Invoicing & books
Sales, purchases, expenses, payments, bank and cash — with ledgers, day book, P&L, balance sheet and ageing.
GST-READY Billing · Books · Returns
From first invoice to filed return. One platform.
SagacityBooks runs your billing, books, GST reconciliation and return filing from a single set of numbers — for growing businesses and the CA firms that look after them.
- Free plan, no card
- Files GSTR-1, 3B & 9
- Works offline
- English · हिंदी · मराठी
Compliance built in
GSTN-ready returns
e-Invoice IRN & e-Way Bill
Rule 46 invoice series
ICAI-format statements
Audit trail on every change
How the month runs
Enter it once. Everything else follows.
An invoice raised on a phone is already in your ledger, your reconciliation and your return. No exports, no re-keying into government portals, no month-end scramble.
1
Bill from wherever the sale happens
A desk, a shop counter or a phone in a delivery van — the same books, the same compliant invoice.
- One-screen billing on a phone, with the full form a tap away
- Counter till with barcode scanning and 58 mm thermal receipts
- Keeps billing offline — the invoice series never breaks
- Send on WhatsApp with a UPI QR for exactly what is still due
2
Reconciliation that does itself
The checks that used to take a week of spreadsheets run as you work, and flag only what needs a decision.
- Bank statements from PDF, Excel or a photo, matched to parties and bills
- GSTR-2B vs purchases line by line, across periods — no credit missed
- GSTR-1 vs books so no sale slips out of a return
- Books consistency checks that catch errors before your auditor does
3
File with confidence, not crossed fingers
Returns are built from the books you already keep, checked against the portal's own rules, and filed.
- GSTR-1, GSTR-3B and GSTR-9 prepared and filed with EVC
- Validation blocks a return the portal would reject — and says which invoice
- Duplicate filings refused, so nothing goes twice
- GST notices desk to track, draft and answer before the due date
Everything in one place
One login for the whole of your books and GST
No add-on tools, no copying between systems. Each part works from the same numbers.
e-Invoice & e-Way Bill
IRN with signed QR and e-Way Bills generated from the invoice you already raised.
GST reconciliation
GSTR-2B ITC matching and GSTR-1 against books, across periods, with clear next steps.
Return filing
GSTR-1, 3B and 9 validated and filed to the portal, from the same books.
Bank statement import
PDF, Excel or photo statements read, matched to parties and bills, and posted.
Inventory & manufacturing
Multi-godown stock, FIFO or weighted average, batches and expiry, production and job work.
TDS / TCS
Challans, deductee records and 24Q / 26Q / 27EQ readiness, with return files generated.
Financial statements
ICAI formats for firms, LLPs, companies (Schedule III) and trusts, with notes to accounts.
Branches & godowns
One set of books with a view per branch, branch logins and month-end close.
Bring your data
Import from your current accounting software, Excel or CSV — and export back if you need to.
Installable & offline
Runs as an app on phone and desktop, and keeps billing when the network drops.
Your language
Billing and owner screens in English, हिंदी and मराठी.
Who it's for
Built for the business and for its CA
Both sides work in the same books, so nothing is emailed back and forth at month-end.
For businesses
Run your billing and books without a back office
Traders, manufacturers, service providers and retailers who want billing, stock and GST in one login.
- Quick bills, price lists, recurring invoices and payment reminders
- Stock across godowns, with batches and expiry
- See who owes you, and get paid by UPI from a link
- Give your accountant exactly the access they need
For CA & tax firms
Every client, one workspace, one view
A practice console instead of a separate file per client — with your team's access set the way your office works.
- Firm-wide boards for GST reco, TDS deposits and notices due
- Staff assigned per client, with filing kept to your office
- ICAI-format statements, signed reports and the full ITR set as one PDF
- Client onboarding that builds the compliance calendar for you
Saga AI copilot
An assistant that knows your books
Ask in plain words. Saga reads bills and statements, finds what doesn't tie, and prepares the entries — and nothing is posted until someone with the right to approve says yes.
- Reads purchase bills and creates the supplier and items for you
- Clears bank suspense from a cheque book, note or statement
- Explains a figure — why ITC is short, which bill is missing
- Approval before posting, with every change on the audit trail
Security & trust
Your books, protected like they matter
Financial data deserves more than a password. These protections are on for everyone.
Isolated by firm
Every firm and client is walled off from the others, checked on every request.
Two-step & passkeys
Authenticator codes, recovery codes and Face ID / fingerprint sign-in.
Full audit trail
Every voucher change is logged with who, when and what it was before.
Encrypted backups
Daily encrypted backups, and a restorable copy of each client on request.
Getting started
Up and running in an afternoon
Bring your data
Import from your current software, Excel or bank statements — or start fresh with your first invoice.
Let it reconcile
Bank lines and GSTR-2B match as they arrive; numbering gaps and tax mismatches are caught as you go.
File and relax
Validate and file your returns yourself — or let your CA firm do it from the same books.
Free guides
Guides & brochures
Short PDFs on GST, billing and running a practice. Leave your email and mobile and the download opens instantly.
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FAQ
Questions, answered
What is SagacityBooks?
SagacityBooks is GST billing, accounting and return-filing software built for Indian businesses and CA firms. Invoicing, books of account, bank import, e-Invoicing, GSTR-2B reconciliation and GST return filing all run from one set of books.
Can SagacityBooks file GST returns directly?
Yes. GSTR-1, GSTR-3B and GSTR-9 are prepared from your books, validated against the portal's rules and filed, with an EVC step for authentication. A return that would fail validation is blocked, and a duplicate filing is refused.
Does it work without internet?
Yes. SagacityBooks installs as an app and keeps billing when the network drops. Invoice serials are reserved in advance, so numbering stays consecutive and gap-free as GST Rule 46(b) requires, and everything syncs when the connection returns.
Can I bring my existing accounting data?
Yes. Import your day book and masters from your current desktop accounting software, or from Excel/CSV and bank statements. Vouchers can also be exported back, so nobody has to re-enter work during the move.
Is it suitable for CA firms?
Yes. A practice runs every client from one workspace, with staff assigned to the clients they handle, separate rights for data entry and filing, and firm-wide views of GST reconciliation, TDS deposits and notices.
How is my data protected?
Each firm's data is isolated, every change to a voucher is logged with who made it and when, sign-in supports two-step verification and passkeys, and backups are encrypted.
Is there a free plan?
Yes. You can start free with no card, and move up as your business grows.
Close your month without the scramble
Start free today. Our team sets up your access, usually within a business day.