Platform
The platform under every module.
Where it runs, who sees what, how data comes in and how it stays safe. Shared by all of it.
- Core ready in 1–2 weeks
- 100% customisable
- Zero access to your data
- Updates and fixes included
- Changes whenever you want
- Users
- Unlimited
- Every module, every person. You pay for modules, never per login.
- System
- Dedicated
- Your own system and database, on your server or MyRecords Cloud.
- Sign-in
- Two-factor
- On for administrators by default, and a change log chained with hashes.
- Access
- View-only
- People see only what their role allows, with no edit buttons.
- Your data
- Any time
- Export any list or report; a full export when you leave.
Seven pages
Every module stands on the same seven things.
All seven products and the add-ons run on one platform. Each page below says what works today, what needs your account, and what is not there yet.
What you switch on 7 products, 3 add-ons, 12 modules
- ERPSales and POS, purchasing, inventory, accounting, manufacturing, projects and assets.
- CRMLeads, deals and a pipeline board.
- HR and payrollAttendance, leave, expenses and pay runs.
- SupportTickets with SLA timers.
- AnalyticsDashboards and a business overview.
- ChatChannels and threads for your team.
- LendingA loan book tied to your ledger.
- AI AssistantAdd-on: answers from your own books.
One set of booksOne loginOne list of customers and itemsUnlimited users
The platform under them
4 of 7 work todayIn part Data import, Integrations, Phone and offline
- 01 Your server or our cloud A dedicated system per client, on your server or MyRecords Cloud. Works today
- 02 Roles and access People see only what their job needs. View-only means view-only. Works today
- 03 Data import Tally, Excel and other software. Check the columns first; undo if needed. In part
- 04 Integrations What is live today and what connects once you add your account. In part
- 05 Phone and offline Any phone browser, installs to the home screen. In part
- 06 Customisation Fields, print formats and workflows; custom work quoted apart. Works today
- 07 Security features Two-factor sign-in, tamper-evident audit trail, encrypted fields and backups. Works today
- How we work with you Core ready in 1–2 weeks, 100% customisable, and zero access to your data after go-live. Our commitments
How we work with you
Ready in weeks. Shaped to you. Your data stays yours.
You choose the modules. We set them up, change anything you need, and keep the system updated, without looking at your records.
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Pick what you need. We set it up.
Choose from the modules and features that already exist. We set up everything: your data, users, print formats and training.
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100% customisable
Fields, screens, workflows and reports, changed by our team to fit the way you work. Quoted before we start.
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Rebuilt around you, if needed
If your process needs it, we redesign and rebuild any part of the system to your requirement.
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Zero access to your data
Once you go live, our team does not open your records. For a fix, you grant access for that job, and it ends with the job.
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Regular updates and bug fixes
Regular updates and bug fixes, included in every cloud plan and AMC tier, with GST, TDS, PF, ESI and PT changes.
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Changes whenever you want
Ask for a change, an addition or a fix at any time, and our team takes it from there.
The platform in short
Every MyRecords module runs on the same platform: a dedicated system per client on your server or MyRecords Cloud, one set of roles and permissions, one import that checks the columns first and can undo what it created, the same integrations, phone access and security features. Switch on a new module later and it inherits all of it.
Said plainly
Not on the platform yet
- A native app from the Play Store or App Store (it installs from the browser instead)
- Automatic bank feeds (import the statement file)
- Shopify and marketplace connectors
- ISO 27001 or SOC 2 certificates, or an external penetration test
- Self sign-up or a free trial (our team sets up every system)
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.
Live demo
Book a walk-through
- On our sample company, for your kind of work
- A quote for the modules you need
- Your questions, answered by our team














