For CA & accounting practices
Ganav turns a governed accounting engine into your firm’s operating system: see every client’s month-end on one board, chase answers from one inbox that emails from your mailbox — or replies on WhatsApp — let AI code the bills, read every statement in Tally’s format, and give each client a portal of their own — with a single Tally agent for the entire practice.
You’re accountable for every client’s close, but you can’t see any of them without logging in one client at a time. Juniors chase clients over email and personal WhatsApp; answers get lost on someone’s phone; SLAs slip. Every client runs a different Tally company you have to touch separately. The firm’s own compliance — articleship, payroll — lives in yet another tool.
Screens: Engagement Cycles, Cycle Detail, Month-End Board, Templates, Tiers, Config.
Screens: Clarifications Inbox, Detail, Raise, Categories, Email Providers, Email Connection, Email Templates, SLA Insights, Magic Reply.
Screens: WhatsApp Inbox, Inbound Queue, Message Log, WhatsApp Settings.(Runs on the WhatsApp Business API through Ganav’s messaging platform; per-conversation costs apply.)
A constrained client login (dedicated CLIENT role, isolated identities) where a client’s contacts can view and reply to their own company’s queries, and see published documents, reports, statements, and engagement status. Everything they need; nothing they shouldn’t see. Client contacts carry a mobile number and a WhatsApp link, so the portal and the chat are the same person.
Screens: Portal Dashboard, Queries, Query Detail, Documents, Reports, Statements, Engagement, Publishing, Client Contacts.
Channels, DMs, threads, reactions, presence — plus the differentiator: a RecordCard that attaches a live, permission-checked journal, voucher, period-task, or report right into the conversation, with a status chip and a deep-link. Discuss the actual entry, not a screenshot of it. Company-scoped or firm-wide.
Every client runs their own Tally — but you install one agent for the practice, and it discovers every Tally company on the machine, across more than one Tally instance. The firm-level Tally Connections dashboard maps each client’s Tally company to its Ganav company, with per-client sync toggles, live job status, and a fleet view that scales to a real firm. Cutovers are reconciled before they post — Tally’s figure beside Ganav’s, every difference named — and pulls run unattended on the client’s machine. (See Migration & Integrations.)
Every client’s Trial Balance, P&L and Balance Sheet render in Tally’s T-format — the real group tree from the client’s Tally, two-sided, colour-banded like the CA team’s own Excel — or in the standard classified format, with one toggle. The Trial Balance expands any control account into its sub-ledgers (parties, banks) with opening and closing side by side; every Excel export mirrors the screen.
The same vendors appear across many client companies. With Smart Memory reuse on — and only where both companies opt in and the acting user has access to both — a vendor’s identity and tax rate learned in one client’s books is suggested in another’s. Suggestion-only, never straight-through, never account codes or bank lines: a fail-closed share catalog decides what may cross.
A separate application for the firm’s statutory-audit work: acceptance and Sec 144 independence, applicability, planning, signed data snapshots, self-computing reconciliations, confirmations, sampling, the SA 450 issue tracker, CARO 2020 and IFC workpapers, opinion and report issuance. It cannot read the bookkeeping database — client data enters only as a signed snapshot. Early access. (See Ganav Audit.)
Ganav also runs the firm’s own HR: articleship tracking with milestones for ICAI / ICSI / ICMAI, plus full Indian payroll for your staff. (See Payroll & HR.)