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Accounting and tax

  • Accounting
  • India compliance

Sales and CRM

  • Sales
  • Point of sale
  • CRM

HR and payroll

  • HR
  • Payroll

Operations

  • Purchasing
  • Inventory
  • Manufacturing
  • Subcontracting
  • Quality
  • Projects and timesheets
  • Assets
  • Maintenance visits and warranty

Support and Chat

  • Support
  • Chat

Analytics and AI

  • Analytics
  • AI Assistant

Specialist

  • Lending
  • Industry packs

The whole system

7 apps, one set of books

ERP, CRM, HR, Support, Analytics, Chat and Lending, with 3 add-ons. Point at one to see its screen; switch on only what you use.

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Accounting

Statements your CA can sign off.

Trial balance, profit and loss, cash flow and a Schedule III balance sheet, straight from the books.

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All 9 parts work today

MyRecords Profit and loss: company, period, columns and compare-with, then income, expenses, net profit or loss and margin, with a chart by month.
Profit and loss on the sample company.
Part of
Accounting
Ledgers, bank reconciliation and financial statements, in your currency.
Users
Unlimited
no per-user fee on any module
Runs on
Your server
or a dedicated system on MyRecords Cloud
Core ready in
1–2 weeks
set up by our team with the modules you pick

How it works

Three steps, start to finish.

In short

MyRecords produces the general ledger, trial balance, profit and loss, cash flow and a balance sheet in the Companies Act Schedule III layout, with notes to accounts, from the same books every module posts to. Every figure opens the ledger entries behind it. Big reports run in the background and show when they were prepared, and the books are closed month by month with a lock date so the numbers you report stay put.

  1. Step 1

    Pick the period

    Monthly, quarterly, half-yearly or yearly columns, compared with the period before or the same period last year.

  2. Step 2

    Drill to the entry

    Click any figure to see the ledger lines behind it, and from there the invoice, payment or journal.

  3. Step 3

    Close and send

    Run the month-end checks, lock the period, and print or e-mail the statements to your CA or bank.

The details

What it covers.

9 of 9 work today

  • Works today 9

  1. Trial balanceWorks today

    Every account's opening, movement and closing for the period, with a check that debits equal credits, a previous-year column, and a print for audit with signature lines.

  2. Profit and lossWorks today

    Income and expenses as a tree, by period, for one cost center or project if you need, each cell opening the ledger behind it. Also in the Schedule III form, with earnings per share.

  3. Schedule III balance sheetWorks today

    Assets against liabilities and equity in the Schedule III (Division I) order, with ledgers mapped to its heads and notes to accounts grouped by them.

  4. Cash flowWorks today

    Cash from operating, investing and financing activities for the period, from the same ledger.

  5. General ledgerWorks today

    Every posting, account by account, with the running balance, a drill to the voucher, party or account, and a CSV export.

  6. Prepared in the backgroundWorks today

    Large reports run in the background, show "Prepared at" with a Refresh button, and tell you when they are ready.

  7. Close the booksWorks today

    A month-end checklist (bank lines matched, no drafts, debits equal credits, depreciation posted), a lock date with its history, closed periods, and a year-end close that moves the profit into equity.

  8. Ratios in plain wordsWorks today

    The balance sheet shows the current ratio and other key ratios. With the AI Assistant add-on, "Explain in plain words" writes what they say, using only the figures on the page.

  9. A pack for the bank or CAWorks today

    The pack for the bank (balance sheet with notes) and the year-end pack, to print or e-mail. "Monthly to my CA" sends last month's trial balance as a PDF from the 1st.

Everything here works today on the demo company 9 of 9

One system

One part of one system.

Financial statements uses the same books, customers, items and people as every other module, so nothing is typed twice.

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One set of booksOne loginOne list of customers and itemsUnlimited users

Said plainly

Not there yet

  • Filing financial statements with the MCA; the statements are for you, your CA and your bank.
What comes next, on the roadmap

Questions

Questions people ask

Something else on your mind?

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01Is the balance sheet in Schedule III format?

Yes. Ledgers are mapped to the Schedule III (Division I) heads, and the balance sheet and notes to accounts follow that order. Your CA can review the mapping on its own screen.

02Do I need to post anything to see the statements?

No. Invoices, payments, stock movements, depreciation and pay runs post as they are submitted, so the statements are up to date whenever you open them.

03Can I stop people changing a closed month?

Yes. Set a lock date under Lock books on the Close books page. Entries dated on or before it are refused, except for the role you allow, and every change is kept with its reason.

04Can my CA get the trial balance every month?

Yes. Press "Monthly to my CA" on the trial balance, enter their e-mail and tick "Send it every month"; it goes as a PDF. Or invite your CA with accounts access until a date you choose.

05Do the reports export to Excel?

Yes. Every report exports to Excel, CSV or PDF.

Last updated Applies to MyRecords 3 Nov 2026 release

Next step

See it on your own numbers.

A live demo on our sample company, with our team. Or ask us for a quote first.

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  • On our sample company, for your kind of work
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