities.
Data validation
Run validation checks to catch ledger inconsistencies, unbalanced entries, and missing data before they become problems.
OTP 2FA login
Every login requires a 6-digit OTP sent to the registered email — protecting accounts even if passwords are compromised.
Document attachments
Attach invoices, receipts, and supporting files directly to each transaction for complete, audit-ready records.
GST compliance
Built-in GST registration, classification, and slab-based rates ensure every transaction meets Indian tax requirements.
Access logs
Monitor login history, permission changes, and user activity from the admin panel for security oversight.
Customer Stories
Trusted by businesses that care about accuracy
From solo consultants to multi-outlet retail chains — teams across India rely on Taskmate ERP for their daily accounting.
“The GST setup and ledger management are exactly like Tally but with a modern UI. Our CA loved the clean audit trail — no more chasing documents.”
R
Rajesh Venkataraman
Director · Textile Trading Co.
“We switched from spreadsheets to Taskmate ERP in a week. The onboarding wizard is smooth and the recurring transactions feature saves us hours every month.”
P
Priya Sharma
Finance Manager · EdTech Startup
“Having payroll, inventory, and accounting all in one place is a game-changer. We don't need 3 separate tools anymore.”
M
Mohammed Farhan
Owner · Retail Chain (5 outlets)
“The AI accounting entry is surprisingly accurate. We just describe the transaction and it posts the correct double-entry. Huge time saver.”
A
Anita Nair
Senior Accountant · CA Firm
“Sharing invoice links directly to clients is brilliant. No more PDF attachments in email — the public share link looks very professional.”
K
Karthik Subramaniam
Freelance Consultant · Independent
“Role-based access means our junior accountants can post entries but can't see the full P&L. Exactly the control we needed.”
S
Sunita Gupta
CFO · Manufacturing SME
Pricing
Simple, transparent pricing
No hidden fees. No per-user traps. Pick the plan that fits today — upgrade as you grow.